Solution Sales progression workflow

Track the chain behind the last call.

SortX maps the chain, stores every party and stage, drafts the next chase and keeps fall-through risk visible to progressors and managers.

  • Every chain link in one view
  • Solicitor, lender, survey and search tasks tracked
  • Vendor and buyer updates drafted from file activity

Searches overdue

Buyer solicitor has missed expected update date.

Chase

Survey issue

Renegotiation risk added to vendor update.

Watch

Exchange target

Completion plan waiting on lender condition.

Blocked

Progression needs a living chain record.

SortX keeps solicitors, brokers, lenders, surveyors, search providers and every chain link attached to the sale.

The progressor sees what has changed, what is late and which update needs human judgement before it goes out.

Stage tracking

Memo, draft contracts, searches, survey, mortgage and enquiries are tracked by sale.

Specific chasers

Chasers reference the actual missing item rather than a generic status request.

Risk watch

Quiet links, weak evidence and missed target dates are raised.

Client updates

Buyers and vendors receive clear updates after review.

Progression board

Stage tracking

Memo, draft contracts, searches, survey, mortgage and enquiries are tracked by sale.

Specific chasers

Chasers reference the actual missing item rather than a generic status request.

Risk watch

Quiet links, weak evidence and missed target dates are raised.

Client updates

Buyers and vendors receive clear updates after review.

What the progression workflow covers

Chain graph
Multiple linked sales can be tracked without a separate spreadsheet.
Solicitor updates
Contact history, promised dates and next chasers stay on the sale file.
Lender and survey
Mortgage offer, valuation and survey outcomes are visible by stage.
Exchange planning
Target dates, completion notes and key handover tasks sit in the same flow.

Prioritise by risk and stage.

The oldest email should not decide which sale gets attention.

Chain

graph for linked sales

Next

action per party

Risk

visible before fall-through

Frequently asked questions

Sales progression workflow questions.

Stop managing chains from memory.

Give each sale a live record, clear next action and visible risk.