ChecklistEstate Agent ToolsEstate AgentsPDF Document — 104 KB
Client Handover Checklist
Ensuring buyers have everything they need at completion — pre-completion, handover day, and follow-up.
About This Resource
A comprehensive checklist covering pre-completion preparation, completion day actions, and post-completion follow-up. Includes documentation checks, buyer briefing items, key collection process, property walkthrough guidance, after-sales introduction, and relationship management tasks.
What's Included
- Pre-completion document checks
- Completion day walkthrough
- Meter reading and utility handover
- After-sales team introduction
- Post-completion follow-up schedule
Who Is This For?
Estate agents managing the handover process for new build buyers to ensure a smooth transition from exchange to moving in.