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Best Practices During Conveyancing

Best Practices During Conveyancing

Introduction

Congratulations on your recent property purchase!

This guide has been designed to make the rest of the conveyancing process as simple and stress-free as possible.

Throughout the transaction, you'll receive regular updates, helpful guidance and reminders designed to keep everything progressing smoothly.

Below, you'll find information about how Sheldon Bosley Knight supports buyers and sellers during conveyancing, along with practical steps you can take to help avoid delays and keep your transaction moving forward.

How Sheldon Bosley Knight Helps During Conveyancing

Buying or selling a property involves multiple parties, deadlines and legal processes.

Sheldon Bosley Knight aims to simplify this process through proactive communication and regular progress monitoring.

Weekly Updates

Each week, Sheldon Bosley Knight will contact both you and your solicitor to help ensure everything remains on track.

To help avoid delays, we strongly recommend you speak with your solicitor at least once per week.

Regular communication can help identify potential issues before they become significant problems.

Handling Urgent Issues

If a milestone is missed or an issue arises during the transaction, Sheldon Bosley Knight will mark the property as urgent until the matter has been resolved.

This helps ensure problems receive prompt attention and do not unnecessarily delay the conveyancing process.

Helpful Emails

You will receive regular emails containing:

  • Conveyancing guides

  • Helpful reminders

  • Milestone updates

  • Process guidance

These communications are designed to help you understand each stage of the transaction.

Resource Hub

The Sheldon Bosley Knight Resource Hub contains a wide range of guides covering different stages of the conveyancing process.

If there is a guide you would like to see added, just drop us an email at marketing@sheldonbosleyknight.co.uk

Need to Contact Us?

The Sheldon Bosley Knight Sales Progression Team is available to help throughout the conveyancing process.

Sales Progression Team

Sales Progression Advisors work:

Monday to Friday
9:00am – 5:00pm

The team does not operate on Saturdays, as most solicitors are closed.

Save This Number

Once your sales progressor takes over your transaction, you’ll be provided with their contact details. Make sure you save them so no messages get missed. Contact them directly instead of using the main branch email addresses.

Phone Availability

You can call between 9 am and 5 pm, Monday to Friday. Afternoons (1 pm–5 pm) are reserved for urgent issues and liaising with solicitors. If we don’t answer straight away, we’re likely on a call please leave a voicemail or send a WhatsApp message.

Email Support

You may also receive direct emails from your dedicated Sales Progression Advisor. Reply to them directly if you ever need anything.

Useful Tools and Next Steps

Sheldon Bosley Knight provides several tools to help buyers and sellers stay informed and organised during conveyancing.

Set Up Your Street Portal

The Street Portal allows you to track progress and monitor transaction milestones.

Setting up your portal helps ensure you remain informed throughout the process.

Download the Street App

The Street App allows you to:

  • Monitor milestones

  • Receive updates

  • Manage tasks more easily

The app is available through:

Update Milestones

Regularly updating milestones within the portal helps:

  • Notify Sheldon Bosley Knight

  • Notify your buyer or seller

  • Keep everyone informed

  • Reduce unnecessary chasing

Accurate milestone updates are one of the simplest ways to keep a transaction moving forward.

Use Your Checklist

We recommend using the conveyancing checklist available within the Resource Hub.

The checklist allows you to:

  • Track completed tasks

  • Monitor outstanding actions

  • Follow up with your solicitor

  • Ensure important deadlines are not missed

Read the Available Guides

The Resource Hub contains guides explaining the responsibilities of each party involved in the transaction, along with explanations of each milestone you may face.

Recommended reading includes:

  • Understanding Enquiries

  • Searches

  • Draft Contracts

  • Final Contract

  • Exchange

  • Completion Day

Tips for Completing Conveyancing Successfully

Stay in Contact With Your Solicitor

One of the most effective ways to avoid delays is maintaining regular communication with your solicitor.

A quick weekly check-in can help ensure:

  • Documents are progressing

  • Searches have been ordered

  • Enquiries are being dealt with

  • Milestones remain on track

Update Your Portal Promptly

Whenever a milestone is completed, update it within the portal as soon as possible.

This helps everyone involved remain informed and reduces unnecessary follow-up communication.

Stay Organised

Keep all important documents, emails and correspondence together in one place.

Good organisation can significantly reduce stress throughout the conveyancing process.

Be Proactive

Respond quickly to requests from:

  • Solicitors

  • Mortgage advisers

  • Estate agents

  • Surveyors

The quicker information is provided, the faster the transaction can progress.

Actions to Complete

Homeowner & Buyer

  • Visit the Resource Hub

  • Save the Sales Progression Team telephone number

  • Join the WhatsApp group when invited

  • Create your Street Portal account

  • Download the Street App

  • Download the checklist from the Resource Hub

Update Milestones

Once these setup actions have been completed:

  • Mark the milestone as complete within your portal

  • Notify everyone involved in the transaction

  • Tick the milestone off your checklist

Keeping milestones updated helps maintain visibility and progress throughout the conveyancing process.

Final Message From The Team

We hope this guide helps set clear expectations and makes your conveyancing process smoother.

Remember, taking small actions—like staying in touch with your solicitor and keeping the portal updated—will have a big impact.

Got any ideas how we can improve this guide? Please share them - marketing@sheldonbosleyknight.co.uk

Disclaimer:

The information in this guide is provided for general information purposes only and does not constitute legal, financial, mortgage, tax, or professional advice.

While we aim to keep the information accurate and up to date, Sheldon Bosley Knight makes no guarantees or warranties regarding its accuracy or completeness.

You should always seek advice from a qualified solicitor, financial adviser, mortgage broker, accountant, or other relevant professional before making any decisions based on this information.

Sheldon Bosly Knight accepts no liability for any loss or damage arising from reliance on this guide.