The Moving Process: Your Step By Step Guide

Processing the selling and buying process as efficiently as you can is vital, not just to achieve excellent service but to also enhance your reputation in the industry. We’ve outlined a key timeline you can use when going through the selling or buying process.


Research new business

Organise valuation

Carry our valuation

Chase lead

Gain instruction

Verify AML

Prepare photos/floorplans/marketing

Produce property copyright and leaflets

Put property on website/portals/social media


Look for a potential buyer

Register their details

Are the buyers qualified?

Invite/book buyers for a viewing

Ensure 3rd parties are aware

Attend the viewing

Ask for viewing feedback

Pass feedback to vendor

Ask for an offer

Pass offer to vendor

Negotiate deal


Start final paperwork

Verify the buyer

Organise Conveyancing/Tenancy Agreement

Ensure deal doesn’t fall through

Organise mortgage/funds

Start survey/inventory process

Continue to manage all parties

Chase all parties to exchange

Complete all paperwork

Hand over keys

Openview can assist you with the moving process, whether it’s portal uploads to sales progression, call 0800 328 0460, email or visit

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