Introduction

In UK property sales, many progressions depend on one another. LoftyWorks provides Chain Management directly inside Sales Progression so agents can understand how a progression fits into the wider chain, identify risks, and keep all related parties informed.

Summary

• Understanding Chains in UK Property Sales

• Accessing Chain Management

• Creating a Chain

• Chain Suggestions

• Chain Node Display

• Adding Internal Progressions to a Chain

• Viewing, Editing, and Removing Chain Nodes

Understanding Chains in UK Property Sales

A chain is a sequence of sales progressions that depend on one another to complete.

Example of a UK property chain

• Buyer A purchases a home from Seller B

• Seller B uses the funds to purchase from Seller C

• Seller C purchases from Seller D

This forms a chain: A is Start of Chain and D is End of Chain

Chain vs Sales Progression

• Sales Progression = individual progression

• Chain = how multiple progressions link together

A Sales Progression may belong to one chain or be chain-free (e.g., cash buyer or unlinked purchase)

A chain always contains two or more progressions.

Accessing Chain Management

Inside any Sales Progression, go to: Sales Progression → Left Sidebar → Chain.

The Chain tab appears below the Checklist. If a progression is not yet part of any chain, you will see an empty state.

You may then:

• Create New Chain

• Add to Chain

• View or update suggestions

Creating a Chain

Create New Chain

Creates a chain containing only the current Sales Progression.

Useful for:

• Chain-free sales

• Starting a chain before adding related progressions

Add to Chain

Click "+" Add to Chain at the top right to open a window where you can:

• Add internal (existing) property

• Add external property

If you choose existing property or add external property, a new chain is created containing multiple progressions.

Chain Suggestions

LoftyWorks can recommend related progressions based on Buyers and Vendors involved.

How to update suggestions

Suggestions refresh when:

• You click Update Suggestions

• The Sales Progression is newly created (auto-refreshed once)

When a progression is suggested

A progression is suggested if:

1. Buyer in another progression matches Vendor in this one → "Vendor Has Related Purchase"

2. Vendor in another progression matches Buyer in this one → "Buyer Has Related Sale"

3. Buyer or Vendor with the same email address appears in another progression → "Same Email" (limited to a maximum of 5 matches)

   

When progressions are NOT suggested

• Progressions in Completed or Cancelled stages

• Suggestions you previously marked as Ignored

Adding a suggestion to the chain

Click Add Chain on a suggested item.

If you have permission on that progression:

• It is added to both progressions’ chain views (bi-directional linking)

If you do not have permission:

• It is added only to the current chain view

Node placement rules

If a suggested internal progression is added:

• Vendor Has Related Purchase → place below the matched node

• Buyer Has Related Sale → place above

• Same Email → place above

External nodes (non-company progressions) are always placed above the current progression.

Chain Node Display

Each chain progression appears as a node card.

A card may represent:

• An internal progression you have permission to view

• An internal progression you do not have permission to view

• An external node manually entered

Each node card displays the information as shown in the following image:

Cards can also be dragged to reorder the chain when appropriate.

Adding Internal Progressions to a Chain

Inside Add Chain → Search Existing Property, you can search by property address.

Search results include:

• Full property address

• Asking price

• Number of related Sales Progressions (excluding cancelled/completed)

You may expand a property to see all associated Sales Progressions and select one or several to add. If no placement rule applies, the node is placed at the top of the chain.

Adding External Nodes

You may add progressions outside your organisation. External nodes allow you to map the entire chain accurately.

What is an external node

A representation of a progression managed by another estate agent or party. It does not create an actual property record in LoftyWorks.

External node form

External nodes are always placed above the current progression. They can later be edited.

Viewing, Editing, and Removing Chain Nodes

Viewing a node

Click View on a node card. If the node is:

• External → A view panel opens with fields you entered

• Internal → A view panel opens showing key details

  • If you have permission, clicking Edit opens the full Sales Progression detail

  • If no permission, a message appears

Editing a node

External node:

• View → Edit → Save or Cancel

• This edits only the chain node (not Contacts)

Internal node:

• If you have permission → Edit opens the full Sales Progression

Editing or setting Risk

Risk can be changed via the Risk icon:

• External nodes → direct pop-up

• Internal nodes → shown only if you have permission

• Risk changes update across all chains that contain this progression

Notes on nodes

In Notes, you can add notes on the left and view all previous notes on the right. Each note displays its creator, timestamp, and edit history. You may pin, edit (your own only), or delete (your own only) any note. Selecting "Load more" retrieves older notes. These notes also appear in the Sales Progression’s overall Notes timeline.

Removing a node

Click Remove → confirm. Removing a node detaches it from the chain If it was the last node, the chain is deleted. The node representing this Sales Progression cannot be removed.

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.