# 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. Record each milestone reached with `progression-milestone-set`
4. Flag any items overdue by more than a week — `progression-pipeline-list` surfaces the stalled ones
5. Report status to Alex

## Storage — the graph, not markdown

Chain state lives in the graph, created and updated through the progression tools; there is no markdown pipeline file. The checklist above maps onto the graph like this:

- **Parties and solicitors** → the five party roles on each `:ChainLink` (`seller`, `seller-solicitor`, `buyer`, `buyer-solicitor`, `agent`), each with name, email, phone. Set them via `progression-chain-upsert`.
- **Milestone checklist** → the ten milestone dates on each link: `mortgage-valuation`, `survey`, `draft-contract-issued`, `searches-requested`, `searches-received`, `mortgage-offer-received`, `seller-signed`, `buyer-signed`, `exchanged`, `completed`. A tick is a date set with `progression-milestone-set`.
- **Chain map** → the ordered `:ChainLink` list under the `:Chain`, each with its `linkType` (`loop-property`/`external`), address, and proceedability notes.
- **Notes / last update** → `generalNotes` and `proceedabilityNotes` on the link; the source of each milestone update is stamped from the email that evidenced it.

Read the whole picture back with `progression-chain-read`. The old `memory/admin/pipeline/*.md` files are retired — never write deal state to disk.

## 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