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Standout - Quick Start

From Standout Property Manager Wiki Help

Accessing Standout Property Manager

To access Standout Property Manager, it’s best to use an up to date web browser. We suggest Chrome, but all modern browsers should work without issue. However, we do not recommend older Internet Explorer browsers as this application can be problematic.

Enter the following URL to gain access to Standout Property Manager:

https://www.standoutpropertymanager.co.uk/login

We would suggest bookmarking the above link in your browser for easy access.

Logging into Standout Property Manager

You should be presented with the systems login page, which looks like:

Login Form.png

The above is a snippet from the login page, to proceed you’ll need to know the Client ID which is the same for all users in your company and your individual Username, every user in Standout Property Manager must use their own Username and should never share passwords.

If you’ve forgotten your password, you can click on the wording “click here” to then reset your password.

Whilst using Standout Property Manager, should you require help or information, please do not hesitate to send an email to our Support Team. The email address is support@issl.co.uk and a support ticket will be opened in our Technical Support Online System where one of our technicians will contact you in due course.

Click Continue.

Login Password.png

Enter your password and then click Log in.

2nd Factor Authentication

If 2nd factor authentication is enabled on your account you will need to enter the 6-digit code to proceed, you will need your smart phone at this point. 2nd Factor Authentication is an advanced security system that prevents access to your account unless you have the time limited code.

Google Authenticator is available in both Google Play Store and Apple App Store.

2nd factor authentication is enabled in your Profile Configuration

Dashboard

The Dashboard is the default screen and where will come back to. There are six parts to this screen.

Dashboard options run down the left side

Status Bar – runs across the top

Office 365 - a new button near the top left of the screen will allow you to link Standout to Office 365. Appointments created in Standout when you are logged in, will automatically be created (or updated) in your Outlook Calendar. Please note: do NOT edit appointments created by Standout in Outlook, always edit in Standout so that these appointments are automatically updated in Outlook Calendar.

Dashboard quick views

Business Overview – shows relevant information regarding your properties. These will appear as more data is entered into the system

Your recently edited listings

Today’s appointments and Tasks

Your recently edited contacts

Performance chart

This will show you all the properties that have a status of Sales Completed / Rentals Let / Withdrawn

Performance.png

Local weather

This will show a 7 day weather forecast at your office town. You can then change this for a postcode or town of your choice. This has been added to allow you to check the weather when photographing a property and choose the potential best day for outside photographs.

Weather.png

Dashboard options

Tawk to                       integrated web chat client Tawk To – allows agents to chat with website users visiting your website (when implemented)

Diary                            an internal diary to store all appointments and diarised items

Properties

Add property              add a new property onto the system

Property List               list all properties on the system with a given criteria

Progress                      list all properties with progress markers against them

Rental

Bulk rental payments  enter daily payments for rental payments

Tenant list                   show all tenants (with active tenancy agreements)

Landlord list                show all landlords (with active tenancy agreements)

Businesses

Add Business               should you sell businesses, enter these in this section

Business list                list all businesses on the system with a given criteria

Contacts

Add contact                add a new contact onto the system

Contact list                  list all contacts on the system with a given criteria

Contacts to delete      list all contacts that you are able to remove from the system

Hot contacts               those contacts that you deem to be a hot contact

Reports                       various reports that extract data from the system to either Spreadsheet or PDF.

Holiday Requests        those users that are able to approve or deny holiday requests will

                                   See this option appear once staff members place a holiday request.

Administration             all the administration options to configure your agency, branches, staff and various other options

Status bar

Version                        the systems version number, by clicking this option, shows you all the versions and improvements.

Notifications                a quick view of all the system notifications, including diary appointments.

Page help                    throughout the system, clicking this should show help information regarding the section that you’re working on.

Colleagues                   shows colleagues that are logged onto the system

Your name                   clicking this gives access for editing your profile (opens in a new tab)

Log Out                       when you finish using the system, then log out for security

Sticky Notes                create a post-it note type note on your desktop for reminders etc You can also create and store sticky notes in contacts and properties Within the notes tab.

Business overview

The Business Overview contains useful information at a glance, such as how many new clients have been entered this week, whether feedback has been received and relayed to vendors, and whether there are any contacts with bounced emails (which is where an email sent by Stand Out Property Manager has been rejected, which is likely due to an invalid email address).

Examples are

                                   Available sales

                                   Available rentals

listings awaiting decision

                                   listings with no viewings in the last 30 days

                                   Agent awaiting viewing feedback

                                   Vendors/Landlords awaiting viewing feedback

                                   Contacts with bounced emails

Your recently edited listings

This section shows a list of properties you’ve recently edited, showing their contract, address, status.

Your recently edited contacts

This section shows a list of recent contacts and their definition on the system.

Today’s appointments

Shows appointments for yourself, and teams that you are assigned to.

Version Control – Important Note

As versions are implemented regularly (usually monthly), we do recommend that you read the release notes. The version will flash until you click on it but is important to view this information as if you have recommended a system change or improvement, will let you know what has been released.

Notifications

When you have notifications a “pill” will appear with the number of notifications, if you wish to delete them, simply hover over it and click on the x for it to be permanently deleted.

Page Help

PageHelp.png

Throughout Standout, each page has its own page help to assist with you when completing the entries on that page.

Colleagues – sending quick messages

Picture 2.png

Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see:

Sending a note: Receiving a note:
Send Note.png
Receive Note.png

Getting Started with your Clients

When you have a new client, this section will advise on the processes to follow for the following:

                       Selling a Property

                       Buying a Property

                       Letting a Property

                       Renting a Property

Selling a Property (Vendor)

When a client wishes to use your services to sell their property, we recommend the following:

                                   Enter the property – Pre-Valuation stage

                                   Enter the contact – link to the property

                                   Book Valuation appointment

                                   Enter property details, photos and valuation

                                   Once accepted, place property as Available (on website/portals)

                                   See below (Buying a Property)

During each stage Standout will allow you:

Create advertising brochures for your window, hand out to clients or email as a PDF attachment.

Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.

Buying a Property (Purchaser)

                                   Enter contact details

                                   Book viewing

                                   Update system with viewing feedback

                                   Place and offer – Repeat if offer isn’t accepted

                                   Accept offer

                                   Send contracts

                                   Finialise the Sale (SSTC)

                                   Completed – once everything has been exchanged

During each stage Standout will allow you:

Create advertising brochures for your window, hand out to clients or email as a PDF attachment.

Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.

Letting a Property (Landlord)

When a client wishes to use your services to let their property, we recommend the following:

                                   Enter the property – Pre-Valuation stage

                                               Management option:

                                                           No – client only uses you to obtain a tenant

                                                           Rent collection – you collect the rent on behalf of the Landlord

Yes – you look after the property on behalf of the Landlord and are responsible for all agreed arrangement.

                                   Enter the contact – link to the property

                                   Book Valuation appointment

                                   Enter property details, photos and valuation

                                   Once accepted, place property as Available (on website/portals)

                                   See below (Letting a Property)

During each stage Standout will allow you:

Create advertising brochures for your window, hand out to clients or email as a PDF attachment.

Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.

Renting a Property (Applicant/Tenant)

                                   Enter contact details

                                   Book viewing

                                   Update system with viewing feedback

                                   Place and offer – Repeat if offer isn’t accepted

                                   Accept offer

                                   Create Rental Agreement

                                   Finialise the Letting (Let)

                                   Use Bulk Payments or the Financials Tab within a Property/Rental Agreement

Additional Contacts

Standout can also help with the following additional contacts:

                       Solicitors

                       Contractors

                       Rental Guarantor

           

Getting started