For estate agents
Keep momentum visible from offer to completion.
See exactly where every transaction stands — so you can answer clients confidently without chasing solicitors or guessing what’s next.
Pipeline visibility
Know which cases need attention — before clients ask.
Clear status and next steps across every transaction — without digging through emails or calling around.
Kevin Smith
kevin@smith-example.com
Solicitor
JMY Solicitors
Sarah Samson
ss890@samson-sarah.co
Solicitor
Argent & Holmes Solicitors
Shared updates
Send one update — to the right people.
Publish clear updates to everyone involved in a case, keeping clients and solicitors aligned without duplicate emails or follow-ups.
Send a message
Compose a quick update and send it straight from the timeline.
We have the mortgage offer in place and searches are now complete. We are waiting for the final contract pack so we can confirm exchange.
Choose who can see this note. Each choice will also receive an email notification
Progress clarity
Stages move forward — without guesswork
Everyone sees what’s completed, what’s next, and where progress depends on others — so nothing stalls in the background..
Sale agreed
Completed
18 Dec 2025 · Amanda Wass
Initial letter sent
Awaiting update...
Memorandum of sale
Latest update
Client ID confirmed
Draft contract papers
Outcome
Spend less time chasing — and see more sales complete.
Click keeps everyone aligned so you’re never chasing updates or explaining delays to clients.