Best Practices During The Conveyancing Process
Introduction
Congratulations on your recent property offer! This guide has been designed to make the rest of the process as simple and stress-free as possible.
We’ll guide you through your conveyancing process with regular updates and helpful emails. Below, you’ll find all the essential details about how we’ll support you and what you need to do to keep everything moving smoothly.
How We Help.
Weekly Updates:
Each week, we’ll check in with you and your solicitor to ensure everything is on track. To avoid delays, we strongly recommend you speak to your solicitor once a week.
Handling Urgent Issues:
If a milestone isn’t met or there’s a problem, we’ll mark your property as urgent until it’s resolved.
Helpful Emails:
We’ll email you weekly with guides to read and reminders to update your milestones.
Resource Hub:
is full of helpful guides about the conveyancing process. If there’s something you’d like us to add, just drop us an email at marketing@sheldonbosleyknight.co.uk
Need to Contact Us?
Sales Progression Team
Our Sales Progression Advisors are here to help! They work Monday to Friday, 9 am–5 pm and don’t work on Saturdays as 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 Us
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.
Set Up Your Street Portal
Stay updated by setting up your Street Portal
Download the App
Manage the milestones easily by downloading the Street App.
Update Milestones in the Portal
Keep things moving by updating the conveyancing milestones. This notifies your buyer and the Sheldon Bosley Knight team.
Use Your Checklist
Tick off tasks and follow up with your solicitor to make sure their tasks are completed too.
You’ll find the checklist in the resource hub.
Read Our Guides
Understand everyone’s role in the conveyancing process with the following guides:
Sales Progression Advisor Responsibilities
Homeowners Responsibilities
Buyers Responsibilities
Conveyancer (Solicitor) Responsibilities
Actions to complete:
Homeowner & Buyer:
Go to Resource Hub
Save Sales Progression Number
Join WhatsApp Group when Set Up
Create Your Portal
Download the App
Download Checklist in Resource Hub
Read Following Guide
Sales Progression Advisor Responsibilities
Final message from the founder.
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.
Thank you for reading.
The Sheldon Bosley Knight Team
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 Limited 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 Bosley Knight Limited accepts no liability for any loss or damage arising from reliance on this guide.