Preparing for a viewing

Property - Process Bliss

A step-by-step guide for estate agents to follow when preparing for a property viewing.

1Check the exact location of the property and plan the best route to get there

Importance: Essential

1.1Check whether there are any roadworks or accidents which may delay your journey

Importance: Optional

2Familiarise yourself with the property location and any key selling points to share with applicant

Importance: Essential

3Familiarise yourself with the property details and vendor's situation, including any important information to share with the applicant

Importance: Essential

4Familiarise yourself with the applicant's details and their key search drivers

Importance: Essential

4.1Make a note of the applicant's contact details in case of delay getting to the appointment

Importance: Essential

5Collate any paperwork to give to the applicant during the viewing

Importance: Essential

5.1Check you have a copy of the property details/brochure

Importance: Essential

5.2Check you have a copy of the fact-finding form/fixtures & fittings form

Importance: Optional

5.3Check you have a copy of the standard buyer information pack which explains the process/next steps

Importance: Essential

5.4Check you have your business cards

Importance: Essential

5.5Check you have details of our recommended IFA, solicitors and surveyors

Importance: Essential

6Check your 'first impressions' before meeting the applicant

Importance: Essential

6.1Check the car you're travelling to the appointment in is clean and free from rubbish

Importance: Essential

6.2Check your shoes are clean, and your hair and outfit are neat and tidy

Importance: Essential

6.3Check you have your branded jacket and folder with you

Importance: Optional

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