Built for modern property teams
Live updates, shared milestones, and client-ready messaging — all in one place.
For estate agents and conveyancing solicitors stuck chasing updates, juggling emails, and guessing what’s next, Click Property Portal gives every party a clear, shared view of progress — so transactions move forward with confidence.
Panel management software for estate agents and conveyancing solicitors.
Live updates
No more “just checking in” emails.
A single, real-time feed for every message, milestone, and update — so nothing gets missed and nothing needs chasing. Everyone works from the same information, in the same place.
- Instant visibility across teams
- One source of truth for every case
- Fewer emails. Fewer follow-ups.
Latest messages & activity
Most recent 500 messages and activities.
Just checking everything is ok with the mortgage offer – do you still expect us to complete next month?
Memorandum received, attaching for your records.
Roughly when do you expect we might complete?
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Case #4821 · Purchase
Amelia Clark updated key stage Searches complete 12 Jan · 10:02
All local authority and environmental searches have been received and reviewed.
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Case #4792 · Freehold sale
James Douglas completed key stage Contracts issued 11 Jan · 17:09
Draft contract pack has been emailed to the buyer's solicitor via Click.
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Case #5013 · First-time buyer
Sarah Thompson left a client message 10 Jan · 15:27
“Just checking everything is ok with the mortgage offer – do you still expect us to complete next month?”
Send a message
Compose a quick update and send it straight from the timeline.
Choose who can see this note. Each choice will also receive an email notification
Progress tracking
Everyone sees progress — without asking.
Key stage tracking keeps clients and partners aligned in real time. Everyone knows what’s been completed, what’s outstanding, and what happens next — without emails, calls, or chasing.
- Clear milestones, zero confusion
- Shared visibility across agents, solicitors, and clients
- Fewer follow-ups from clients
| Sale has been agreed
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Completed on
by
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Add progress update
Mark as complete
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| Initial letter sent to client
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Completed on
by
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Add progress update
Mark as complete
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| Memorandum of sale received from Estate Agents
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Completed on
by
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Add progress update
Mark as complete
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| Initial Paperwork, Client ID and Property Fixtures and Fittings Returned
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Completed on
by
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Add progress update
Mark as complete
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| Draft Contract papers sent to Buyer(s) Solicitors; No Action Required by you as the Client.
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Completed on
by
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Add progress update
Mark as complete
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| Enquiries received from Buyers Solicitor (Includes Leasehold as applicable). No Action Required by you as the client.
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Completed on
by
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Add progress update
Mark as complete
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| All Enquiries answered to Buyer's Solicitor
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Completed on
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Add progress update
Mark as complete
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| Final Contract Paperwork Sent to Client and Redemption Statement Requested
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Completed on
by
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Add progress update
Mark as complete
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| Signed Contracts Received, Exchange of Contracts and Completion Date Set
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Completed on
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Add progress update
Mark as complete
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| Actual Completion
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Completed on
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Add progress update
Mark as complete
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Trusted by forward-thinking agents and law firms across the UK.
And many more...
Here’s how Click works in practice... 👇
Pipeline clarity
Quotes, referrals, and instructions — finally connected.
Quotes don’t disappear into inboxes. Referrals aren’t lost in emails. Instructions don’t mean starting again.
Click keeps the journey connected, so when a client is ready to proceed, everything is already in place.
From referral to instruction, without breaking the chain.
Client experience
Clients stay confident, not confused.
Every stage is clear and up to date, showing exactly what’s been completed — and what happens next. Clients feel informed throughout the process, without needing to ask for updates.
Sale agreed
Completed
18 Dec 2025 · Amanda Wass
Initial letter sent
Awaiting update...
Memorandum of sale
Latest update
Client ID confirmed
Draft contract papers
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