Sales progression
Every sale carries a standard 40-milestone conveyancing checklist, every offer carries its qualification evidence, and when a sale falls through the property goes straight back on the market with the reason recorded.
This is the interface your team lives in, annotated. The numbers below are the contract this module keeps, every property, every month.
The sale pipeline: offers qualified, conveyancing milestones ticking, progress visible per sale.
An offer is only as good as its evidence.
The standard checklist, seeded automatically per sale.
Sales progression shares the same record as every other module: no exports, no re-typing.
You record the reason (ten to choose from: survey, mortgage declined, chain break, gazumping and so on) and the instruction automatically returns to available, back on the market. The fallen sale stays on file with its milestone history for the post-mortem.
Yes. The checklist tracks each search individually (local authority, environmental, drainage, chancel repair) plus searches ordered and received, and exchange has both a readiness milestone and the exchange itself.
Offer negotiation today runs through considering, accepting or rejecting offers, with each new offer captured against the property and the full history kept. A dedicated counter-offer action is on the roadmap and not yet a button we would want you to expect.
Start a 14-day trial with a free data import, or book a 30-minute demo.
Start free trial