1Confirm agreed asking price and enter on file record
Importance: Essential
2Confirm agreed fee and enter on file record
Importance: Essential
Include whether the agreement is sole or multi-agency.
3Write to vendor to confirm instruction
Importance: Essential
Include terms of business and fact-finding form.
4Refer vendor to recommended solicitor if required
Importance: Optional
Obtain conveyancer’s details if the vendor has already instructed one.
5Obtain signed terms of business from vendor and attach to file record
Importance: Essential
6Obtain completed fact-finding form from vendor and attach to file record
Importance: Essential
7Complete vendor ID checks and AML compliance checks and update file record
Importance: Essential
8Send ‘sneak preview of new property for sale’ notification to current database
Importance: Optional
Phone/email/text relevant applicants to let them know a new property is coming to the market and give them an early opportunity to book a viewing.
9Order a sales board to be erected at the property
Importance: Optional
10Order or take photographs of the property for marketing purposes
Importance: Essential
11Order or produce floor plans of the property for marketing purposes
Importance: Essential
12Order or produce a 3D tour or video of the property for marketing purposes
Importance: Optional
13Order or obtain an EPC for the property
Importance: Essential
14Write copy for property listing on website and portals
Importance: Essential
15Load copy, photos, floor plans, EPC and any 3D tour/video onto file record and go live across the web
Importance: Essential
16Notify internal team that property is now live
Importance: Essential
17Notify the vendor that the property is live across the web
Importance: Optional
Send the vendor the URL for the property on our website and ask them to share it across their social media.
18Share the property on our social media channels
Importance: Optional
19Send an email to relevant applicants on the database with the URL to view the property
Importance: Essential
Share the full property details with applicants now it’s live online.
20Create a premium listing on Rightmove
Importance: Optional
21Order or produce a ‘New Instruction’ leaflet to send to local addresses
Importance: Optional
To include the message ‘This property is for sale in your area’ or similar.
22Produce a window card to promote the property within the office
Importance: Optional
23Include the property in the local newspaper listing
Importance: Optional
24Send a ‘Week 1’ update to the vendor
Importance: Essential
Include:
-a summary of all live marketing activity
-current interest
-viewings booked so far
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