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.
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ActiveSale123 Calvert Street, New TownKevin Smith
- Ref
- 8608
- Price
- £200,000.00
1 of 8 key stagesOverdue: No initial letter sent -
ActivePurchase12 Bluebell Lane, LeedsSarah Samson
- Ref
- 8598
- Price
- £240,000.00
4 of 8 key stages 1 request
The clients and addresses shown are entirely fictional.
Secure conversations
A secure conversation for the people on the case.
Share an update with the solicitor and client, and follow the replies there. The timeline shows how the case is moving, so everyone involved can see what is happening.
Memorandum of sale
Visible to: Kevin Smith and JMY Solicitors solicitor team
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.