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Sales progression software for estate agencies

The chain holds
or it doesn’t.

The sales progression platform for estate agencies that run progression in-house. It tells the person holding twenty live sales which of them needs them today.

Bring five live cases to the demo and watch them land on the board. Sits alongside Reapit, Alto, Street and Dezrez — it doesn’t replace them.

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Chapter one

Five sales.
Five families.
One thread.

A chain isn’t a spreadsheet row. It’s a first-time buyer who has handed in her notice, a couple who have booked the van, and a solicitor who hasn’t replied since Thursday.

Chapter two

A chain doesn’t
break loudly.
It goes quiet.

Nobody decides to lose a sale. An enquiry sits unanswered. A mortgage offer quietly runs out of road. Someone assumed someone else had chased it. By the time it’s obvious, it’s gone.

Chapter three

So the platform makes it loud.

Action Required — the first screen your progressor opens, at 8:40 on a Thursday.

Action Required 5 Thursday · 08:40
Mortgage offer expires in 30 days
14 Alma Road · buyer’s lender
At risk
Solicitor enquiries raised, not satisfied
7 Beechwood Avenue · 11 working days
Stuck
Searches ordered, nothing received
22 Cavendish Street · ordered 6 May
Waiting
Chain status broken further down
9 Denmark Terrace · third in chain
Broken
Update to vendor, not sent this week
4 Ellesmere Gardens · last contact 9 days
Overdue
Chapter four

Every case has an owner.
Every task has a date.
Nothing goes quiet.

That’s the whole product. Everything else is detail.

The platform

Six things it does, properly.

Built for one job, by people who do that job every day. Your CRM was built for the eleven weeks before this.

01 / 06
01

Workflow

Every sale carries its own lifecycle, its own chain status, its own enquiry and searches state. Boards hold your fields and your option lists, so nobody works round someone else’s process. Auction stock runs on its own lifecycle alongside private treaty.

02

Communication

Write your templates once and send them in your own branding. Optional milestone updates keep vendors and buyers informed at exchange, completion and the moments in between, switched on per board and never by default.

03

Visibility

Every email is logged with what actually happened to it: delivered, bounced, auto-replied. “I emailed the solicitor” becomes a record with a date on it.

04

SPX AI

The memorandum of sale comes out of your CRM and straight into a case. Nobody retypes an address, a solicitor or a chain position. It reads the history, tells you where the sale really is, and drafts the update for you to send.

05

Client experience

Vendors and buyers stop ringing to ask what’s happening, because they already know. The updates go out in your name, in your branding, on the milestones that matter to them.

06

Reporting

Pipeline distribution, aged pipeline, time to exchange, fallthrough rate, traffic-light status, capacity and holiday cover. On desktop, and on a reporting view actually designed for a phone.

SPX AI

The admin, done before you sit down.

You get the hour back. It works on your cases, in your account, and nowhere else.

You still press send.Every draft lands in front of you to change or bin. Nothing reaches a vendor or a buyer until you send it.
Where is this sale, actually?It reads the full update history on a case and gives you the position in plain English, before the chase call rather than during it.
Draft the update.It writes the vendor or buyer email from what has genuinely happened over the last week or fortnight, in the tone you pick.
Read the paperwork.It lifts the details straight out of a memorandum of sale into a new case.
Proven at Momentum Sales Progression

Built by people who progress sales for a living.

It was built inside a working sales progression business, used every day, and hardened by the sales it nearly lost.

Every working day
The platform chases twice a day, London time, and knows which days are bank holidays.
Thirty days’ notice
Before a mortgage offer expires. Another the day it lapses. That is how quiet sales die.
One screen
Action Required. If it is empty, nothing on your book needs a human right now.
Optional caseload cover

When you’re a person short, we can be the person.

Momentum Sales Progression runs on VelocitySPX every day. When your progressor is on holiday, off sick, or carrying more than the team can hold, Momentum’s progressors pick up the caseload inside the same platform and hand it straight back.

No software vendor can offer you that, because no software vendor does the work.

Ask about caseload cover
Book a demo

Bring us five live cases.

Thirty minutes, no slides. We’ll show you what the platform would have told you about them this morning.

We reply the same working day. Thirty minutes, on Teams or in your office.
Rather just ask something? Email us instead.

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