Sales progressor

Keep every sale moving with fewer delays

When a sale reaches you, Coadjute gives you the full AML picture – checks, evidence and outstanding actions – so you can get straight on with progressing the sale. 

Coadjute’s sales dashboard tracking every deal by stage, with a buyer’s case card showing ID verification in progress.
Expert team

Pick up every sale with the full picture

When a sale reaches you, the last thing you need is to chase down what's already been checked or start asking the same questions again.

Coadjute keeps the AML checks, reports, decisions and outstanding actions together, so you can:

  • Pick up where the negotiator left off with a clear history of completed checks.
  • Know what still needs attention and who's responsible for resolving it.
  • Keep everyone informed with the right information ready to share.

 

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See the sales progressor journey

Keep every sale moving with a smoother handover

Choose a step to see what you need, how Coadjute helps and what a good handoff looks like.

Know what's been checked from day one

When a sale reaches you, you need a clear picture of what's been checked and what's still outstanding.

How Coadjute helps

We keep AML progress, reports and case history together, so you have the full picture without chasing emails or colleagues.

The handover

Everything you need to pick up the sale and keep it moving.

Sale handoff / illustrative service view

The sale lands

Buyer check
Completed
Seller check
Completed
Giftor check
In progress

Illustration · not a live customer record

Get the full picture without digging through emails

See what's been checked, what evidence was collected and what decisions were made, all in one place.

How Coadjute helps

Our clear AML reports, case history and conversation summaries give you everything you need without chasing information.

The handover

A complete record of what's been done and who handled it, so you can confidently progress the sale.

Sale handoff / illustrative service view

Read the story

AML report
Available
Case history
In one place
Summaries
Ready to read

Illustration · not a live customer record

Know what's outstanding and who's handling it

When information is missing, you need to know what's being done and when to expect an update.

How Coadjute helps

See what's outstanding, who's responsible and how it's progressing. Our specialists chase the missing AML information, so you don't have to.

 

The handover

Clear updates you can share with buyers, sellers and solicitors to keep everyone informed.

Sale handoff / illustrative service view

Spot what’s open

Outstanding
Giftor evidence
Owner
Our specialist
Your action
Keep parties informed

Illustration · not a live customer record

Make sharing AML information with solicitors easier

When solicitors need AML information, make it easier to share what's already been checked without putting your customer through the same questions again.

How Coadjute helps

Securely share AML reports and supporting information with permission, giving solicitors access to what's available for their own checks.

The handover

Less duplication, fewer customer requests and a smoother transition to conveyancing.

Sale handoff / illustrative service view

Share the right information

Recipient
Buyer’s conveyancer
Shared
Agreed AML report
Their checks
Their decision

Illustration · not a live customer record

Keep everyone updated without the guesswork

When buyers, sellers or solicitors ask for an update, you need clear answers without chasing colleagues.

How Coadjute helps

AML progress, case history and customer conversations are all in one place, so you always have the latest information.

The handover

Clear updates, fewer questions and everything you need to keep the sale moving towards exchange.

Sale handoff / illustrative service view

Answer with confidence

Status
Clear
Context
Carried forward
Next milestone
Your progression plan

Illustration · not a live customer record

Less reconstructing, more progressing

The AML report

A structured record of the checks, evidence and decisions behind every buyer and seller, ready when you need it.

Two clients smiling at a laptop, beside a home shield and a verified tick

Permissioned sharing

Pass the agreed AML information to the people who need it, without sending the customer back to the start.

Conversations in context

Questions, answers and files stay with the case, so whoever picks it up next has the same picture.

Keep the outcome in view

Measure what matters to a sales progressor

Complete handovers

Handover completeness

Less rework

Repeat evidence requests

Faster answers

Less time spent reconstructing context

Your questions, answered

We already manage progression in our CRM. Does this replace it?

No. We work alongside your progression process, providing the AML report, the information that can be shared and any outstanding points. We’ll confirm the exact CRM connection with you before promising it.

Can the conveyancer rely on our AML checks?

We can share the agreed AML report and information with permission. Recipients make their own decisions about their checks and any reliance.

Who follows up if a funding question comes back?

Our specialists follow up with the customer for the AML information and keep the case updated, so you can see the latest position.

Where do buyers and negotiators fit?

Negotiators support buyers from accepted offer to a complete memorandum handoff; the progression journey picks up from there. See the negotiator journey.

Progress every sale with the full story

Discover how Coadjute gives sales progressors the AML information, updates and expert support they need to keep transactions moving, without the chasing. 

Talk to an expert