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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 you to '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.



Ashley O'Carroll

Managing Director

Now you have instructed us

You have made a great choice.

Our business is not just about properties, we get to know the people first so we can work proactively with our buyers, sellers and landlords to get properties sold and let as efficiently and effectively as possible.

As we are a family business in Sunderland built on traditional values, customer service is really important to us. That is why every Peter Heron customer is appointed a dedicated property consultant who will build good working relationships and keep you up to date with any progress. Your consultant will liaise with other team members and the relevant professionals to support every stage of your property transaction. Ashley and his wife Sancha will have hands-on involvement and oversee all activity too.

Our aim is to continue to be the No. 1 estate agent for anyone buying, selling or renting property in Sunderland by providing a valued service that gets results.



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 by using a remote solution utilising a mobile app where we can verify your identity in a few minutes with a simple and easy to use service.


If you have not already done so, follow the link to the left to complete the ID/AML process remotely.

This should be completed at your earliest convenience.



Order Your Searches

Get the Local Authority Search, Drainage & Water and Environmental reports ordered as soon as possible. These are bundled up as a Search Pack to save money.


These will alert you to any issues that might adversely affect your selling price or potentially delay your sale transaction.  Your buyers will be able to satisfy their Mortgage Lenders requirements as well as provide vital information to their conveyancer at the very start of the transaction rather than weeks after the sale is agreed. 


To order your Searches, please click on the 'ORDER NOW' button.

Use the code PeterHeron-05 when placing your order to identify you as one of our clients and to benefit from a discount.

The cost of Searches can either be borne by you and seen as an incentive for the buyer; alternatively the searches can be negotiated as part of the sale;  or they can be purchased by your buyer for a 100% refund back to you thus rendering them cost neutral.  Discuss your options with us.



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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Instruct Hardings Solicitors

Instructing a reputable, progressive regional firm like Hardings Solicitors at an early stage in the selling process will pay dividends.

As soon as you have completed your protocol forms and compiled all of the paperwork that they suggest you find, contact Hardings Solicitors as soon as possible.  Don't wait until we have a sale agreed, as Harding will spend some time, ahead of that moment, getting your formally instructed and Legally Prepared.

In other words, as soon as we have a sale agreed, a full contract pack will be able to go across to the buyers Solicitors as soon as they have confirmed their instructions.

"Not all Estate Agents are the same".  The same can be said of Solicitors, which is why we recommend Hardings Solicitors.

Contact Hardings


58 John Street,


Tel: 0191 5658194

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