FixThatNow

Agency services for development and project properties — Estate agent

Describe the development opportunity or project property and your acquisition or disposal objective. State the project stage and the agency deliverables you need. Keep construction delivery, development management and planning advice separate from the property-agency brief.

Service scope

Estate-agency advice or brokerage relating to a defined development opportunity or project property, including the client's acquisition or disposal objectives and agreed agency deliverables. Construction delivery, development management and planning services are separate mandates.

What is normally included

  • Define the project-property acquisition or disposal brief
  • Provide agreed estate-agency analysis and marketing or search work
  • Coordinate the specified agency steps and specialist interfaces

What is not included

  • No assumed construction management
  • No guaranteed planning permission or project return
  • Assuming construction management is included
  • Guaranteed planning approval or project returns
  • Construction delivery, development management or planning services unless separately commissioned

Typical tasks

  • Define the project-property acquisition or disposal brief
  • Provide agreed estate-agency analysis and marketing or search work
  • Coordinate the specified agency steps and specialist interfaces
  • Record the available project-property information and unresolved agency questions
  • Manage agreed viewing or offer communications with the authorised client

What to include in your brief

  • Agency acquisition/disposal versus development management
  • Project stage and client role
  • Specific agency deliverables
  • Property location, project information and available marketing or planning documents
  • Target transaction timetable and any existing agency instructions

Choosing the right professional

Choose an agent experienced with the type and stage of project property. Confirm that their engagement is agency advice or brokerage, not an assumed construction-management package.

Important considerations

  • Incomplete project information can change an agency assessment
  • Agency advice does not guarantee development permission or returns

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