Sales Protocol Toolkit

Estate agents and vendors need to work together to get all the relevant documentation, photographs and sales particulars ready. They also need to consider any other remedial action to get the property both market ready and sale ready.

Vendors who may not have sold a house for a long time can often be confused by the questions in the Property Information Questionnaire (PIQ). Work with them to complete the PIQ as omissions and inaccuracies often lead to conveyancers raising queries which result in delays to the transaction. This in turn creates frustration for your vendors, delays payments and increases the likelihood of a transaction falling through.

Download the toolkit

Propertymark Professional Information Questionnaire for sales

28 Jan 2020

Property Information Questionnaire (PIQ) for sales

Propertymark’s Property Information Questionnaire (PIQ) is a credible structure to underpin the work property agents do with their clients to gather information.

Form, Property transactions, Consumer protection, Material Information

19 Nov 2019

Memorandum of Sale Checklist

Stakeholders from across the sector formed the Transaction Reform Group to find ways of speeding up the buying and selling process. A Memorandum of Sale is sent to all parties as soon as a sale is agreed in principle.

Checklist, Property transactions

03 Apr 2020

Declaration of offer form

Have the buyer complete a written declaration of offer rather than accepting it verbally so that you have clarification of their financial position and circumstances of selling so that this can then be shared with all parties, excluding confidential information, making everything transparent.

Form, Property transactions

Training courses

Navigating the Digital Markets Competition and Consumers Act

Stay compliant and build trust with this essential course for property agents.

Digital Markets, Competition and Consumers Act 2024: What you must know

This new legislation replaces the Consumer Protection Regulations and governs compliance in the sales and letting agency sector.

Material information: How to read the room

With the enforcement of the Digital Markets, Competition and Consumers Act 2024 (DMCC Act) from April 2025, estate agents are now legally required to disclose all material information in property listings.

News articles

Blue for sale board in a row of agency boards

08 Oct 2025

Faster moves, fewer fall throughs: the UK Government plan to fix home sales

A package of fundamental reforms, centred on upfront information, digital data and ID, higher professional standards, and earlier binding agreements, has been released for a 12-week public consultation. Designed to make home moves quicker, more certain, and less stressful, the changes could cut typical timelines by up to four weeks and save consumers about £255m a year, according to the Ministry for Housing, Communities and Local Government (MHCLG).

News, Property transactions, Material Information

Flooded street – AdobeStock_1191253687.jpg

08 Jul 2025

Largest flood defence programme to benefit homes and businesses

A record £7.9 billion has been committed over ten years to protect hundreds of thousands of homes, small businesses, and vital infrastructure from the growing threat of flooding. From high-performance flood barriers to nature-based solutions like wetland restoration, the programme will deliver long-term protection for communities and strengthen local economies, delivering on the UK Government’s Plan for Change.

News, Property & safety standards, Material Information

09 May 2025

Material Information guidance withdrawn as the Digital Markets, Competition and Consumers Act takes over

The property sector has seen a significant regulatory shift with the quiet withdrawal of the National Trading Standards Estate and Letting Agency Team (NTSELAT) Material Information Guidance. This change coincides with the enforcement of the Digital Markets, Competition and Consumers Act (DMCC Act) on 6 April 2025 which supersedes the Consumer Protection from Unfair Trading Regulations 2008 (CPRs) and has shifted power over consumer protections to the Competition and Markets Authority (CMA).

News, Material Information, Compliance

05 Mar 2025

Data shows Japanese knotweed consistently mistaken

Harmless plants, including Bindweed and dogwood, are frequently mistaken as Japanese knotweed, leading to unnecessary alarm and potential complications during property transactions, and further education is needed to help with identification.

News, Material Information, Property transactions, Property & safety standards

Introducing HIPLA for quicker transactions

Lack of speed in transactions is an ever increasing problem for members so we are pleased to offer HIPLA's support to help speed up property sales.

HIPLA's distinctive platform combines our Property Information Questionnaire (PIQ) with the Law Society’s transaction protocol forms: TA6, TA7 and TA10. They have removed the duplication between these forms by pre-populating data where possible and have transformed the process into an extremely easy to use, consumer friendly mobile platform.

It uniquely satisfies an agent’s CPR obligations whilst also fully completing (and signing) the necessary transaction protocol forms required by conveyancers.

Visit the Hipla website to find out more: hipla.co.uk
or email: [email protected]

Frequently asked questions

Q. What service do you provide?
We provide a digital, mobile friendly workflow to help agents get their vendors ‘transaction ready’ at the point their property goes to market. This means the vendor has already pre-completed all of their transaction protocol forms upfront.

Q. How does this speed up a transaction?
As the TA6, TA7 and TA10 are already complete (with supporting documentation) this pack can be digitally sent to their conveyancer as soon as they’re instructed. This saves the conveyancer time, enabling them to issue a contract legal pack much, much quicker. A quicker transaction also means fewer fall throughs and improved cash flow for agents. No more paper forms, postal delays or delays in collecting this information.

Q. How does this relate to the PIQ?
Our digital process replaces the need for a standalone PIQ. The agent can simply direct their vendor to complete their Hipla pack and the agent can see all the necessary information provided in real-time. It means the vendor only has to provide their information once, the agent can collect this remotely, the information can be automatically transferred into completed and signed transaction protocol forms and the conveyancer can issue a contract legal pack quicker.

Q. Does this work for all conveyancers?
Yes. We enhance an agents existing relationship with their panels (or any conveyancer) by speeding up the collection of data required in order to sell a property, ensuring this data is only provided once by the vendor and ensuring this is provided to the conveyancer at point of their instruction, so that the conveyancer can perform their role more efficiently.

We’ve created a standard workflow that works for all agents and all conveyancers, regardless of which conveyancer an agent prefers to use (or their vendor ultimately chooses). The Hipla pack is created when the property is listed. As soon as a conveyancer is instructed, that conveyancer can download the completed Hipla pack which contains exactly what they need.

Q. What is in the Hipla pack?
An optional HM Land Registry title register and title plan (we automatically connect to HMLR to download these), TA6, TA7 (if it’s a leasehold), TA10, answers to additional supplementary questions and any supporting documentation the vendor has provided. We make it extremely quick and easy to provide all of this in an intuitive, user-friendly workflow where additional documentation can even be uploaded using the camera on a mobile phone.

Q. Can buyers view this information upfront?
Yes, our platform provides agents with the ability to provide the Hipla pack to interested buyers. We’ve built a GDPR compliant service which restricts access to certain pieces of information.

Q. Are you licensed by the Law Society?
Yes, in order to provide our service we’re an official licensee of the Law Society. This enables us to produce the documentation in the required transaction protocol forms that conveyancers use on a daily basis, therefore fitting in with their existing workflows.

Q. Which other organisations are you supported by?
As well as being an official licensee of the Law Society and supported by Propertymark, we’re also supported by HM Land Registry who have invested in us through their Geovation accelerator program. In fact, we were introduced to Mark Hayward, Propertymark’s Chief Policy Advisor through HM Land Registry.

We’re also supported by the London based law firm Mischon De Reya, who have provided conveyancing, legal and business support to help us design and build our product.

Q. How does this relate to BASPI and TA6 part 1?
The BASPI dataset has been created by the Home Buying & Selling group to improve the collection of ‘upfront information’. We are an active member of this industry group and our product is BASPI compliant. As an existing licensee of the Law Society we are also working with them to trial TA6 part 1 and will be offering this opportunity to our member agents.

Q. How much does it cost?
For NAEA Propertymark members there is only a cost if the property actually sells. There is no upfront cost for using Hipla, but if the property sells using Hipla then we ask for £10. From a conveyancing perspective, there is also a Law Society license fee which sums to £1.30, and we collect this directly from the conveyancer when they download their clients completed (and signed) documentation. Some conveyancers will pass this license fee back to their client as a disbursement. Indeed, some agents may wish to pass the £10 success fee onto their clients too.

Q. Do you offer a trial?
Yes, we welcome NAEA Propertymark members to try out our platform to see the benefits for themselves.