Bring buyers, sellers, solicitors, mortgage brokers, and estate agents into a single transaction workflow with real-time progress visibility and automated milestone tracking.
The average property transaction in England and Wales involves at least six parties and takes 20 weeks to complete. Poor communication, opaque progress, and manual chasing are the primary causes of fall-throughs — costing the industry billions annually.
No single party has full visibility of where the transaction stands, leading to constant phone calls and emails asking "what's happening?"
Estate agents spend hours chasing solicitors, brokers, and surveyors for updates on searches, mortgage offers, and exchange readiness.
One in three property transactions falls through, often due to delays and poor communication rather than genuine deal-breakers.
When transactions form chains, a delay in one link cascades through the entire chain without early warning.
Purpose-built capabilities — not generic templates you have to work around.
All parties access a shared timeline showing key milestones — offer accepted, searches ordered, mortgage offer received, exchange, completion — with real-time status updates.
Buyers, sellers, agents, solicitors, and brokers each have role-appropriate portal access to update their milestones and communicate within the transaction.
When a milestone is overdue, the system automatically sends reminders to the responsible party and escalates to the agent if not resolved.
Link related transactions into chains and visualise the chain status, identifying bottlenecks that could delay the entire sequence.
Keep all transaction communication in one place with threaded messaging, reducing the risk of lost emails and miscommunication.
When an offer is accepted, the agent creates the transaction, adds all parties (buyer, seller, solicitors, mortgage broker), and the milestone timeline is established.
Each party updates their milestones — memorandum of sale issued, searches ordered, survey booked, mortgage application submitted — visible to all stakeholders in real time.
When milestones slip past their target date, the system sends automated reminders. Persistent delays trigger escalation alerts to the managing agent.
As exchange readiness is confirmed across the chain, the system coordinates the exchange date. Post-completion tasks — key handover, SDLT filing, registration — are triggered automatically.
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Each party has role-based access. Agents see the full picture, solicitors see legal milestones and can update their progress, buyers and sellers see a simplified view of key dates and actions needed from them.
Related transactions are linked into a chain. The system provides a chain-level view showing the status of every transaction in the sequence, highlighting the weakest link and any dependencies blocking progress.
Yes. SwiftCase can integrate with popular conveyancing platforms via API, allowing solicitors to push milestone updates without logging into a separate system.
Yes. New-build transactions have specific milestones — reservation, exchange with long stop date, NHBC sign-off, completion — which can be configured as a separate transaction template.
The system logs the fall-through reason, notifies all parties, and can automatically re-trigger the marketing workflow for the property, preserving all historical transaction data for analysis.
See how SwiftCase gives estate agents and property professionals real-time visibility across every transaction, with automated chasing that keeps deals on track.
