AI-powered sales progression

Fewer fall-throughs.Faster sales.Better margins.

VelocitySPX gives your progression team one place to run every sale from sale agreed to completion, so fewer sales fall through, exchanges happen sooner, and progressors can manage their caseload with greater control and less stress.

Built with a leading progression business. Sits alongside your generic CRM — Reapit, Alto, Street, Dezrez — and takes over at the point the sale is agreed.

portal.velocityspx.co.uk/boards/residential-sales
The VelocitySPX board: every live sale with status, chain, financing status and progress
The same board on a phone
The VelocitySPX board on a phone

Runs alongside the CRM you already use

ReapitAltoStreetDezrezJupixVebra10Ninety
Why a specialist platform

Your generic CRM tries to do everything, and it's holding you back.
VelocitySPX is built specifically around how sales progressors actually work.

Your CRM helped you get the sale agreed. But progression is a different job; one that involves constantly tracking actions, chasing stakeholders, managing dependencies, and regularly updating clients and keeping the whole chain moving. It's a dynamic workflow.

VelocitySPX combines workflow management, live tracking and AI-powered tools to give progressors greater visibility, control and support across every transaction; helping them work more efficiently, stay on top of their caseload and get far more done with less stress.

What your CRM is for

  • Winning the instruction
  • Marketing the property
  • Booking viewings
  • Negotiating the offer
  • Agreeing the sale
  • Not built for sales progression

What VelocitySPX is for

  • Running the case from the moment the memorandum is issued
  • Holding the whole chain in one view
  • Chasing solicitors, brokers, buyers, sellers and other agents in the chain
  • Keeping vendors and buyers informed
  • Knowing exactly where you are at and what you need to do
  • Channelling and communicating all your updates across the whole business
  • Getting to exchange and completion quickly and efficiently
  • Reducing stress whilst increasing revenue
  • Providing data-driven insight
The board

Everything you need on one screen to manage your sales progression pipeline

Your entire caseload, in one place. See what's happening across every transaction, understand what needs your attention and stay in control of your workload — with intelligent tools and AI helping with some of the heavy lifting.

The live pipeline table showing status, chain status, financing status and progress for every case

Screens show a demonstration agency. Addresses, names and firms are fictional.

Built around the way sales progressors actually work, VelocitySPX brings workflow, tracking and AI-powered assistance together to help you manage your day, keep transactions moving and stay on top of every sale.

At a glance

Know where your sales progression stands at any time with our data-rich dashboard

Pipeline, exchanges, completions, fall-throughs and average days to exchange sit at the top of every board — no report to run, and no spreadsheet to rebuild on a Monday.

Board statistics: pipeline, exchanged, completed, fallthrough and average days to exchange
  • See the bigger picture; live pipeline, exchanges, completions and fall-throughs across every board
  • Spot what needs attention; overdue chases and aged cases surface before they become problems
  • Measure performance; average days to exchange and fall-through rate, split freehold and leasehold
  • Make better decisions; use live data rather than spreadsheets, assumptions or guesswork
Your morning

Log in and see your daily workflow; what needs attention, who needs chasing or updating, and where everything stands

Live pipeline, a clear picture of where every case stands, and every reminder you've set with overdue tasks alerted. Less procrastination, less processing, more proactive progression.

  • Reminders that count working days (accounting for bank holidays)
  • Overdue chases surfaced before anything else
  • Pipeline by stage, so you can see where the sales pipeline is bunching
The progressor dashboard: live pipeline, pipeline by stage and overdue reminders
The case file

Everything in one place, every update, time-stamped, categorised, and recorded

Open a case and everything you need is there. No second system, no shared inbox, no substandard system to try and bend into shape.

Every field that moves a sale forward

Status, tenure, buyer type, chain status and owner at the top. Then key dates, progression milestones, legal and conveyancing, mortgage and survey.

  • Every date the sale turns on, in one column
  • Milestones tick off as the case moves
  • Change a status and the board updates instantly

The full history, categorised

Every call, email, solicitor reply, survey result and chain change, tagged and dated against the case.

  • Categorised, so you can filter to just the solicitor thread
  • Who wrote it and when, on every line
  • Handover takes seconds — the story is already written down

The whole chain view, with readiness indicators

Each link with its agent, its solicitors and whether it's ready to exchange — and your sale highlighted in the middle of it.

  • Upstream and downstream, in order
  • Ready-to-exchange marked link by link
  • See instantly which link is holding everyone up

Everyone involved, one tap away

Vendor, buyer, both solicitors, the broker and the surveyor, with direct numbers and email addresses.

  • Everyone on the sale in one list
  • Pulled off the memorandum automatically
  • No more digging to find who to ring

Every document, filed against the case

Memorandum, contract, searches, the TA6, replies to enquiries and the mortgage offer — uploaded, dated and named against the sale, not lost in an inbox.

  • Every file on the sale in one list, newest first
  • Who uploaded it and when, on every line
  • Search, preview or download without leaving the case

Chase emails, AI drafted in your voice

Pick who to write to and the case writes the email — a vendor update, a solicitor chase or an agent update — in your agency's tone, ready to send.

  • The right recipients pulled straight off the case
  • Friendly or formal, over the period you choose
  • Goes out from your address, in your name

Nothing hinges on someone remembering

Set a reminder against the case and it chases you. Overdue ones surface in red at the top; finished ones drop out of the way.

  • Overdue flagged the moment it slips
  • Every follow-up tied to the sale it belongs to
  • The next action is never just in someone's head
Case details panel Case updates and notes Chain view for a case Contacts on a case Documents filed against a case — memorandum, contract, searches and mortgage offer AI-drafted chase and update emails for a case, addressed to the right people Reminders on a case, with overdue items flagged in red
On your phone

The same platform, built for when you're on the move

Not a cut-down companion app. The board, the case file, the chain and your reminders — all of it, on your mobile that's already in your hand.

See where your sales progression is at, any time, anywhere

Dashboard on a phone
Your morning, on the way in
Board on a phone
The full pipeline view
Case file on a phone
Every case file in detail
Reporting on a phone
Your status in numbers
For whoever runs the business

The reports you'd otherwise build by hand

Pipeline distribution, aged pipeline, capacity planning, time to exchange, fall-through rate and traffic-light status — already built, always current, and driving real insights.

The reporting console: live pipeline, fallthroughs and exchanges by progressor

Where the pipeline is bunching

Pipeline distribution and aged pipeline show which sales have been in progression too long, and whose they are, before they turn into fallthroughs.

What needs doing and who is assigned

Live case volume by progressor with what's outstanding against each, so you can see who's carrying what and rebalance before someone burns out.

Track performance over time

Time to exchange and fallthrough rate tracked over time, per person, so you can tell a good month from a good process.

Who it's for

Two people, two different perspectives

One of you has to get through today. The other has to explain the financial quarter.

For the sales progressor

Take control of every case, carry more, stress less

You're holding numerous sales in your head and a spreadsheet you can't always trust. We put all of it in one place and now you know exactly where you're at, what needs doing, and by when.

  • Everything neatly contained in one case record from sale agreed to completion
  • A complete workflow solution with calendar alerts
  • The full chain against every case, above and below you, with AI-assisted chain updates
  • Every update categorised, so anyone can see your notes and where things stand
  • Real holiday cover, so going away doesn't mean coming back to chaos — request a real expert sales progressor to cover holiday periods. Enquire for more information.
For the agency owner

Know exactly where every sale stands and prove the ROI on your sales progression function

You already own this data. It's sitting in inboxes, notebooks and one person's memory. VelocitySPX turns it into something you can run a business on.

  • Live pipeline by progressor, with fallthroughs and exchanges side by side
  • Aged pipeline — which sales have been in progression too long, and whose
  • Average time to exchange, tracked per person and over time
  • Capacity planning before you hire, and before someone burns out
  • Traffic-light status across the whole pipeline, on desktop and on your phone

Turn sales progression into a measurable, manageable part of your business

VelocitySPX gives you a live, complete view of your progression operation, turning transaction-level data into the insight you need to manage performance, identify risk, optimise capacity and demonstrate the value of your sales progression function.

  • Complete visibility — know exactly what is happening across your entire sales progression pipeline.
  • Performance insight — understand how effectively your people and processes are progressing sales.
  • Early intervention — identify risks, bottlenecks and underperformance before they impact your bottom line results.
  • Operational control — manage workload and capacity based on evidence, not assumption.
  • Monthly reports — delivered straight to your mailbox; measure the contribution of your progression function and its ROI.
Where it came from

Built by UK industry experts who progress sales for a living

VelocitySPX wasn't designed in a boardroom. It was built ‘on the ground’ within a leading sales progression business, pulling on years of hard-won industry experience.

Built with sales progressors, for sales progressors

No feature in VelocitySPX was specified in a boardroom. Each one was designed with experienced working sales progressors, on live transactions, because it solved a real-world problem and added real value.

Your data stays yours

UK-hosted, with each agency's data separated at the database level. We're your processor, never the owner, and you can take your data with you.

Your solution is fully branded with your company name and logo

Vendors and buyers see your agency — your branding, your address, your sender name. They never see VelocitySPX.

Questions

The things agencies ask first

Does this replace or complement our CRM?

No, and it isn't trying to. Reapit, Alto, Street and Dezrez win the instruction, market the property and agree the sale. VelocitySPX takes over at the memorandum of sale and runs the case to completion. Your negotiators carry on exactly as they are.

How long does it take to get started?

A first-run setup wizard walks you through your boards, your fields, your statuses and your email templates. Most of the configuration is choosing how your team already works rather than learning ours.

What does it cost?

Start with up to three months free of charge, with no credit card. After that, pricing is per progressor, per month, with no setup fee — and we'll give you a straight number on the demo call once we know how many people you'd put on it. If the value isn't clear, you walk away and export your data.

Will our clients know we’re using it?

Only if you tell them. Every email, update and document goes out in your agency's name, from your address, with your branding. VelocitySPX never appears in front of a vendor or a buyer.

Is our data secure, and is it kept separate from other agencies?

Yes. Each agency's data is isolated at the database level, not just hidden in the interface, and the platform is UK-hosted. We act as your data processor under a written agreement.

How will VelocitySPX fit into the way our team already works?

It sits on top of how you work now rather than replacing it. Your negotiators carry on in the CRM, the same people keep progressing the same cases, and VelocitySPX picks each sale up once it's agreed. Your boards, statuses, fields and email templates are set to match your process during onboarding, and we walk your team through it rather than handing over a login and a manual.

Can you also provide expert sales progression cover when we're short-staffed or someone is away?

Momentum Sales Progression, the business VelocitySPX was built inside, can pick up a caseload inside the same platform when you're a person down — holiday, sickness or a spike in volume — and hand it straight back. It's optional, and no software vendor can offer it, because no software vendor does the work.

Book a demo

Book a demo, then try it for up to 3 months free of charge

No credit card required. If the value isn't clear, simply walk away — you can export your data any time.

We'll give you a real, live demo of the platform. Zero hard sell, just an informative session to see if it works for you.

  • Bring five live cases and we'll show you what the platform would have told you about them this morning
  • We reply the same working day
  • We'll schedule a call on Teams, Google Meet or Zoom
  • If you decide to proceed, we'll help you get your live cases in so you can be up and running in no time

Rather just ask something? Email us instead.