FAQs - Referrals & Requests

Another agent / solicitor called for a chain check; can I give out personal information?

Yes. Our Privacy Policy informs customers that we will share their information with providers such as Solicitors / Conveyancers, Surveyors, Financial / Mortgage Advisors and other estate agents in a chain, in order to process their transaction.

Before divulging customer data ensure you are satisfied the person requesting the information is who they say they are. E.g. Ask them to confirm our vendor or purchaser’s name, which they should know if they have been viewing with them or selling a property through them.

It has never been advisable to share personal client emails with anyone other than the acting solicitor. Agents one removed from your immediate transaction shouldn’t be contacting our customers directly.

What do I need to consider now when emailing?

If copying customers into progression emails, ensure their email addresses are in the BCC (Blind Carbon Copy) field, this means that they will not see the email address of other parties.

Do not refer to our vendor or purchaser by name, instead use ‘our client’ or ‘our purchaser’.

Do not email the public directly if they are not associated with the immediate sale/purchase. It is advisable to go through their solicitor or agent, unless they have contacted you directly and has explicitly asked for updates.