Begin with the reason for the conversation
Your next step depends on what you are trying to achieve. Write a short description of the property, its current use and the timing you have in mind. An exploratory conversation does not require a fully packaged sale, but it should make your situation understandable.
Build a property information file
List the documents you hold and the ones you need to locate. That might include the title information, tenancy paperwork, service-charge statements where relevant and records of work carried out. Keep originals in a secure location. An initial enquiry is not the place for identity documents or tenant personal information.
Make uncertainties visible
If you do not know an answer, mark it as missing rather than filling the gap with an assumption. A prospective buyer’s advisers may need to ask further questions. A dated record of what is known helps avoid the same question being answered differently by several people.
Take advice on the proposed sale route
A tenanted sale can involve questions about the tenancy, access and the owner’s obligations. Ask a qualified adviser to consider the facts and current requirements before acting. This guide is an organisational checklist, not advice about changing or ending a tenancy.
Start a focused enquiry
Tell L&M the general location, property type, occupancy and preferred timing. We reply to talk through routes and what to prepare. L&M does not currently introduce buyers or market properties.
Put it into practice
A property information file index
One row per document. Mark what you hold, where it is and what is still open. It is an organising tool, not a list of legal requirements.
| Document | Held? | Where it is | Open question |
|---|---|---|---|
| Title information | Yes | Solicitor’s file; scanned copy in the property folder | None |
| Tenancy agreement and renewals | Yes | Property folder | Confirm the current end date |
| Deposit paperwork, if a deposit was taken | Partly | Email from the scheme | Find the information given to the tenant |
| Certificates and reports, with dates | Yes | Property folder, earlier versions kept | Which next need attention |
| Records of work carried out | Partly | Contractor emails | Invoice for last year’s roof repair |
| Service-charge statements, where relevant | Not applicable | — | — |
Invented example. Adapt it to your own situation.
This is a practical preparation guide. Decisions about a particular property should be made with relevant qualified advisers and current information.