Buying and Selling Checklist

Whether you are buying a new build property, selling a property, or are moving to a new home, we aim to make the process as smooth and stress-free as possible.

We’re here to make things easier for you. Choosing us as your trusted conveyancing solicitor means you’ll have a team on hand who are experienced in ensuring your sale or purchase progresses quickly and efficiently.

We have put together a checklist for both buyers and sellers to help ensure you have all the information you need, to help the transaction progress with as few delays as possible:

Sellers:

• Make sure you have your Photo ID ready to provide and verify to your conveyancer at the start of the transaction (passport or photocard driving licence or other photo ID)
• Make sure you have your proof of address ready to provide and verify to your conveyancer at the start of the transaction (a bank statement or utility bill in your name with your current address that is dated within the last 3 months)
• Collect all documents you were provided when you purchased your property (if you can find them) to provide to your conveyancer
• Provide all documents you have for any building works done to the property before or after you bought it (including and guarantees warranties building regulations consents and certificates for any planning permissions and correspondence with the Council)
• Provide any electrical certificates, or gas certificates for any work done, including your latest boiler service report if you have it.
• Provide any paperwork guarantees and FENSA certificates for replacement windows and glazed doors.
• Provide any indemnity insurance policies that you were provided when you bought the property (if any, not all properties do).
• Make sure you are able to provide any mortgage account or reference numbers for any charges registered against your property. Make sure you tell your conveyancer about all of the charges if there is more than just your main mortgage.
• Make sure you have any details for any landlord or management company or agent available. If you pay any service charge or ground rent your conveyancer will need to contact the company that collects these fees.
• Let your conveyancer know of any special arrangements you have made with your buyer (if any – such as lease extensions or contents that have been agreed to be left at the property).

Purchasers:

• Make sure you have your Photo ID ready to provide and verify to your conveyancer at the start of the transaction (passport or photocard driving licence or other photo ID)
• Make sure you have your proof of address ready to provide and verify to your conveyancer at the start of the transaction (a bank statement or utility bill in your name with your current address that is dated within the last 3 months)
• Make sure you have all of your source of funds and evidence of where your deposit is coming from available. Your conveyancer will ask you for 6 months statements showing the money in your account or where the money has been for the last 6 months.
• Please let your conveyancer know as early as possible if anyone is gifting or loaning you money to help you buy the property. You will need to provide their details to your conveyancer.
• Please let your conveyancer know as early as possible if you are having a mortgage and who your lender will be.
• Let your conveyancer know of any special arrangements you have made with your seller (if any – such as lease extensions or contents that have been agreed to be left at the property).
• Let your conveyancer know as early as possible if you have a related transaction (sale, purchase, transfer or remortgage), whether you have instructed another solicitor to deal with it or whether you are instructing us to deal with it as well.
• Tell your conveyancer if you are a first-time buyer or if you own any other properties.

For more information, please contact a member of our residential conveyancing team.

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