First Interview Sale Checklist

Suggested Sale Checklist

Date of Instructions

Seller’s Full Names

Contact Address

Address of Property Being Sold

(If Different From Contact Address)

Contact Phone Number(s)

Daytime

Evening

Mobile

Estate Agents

Contact

Buyer’s Name & Address

Solicitors Acting

Mortgage Details

1^st Mortgage

2^nd Mortgage

Other Mortgages

Occupiers Over 18

Agreed Sale Price

Fixtures and Fittings Included

Fixtures and Fittings Excluded

Details of Connected Purchase

Target Completion Date

ID Inspected

CGT Relevant? Yes/No

Client Care Information Given

Special Features /

Additional Information