Taking on a new instruction

Property - Process Bliss

A step-by -step guide for estate agents to follow when taking on a new sales instruction.

1Confirm agreed asking price and enter on file record

Importance: Essential

Asking price:

2Confirm agreed fee and enter on file record

Importance: Essential

Include whether the agreement is sole or multi-agency.

Agreed fee:
Sole/ 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.

Conveyancer's details:

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.

URL:

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

Link to listing:

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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