STEP BY STEP

The UK Property Buying Process

Buying property in the UK works differently. From sourcing to handover, cash or mortgage, we manage every stage end-to-end for you.

Not just new-build, full-service sourcing

Optivest doesn't only sell new-build. We source across the UK and London: new homes, resale (second-hand) and commercial property. Whatever you're looking for, we find it, then run the entire process with you, end-to-end. One partner, every solution.

The process in 7 steps

1. Consultation & goals

We listen to what you need, new-build, resale or commercial? Based on your budget, area, target yield and goals, we source the best-fit options for you.

2. Selection & reservation

We reserve your chosen property. New-builds require a reservation fee; we tell you upfront exactly when and how it's refundable.

If using a mortgage, CRITICAL

3. Mortgage pre-approval

If you're using a mortgage, we work with a broker RIGHT AFTER reservation to secure pre-approval and a bank offer letter, i.e. BEFORE exchange. Skipped for cash purchases.

4. Solicitor & legal work

We appoint your solicitor; searches and contract review are carried out. Optivest has an assignment clause added to every contract, your safety net.

5. Exchange of contracts + 10%

Contracts are only exchanged AFTER the mortgage offer letter is in hand, and 10% is paid, removing the risk of losing your 10% if a mortgage falls through.

6. Completion

The balance (or mortgage drawdown) is paid, the title transfers, and you receive your keys.

7. After handover

It doesn't end there: lettings, property management (tenant find, tenancy, TDS, income tracking) and future resale advice, all with us.

Your safeguard: zero risk

If you're using a mortgage, we NEVER ask you to pay the 10% before securing pre-approval and an offer letter ahead of exchange. Otherwise, if the mortgage never comes through, or comes in lower than expected, that 10% can be lost. We secure pre-approval first; worst case, we can request a refund of the reservation fee.

Our solicitors also add an assignment clause to every contract: if a special/forced circumstance means you can't complete, you can assign/sell your rights in the contract (e.g. the 10% share already paid). Our aim is clear: to move you forward with 100% security, exposed to no risk.

Questions about any step? Let our specialist build a roadmap tailored to you.

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