Our useful guide to help you tick all the boxes to get you ready for moving home.

There is a lot to consider when thinking of moving home so we have put together 5 steps to help you get started. 

The UK property market has changed dramatically over the last year or so and it has become clear that the 'traditional' house selling process is now generally accepted as no longer fit for purpose. 

The legal process is hindered by too little information being gathered by sellers at the start of marketing. All sectors of the property market are now asking for more up front information to help speed up transaction times, reduce stress and minimise the number of sales falling through. Given that failed transaction levels have hit a 35% average in England and Wales something clearly needs to be done. By Comparison, where more up front information is provided in Scotland, the rate of failed transactions is far lower at just 11%.

Following these simple steps will help Home Movers 'Get Legally Prepared' by completing as much of the paperwork as possible even before finding a buyer. This helps eliminate many of the issues that can arise during the transaction before they become a problem and potentially put your sale at risk.



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Now you have instructed a Keller Williams Agent

At Keller Williams we make you some promises. They are to be Human, Reliable, Truthful, Sensitive, to be your advocate and be resilient.

We are local to you with an in depth knowledge of the community. We are business owners and care about your experience. We are there to serve you when other agents are closed outside of office hours.

You come FIRST with Keller Williams. Your Trust is Our Business.

To get you on the path to a successful property move, we ask you to follow the steps below. These will serve to speed up your transaction and reduce stress by empowering you to become better prepared during marketing time which could otherwise be wasted.



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Confirm your Identity

Everyone that you engage with is going to need to know who you are. It is best practice for businesses to complete Identification and Anti Money Laundering Checks (ID/AML) so don't be surprised.


We are no exception. We have made this process very straight forward. You can either arrange to meet our local agent in person or use a remote solution utilising a mobile app where we can verify your identity in under a minute with a simple and easy to use service.


If you have not already done so, please either contact your chosen Keller Williams agent to arrange a meeting face to face or follow the link to the left to complete the ID/AML process remotely.

This should be completed at your earliest convenience.



Access and complete your Legal Protocol Forms

Complete your Legal Protocol Forms without the need to print, as editable versions are available to download below. Invariably Home Movers do not have access to these forms until after they have instructed a Conveyancer to act for them. We provide them here for anyone wishing to get started.

Gather all useful documents such as boiler service agreements and double glazing guarantees etc. and keep them somewhere safe with your completed protocol forms, as they will all be needed when you instruct a conveyancer to act for you.​

Fixtures & Contents Form TA10

Fixture & Contents Form

Property Information Form TA6

Property Information Form


Leasehold Information Form TA7

Leasehold Information Form

Only complete if selling a leasehold property



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Order an Environmental Report

Over the years we have had numerous instances where sales have fallen through due to environmental issues raised in reporting instructed by the buyers conveyancer.

In hindsight, some of the environmental impacts, when seen by a conveyancer with local knowledge and understanding of our region, the sales could have progressed to exchange and completion.

We advise that all of our clients acquire an environmental report so that the we can discuss appropriate conveyancing options with buyers to limit the risk of sales falling apart further along in the process.

We are proud to deliver service excellence at every stage of your move.



Instruct a Conveyancer

Consider instructing a conveyancer to act for you as soon as you go to the market.

We work with a number of reputable conveyancers locally and would be delighted to introduce you to them. Just ask your chosen Keller Williams Agent for a recommendation and they will put you in touch with the most appropriate legal partner for your specific needs.

"Not all Estate Agents are the same".  The same can be said of Solicitors.

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