Conveyancing pre-sale service and welcome team

Are you thinking about moving home or already marketing your property? When selling your home it pays to get prepared early – the faster you get your paperwork dealt with, the faster your sale will go through!

When selling a property, there is a lot of information that clients are now required to provide. Through experience, we have found that completing the initial paperwork required by a solicitor as early as possible does help in speeding up a transaction. There are also initial tasks a solicitor must carry out before the legal conveyancing work for a sale can begin. We must comply with AML Regulations and deal with identification. We also need to download title documents which are now held electronically at the Land Registry for registered properties. Once these tasks have been undertaken, we can then look to start the actual conveyancing work. If your solicitor already holds completed instruction paperwork from you and has been able to deal with essential initial tasks to prepare their file while you are marketing, your conveyancer will then be ready to begin the legal work for your transaction as soon as a sale is agreed. 

You will need to complete a Property Information form and a Fittings and Contents questionnaire. In addition, you will be required to provide the following, where applicable:

  • A FENSA Certificate for any windows fitted since 2002. 
  • A CORGI or Gas Safe Register Certificate for any boiler fitted since 2005
  • Any central heating agreements you may have together with the most recent receipt
  • A NICEIC Certificate for any electrical work carried out since 2005
  • All planning permission and building regulations approvals for any works carried out to the property in the last 10 years. 
  • Any guarantees for works carried out to the property.

If your property is leasehold, you will also need to provide:

  • The latest ground rent and/or service charge demand and receipt
  • Copies of any correspondence with your freeholder/managing agent
  • Any share certificates.

Don’t worry if some of these items are not readily available as copies can be obtained but do remember, the faster you get the paperwork dealt with, the quicker the sale will go through. 

Boys & Maughan welcome taking instructions at the same time as you are marketing your property. To assist with this, we have in place a dedicated team providing contact for any queries about the conveyancing process and assistance with instructing us and completing initial instruction forms. You can contact our Welcome Team at welcome@boysandmaughan.co.uk

Once the instruction stages are complete, we will then assign your case to one of our conveyancers and our Welcome Team will provide you with your conveyancer’s direct contact details.

Working this way means our conveyancing staff can enable a time efficient service that works towards achieving completion for conveyancing clients at the earliest possible opportunity and that once you agree a sale, you can concentrate on preparing to move home.

If you are thinking about moving or already marketing your property and have any queries about our pre-sale instruction service, please email the Welcome Team at welcome@boysandmaughan.co.uk.

Welcome Team
Our Welcome Team has been specifically created and designed to assist clients looking to instruct us to deal on conveyancing matters.

If you have a query regarding conveyancing, please contact welcome@boysandmaughan.co.uk and one of our dedicated team members will contact you to discuss.

To obtain a fee estimate, you can also visit our Conveyancing Calculator

For further information, see our handy hints leaflet here and our videos.

Comments from users of our pre-sale and welcome team services (we regularly update this list):

  • "Just a quick email to say thank you for your prompt service and help.  A big thank you for the copy lease.  Having spent a couple of hours trying to obtain it myself your email came as something of a miracle."
  • "Thanks for your patience through the process Amy."

  • "Thanks you have made it quick and easy for me"

  • "Thank you very much. Your support and advice has been much appreciated.
  • "Many thanks for all your help over the last couple of days, it is much appreciated."

  • "Many thanks for the estimate, which looks very professional and was sent extremely promptly - just what we need I was impressed by dealing with you and have passed that on."

  • "Could you please pass on to your manager that I really appreciate your professionalism and pragmatic help even before we are formally engaged - your were extremely fast to react to my request for quote, which you could easily have left until thd following day - it was very professionally presented, exemplary and reflected very well on your firm. This is even more appreciated as I am supporting my disabled wife who has limited time each day for admin, so thank you personally as I now pass over to the 4 trustees/owners."
  • "Thanks Sarah!!  Great intro to B&M, appreciate it."

  • "I am likewise extremely grateful for your support and assistance to myself and my sister with this process."

  • "I want to thank you for getting the quote to me quickly, you were very efficient."

  • "Thank you very much for all your help and time as part of the onboarding process. I appreciate all the support (on behalf of my sister/her husband), as I can understand that our situation was unique, and you was accommodating to our requests, and always responded very quickly on emails and was available on the phone with any questions."

  • "Thank you, Amy, for your hard work and kindness."

  • "Feedback on Welcome Team - Sarah Winton:  I understand that the Welcome Team is a new venture at Boys and Maughan. The service we received from Sarah was excellent. She was efficient, friendly and helpful responding swiftly to any queries and gave all the detail we needed. It was helpful to have the gentle reminder to pay the money, as that can get forgotten after filling in all the forms. Having a dedicated team for onboarding certainly helps in terms of smoothing the start of the buying and selling process which is a stressful time due to the amount of paperwork one needs to provide. So swift responses and clear instructions were most helpful, even for us who aren't new to the process."

  • "Thank you for you help and patience when I’ve phone, very much appreciated."
  • "Very impressed the firm have a welcome team, and how reassuring it has been from the start knowing [clients] have a point of contact to initially assist them and answer all their questions."

  • "We are so impressed with your communication. Thank you so much."

  • "It's so good to speak to someone that understands that sometimes the 'modern way' isn't the easiest.  I truly appreciate your help."

  • "It has been reassuring from the start to have a point of contact in Amy to initially assist me and answer all my questions."

  • "Sarah has made our journey at Boys and Maughan so far a very smooth and pleasant one. She knows how to get us to do things without making us feel pushed let alone hectored. Sarah has charm and skill, and knows how to inspire confidence. She also knows how to make things simple and easy for clients. A great asset to B&M."

  • ​"Thank you very much for your quotation and your patience.  Although a brief acquaintance, you have been very helpful, friendly and professional."

  • “I have appreciated all you have done for me so far and I really would prefer to having you act for me, in the anticipation of a sale, in the future, as you and have been so proactive and understanding."
  • "The paperwork can be daunting but your assistance has taken the sting out of it and made it a much more human experience” 
  • "It has been a Godsend knowing I can just pick up the phone and call with any questions. Having a sole point of contact for initial enquiries has removed so much stress, especially as you are so approachable"
  • "Thanks for a brilliant job in easing me into the conveyancing process for his sale"
  • “Having Lisa at the end of the phone has inspired my confidence with completing the paperwork and understanding the process.”
The contents of this article are intended for general information purposes only and shall not be deemed to be, or constitute legal advice. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of this article.