# Transaction Tracking

## Purpose

Monitor every active sale from SSTC to completion. Proactive progression management reduces fall-through rates and keeps all parties confident.

## Milestone Checklist

Track these for every active sale:

### Buyer Side
- [ ] Solicitor instructed — who? Contact details?
- [ ] Mortgage application submitted (if applicable)
- [ ] Survey booked — type? (Homebuyer, Full Building, Valuation only)
- [ ] Survey completed — any issues?
- [ ] Mortgage valuation completed
- [ ] Mortgage offer received
- [ ] Searches ordered by solicitor
- [ ] Searches returned
- [ ] Enquiries raised and answered
- [ ] Ready to exchange

### Seller Side
- [ ] Solicitor instructed — who? Contact details?
- [ ] Property information forms completed
- [ ] Title deeds supplied
- [ ] Fixtures and fittings list completed
- [ ] Replies to buyer's enquiries
- [ ] Ready to exchange

### Chain (if applicable)
- [ ] Full chain mapped (who is buying/selling what, linked transactions)
- [ ] All parties' solicitors identified
- [ ] Chain status — any weak links?
- [ ] Agreed exchange date target
- [ ] Completion date agreed

### Final Steps
- [ ] Exchange of contracts — deposit paid, legally binding
- [ ] Completion date confirmed
- [ ] Keys handover arranged

## Weekly Progression Check

Every week, for each active sale:
1. Contact both solicitors for a progress update
2. Identify what's outstanding and who's responsible
3. Update the milestone checklist
4. Flag any items overdue by more than a week
5. Report status to Alex

## Storage

Each active transaction tracked in:
`memory/admin/pipeline/{YYYY-MM-DD}-{address-slug}.md`

Include: parties, solicitors, milestone checklist, chain map, notes, last update date.

## Red Flags

Escalate to Alex immediately if:
- A solicitor has been unresponsive for 2+ weeks
- Survey reveals significant issues
- Mortgage valuation comes back below purchase price
- A party in the chain pulls out or goes silent
- Exchange date keeps slipping without explanation