Selling & Buying a Home: What’s the Right Order to Do Things with Estate Agents?
If you’re planning to sell your current home and buy a new one, it can feel like a juggling act. One of the most common questions we hear is:
“What order should I do everything in — especially when it comes to dealing with estate agents?”
Getting the sequence right can save you stress, time, and even money. Here’s a step-by-step guide to help you approach it in the right way:
Get a Valuation First
Before doing anything else, get your current home valued by an estate agent. This will give you:
- A realistic idea of what your property is worth
- An understanding of the local market
- Guidance on any prep work to make your property more appealing
This step is crucial, you need to know your likely sale price before making any plans to buy.
Instruct an Estate Agent to Market Your Property
Once you’ve chosen your agent, get your property listed. Most sellers want to secure an offer before making an offer on their next home.
Why? Sellers are more likely to take you seriously when you’re already on the market, or ideally, have an offer accepted. You’ll be classed as a “proceedable buyer.”
Prepare Your Finances
While your home is being marketed:
- Speak to a mortgage advisor (even if you’re porting your mortgage)
- Get a Mortgage in Principle
- Have your deposit and budget clearly worked out
This step helps speed things up once you’re ready to make an offer.
Start Viewing Properties
Once your property is on the market, especially if interest is strong, it’s a good time to start viewing potential new homes.
Some people wait until they’ve accepted an offer to begin seriously viewing. That’s totally fine and can even give you a better negotiating position.
Accept an Offer on Your Sale
When a buyer makes a strong offer and you’re happy with the terms, accept it (subject to contract). This puts you in a powerful position to offer on your chosen property.
At this point, let both your selling and buying agents know you’re ready to proceed.
Make an Offer on the Property You Want to Buy
Now that your own sale is agreed, you’re in a great position to offer on your next home.
Tip: Let the agent know you’re a chain-free or “sale agreed” buyer. This makes you much more attractive to sellers who want a smooth transaction.
Keep Communication Clear and Regular
Once offers are accepted, both estate agents (yours and the seller’s) will help coordinate the next steps, including:
- Instructing solicitors/conveyancers
- Arranging surveys and mortgage valuations
- Progressing both sides of the chain
Stay in touch with your agent throughout — good communication is key to avoiding delays.
Quick Summary: The Right Order
- Get your property valued
- Choose an estate agent and go on the market
- Prepare your finances and get a Mortgage in Principle
- Start viewing homes
- Accept an offer on your sale
- Make an offer on your new home
- Communicate and progress the sale/purchase
Need Help or Advice?
If you’re thinking of selling and want friendly, professional advice on getting started, feel free to get in touch with Kuavo on 0151 541 7087. We’re always happy to help you plan your next move, with no pressure or obligation.