What this does
Sales progression tracks every step between accepting an offer and completing the sale — solicitors, surveys, mortgage offers, and exchange.
When to use it
Start tracking progression as soon as an offer is accepted.
Step by step
- Open the property record
- Click the Progression tab
- The checklist shows key milestones:
- Memorandum of Sale sent
- Solicitors instructed (buyer and seller)
- Survey booked and completed
- Mortgage Offer received
- Searches returned
- Enquiries raised and resolved
- Exchange Date set
- Completion Date set
- Tick each milestone as it's completed
- Add notes and dates to each step
Tips
- The progression timeline is visible to your whole team
- Overdue milestones are highlighted in red
- You can add custom milestones for your process
- Use the progression view to update vendors on progress