Selling a House: Documents and Paperwork Checklist
Preparing documents early can make a property sale easier and help your estate agent and conveyancer answer questions without unnecessary delay. The exact requirements depend on the home, its tenure and work carried out, but the following checklist is a useful place to start.
Identity and address documents
Your estate agent and legal representative must complete identity checks. Be ready to provide current photographic identification, proof of address and any additional information requested about ownership or the source of funds.
Title and ownership information
Your conveyancer will obtain registered title information where available. If you hold old title deeds or documents relating to boundaries, rights of way or shared access, tell them at the beginning. Do not discard original paperwork even if the property is registered.
Energy Performance Certificate
Most homes need a valid Energy Performance Certificate before they are marketed. Certificates are generally valid for ten years, and you can check the official register online. If the certificate is missing or expired, arrange a new assessment early.
Planning and building regulations
Gather planning permissions, building regulations approvals and completion certificates for extensions, conversions or other relevant work. If permitted development rights were used, include any lawful development certificate or supporting documentation.
Windows, electrical and heating records
Useful records may include FENSA or CERTASS certificates, electrical installation certificates, boiler service history and guarantees for heating equipment. These documents can reassure buyers and help solicitors respond to enquiries.
Guarantees, warranties and specialist work
Locate transferable guarantees for roofing, damp treatment, underpinning, solar panels, insulation or other substantial work. Include invoices and surveys where they explain what was done and by whom.
Property information forms
Your conveyancer will normally ask you to complete forms covering the property, its contents and relevant matters such as boundaries, disputes, notices and services. Answer carefully and honestly. If you are uncertain, ask your conveyancer rather than guessing.
Leasehold and managed properties
Leasehold sales commonly require the lease, service-charge accounts, ground-rent information, buildings insurance details and a management information pack. Obtaining this material can take time, so request it as early as possible.
A practical starting checklist
photographic ID and proof of address;
title deeds and ownership documents;
valid EPC;
planning and building regulations paperwork;
warranties, guarantees and service records;
leasehold or management information;
fixtures and fittings information; and
mortgage details.
Home & Castle can help you identify the marketing information needed at the start of your sale. For legal requirements specific to your property, speak to your solicitor or conveyancer. Arrange a free valuation when you are ready to begin.
