A complete guide to sales progression
Learn how to streamline each step by working effectively with valuers, negotiators, and viewing staff, proactively managing communication, and preventing common issues that lead to fall throughs.
We will review essential documents, including Propertymark’s Property Information Questionnaire (PIQ) and key viewing folder components, while ensuring you meet your obligations under The Property Ombudsman and Propertymark codes. Join us to refine your approach, secure successful transactions, and unlock opportunities for repeat business and referrals.
- Understanding the full sales progression process (including the mortgage and survey processes) from an estate agent’s viewpoint
- Evaluating how the sales progression process can be made quicker and smoother by the valuer, negotiators and viewing staff before a sale is even agreed!
- Pro-actively managing the sales progression process through effective communication to keep all parties on board
- Identifying key property, survey and financially related reasons for fall throughs/major issues experienced and understanding how to proactively prevent them
- Reviewing in detail Propertymark’s Property Information Questionnaire (PIQ), including why and how best to use it
- Identifying what other key documents (along with the PIQ) should make up a ‘Viewing Folder’ which should be used on all viewings
- Understanding your obligations under TPO and PM codes of conduct regarding your buyers’ finances and how best to meet these
- Understanding the importance of the progression process and how to best exploit repeat business and referral opportunities from it
Learning in our virtual classroom provides the perfect balance of convenience and engagement. You can join a focused session led by an expert trainer from wherever you feel most comfortable, eliminating the need for travel.
The format mirrors the quality of face-to-face training while allowing real-time interaction with the trainer and other participants, creating an interactive and dynamic learning experience.
With clear guidelines like muting microphones when not speaking and keeping cameras on, the sessions remain professional, collaborative, and distraction-free.
This course is also available as in-house training in your office for groups of five to 20 people. This is an extremely cost-effective way of training larger groups. You just need to provide the coffee and the venue and we'll provide our highly experienced trainers and the course materials.
Explore your options
To discuss your requirements and to get a quote call the courses team on 01926 417 792 or email [email protected].
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