Sale - Instructing Us	Purchase- Instructing Us
You instruct us by providing us with the following: 1. Signed initial care letter 2. Completed instruction form 3. Completed Fixtures and Fittings form 4. Completed Property Information Form 5. Address verification ID If you have not already done so you will need to advise your Estate Agents that we are acting.	You instruct us by providing us with the following: 1. Signed initial care letter 2. Completed Instruction Form 3. Address verification If you have not already done so you will need to advise the Estate Agents and mortgage lender that we are acting for you.

Sale - Preparing documentation	Purchase- Receiving and checking documentation
We obtain your Title Deeds and prepare the Contract Package which contains:  - The contract The Lease Official plan Leasehold Property Information Form Fixtures & Fittings list Other documentation We will also need to get management information which is usually in the form of a standard Management Pack.  A fee is likely to be payable to the managing agents.	We receive and examine the Contract Package from the sellers' solicitors.  This contains: Contract Lease Leasehold Information Form Fixtures & Fittings Form Official Plan of the Property Other Relevant Documentation Having now received the Plan, we are now able to carry out any searches required.

Sale - General and legal enquiries

Purchase- Raising enquiries

If your buyers raise general additional enquires we will send these to you for you to complete and return to us.  There are likely to be legal enquiries which we deal with.

We have to make standard enquiries.  There may also be other enquiries that arise from the Contract Documentation.  If the property is handled by a Managing Agent it is essential to clarify certain details about the way in which the Apartment block is run.  These enquiries would include: Whether they have collected adequate Service Charge to cover costs (the new purchaser could be responsible for any shortfall) What the Service Charge is likely to be and whether any Service Charge has been paid in advance by the seller. If there are any planned repairs or refurbishment to the Apartment block (which would usually mean additional charges) Whether there have been any previous disputes between the Landlord and Leaseholders If a Reserve Fund has been built up If there is an up to date Building Insurance Policy We also need accounts for the last 3 years (if they exist).

Purchase- Mortgage Offer

We receive your mortgage offer and check that the conditions can be complied with.

Sale  - Requesting outstanding mortgage balance

If you have a mortgage we will get a figure from the lender indicating how much it will cost to bring your mortgage to an end.  This is called a Redemption Statement.

Purchase - Requesting outstanding balance

We now review your file and draw up a completion statement which shows how much money is needed from you to complete the transaction.