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

Estate agents who are using the toolkit have reported a reduction in transaction times, down to seven weeks in some cases. 

Use these three toolkit documents alongside Land Registry title documents and plans, details of chain progression, sales particulars and proof of funds and/or a mortgage agreement in principle.

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.

Propertymark's Memorandum of Sale Checklist
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.

Propertymark Declaration of Offer form
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.


Donut chart representing 73%

73% say providing information up front results in a slight or significant increase in speed

Donut chart representing 64%

64% say producing information up front results in a slight or significant reduction in the number of failed sales