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Standout Property Manager Help

Welcome to the Standout Property Manager knowledge base.

This help system is organised around the jobs an estate or lettings team needs to complete, rather than simply describing every button on each screen. If you are trying to work out what to do next, start with the workflow that matches the job in front of you.

New to Standout? Start with Standout Quick Start and Daily Negotiator Workflow.

Sales workflows

I need to...	Guide
Register a buyer or applicant	Registering a New Applicant
Record what they are looking for and find matches	Managing Applicant Requirements and Matching
Arrange a viewing	Booking and Managing Viewings
Record feedback after a viewing	Recording Viewing Feedback
Take a valuation enquiry through to instruction	Sales Valuation to Instruction
Prepare and launch a property to market	Marketing a Property
Record, negotiate and accept an offer	Recording and Negotiating Offers
Manage a sale from offer accepted to completion	Sales Progression to Completion

Lettings workflows

I need to...	Guide
Take on a new rental property	Adding a new Rental Property
Create and start a tenancy	Creating and Starting a Tenancy
Check certificates, inspections and compliance	Rental Compliance and Inspections
Record and manage maintenance	Managing Repairs and Maintenance
Chase overdue rent	Chase Outstanding Rent
See all current tenants and balances	Tenant List

Customer service and prospecting

Area	Guide
Give customers secure self-service access	Using the Customer Portal
Full Customer Portal feature reference	Customer Portal
Find lapsed, dormant and property-to-sell opportunities	Opportunity Finder
Carry out Landmark AML checks	Landmark Anti Money Laundering Checking

Everyday tools

• Dashboard: what needs your attention today.
• Diary: appointments, valuations, viewings and staff availability.
• Tasks: follow-ups that must not be forgotten.
• Contacts: the customer record and how it connects to everything else.
• Property: the live record for a sales property.
• Rental Property: tenancy, compliance, maintenance and finance.
• Telephone Wizard: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.

How to use these guides

Most workflow articles follow the same pattern:

• Before you start - the information you should have to hand.
• How to do it - the practical sequence in Standout.
• What Standout does next - automatic activity, status changes or notifications to expect.
• Things to check - common omissions that cause problems later.
• Next step - where the process normally goes after this job is complete.

For technical support, email support@issl.co.uk.

Standout Property Manager