Setups
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From EPC to completion — the order-of-operations for selling your home, dated to your target listing date.
Everything this setup adds to your household. Dates are worked out from your answers when you set it up.
Added as a profile, with everything below linked to it.
Everything before the property goes on the market — EPC, agent, conveyancer, documents.
Check whether you already have a valid EPC
Task · Due 3 weeks before your target date to put it on the market
An EPC is valid for **10 years** — if the property already has a current one you can reuse it and skip ordering a new one. Check the register first (England, Wales & NI). In **Scotland** the EPC comes via the Home Report instead — see the Scotland note.
Order an EPC (before you market)
Task · Due 2 weeks before your target date to put it on the market
**You must order an EPC for potential buyers before you market your property to sell** (England, Wales & NI) — it's legally required and you can be fined if you don't get one when you need it. Only needed if you don't already have a valid one. In **Scotland** this is handled by the mandatory Home Report instead.
From accepting an offer through the property forms, the chain and completion day.
Complete the property information forms
Task · Due 3 weeks after your target date to put it on the market
Fill in the property information forms your conveyancer sends (e.g. the TA6 property information form and the TA10 fittings & contents form — plus the TA7 if the property is **leasehold**). Answer accurately; you can be liable for misrepresentation. Your conveyancer supplies the current edition.
Manage the chain & agree a completion date
Task · Due 6 weeks after your target date to put it on the market
Once you accept an offer, keep the chain moving — respond to enquiries promptly, agree exchange and completion dates with your conveyancer, and coordinate with any onward purchase.
Completion day for property name (or "our home")
Event · Starts 12 weeks after your target date to put it on the market
Selling in Scotland? You need a Home Report, not a pre-market EPC
Guidance
If the property is in **Scotland**, the process differs: before marketing you must provide a **Home Report** — a single survey & valuation, a property questionnaire, and an energy report that contains the EPC — given to a prospective buyer within 9 days of request. So the 'order an EPC to market' step above is the England/Wales/NI mechanism; in Scotland the EPC arrives as part of the Home Report, and Scotland has its own EPC register (the GOV.UK 'find an energy certificate' service covers England, Wales & NI only). See mygov.scot: https://www.mygov.scot/buy-home/home-report. This note creates nothing.
Welcome to your Selling a House setup
Guidance
We've laid out the sale in order and dated it to your target listing date: the one that has to come first is the **EPC — legally required before you market** (England, Wales & NI), and it's valid 10 years so check the register before paying for a new one. From there: choose an agent (or sell privately), instruct a conveyancer, gather your documents, work through the property information forms, manage the chain and complete. Costs (agent, conveyancing, EPC) **vary by provider** — the figures here are placeholders to replace with your own quotes. In **Scotland**, read the Home Report note. This note creates nothing.
Sign in to add this setup to your household — every task, project and cost dated to your own timeline in one tap.
Sign in to set upChoose an estate agent (or decide to sell privately)
Task · Due 3 weeks before your target date to put it on the market
Using an estate agent is optional — you can decide to sell privately. If using an agent, get a few valuations and compare fees (typically a percentage of the sale price — get current quotes, they vary).
Instruct a conveyancer
Task · Due 1 week before your target date to put it on the market
You need a conveyancer — a licensed conveyancer, conveyancing solicitor or legal executive — to do the legal work of transferring ownership. Line one up early so they're ready when you accept an offer; get quotes (fees vary by provider).
Gather your property documents
Task · Due 2 weeks before your target date to put it on the market
Pull together the title deeds, any guarantees/warranties (damp, boiler, windows), planning permissions and building-regulation completion certificates, and — if **leasehold** — the lease and any freeholder/management-company details. Your conveyancer will need these.
EPC
Cost · £80.00 · One-off · Payment 2 weeks before your target date to put it on the market
A one-off cost, quoted per job — **prices vary by provider**, so get a current quote and adjust the amount. Only if you don't already have a valid EPC.
Completion: ownership transfers, keys are handed over and the money moves. Move this to the date agreed with your conveyancer.
Take final meter readings & close accounts
Task · Due 12 weeks after your target date to put it on the market
On completion day, take final gas/electric/water meter readings and send them to your suppliers to close the accounts.
Set up mail redirection & update your address
Task · Due 11 weeks after your target date to put it on the market
Arrange Royal Mail redirection and update your address with banks, employer, GP and the DVLA. If you're moving on the same day, the Moving Home setup covers the move itself in detail.
Estate agent fee
Cost · £3,000.00 · One-off · Payment 12 weeks after your target date to put it on the market
Usually a **percentage of the sale price** and paid on completion — the amount here is a placeholder; set it from your agent's agreed rate. Skip this if you're selling privately.
Conveyancing fee
Cost · £1,200.00 · One-off · Payment 12 weeks after your target date to put it on the market
Your conveyancer's legal fee plus disbursements, quoted per job — **get quotes; prices vary** — usually settled on completion. Adjust to your quote.