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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