Milestone Pipeline Controls
8 Stages
Advancing milestones updates the buyer's status wheel and optionally sends automated SMS/Email alerts to the purchasers and agents.
✓
Stage 1: File Initiated
Deal registered & welcome pack dispatched
COMPLETED
Done 29 Aug 2026
✓
Stage 2: Loan Pre-Approval
Borrowing strategy & capacity confirmed
COMPLETED
Done 01 Sep 2026
✓
Stage 3: Contract Exchanged
Contracts signed with 0.25% deposit paid
COMPLETED
Done 06 Sep 2026
4
Stage 4: Formal Loan Approval
Lender credit assessment & unconditional offer
IN PROGRESS
5
Stage 5: Inspections & Valuation
Building & pest review and physical valuation
UPCOMING
6
Stage 6: Legal Preparation & PEXA
Transfer docs, stamp duty & shortfall funds
UPCOMING
7
Stage 7: Settlement Executed
PEXA electronic financial settlement
UPCOMING
8
Stage 8: Key Collection
Handover at Real Estate Agency
UPCOMING
📡 Outbound Communications Engine (Section 6 PRD)
SMS & Email Triggers
Preview and trigger automated transactional notifications to buyers and real estate agents.
Stage 4 Trigger
SMS + Email
Formal Finance Approval
• SMS to Buyer: +61 412 345 678
• Email to Selling Agent: b.cooper@raywhite-mock.com.au
"Fine Loans Update: Congratulations Sarah & David! Formal unconditional loan approval has cleared for 14 Smith St..."
Stage 6 Trigger
Email Notice
PEXA Shortfall Funds Advice
• Email to Buyer: sarah.johnson@example.com
"PEXA Ready: Shortfall Funds Advice. The conveyancer has prepared the PEXA electronic workspace..."
Stage 7 Trigger
SMS + Handover
Settlement Complete & Keys
• SMS to Buyer: +61 412 345 678
• Key Handover Notice to Agent: b.cooper@raywhite-mock.com.au
"🎉 IT'S SETTLED! Settlement is complete for 14 Smith St! You may now collect keys from the real estate agency..."
Recent Outbound Dispatches
email
Welcome to DealRoom - 14 Smith Street → sarah.johnson@example.com
24 Oct 00:04 • delivered
sms
Fine Loans: Your DealRoom link is active... → +61 412 345 678
24 Oct 00:04 • delivered
💬
Buyer Inquiries & Live Conversation Thread
0 Inquiries
Direct questions submitted by Sarah & David Johnson via their DealRoom tracker.
No questions submitted yet by the buyer.
⚖️ Legal Compliance & Activity Audit Trail
25 Entries Logged
Complete forensic log of stakeholder logins, document uploads, milestone sign-offs, and notifications.
| Timestamp | Action | Stakeholder / Actor | IP Address | Details |
|---|---|---|---|---|
| 03 Nov 2026 00:04:09 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Building_and_Pest_Report_Paddington.pdf |
| 03 Nov 2026 00:03:54 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Buyer1_Passport_Certified.pdf |
| 03 Nov 2026 00:03:50 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Signed_Contract_of_Sale_14SmithSt.pdf |
| 03 Nov 2026 00:03:26 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Confidential_Loan_Application_Summary.pdf |
| 03 Nov 2026 00:03:16 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
216.73.216.216 | Downloaded Buyer1_Passport_Certified.pdf |
| 03 Nov 2026 00:03:04 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Proof_of_Funds_Bank_Statements.pdf |
| 03 Nov 2026 00:02:55 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Buyer2_Drivers_Licence.pdf |
| 03 Nov 2026 00:02:35 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Section_32_Vendor_Statement.pdf |
| 03 Nov 2026 00:02:25 | DOCUMENT_DOWNLOADED |
Buyers_agent
elena@harbourbuyers.com.au
|
216.73.216.216 | Downloaded Building_and_Pest_Report_Paddington.pdf |
| 03 Nov 2026 00:02:06 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
216.73.216.216 | Downloaded Building_and_Pest_Report_Paddington.pdf |
| 03 Nov 2026 00:01:49 | DOCUMENT_DOWNLOADED |
Buyers_agent
elena@harbourbuyers.com.au
|
216.73.216.216 | Downloaded Signed_Contract_of_Sale_14SmithSt.pdf |
| 03 Nov 2026 00:01:38 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
216.73.216.216 | Downloaded Signed_Contract_of_Sale_14SmithSt.pdf |
| 03 Nov 2026 00:01:26 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
216.73.216.216 | Downloaded Buyer2_Drivers_Licence.pdf |
| 03 Nov 2026 00:00:48 | DOCUMENT_DOWNLOADED |
Buyers_agent
elena@harbourbuyers.com.au
|
216.73.216.216 | Downloaded Section_32_Vendor_Statement.pdf |
| 03 Nov 2026 00:00:23 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
216.73.216.216 | Downloaded Section_32_Vendor_Statement.pdf |
| 03 Nov 2026 00:00:23 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
216.73.216.216 | Downloaded Lender_Valuation_Confirmation_Note.pdf |
| 03 Nov 2026 00:00:22 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
216.73.216.216 | Downloaded Lender_Valuation_Confirmation_Note.pdf |
| 02 Nov 2026 20:40:49 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
16.216.88.177 | Downloaded Proof_of_Funds_Bank_Statements.pdf |
| 02 Nov 2026 13:31:01 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
16.216.88.216 | Downloaded Confidential_Loan_Application_Summary.pdf |
| 02 Nov 2026 13:03:50 | DOCUMENT_DOWNLOADED |
Buyers_agent
elena@harbourbuyers.com.au
|
16.216.88.35 | Downloaded Section_32_Vendor_Statement.pdf |
| 02 Nov 2026 09:04:28 | DOCUMENT_DOWNLOADED |
Buyers_agent
elena@harbourbuyers.com.au
|
16.216.88.188 | Downloaded Signed_Contract_of_Sale_14SmithSt.pdf |
| 02 Nov 2026 08:16:08 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
16.216.88.56 | Downloaded Buyer2_Drivers_Licence.pdf |
| 02 Nov 2026 01:27:28 | DOCUMENT_DOWNLOADED |
Buyer
sarah.johnson@example.com
|
16.216.88.64 | Downloaded Lender_Valuation_Confirmation_Note.pdf |
| 01 Nov 2026 06:45:00 | DOCUMENT_DOWNLOADED |
Conveyancer
marcus@vancelegal.com.au
|
152.39.236.136 | Downloaded Section_32_Vendor_Statement.pdf |
| 01 Nov 2026 06:44:59 | DOCUMENT_DOWNLOADED |
Buyers_agent
elena@harbourbuyers.com.au
|
152.39.236.136 | Downloaded Signed_Contract_of_Sale_14SmithSt.pdf |