Best Practices During Conveyancing

Introduction
Congratulations on your recent property purchase!
This guide has been designed to make the rest of the conveyancing process as simple and stress-free as possible.
Throughout the transaction, you'll receive regular updates, helpful guidance and reminders designed to keep everything progressing smoothly.
Below, you'll find information about how Sheldon Bosley Knight supports buyers and sellers during conveyancing, along with practical steps you can take to help avoid delays and keep your transaction moving forward.
How Sheldon Bosley Knight Helps During Conveyancing
Buying or selling a property involves multiple parties, deadlines and legal processes.
Sheldon Bosley Knight aims to simplify this process through proactive communication and regular progress monitoring.
Weekly Updates
Each week, Sheldon Bosley Knight will contact both you and your solicitor to help ensure everything remains on track.
To help avoid delays, we strongly recommend you speak with your solicitor at least once per week.
Regular communication can help identify potential issues before they become significant problems.
Handling Urgent Issues
If a milestone is missed or an issue arises during the transaction, Sheldon Bosley Knight will mark the property as urgent until the matter has been resolved.
This helps ensure problems receive prompt attention and do not unnecessarily delay the conveyancing process.
Helpful Emails
You will receive regular emails containing:
Conveyancing guides
Helpful reminders
Milestone updates
Process guidance
These communications are designed to help you understand each stage of the transaction.
Resource Hub
The Sheldon Bosley Knight Resource Hub contains a wide range of guides covering different stages of the conveyancing process.
If there is a guide you would like to see added, just drop us an email at marketing@sheldonbosleyknight.co.uk
Need to Contact Us?
The Sheldon Bosley Knight Sales Progression Team is available to help throughout the conveyancing process.
Sales Progression Team
Sales Progression Advisors work:
Monday to Friday
9:00am – 5:00pm
The team does not operate on Saturdays, as most solicitors are closed.
Save This Number
Once your sales progressor takes over your transaction, you’ll be provided with their contact details. Make sure you save them so no messages get missed. Contact them directly instead of using the main branch email addresses.
Phone Availability
You can call between 9 am and 5 pm, Monday to Friday. Afternoons (1 pm–5 pm) are reserved for urgent issues and liaising with solicitors. If we don’t answer straight away, we’re likely on a call please leave a voicemail or send a WhatsApp message.
Email Support
You may also receive direct emails from your dedicated Sales Progression Advisor. Reply to them directly if you ever need anything.
Useful Tools and Next Steps
Sheldon Bosley Knight provides several tools to help buyers and sellers stay informed and organised during conveyancing.
Set Up Your Street Portal
The Street Portal allows you to track progress and monitor transaction milestones.
Setting up your portal helps ensure you remain informed throughout the process.
Download the Street App
The Street App allows you to:
Monitor milestones
Receive updates
Manage tasks more easily
The app is available through:
Update Milestones
Regularly updating milestones within the portal helps:
Notify Sheldon Bosley Knight
Notify your buyer or seller
Keep everyone informed
Reduce unnecessary chasing
Accurate milestone updates are one of the simplest ways to keep a transaction moving forward.
Use Your Checklist
We recommend using the conveyancing checklist available within the Resource Hub.
The checklist allows you to:
Track completed tasks
Monitor outstanding actions
Follow up with your solicitor
Ensure important deadlines are not missed
Read the Available Guides
The Resource Hub contains guides explaining the responsibilities of each party involved in the transaction, along with explanations of each milestone you may face.
Recommended reading includes:
Understanding Enquiries
Searches
Draft Contracts
Final Contract
Exchange
Completion Day
Tips for Completing Conveyancing Successfully
Stay in Contact With Your Solicitor
One of the most effective ways to avoid delays is maintaining regular communication with your solicitor.
A quick weekly check-in can help ensure:
Documents are progressing
Searches have been ordered
Enquiries are being dealt with
Milestones remain on track
Update Your Portal Promptly
Whenever a milestone is completed, update it within the portal as soon as possible.
This helps everyone involved remain informed and reduces unnecessary follow-up communication.
Stay Organised
Keep all important documents, emails and correspondence together in one place.
Good organisation can significantly reduce stress throughout the conveyancing process.
Be Proactive
Respond quickly to requests from:
Solicitors
Mortgage advisers
Estate agents
Surveyors
The quicker information is provided, the faster the transaction can progress.
Actions to Complete
Homeowner & Buyer
Visit the Resource Hub
Save the Sales Progression Team telephone number
Join the WhatsApp group when invited
Create your Street Portal account
Download the Street App
Download the checklist from the Resource Hub
Update Milestones
Once these setup actions have been completed:
Mark the milestone as complete within your portal
Notify everyone involved in the transaction
Tick the milestone off your checklist
Keeping milestones updated helps maintain visibility and progress throughout the conveyancing process.
Final Message From The Team
We hope this guide helps set clear expectations and makes your conveyancing process smoother.
Remember, taking small actions—like staying in touch with your solicitor and keeping the portal updated—will have a big impact.
Got any ideas how we can improve this guide? Please share them - marketing@sheldonbosleyknight.co.uk
Disclaimer:
The information in this guide is provided for general information purposes only and does not constitute legal, financial, mortgage, tax, or professional advice.
While we aim to keep the information accurate and up to date, Sheldon Bosley Knight makes no guarantees or warranties regarding its accuracy or completeness.
You should always seek advice from a qualified solicitor, financial adviser, mortgage broker, accountant, or other relevant professional before making any decisions based on this information.
Sheldon Bosly Knight accepts no liability for any loss or damage arising from reliance on this guide.