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Estate-agency services — Professionals
Agents should classify the client's objective and property before proposing a mandate. Establish authority, conflicts, jurisdiction and required services, then distinguish agency work from specialist due diligence and regulated financial or legal advice.
Service scope
A professional property-agency category for identifying whether the client needs selling, buying, letting or another transaction service. The represented party, property type and jurisdiction define the mandate; agency does not automatically include legal, surveying or financial advice.
What is normally included
- Property-agency task classification
- Marketing or transaction coordination under instructions
- Matching an appropriate agency service
What is not included
- Guaranteed sale or rental
- Structural survey or conveyancing by default
- Conflicted representation assumed acceptable
Qualification checks
- Confirm client and authority
- Identify agency role
- Establish property type
- Explain fee triggers
- Agree marketing and data permissions
Quote guidance
Define the fee basis, payment trigger, mandate period and included activities. Separate advertising extras, third-party reports and specialist services, without using a promised sale price or speed as the service guarantee.
Lead risks
- Several agents may already be appointed
- The contact may lack ownership authority
- Different property types may require specialist experience
Related services
- Services
- Locations
- Selling agent
- Buying agent
- Letting agent
- Property appraisal and valuation enquiries
- Agency services for development and project properties
- Commercial property
- Management of shared residential property
- Commercial real estate
- Emergency viewings
- Other
- Pricing-strategy advice
- Estate-agency services
- Cost calculator
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