2. Find a suitable time
and date
This needs to be a hour-long appointment.
There needs to be both a photographer and
measurer present at the appointment.
Always make sure travel time is factored
in for appointments both prior to and
following the appointment.
3. Confirm sales package
Confirm which package is chosen:
• ONLINE - £650
• TRADITIONAL - £950
• HYBRID - £1250
Make a note on the appointment of which package is chosen.
If someone says they have been offered a discount always confirm with a
manager before agreeing to the discount.
4. Checklist
before you
can market
a property
1 . S i g n t h e c o n t r a c t
• E v e r y o n e w h o s e n a m e i s o n t h e p r o p e r t y d e e d s n e e d s t o s i g n a c o n t r a c t .
• Y o u n e e d t h e n a m e , e m a i l a d d r e s s a n d m o b i l e n u m b e r f o r e a c h p e r s o n t o b e a b l e
t o s e n d a c o n t r a c t .
• I f t h e y a r e n ’ t a b l e t o p r o v i d e t h i s l e a v e a n o t e o n t h e a p p o i n t m e n t t o b r i n g a
p a p e r c o n t r a c t t o t h e a p p o i n t m e n t .
2 . I . D .
• E v e r y o n e w h o s e n a m e i s o n t h e p r o p e r t y d e e d s n e e d s t o h a v e p r o v i d e d a f o r m o f
I . D .
• Passport
• Driving License
• W e n e e d t o c o n f i r m t h e i d e n t i t y o f e v e r y o n e s e l l i n g t h e h o m e .
3 . P r o o f o f O w n e r s h i p
• T h i s d o c u m e n t w i l l n a m e e v e r y o n e w h o o w n s t h e h o m e .
• Mortgage Statement
• Land Registry
• Deeds
• Completion Letter from Solicitors
• I t c a n n o t b e a u t i l i t y b i l l , t h e d o c u m e n t m u s t s h o w e v i d e n c e t h a t t h e h o m e i s
o w n e d b y t h e m , i t c a n n o t b e p r o o f t h a t t h e y o c c u p y t h e h o m e .
4 . E P C
• C h e c k t h e E P C R e g i s t e r t o s e e i f t h e r e i s a n u p t o d a t e E P C o n f i l e , t h e s e l a s t f o r 1 0
y e a r s .
• I f t h e r e i s n ’ t o n e l e t t h e v e n d o r k n o w t h e y n e e d o n e , w e c h a r g e £ 7 5 b u t i f t h e y u s e
t h e H y b r i d p a c k a g e i t i s i n c l u d e d i n t h e p r i c e .
5. Send out the
contract
Now you have confirmed the
package and relayed all relevant
information to the vendor you
need to send the contract to the
vendor.
This is done through Lifesycle,
there is another document
detailing this process.
7. Confirm attendance
to the appointment
When c alling the vend or repeat the time and d ate of the
ap p ointment, mak e sure to c onf irm if they will b e p resent.
Remind the vend or of the c hecklist b efore we c an mark et:
1. Signed Contrac t
2. I.D.
3. Proof of Ownership
4. EPC
If these are not c omp lete we c annot mark et the p roperty.
8. Confirm package choice
Confirm that they still want to go ahead with the chosen
package, there is always a chance you can boost someone up to
a higher package.
Explain the benefits of the next package up.
