Immediately following an instruction to sell a client’s property, we recommend that you liaise directly with your client’s solicitor in order to enable fast collation of all documentation for the property. All necessary documentation will appear on the property widget’s “Legal Documents” section. If you do not wish someone to view the documentation online without permission, there is a widget setting to lock the documentation behind a request. See Widget Settings in My Account section.

Figure: Showing Legal Documents for a  commercial property.

Property Information

When you add a property to the clicktopurchase® platform, you will enter the appropriate information in order to “go live”, such as:

  • sales channel

  • legal property name and address

  • price information

  • seller’s details

  • seller’s solicitor’s details

  • activation of completion conditionality feature

  • activation of completion date feature

  • legal documents

When you are satisfied that the information has been collated and the legal documents are uploaded, you can make a property’s clicktopurchase® functionality live. We recommend that the seller’s solicitor confirms that they are happy with the legal package before clicktopurchase® is activated for a property.

Publishing the property

clicktopurchase® is not responsible for completion of the legal package. Publishing the property (activating it online) only looks at the validity of the field data. It is your responsibility to make the information accurate, including the legal documentation when you publish.

  • publishing a property make it public and available online

  • take offline it is unavailable to the public

Figure: Showing How a property is published online.
You may take a property offline at any time.

When you publish you can select how the property is offered online via selecting your sales channel.

  • clicktopurchase® (private treaty)

  • clicktopurchase® “best offers”

Flexibility of sales channels

The clicktopurchase® approach provides the flexibility to move to a fast online execution by a variety of sales channels.

clicktopurchase® (private treaty)

clicktopurchase® provides a Buyer with the ability to submit a legally binding offer to treat, which if accepted by the agent on behalf of the seller results in an instant online contract exchange.

Should it be decided to progress with a sale by a clicktopurchase® (private treaty) exchange, you the agent may decide to offer a short exclusivity period to a specific purchaser. Should the purchaser fail to exchange within the exclusivity period, they can still do so later but the seller will not suffer the problem of deciding whether to withdraw from the transaction; the seller’s position remains strong.

Contract amendments, if required, can again be fast and easy by either amendments to the Special Conditions of Sale, or by way of an Addendum of Sale.

Typically, clicktopurchase® sales do not require any contract amendments.

clicktopurchase® “best offers”

Should you wish to close a sale by setting a “best offers”, you can at any time during the sales process stipulate a deadline for submission of clicktopurchase® offers. Offers will not be capable of submission beyond the deadline.

Verifying Purchasers

Before a bidder can submit a clicktopurchase® offer, they must first be verified to accord with identity and financial requirements.

A. Identity Clearance

A bidder will complete an online verification form. This will send an email to the solicitor acting on behalf of the Buyer.

Figure: The email showing that a verification form has been completed

Figure: The Money Laundering Certificate sent to the solicitor
When you receive the signed Money Laundering Certificate, we recommend that you also check that the solicitor is listed at the Law Society website. When you are satisfied, you confirm in the administration area that the bidder on behalf of the Buyer has passed money laundering checks and the bidder will see this in their My Account page.

When clearing the bidder you will be asked to do Two Factor Authentication.  Further information about this can be found here:

You will be aware that it is your responsibility to meet the money laundering obligations provided in The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.  We draw your attention to the Government's Guidance Note for Estate Agency Businesses.

If you select for an additional form, specific to a property or a client, to form part of the verification process, you can upload this form as you publish a property and it will then automatically be distributed to parties seeking verification.

For detailed information regarding the UK money laundering and verification process, please refer to the "The New UK Money Laundering and Verification Process" guide in the Information Centre.

For detailed information regarding the functions of the administration area in relation to this process, please refer to "The Bidder Verification Dashboard Area Explained" in the Information Centre.

The process is:
– Bidder submits verification form for a property
– The agent receives the information
– The solicitor receives the Money Laundering Certificate
– The agent receives the completed Money Laundering Certificate (and any further         specific form required by the seller) and any additional information if the agent             requires
– The agent
– A: verifies by selecting the Verified action or
– B: optionally requests a Bidder’s Initial Deposit (see Financial Clearance below)*
– C: optionally requests identity and authority to act information on the Bidder
– The bidder on behalf of the Buyer is verified
– They are cleared to make an offer

Figure: The verification form to be filled in by the bidder

Figure: The verification pending identity status as visible to the Bidder

Figure: Showing Bidder and their verified status

B. Financial Clearance

You may choose to undertake appropriate financial checks on the proposed Buyer. This could involve obtaining accounts, references or requesting bank statements. The choice is yours and we provide an area to save this information within your administration area should you wish.

Initial Deposit Option

clicktopurchase® provides you with the option to ask a particular Buyer for an “Initial Deposit” before you clear them to be able to submit an offer. This is a payment to demonstrate commitment which you may decide is required. It will count towards the purchase price should that Buyer be successful, or be returned in the event that the property is sold to another party. You make this selection during the verification process and you determine the amount.

Clicking “Initial Deposit” option will prompt you to enter a bank account and an amount to request from the Buyer. The additional steps to this process:

  • Bidder receives an email instruction to make a payment

  • Bidder makes the payment

  • The agent marks the payment as received

  • The bidder is now verified

  • They are cleared to make an offer

Figure: Requesting the Bidder’s Initial Deposit

Figure: Showing what the bidder sees when an Initial Deposit is requested

During the process, the bidder is easily able to see the status of their verification. When you are satisfied with the verification process as described, you move the status of the bidder to “Verified” which enables them to make offers. If they modify information regarding their verification data, example their address, the status will revert to not verified. You may then proceed with checks and verify them again. This is to avoid data manipulation and offer security.

Figure: An email sent when verification information has been altered

When completed, the bidder will see that they are cleared to make offers. They will also receive an email stating they are cleared to make an offer.

Figure: Email showing the cleared to make offer status

clicktopurchase® offer submission

This is how a bidder makes a clicktopurchase® offer:

Figure: the make an offer form

Accepting a clicktopurchase® offer

When a clicktopurchase® offer is submitted by a bidder, you will receive email confirmation as well as being able to view the draft Memorandum of Sale in the administration area.

We provide an easy method to forward this draft Memorandum of Sale, which includes the bidder’s digitally encrypted signature, to your client along with the signed Money Laundering Certificate and financial information, should you have saved in the administration area.

If you accept the offer, the following actions occur instantaneously: (During this process you will be asked to do Two Factor Authentication.  Further information about this can be found here:

  • A binding contract of sale is formed

  • All parties receive confirmation and an electronic copy of the digitally encrypted signed Memorandum of Sale

  • The property is marked as “Sold”

Figure: Email showing an accepted offer

Figure: Memorandum of Sale

Rejecting an offer

A clicktopurchase® offer will expire if the Bid Expiry deadline passes. Should you wish to reject a clicktopurchase® offer the bidder will receive an email and onscreen notification.

Figure: Email showing a rejected offer

Completion Conditionality Feature

We provide a feature which may provide a Buyer with the option to submit an unconditional clicktopurchase® offer, or one with completion conditional upon funds being available, or conditional upon satisfactory survey. The seller decides if they wish to provide clicktopurchase® Buyers with the ability to make a conditional offer since this feature can be turned on or off by you in the administration area.

Please refer to the Extra Special Conditions of Sale for Conditionality

If the feature is available and a bidder chooses to make a conditional offer with completion conditional upon funds being available, a default penalty of 0.5% is charged to the Buyer for failure to complete an exchanged contract. If a Buyer exchanges with completion conditional upon survey, and a material fault is revealed, the Buyer may rescind the contract.

Figure: The conditionality options on the publishing of a property

Figure: The selection as viewed on the property when making an offer

This conditionality feature allows a bidder to submit an offer quickly. If the Buyer believes funds will be obtained to complete the purchase, by obtaining a loan or raising money elsewhere, perhaps by way of selling another property, why should the seller go “under offer” with all the risk which this entails? Let the Buyer show true commitment.

Similarly, if a seller is faced with an unconditional offer at say £1m and an offer with completion conditional upon finance at £1.1m, the seller can make their choice.

The ability to submit an offer with completion subject to satisfactory survey is similarly designed to create a higher level of certainty and speed for both Buyer and seller.

Completion Date Feature

clicktopurchase® provides a feature to allow flexibility on completion date when submitting a clicktopurchase® offer.

If the seller wishes to allow the feature to be made available, a Buyer can submit an offer with a completion date which may vary from the preferred date proposed by the seller. If the seller is prepared to accept the offer with the Buyer’s proposed completion date, this forms a term of the legal contract.

If this feature is not made available, any offer will be on the basis of the completion date or period required by the seller.

Figure: The agent selects whether the bidder can enter a date

Figure: The property will allow the bidder the completion date

My Account

The transactional history can be viewed at any time by a bidder in their My Account. This is accessible to them via the widget.

Figure: My Account, available in the widget

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