Process and Next Steps

Contact us by telephone or email with details of your specific requirements to include if your property transaction is  leasehold or freehold, sale or purchase or both,  and  if you require a mortgage and any preferred timescale


We will give you a clear estimate of costs and details of payments due to third parties (disbursements) to assist you with your financial arrangements.

*If you require a mortgage you will make a mortgage application either through a broker or direct with the bank or building society.

Estimate of Fees

To start the process if you wish to proceed you will need to complete our initial paperwork and this will include carrying out the ID formalities and paying monies on account which will be credited to you in our final Cash Statement at the end of the transaction. This will enable us to obtain copies of your title to prepare draft contract papers on your sale and these monies will be held on account so that we can carry out the searches on a purchase.

Initial Paperwork

On a Sale there will be forms to fill in and these will be sent to you with our initial paperwork so that you can tell us about the property you are selling with details and supporting paperwork of any alterations you may have carried out. You will be asked to fill out a fittings and contents form which will be attached to the contract.

The Process

On your purchase once we have received the contract papers from your seller’s solicitors we will raise our enquiries and ask you to send to us a copy of your survey report.

Once all the legal enquiries have been completed, the search results are received and you have a satisfactory written mortgage offer and you are satisfied with your survey report and all enquiries have been dealt with then we will send the contract to you for signature and it will be at this point your deposit will be payable.

Exchange of Contracts

To exchange contracts we will need to be holding your signed contract, be in receipt of your deposit funds and the completion date (your moving date) will need to be agreed with all parties. The Completion Date is a term of the Contract and is the date on which the completion monies are sent to the seller’s solicitors and upon receipt,  the keys will be released, and you will be able to collect these from the estate agents on the day of completion. Contractual completion is usually at 2 pm.


As a seller, you will need to vacate the property by the contractual completion time. We usually say to aim to clear the property of all people and possessions by 12 noon, in order to avoid any complications on the Completion Date.


We are committed to providing high quality legal advice and client care.  However, if you are unhappy with any aspect of the service you receive or about the bill, you can contact us by telephone or by post.  Once we have received your complaint we will contact you within 7 days to explain how it will be investigated.  Our regulator provides the following information on their website, which includes a link to the Legal Ombudsman:

Reporting Problems to the CLC