How it works

From offer accepted to keys in hand.

A stage-by-stage look at how a sale moves. What the progressor does, what agents can see, and what clients experience at every step.

01

Offer accepted

Admin

Set it up once. Everything else follows.

Add the property, both parties, their solicitors, and the assigned agent. Two minutes and the sale has a structure. Both chains are live, all reminders are armed, and nothing depends on someone remembering to do something.

New transaction

Property

14 Birchwood Avenue, ST4 2QR

Vendor

Mr & Mrs Ashton

Purchaser

J. Okafor

Vendor solicitor

Hartley & Co.

Negotiator

Select…
02

Milestone tracking

Admin

Both sides of the transaction, tracked together.

Every sale follows two parallel chains: one for the vendor side, one for the purchaser. Confirm steps as they happen. Reverse one if something falls back. Mark as not-required where the sale differs from usual. The record stays accurate, even when things change.

Vendor
Purchaser
Solicitor instructedV
ID & documents submittedV
Solicitor instructedP
Searches applied forP
Mortgage offer receivedP
Enquiries raisedV
03

Automated emails

Admin + Client

Confirm a milestone. Everyone who needs to know, finds out.

The right people get the right email the moment you confirm. The buyer's email explains what this means for them and what's coming next. The seller's takes their perspective. The agent gets a brief status update. You don't write any of them.

To: Buyer

Your searches are back — here's what it means

To: Seller

An update on your sale: searches returned

To: Agent

File update: searches returned — 14 Birchwood

04

Client portal

Client

Clients know where they are without having to ask.

The welcome email includes a link that opens on their phone. No app, no account. They see their progress, what comes next, and the key dates ahead. Every time a milestone is confirmed, it updates. Most of the 'just checking in' calls stop because clients already have the answer.

Your sale

68%

14 Birchwood Ave

68% complete

Next step

Awaiting enquiry responses

05

Work queue

Admin

Every morning starts with a clear picture of what matters.

Reminders fire automatically. Some trigger when a milestone is confirmed, others after a set amount of time has passed. You can add your own on any file when something specific needs following up. The queue pulls everything together across all live transactions, in the order it matters.

Today's queue4 items

22 Maple Court

Chase solicitor — no contact in 9 days

+9d

7 Park View

Mortgage offer overdue — follow up lender

+6d

14 Birchwood Ave

Confirm searches returned

+2d

31 Station Rd

Reminder: 4-week check-in due

06

Agent dashboard

Agent

Agents always know where their sales stand.

Negotiators and directors get their own login. They can see every live transaction, how long each has been running, and a forecast of when exchanges are likely. Full milestone detail is a click away. If something needs chasing, they can raise a request to the progressor directly from the app.

Active files

14 Birchwood Ave

42 days since instruction

On track

22 Maple Court

67 days since instruction

Chase needed

7 Park View

31 days since instruction

On track
Forecast exchanges3 this month
07

Exchange

Admin + Client

The moment that makes it real.

Exchange is confirmed, the agent is notified, and buyers and sellers see something most software ignores. A celebration banner, confetti, a countdown to completion. After weeks of uncertainty, it should feel like a moment. It does.

Exchanged

14 Birchwood Avenue

Completion in 14 days — 18 Jun 2025

08

Completion

Admin + Client

Completion gets the send-off it deserves.

Clients see a second celebration when completion is confirmed. The file closes. The analytics capture everything: fees earned, days from offer to completion, your running rate across all sales. The sale is done, properly.

Completed

14 Birchwood Avenue

47

days

£425k

sale price

£2,550

fee earned

412

Active files

across all branches

84

Avg. days to exchange

offer to exchange

74

Exchanges this month

vs 61 last month

See it on a real transaction.

Reading about it is one thing. Watching it work on an actual file is another.

Book a demo →