Process Guide
Your Complete Sales Journey
Every property transaction follows a clear path. We map out every stage, who does what, and what to expect — so you're never left wondering.
8 Stages
From Instruction to Completion
A clear breakdown of each stage in the property transaction process, with timelines, responsibilities, and what to expect.
Instruction Received
Your formal instruction is received and confirmed. A dedicated sales progression manager is assigned and all parties are notified.
Buyer Actions
- Identification documents submitted
- Proof of funds prepared
Seller Actions
- Property details confirmed
- Marketing pack approved
Verification Complete
Anti-Money Laundering and Know Your Customer checks are completed for all parties in accordance with UK regulatory requirements.
Buyer Actions
- ID verified
- Source of funds confirmed
Seller Actions
- Proof of ownership verified
- Legal documentation checked
Solicitor Assigned
Legal representatives are appointed for both buyer and seller. Conveyancing begins and the property information pack is prepared.
Buyer Actions
- Solicitor instructed
- Mortgage application submitted
Seller Actions
- Title deeds retrieved
- Property information form completed
Offer Accepted
A formal offer has been negotiated and accepted. A sales memorandum is issued to all legal parties.
Buyer Actions
- Offer formally submitted
- Survey instructed
Seller Actions
- Offer accepted in writing
- Property taken off market
Searches Started
Local authority, drainage, environmental, and water searches are submitted by the buyer's solicitor.
Buyer Actions
- Searches ordered
- Survey results reviewed
Seller Actions
- Additional queries responded to
- Fixtures schedule confirmed
Contracts Issued
Draft contracts are prepared, reviewed, and negotiated. Both parties raise enquiries and work toward an agreed contract.
Buyer Actions
- Contract reviewed by solicitor
- Mortgage offer received
Seller Actions
- Enquiries answered
- Final contract approved
Exchange Pending
All conditions are satisfied. Both parties sign contracts and a completion date is agreed. Deposit is transferred.
Buyer Actions
- 10% deposit transferred
- Buildings insurance arranged
Seller Actions
- Completion date confirmed
- Removal arrangements made
Completed
Completion day. The remaining balance is transferred, the seller vacates, and the keys are handed to the buyer. Congratulations!
Buyer Actions
- Balance transferred
- Keys collected
Seller Actions
- Property vacated
- Funds received
