Progression Workflow
Each case moves through a defined stage plan with documented actions before progression.
- Stage checklists for sales and lettings
- Required document milestones by step
- Clear transition criteria to next stage
How We Work For You
Communication Standards
We maintain a disciplined update rhythm so clients are informed without needing to chase.
- Weekly progression cadence on active files
- Action notes logged with timestamps
- Escalation path when dependencies stall
Visibility and Accountability
Portal and agency records show what is complete, what is due, and who owns each action.
- Role-based task responsibilities
- Live case status visibility
- Audit trail of documents and updates
Risk and Delay Management
Potential blockers are identified early and managed through structured follow-up.
- Compliance checks before advancement
- Document and dependency watchlist
- Exception handling for complex chains