Sales Progression Steps
The Sales Progression page breaks each sale into sections and steps that follow it from the memorandum of sale through to completion. Each section shows its status at a glance, and each step keeps its own details, notes and attachments together in one place.
Note - The new steps apply to sales agreed from 26 October 2026 onwards. Sales that were already in progress stay on their current version, so if an existing sale looks the same as before, that's expected.
To get started, head to Sales > Sales and open the Sales Progression tab, then click into a sale. The steps are shown on the Overview tab of the sale.
Tip! The first time you open a sale you'll see a 'Make your Sales Progression steps fit your agency' banner. Click 'Preview' for a short walkthrough of the new layout, or 'Dismiss' to hide it.
Sales progression templates
When an offer is accepted, Street picks a template for the sale based on the property's details. The template decides which sections and steps you see:
Freehold sale - used when none of the templates below apply. Covers the standard process: Memo of Sale, Draft Contracts, Searches, Enquiries, Survey, Mortgage, Contracts, Exchange and Completion.
Leasehold sale - used when the property's tenure is Leasehold, Share of Freehold or Commonhold. Adds a Leasehold Information Pack section: LPE1 / management pack ordered and received, ground rent and service charge reviewed, and lease term remaining confirmed.
Scottish sale - used when the property's address is in Scotland. Follows the Scottish process instead: Home Report, Notes of Interest, Offer, Qualified Acceptance, Missives Concluded and Settlement.
Auction sale - used when the sales listing is marked as an auction. Covers Solicitors Instructed, Legal Pack Prepared, Pre-Auction Checks, Auction Day (contracts exchanged on hammer fall and 10% deposit collected), Mortgage and Completion, with the completion date set by the auction terms.
Probate sale - used when the sales instruction is marked as probate, or the valuation reason was probate. Adds a Grant of Probate Confirmed section at the start (executors AML-checked, Grant of Probate applied for and issued, IHT position understood), plus executor-specific steps such as agreeing vacant possession and contracts signed by all executors.
If more than one template could apply, Street picks in this order: Probate, then Scottish, then Auction, then Leasehold, then Freehold. For example, a probate sale of a leasehold flat gets the Probate template.
Note - If the template Street would choose is turned off for your agency, Street uses the next one that fits and lets you know. If there isn't enough information about the property (no tenure or location, and it isn't marked as an auction or probate sale), Street won't guess, and you'll need to pick a template yourself.
New build sales use the same templates. On Freehold, Leasehold and Probate sales, new builds show the Reservation Form Received, Build Progress Check-Ins and Snagging sections and hide the Contracts section.
Sections and steps
The template picked for the sale decides which sections and steps you see. For how to customise templates, see our Sales Progression Workflow (Settings) help article.
Steps that don't apply to the sale are hidden automatically. For example, mortgage steps won't show for a cash buyer, and new build steps only show on new build sales. If none of a section's steps apply, the whole section is hidden.
Each section shows a status so you can see where the sale is at a glance:
To do - no steps in the section have been completed yet
In progress - some of the steps have been completed
Complete - every step in the section is complete or marked as not required
Use 'Expand all' or 'Collapse all' at the top to open or close every section at once.
On the right hand side you'll see the expected exchange and completion dates, an important dates card for anything that could delay the sale, and the overall progress of the sale.
Completing a step
Click into a step to open it, fill in its details, then click 'Mark as complete'. If a step has required fields, the button stays greyed out until they're filled in.
Once complete, the step shows what happened and when, for example 'Exchanged: 18 Sep 2026' or 'Searches received: 2 Oct 2026'. The date comes from the date entered on the step, so it reflects when it actually happened rather than when it was ticked off.
Tip! Date fields have quick options such as 'Today' and 'Yesterday' so you don't need to use the calendar.
If you complete a step by mistake, click 'Undo Complete' to set it back to To do.
Steps that complete themselves
Some steps tick themselves off when the matching action happens elsewhere in Street:
Memo of Sale issued to both solicitors - when the memorandum of sale is sent
Vendor solicitor instructed and Purchaser has instructed solicitor - when the solicitors are added to the sale
AML check(s) completed and passed - when the AML check passes
Proof of funds received and accepted - when the buyer's proof of funds is accepted
Survey booked, Survey completed and Survey results received - from the surveys added to the sale
Contracts exchanged - when the sale is marked as exchanged
You can still use 'Undo Complete' on most of these, and Street won't tick the step again unless the information it's based on changes.
Marking a step as not required
If a step doesn't apply to a particular sale, click 'Not required'. You can add an optional reason, which will be added to the activity log. To bring the step back, click 'Required'.
Note - Mandatory steps and steps that are already complete can't be marked as not required.
Notes, attachments, correspondence and tasks
Everything for a step lives inside that step:
Notes - only your team can see these. Notes also appear on the sale's Activities tab.
Attachment - click 'Add attachment' to upload a file against the step.
Send correspondence - send an email or letter from the step.
+ Task / + Follow up - create a task or follow up linked to the step.
Exchanging and completing the sale
To mark the sale as exchanged, click 'Mark as complete' on the Contracts exchanged step, or use Mark Sale As > Exchanged at the top of the page. Either way, the 'Mark sale as exchanged' window opens, where you can add the exchange date and a proof of exchange. For more information, see our Proof of Exchange help article.
Once exchanged, use 'Mark as complete' at the bottom of the page to complete the sale. You'll be asked to confirm the sale has legally completed, as this can't be undone. After completion the steps become read only.
Note - If your agency has made any steps mandatory, you won't be able to mark the sale as exchanged or completed until those steps are done. Street will list the steps that still need completing. Users with the permission 'Allow this user to exchange or complete sales without completing mandatory workflow steps' can still exchange or complete the sale.
To complete a sale that hasn't exchanged, you'll need the permission 'Allow this user to complete sales that have not yet exchanged'. For more information, see our Roles and Permissions help article.
Tip! When you complete the Keys released step, Street will ask whether you'd like to remove the property's keys from your key records.
Changing a sale's template
If the wrong template was picked for a sale, you can switch it from the template name at the top of the steps. Steps that exist on both templates keep their progress, notes and attachments. Steps that don't exist on the new template lose their progress, and any custom steps are removed, so you may need to re-tick some steps.
Note - To change a sale's template you'll need a role with the permission 'Allow this user to change the sales progression workflow template on a sale' enabled.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!