In short
- Organising mandates by stage means splitting the journey from listing to closing into defined phases, each with its own documents, deadlines and owner.
- A typical sale mandate has five stages: listing, documents and advertising, viewings and offers, preliminary contract, closing.
- The same method for the whole team makes every mandate readable by anyone and reduces mistakes and dropped handovers.
Managing property mandates by stage means splitting each property's journey, from listing to closing, into defined phases, each with its own documents, deadlines and person in charge.
Ask three agents where a mandate stands and you may get three different answers: it depends on what they remember, where they saved the documents and which spreadsheet they use for deadlines. Organising mandates by stage makes the process visible, the same for everyone and independent of people's memory.
The 5 typical stages of a sale mandate
1
Listing and signed mandate
Valuation, agreement with the owner, signing the mandate.
2
Documents and advertising
Land registry extract, floor plan, energy performance certificate, photos; publishing on portals.
3
Viewings and offers
Handling enquiries, viewings, collecting offers.
4
Preliminary contract
Accepting the offer and signing the preliminary agreement.
5
Closing
Signing the deed of sale before the notary.
Stages can be adapted: sales, lettings and new builds can follow different paths.
What you need to make the method work
Custom stages
Stages named the way you name them, not the way some software decided.
Documents in the right place
Registry extract, floor plan, energy certificate and mandate attached to the property, not in scattered folders.
Automatic deadlines
Mandate renewal, price update, owner follow-up: the system warns you beforehand, not afterwards.
Clear responsibilities
Every stage has an owner, and incoming enquiries go to whoever handles the property.
A process connected to the rest of the work
Stages become more valuable when they're connected to the rest of the work: enquiries, viewings and offers recorded on the same mandate. With MyBrokerage AI Property Workflow the same database feeds the seller report and production statistics: nobody has to copy data from one sheet to another. For what to put in the report, see our guide to the seller report.
Let's map your current process
In the demo we start from how you work today and show you the workflow set up on your stages.
Book a demo →Frequently asked questions
What are the stages of a property mandate?
For a sale, typically: listing and signing the mandate, documents and advertising, viewings and offers, preliminary contract, closing.
How many stages should a mandate have?
Few and clear: five or six for a sale are usually enough. Too many stages slow down updating.
Can sales and lettings follow different paths?
Yes, with Property Workflow stages are configured by mandate type.
How do I stop a mandate expiry catching me by surprise?
With automatic reminders to the agent before the expiry, so there's time to prepare the renewal.
MyBrokerage editorial team
We write for real estate agency owners and agents, starting from how work gets done on the platform every day.