Step-by-step progress

Your sale has a next step. Now you can see it.

Follow a practical eight-stage workflow from the property brief to completion, with clear responsibilities along the way.

Start your property case ↗
properly / your property workspace◈ Private case
YOUR PROPERTY / CASE WORKSPACE ● In progress

Your next move.
All coming together.

S Seller B Buyer A Advocate Direct engagement pending
overviewconversationdocumentstasks

YOUR SALE, STEP BY STEP

✓Property briefPreparation recorded
✓Your viewingsPreparation recorded
3Agree the termsReady for the next conversationNext
4Legal checksUpcoming
5Contract & settlementUpcoming
◈ Shared coordination, clear responsibilities.properly.
Platform illustration with example data. Legal work starts only after professional engagement and acceptance.
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Property brief addedOne shared document room
✓
SBG
Your move. Your team.Seller · buyer · case lawyer
01 / HOW IT HELPS

Start with the facts

Record the property, your role, proposed price and known issues. The brief gives the appointed lawyer context before professional work begins. Opening a case does not purchase the package.

02 / HOW IT HELPS

Move through the preparation together

The seller organises viewings. Buyer and seller record proposed terms and each confirm readiness for legal review. These readiness confirmations are workflow records, not a binding sale contract.

03 / HOW IT HELPS

Legal stages have a professional owner

Only the accepted case lawyer can confirm the legal checks, contract, settlement preparation and transfer stages. Each confirmation includes a written completion note.

04 / HOW IT HELPS

See what is recorded, not an invented live status

Stage changes record the responsible person’s confirmation. Properly does not automatically query a bank, complete a payment or register an ownership transfer. The actual work happens under the professional engagement.

THE WORKSPACE IN PRACTICE

See the process take shape.

Example data, clear roles.
Try the tabs in the illustration.

properly / your property workspace◈ Private case
YOUR PROPERTY / CASE WORKSPACE ● In progress

Your next move.
All coming together.

S Seller B Buyer A Advocate Direct engagement pending

YOUR SALE, STEP BY STEP

✓Property briefPreparation recorded
✓Your viewingsPreparation recorded
3Agree the termsReady for the next conversationNext
4Legal checksUpcoming
5Contract & settlementUpcoming
◈ Shared coordination, clear responsibilities.properly.
Platform illustration with example data. Legal work starts only after professional engagement and acceptance.
▤
Property brief addedOne shared document room
✓
SBG
Your move. Your team.Seller · buyer · case lawyer

One case, with a clear owner for each step.

You bring the property you are selling or the one you want to buy. The seller handles viewings, both parties prepare the terms, and the accepted lawyer records progress through the agreed legal and completion work.

Explore the eight-stage workflow ↗

Start with the brief.

Opening a case is free. The fixed-price digital sale package is €3,995 including VAT, paid at the start after suitability, scope and professional engagement are agreed. Opening a case does not collect payment. Any package payment follows the agreed scope and professional engagement.

See the price and scope ↗

Turn a vague update into a specific next action

A sale can appear stalled when several people are each waiting for someone else. Record the missing item, the responsible role and the next action. If a lender statement is needed, name that request rather than treating the whole transaction as generally delayed.

Target dates are planning tools. They should be revised when evidence or professional advice changes the route. A visible milestone helps the parties understand the position, but it does not create an enforceable completion deadline or guarantee that an outside institution will respond by a chosen date.

Separate preparation from professional confirmation

Buyer and seller can prepare proposed terms, arrange viewings and gather documents. Legal review, contract work and the agreed completion stages belong with the appointed professional. A status should identify what has actually been confirmed and who supplied that confirmation.

For example, uploading a title document may complete a request to provide the file. It does not by itself confirm ownership, remove a registered burden or approve a contract. The useful digital alternative to manual chasing is a clearer distinction between those events.

Source: Department of Lands and Surveys: sale and exchange ↗

Re-plan when the case changes

A changed buyer, revised finance condition or newly discovered issue may affect several later steps. Tell the lawyer what changed and ask which actions remain valid. Avoid continuing a checklist built for an earlier version of the transaction.

Use the case notes to explain practical changes and the new request. Keep confidential advice in the agreed private channel. A tidy record should support professional judgement, not pressure someone to mark a stage complete before the underlying work has been done.

Properly is a technology and coordination platform. Independent professionals carry out regulated work under their own appointments. The case lawyer’s client and scope must be clear, and the other party may need separate independent advice. Read the platform role and scope.

Questions before your next step.

Can either party mark the sale legally complete?

No. The accepted case lawyer controls the legal and completion stages. Buyer and seller manage their own preparation and readiness.

Does a progress update prove ownership has transferred?

No. The lawyer must confirm the official outcome and supporting records. A platform status does not replace Land Registry registration.

PLAN YOUR NEXT STEP

Keep the right details connected.

Terms to completion

Move from practical discussions to legal review, contract preparation and coordinated completion with fewer loose ends.

YOUR NEXT CHAPTER, CONNECTED

Make your next move a proper one.

€3,995 including VAT. A clear digital process.
You handle viewings. Your appointed lawyer handles the agreed legal work.

Start your property case ↗

YOUR NEXT MOVE

What brings you to Properly?

Choose your starting point, then create your account with email, phone number and password.

I'm selling a property ↗Prepare the €3,995 package: property brief first, reviewed scope before payment.I've found a property to buy ↗Bring the property details and prepare your questions.

Have a question before you start?

Booking opens Sumly's calendar. Mention Properly and your property question. Keep identity documents, bank details and confidential legal advice in the agreed private channel.

Already have an account or an invitation? Log in ↗

Opening an account and case is free. The €3,995 package including VAT is paid only after suitability, scope and professional engagement are agreed.
Opening a case is free. Package payment and professional engagement are agreed before work starts.