My Properties
The section allows you to assign properties that a contact owns or is purchasing to assign an individual solicitor to each property. Rather than only allowing a single solicitor to a contact (as we previously set up), this can now be configured.
Linked properties
These properties are those that are currently owned by the Landlord/Vendor. As mortgage companies may insist on a Solicitor from one of their panels, you can now select a different Solicitor for each "transaction". To select a solicitor, either choose one from the drop down list or, click on the dropdown list, press backspace and this will allow you to type part of a solicitors name, or company name. Then you will be able to select your chosen solicitor.
Vendor Report - allows you to create a report (in a new tab) that shows the property details, owner(s), viewings/feedback, website statistics and price changes. This report is only available for properties that are For Sale.
Once you select the chosen solicitor, Save the contact to assign that solicitor. Their contacts details will then be displayed below, allowing you to open their details in a new tab, or, email them directly from Standout.
NOTE: If you change the solicitor, you MUST save the contact for the new solicitor details to be configured.
Purchasing/Renting properties
These properties are those that are currently either being purchased or rented. As mortgage companies may insist on a Solicitor from one of their panels, you can now select a different Solicitor for each "transaction". To select a solicitor, either choose one from the drop down list or, click on the dropdown list, press backspace and this will allow you to type part of a solicitors name, or company name. Then you will be able to select your chosen solicitor.Once you select the chosen solicitor, Save the contact to assign that solicitor. Their contacts details will then be displayed below, allowing you to open their details in a new tab, or, email them directly from Standout.
NOTE: If you change the solicitor, you MUST save the contact for the new solicitor details to be configured.
