Introduction

In LoftyWorks, every Sales Progression(non-cancelled) is directly connected to an Offer. This link ensures the progression reflects the price, parties, and terms agreed during negotiation.
This article explains how Offers appear within Sales Progression, how the connection is used, and how agents can navigate between the two.

Summary

• How Offers Connect to Sales Progressions

• Where Offer Information Appears in Sales Progression

• Navigating to the Offer from a Sales Progression (Linked Offer)

• Creating a Sales Progression from an Offer

• How Offers Influence Chain Building

How Offers Connect to Sales Progressions

A Sales Progression always relates to one Offer. This connection is created automatically when a Sales Progression is created from an Offer

Once linked:

• Buyer(s), Vendor(s), Price and certain dates flow into the progression. These details remain part of the Sales Progression file

• Further changes to the Offer do not update the progression. Updates within the Sales Progression do not modify the Offer

This ensures each progression reflects the accepted terms at the time the progression began.

Where Offer Information Appears in Sales Progression

When an Offer is linked to a Sales Progression:

Buyers and Vendors

The Buyers and Vendors shown in the Sales Progression originate from the linked Offer.

• Multiple buyers and vendors are supported

• Primary Buyer and Primary Vendor appear first

• Names link directly to their contact profiles

This ensures all communication, documents and chain logic use the correct parties.

Sales Price

The Sales Price shown in the progression is the Offer Amount from the linked Offer.

Offer-related Dates

Offer milestones appear in the progression’s Dates section:

• Offer Submission Date

• Expected Completion Date

Other progression dates (survey, legal, exchange, completion, etc.) continue independently.

Navigating to the Offer from a Sales Progression (Linked Offer)

Inside the Sales Progression detail page, the left menu includes Linked Offer (only shown when a linked Offer exists).

Clicking this opens:

• Offer Detail Page, if you have permission

• Property → Offers tab, if you do not have Offer View permission

This provides a direct path back to the full offer history, offer terms, and buyer activity.

Creating a Sales Progression from an Offer

Although the full creation flow is covered in the "Add/Edit Offer" article, the key Offer-specific behaviours are:

• When created from an Offer, the progression automatically inherits:

  • Buyers

  • Vendors

  • Offer Amount

  • Expected completion date (if present)

• Only one active or completed Sales Progression can be linked to any Offer

• If a buyer has an existing active progression from a prior offer, you may be prompted to:

  • Link to that existing progression, or

  • Create a new one

This prevents duplicate progressions for the same buyer and property.

How Offers Influence Chain Building

The Offer’s party information directly affects how a Sales Progression fits into a chain.

Buyer–Vendor Matching

Chain suggestions use Offer party data to identify related progressions, such as:

• A buyer who must sell before they can purchase

• A vendor who is buying another property

• Matching email addresses for potential dependencies

Suggested relationships help agents quickly build an accurate property chain.

Node Placement in the Chain

Based on relationships derived from Offers:

• Related purchase → placed below

• Related sale → placed above

• Same email → placed above

This allows chains to reflect real buyer and vendor movement.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.