Sample dashboard

    This is a read-only preview using fictional data for a made-up mover called Sarah. Nothing here can be edited or saved.

    Afternoon, Sarah

    Buying and selling in Sheffield - 3 bedrooms, £280,000 - £340,000

    Your progress

    Stage 6 of 8: Survey and searches68%

    Estimated completion: 12 October 2026

    Next action: Chase your solicitor for the local authority search result

    Move tracker

    Getting mortgage-ready
    Searching
    Offer made
    Offer accepted
    Solicitor instructed
    Survey and searches
    You are here
    Exchange
    Completion

    Tasks for this stage

    Book the RICS Level 2 homebuyer survey
    Return the property information forms to your solicitor
    Confirm your mortgage offer has been formally issued
    Chase the local authority search result
    Read the survey report and list anything to query

    Property shortlist

    14 Marlborough Road

    £315,000
    Offer accepted

    Survey booked for the 18th. Boiler is 11 years old.

    7 Ashfield Close

    £299,950
    Viewed twice

    Smaller garden, but the kitchen has just been redone.

    22 Rowan Grove

    £335,000
    Ruled out

    Damp in the back bedroom and no off-road parking.

    Notes log

    Estate agent
    6 August 2026

    Called Dan at the agency. Vendor has confirmed they will leave the shed and the garden furniture.

    Solicitor
    4 August 2026

    Emailed the property information forms back. She said searches were ordered on the 1st.

    Mortgage broker
    29 July 2026

    Rate locked at 4.42% for five years. He is sending the formal offer paperwork this week.

    Key contacts

    Dan WhitfieldEstate agent - Peakside Residential
    Priya NairSolicitor - Nair & Cole Conveyancing
    Mark ElleryMortgage broker - Ellery Financial

    Activity timeline

    6 August 2026Added a note about the estate agent call
    4 August 2026Completed task: returned property information forms
    1 August 2026Moved to stage: Survey and searches
    26 July 2026Offer accepted on 14 Marlborough Road
    19 July 2026Added 14 Marlborough Road to the shortlist
    Start your own move