Deal statuses
As a deal moves through the portal, it transitions through a defined set of statuses. You can see the current status on the deal list page and on the individual deal detail page.| Status | Meaning |
|---|---|
PENDING | The deal has been submitted and is awaiting initial review. No further action is required from you at this stage. |
AWAITING_VALUATION | The property is being independently valued. The deal cannot progress until valuation is confirmed. |
AWAITING_PAYMENT | Valuation is complete and an invoice has been generated. You or the relevant party must complete payment to proceed. |
APPROVED | All payments have been processed and the deal has been fully approved. A compliance certificate is now available. |
CANCELLED | The deal has been cancelled and will not proceed. Contact support if you believe this is an error. |
Viewing your deals
The Deals page lists all deals associated with your account. Each row shows the deal ID, property address, current status, and the date it was created. Select any deal to open its detail view. On the deal detail page you can see:- Deal ID — the unique identifier for the transaction, used in all correspondence and on your certificate
- Property address — the full address of the property as submitted
- Status — the current stage in the deal lifecycle
- Date created — when the deal was first submitted
- Linked transactions — all payment records associated with this deal, including installment history
Installment payments
Deals above certain thresholds can be paid in installments rather than as a single lump sum. When installments are enabled for a deal, the portal generates a schedule of installment invoices. Each installment has its own payment status, and the deal remains inAWAITING_PAYMENT until all installments are settled.
You can view the full installment schedule from the deal detail page. The installment progress indicator shows how many installments have been paid against the total (for example, 2 of 4).