Client Portal Transparency Demo

Example case view showing stage progress, communications, document tracking, and outstanding actions before you register.

Case Overview - Sale #2481

Current Stage
Step 9 - Buyer AML/Funds
Last Update
Today 09:14
Solicitor Status
Draft contract issued
Mortgage
Offer received
Chain Progress
3 / 4 parties ready
Target Completion
22 Aug 2026

Outstanding Actions

  • Upload memorandum of sale
  • Confirm buyer proof of funds received
  • Weekly progression call scheduled for Friday

Stage Timeline

Step 7Offer received and loggedComplete
Step 8Offer agreed and memo issuedPending doc
Step 9Buyer AML and funds checksIn progress
Step 10Conveyancing milestonesNext

Communication Log

09:14 Agent update posted
Yesterday 16:42 Solicitor confirmed enquiry pack
Yesterday 11:05 Buyer mortgage offer added