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The Conveyancing Association updates its Estate Agent Best Practice Guide

The Guide was launched 10 years ago to help conveyancers and estate agents improve communication between firms.

The front cover of The Estate Agent Best Practice Guide.

The Conveyancing Association (CA) has updated its Estate Agent Best Practice Guide adding in new detail specifically covering recent changes to the process, including technological advances and how they might be covered off.

The Guide was launched 10 years ago to help conveyancers and estate agents improve communication between firms and enhance the conveyancing journey.

RECOMMENDATIONS

While not mandatory for members of the CA, the Guide does provide recommendations on how best to communicate with agents, over what timescale, via what means and how best to update each other through a transaction process.

This version of the Guide adds in new detail specifically covering off recent changes to the process, including technological advances and how they might be covered off.

The Guide now covers the provision of Material Information at the start of the house sale.”

The Guide now covers the provision of Material Information at the start of the house sale and purchase process. It also covers Digital-ID and how verification of client ID might be shared between the conveyancer and the agent.

Conveyancers and agents are recommended to have structured progress updates on cases, with an agreement on their timeliness and how the updates might be provided, plus commitments to returning communications.

PREDICTED EXCHANGES

The Guide also covers predicted exchanges and completions between the conveyancer and agent, how they might work together to deliver on this, plus a commitment to the ways and means by which they will work together, professionally and respectfully.

Beth Rudolf Home Buyers & Sellers Group image
Beth Rudolf, The Conveyancing Association

Beth Rudolf, Director of Delivery at The Conveyancing Association, says: “It’s not mandatory for our member firms to follow the Guidance but we believe by doing so, we can secure better working practices between conveyancers and agents, and improve understanding of conveyancing.

“By sharing the Material Information efficiently, estate agents can win more business and reduce transaction times, while conveyancers can act in the best interests of their clients and reduce risk, creating a positive home moving experience for all.”

Download the updated guide HERE.


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