When completing an application that involves a property sale as well as a property purchase, follow these steps in the Funding Details section of an application:

1. Under Key Details, ensure you have ticked both 'New Purchase' and 'Property Sale' as the application type.

2. Under Funding Required, make sure you have ticked both the property to be sold, and the property to be purchased (remember to also tick if any loans are to be repaid).

3. Under Cash & Equivalents, add any funds that are going to be used for the new purchase. Remember to add in if the clients are using any proceeds for the property sale.

4. Tick the properties to be used as security and add in the proposed loans

In the diary notes, explain the situation to the bank so they are well aware of how the clients would like to proceed.