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| = My Move Customer Portal =
| | #REDIRECT [[Customer Portal]] |
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| '''My Move''' is Standout's secure customer portal for sellers, buyers, landlords, tenants and applicants. It is connected to live Standout data so customers and staff are not maintaining separate versions of the same move/search.
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| For a staff-focused day-to-day guide, see [[Using My Move with Customers]].
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| == Access and sign-in ==
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| Staff invite a customer from the Contact record using '''Send My Move link'''.
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| Customers can sign in by:
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| * email address + My Move password; or
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| * a time-limited secure email link.
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| A new customer arriving by secure link is encouraged to create a password. They can change it later from the Password option in My Move.
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| Passwords are stored securely as one-way hashes in the ContactPassword field and are not readable by staff.
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| == Dashboard ==
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| The dashboard adapts to the customer's relationships with the agency. A customer may simultaneously be selling, buying, a landlord, a tenant or an applicant.
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| The customer sees only records to which their authenticated Contact is genuinely linked.
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| == Sellers ==
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| Depending on the property/transaction, a seller can see relevant information such as:
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| * viewings;
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| * viewing feedback;
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| * offers;
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| * progression;
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| * customer-visible documents;
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| * branch/contact information;
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| * message-my-agent options.
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| == Buyers ==
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| A buyer can see relevant property/transaction information and complete Buyer Ready/onboarding items such as:
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| * cash/mortgage position;
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| * AIP/mortgage status;
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| * deposit/source of funds;
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| * property-to-sell/chain position;
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| * solicitor details;
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| * AML consent/information;
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| * secure document uploads.
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| == Applicants and requirements ==
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| Customers can maintain multiple property searches. They can edit buying/renting, price, bedrooms, area/radius, property type/style, new-build preference and must-have features.
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| Requirements can be paused/reactivated/deleted and Standout immediately re-runs the existing matching engine. Matching properties are shown in My Move.
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| These are the same requirement records staff use in the Contact screen.
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| == Viewing requests ==
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| A customer can request a preferred viewing date/time. Standout creates a tentative linked viewing appointment for staff to review. The customer sees the live appointment state after staff confirm/cancel it.
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| == AML and documents ==
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| My Move can collect private supporting files such as:
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| * proof of funds;
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| * Agreement in Principle;
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| * identity evidence;
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| * proof of address;
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| * source-of-funds evidence;
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| * solicitor documents;
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| * Right-to-Rent evidence;
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| * other private documents.
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| These files are stored privately and are reviewed by staff from the customer's My Move submissions screen.
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| Where Landmark is configured, eligible customers can provide AML information/consent and start or refresh the AML request through the existing Standout Landmark workflow.
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| == DocuSign ==
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| Existing Standout DocuSign envelope status can be shown in My Move, for example awaiting signature, opened, signed, declined or cancelled. Signing itself continues through DocuSign.
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| == Landlords ==
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| A landlord can see relevant tenancy/compliance/repair information. Where a repair quote has been recorded, My Move can allow the landlord to approve or decline it with an optional comment.
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| == Tenants ==
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| A current tenant can see relevant tenancy/compliance information and report maintenance through the existing repairs workflow.
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| == Messaging ==
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| Customers can use '''Message my agent'''. Messages are sent to the relevant branch and can be archived in the portal message table where enabled.
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| == Staff review ==
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| Use '''Contact → More actions → My Move submissions''' to review customer onboarding, buyer position, secure uploads, AML information and portal viewing requests.
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| == Keeping My Move useful ==
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| My Move is only as current as the underlying CRM. Staff should promptly record viewing feedback, offers, progression, repair status and compliance information so the customer portal reflects reality.
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