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Ability ·

Cortex agents can now move a sale through its progression tracker

Keeping sales progression updated by hand takes up time when conveyancing is moving fast. A Cortex agent can now read a sale's sales-progression sections and steps, moving the sale through its tracker. Steps that already completes on its own, such as exchange, are left to Street.

  • Update any step: Mark a step complete, reopen it, or set it as not required.
  • Record key details: Log details like the date searches were received or when a mortgage offer came in.