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Templates / Moving house

Solicitor papers, school changes and moving day, from one link.

Moving house means chasing a solicitor, an agent, a removals firm and a school, all by email and all at once. Docsroom asks each one once, gives them their own link and chases whoever has not replied.

8 templates80 requestsWritten for moving house

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Eight templates for moving house

Open a template to see every request in the order it is asked, and watch it written in and answered.

Moving house starter checklistfor you and your partner · before you instruct a solicitor12 requests12 requests
Moving house starter checklistThe Turners · 9 Kingsway Road9 of 12 back
  • Who is moving
  • FormHousehold details6 questionsAssigned to ATAdrian Turner, partnerFrom Clairein 2 daysComplete
  • QuestionIdeal moving windowand any school datesAssigned to ATAdrian Turner, partnerFrom Clairein 3 daysComplete
  • QuestionAre you in a chainbuying and sellingAssigned to ATAdrian Turner, partnerFrom Clairein 3 daysReady to check
  • For the solicitor
  • UploadPhoto IDpassport or licenceAssigned to ATAdrian Turner, partnerFrom Clairein 3 days2 files sent
  • UploadProof of addresslast three monthsAssigned to ATAdrian Turner, partnerFrom Clairein 3 daysComplete
  • UploadDeposit bank statementslast three monthsAssigned to ATAdrian Turner, partnerFrom Clairein 4 daysAwaiting reply
  • UploadMortgage in principleif you have oneAssigned to ATAdrian Turner, partnerFrom Clairein 4 daysReminder sent
  • UploadCurrent mortgage statementlatest statementAssigned to ATAdrian Turner, partnerFrom Clairein 5 daysComplete
  • Choices and terms
  • DecisionChoose a solicitorpick from three quotesAssigned to ATAdrian Turner, partnerFrom Clairein 3 daysReady to check
  • DecisionSurvey choicehomebuyer or full surveyAssigned to ATAdrian Turner, partnerFrom Clairein 6 daysReady to check
  • ApprovalSolicitor’s termsread and approveAssigned to ATAdrian Turner, partnerFrom Clairein 5 daysComplete
  • ApprovalEstate agent’s termsread and approveAssigned to ATAdrian Turner, partnerFrom Clairein 5 daysAwaiting reply
Solicitor document packfor your solicitor · as soon as you instruct them12 requests12 requests
Solicitor document pack9 Kingsway Road · sale and purchase9 of 12 back
  • Getting started
  • UploadTerms and cost estimatebefore you commitAssigned to PDPriya Desai, conveyancerFrom Clairein 2 daysComplete
  • UploadDraft sale contractfor the home you sellAssigned to PDPriya Desai, conveyancerFrom Clairein 7 daysComplete
  • UploadMortgage redemption figurefor the home you sellAssigned to PDPriya Desai, conveyancerFrom Clairein 10 days1 file sent
  • The home you are buying
  • UploadDraft purchase contractfor the home you buyAssigned to PDPriya Desai, conveyancerFrom Clairein 7 days2 files sent
  • UploadSearch resultslocal, water and drainageAssigned to PDPriya Desai, conveyancerFrom Clairein 14 daysComplete
  • UploadTitle register and planfrom Land RegistryAssigned to PDPriya Desai, conveyancerFrom Clairein 10 daysAwaiting reply
  • UploadReport on titlein plain EnglishAssigned to PDPriya Desai, conveyancerFrom Clairein 18 daysReminder sent
  • UploadEnquiries and repliesas they come inAssigned to PDPriya Desai, conveyancerFrom Clairein 14 daysComplete
  • Exchange and completion
  • QuestionExpected exchange dateand what it depends onAssigned to PDPriya Desai, conveyancerFrom Clairein 18 daysReady to check
  • QuestionCompletion dateas agreed in the chainAssigned to PDPriya Desai, conveyancerFrom Clairein 18 daysReady to check
  • UploadCompletion statementfinal figures to checkAssigned to PDPriya Desai, conveyancerFrom Clairein 21 daysComplete
  • UploadTransfer deeddraft to read firstAssigned to PDPriya Desai, conveyancerFrom Clairein 21 daysAwaiting reply
Estate agent packfor your estate agent · when you list the house11 requests11 requests
Estate agent pack9 Kingsway Road · listing9 of 11 back
  • Selling terms
  • UploadAgent’s terms of businessfee and contract lengthAssigned to JDJonathan Drew, estate agentFrom Clairein 3 daysComplete
  • UploadValuation reportwith comparable salesAssigned to JDJonathan Drew, estate agentFrom Clairein 3 daysComplete
  • QuestionNotice periodhow to end the contractAssigned to JDJonathan Drew, estate agentFrom Clairein 4 daysReady to check
  • Getting it listed
  • UploadEnergy certificateEPC, in dateAssigned to JDJonathan Drew, estate agentFrom Clairein 5 days2 files sent
  • UploadFloorplanlatest versionAssigned to JDJonathan Drew, estate agentFrom Clairein 5 daysComplete
  • UploadDraft sales particularsto check before listingAssigned to JDJonathan Drew, estate agentFrom Clairein 6 daysAwaiting reply
  • QuestionWhere it will be advertisedsites, photos, videoAssigned to JDJonathan Drew, estate agentFrom Clairein 6 daysReminder sent
  • QuestionViewing arrangementsdays, times, who attendsAssigned to JDJonathan Drew, estate agentFrom Clairein 6 daysComplete
  • Once it is live
  • TableViewing feedbackdate, viewer, commentsAssigned to JDJonathan Drew, estate agentFrom Clairein 12 daysReady to check
  • TableOffers receiveddate, amount, buyerAssigned to JDJonathan Drew, estate agentFrom Clairein 14 daysReady to check
  • UploadMemorandum of saleonce an offer is agreedAssigned to JDJonathan Drew, estate agentFrom Clairein 16 daysComplete
Papers for selling your homefor whoever is selling · as soon as the house is listed10 requests10 requests
Papers for selling your home9 Kingsway Road · seller’s papers8 of 10 back
  • Forms for the solicitor
  • UploadProperty information formfilled in, a photo is fineAssigned to ATAdrian Turner, partnerFrom Clairein 7 daysComplete
  • UploadFittings and contents formwhat stays and what goesAssigned to ATAdrian Turner, partnerFrom Clairein 7 daysComplete
  • QuestionAnything a buyer should knowdisputes, noise or worksAssigned to ATAdrian Turner, partnerFrom Clairein 8 daysReady to check
  • Guarantees and certificates
  • UploadBoiler service recordlatest visitAssigned to ATAdrian Turner, partnerFrom Clairein 8 days2 files sent
  • UploadElectrical certificateif work was doneAssigned to ATAdrian Turner, partnerFrom Clairein 8 daysComplete
  • UploadWindow certificatesFENSA or similarAssigned to ATAdrian Turner, partnerFrom Clairein 8 daysAwaiting reply
  • UploadPlanning and building papersfor any extension or loftAssigned to ATAdrian Turner, partnerFrom Clairein 10 daysReminder sent
  • UploadGuarantees and warrantiesdamp, roof, timberAssigned to ATAdrian Turner, partnerFrom Clairein 10 daysComplete
  • Flats and keys
  • UploadLeasehold papersif it is a flatAssigned to ATAdrian Turner, partnerFrom Clairein 10 days1 file sent
  • QuestionKeys and spare setshow many and whereAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysReady to check
Removals booking packfor your removals firm · six weeks before the move10 requests10 requests
Removals booking packKingsway Road to Elm Court8 of 10 back
  • Their quote
  • UploadWritten quotewith what is includedAssigned to GNGary Nolan, removals managerFrom Clairein 3 daysComplete
  • UploadGoods in transit insurancecurrent certificateAssigned to GNGary Nolan, removals managerFrom Clairein 4 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to GNGary Nolan, removals managerFrom Clairein 4 days1 file sent
  • UploadRemovals termsincluding cancellationAssigned to GNGary Nolan, removals managerFrom Clairein 5 days2 files sent
  • The plan
  • QuestionPacking serviceincluded or extraAssigned to GNGary Nolan, removals managerFrom Clairein 5 daysComplete
  • DecisionArrival windowmorning or afternoonAssigned to GNGary Nolan, removals managerFrom Clairein 6 daysAwaiting reply
  • QuestionCrew and van sizeas quotedAssigned to GNGary Nolan, removals managerFrom Clairein 6 daysReminder sent
  • ApprovalMoving day planread and approveAssigned to GNGary Nolan, removals managerFrom Clairein 10 daysComplete
  • Both addresses
  • QuestionParking and access neededat both addressesAssigned to GNGary Nolan, removals managerFrom Clairein 7 daysReady to check
  • UploadParking suspension noticeif you arrange itAssigned to GNGary Nolan, removals managerFrom Clairein 14 days2 files sent
Utilities and meter readingsfor whoever is at each house · the week before and on moving day8 requests8 requests
Utilities and meter readingsKingsway Road and Elm Court6 of 8 back
  • Before the move
  • TableSuppliers and account namesone row per billAssigned to ATAdrian Turner, partnerFrom Clairein 5 daysComplete
  • DecisionBroadband at the new homemove it or start newAssigned to ATAdrian Turner, partnerFrom Clairein 5 daysComplete
  • QuestionCouncil tax toldold and new councilAssigned to ATAdrian Turner, partnerFrom Clairein 7 daysReady to check
  • QuestionHome insurance from exchangewho covers youAssigned to ATAdrian Turner, partnerFrom Clairein 7 daysReady to check
  • Moving day readings
  • UploadMeter photos at the old homegas, electric and waterAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysComplete
  • UploadMeter photos at the new homegas and electricAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysAwaiting reply
  • Afterwards
  • UploadFinal billsas they arriveAssigned to ATAdrian Turner, partnerFrom Clairein 21 daysReminder sent
  • QuestionPost redirectionstart date and lengthAssigned to ATAdrian Turner, partnerFrom Clairein 10 daysComplete
School and nursery changesfor the new school · as soon as you have a date9 requests9 requests
School and nursery changesMaya · year 4 place7 of 9 back
  • The place
  • UploadOffer of a placeletter or emailAssigned to YHYvonne Harper, school officeFrom Clairein 3 daysComplete
  • QuestionStart date and classas agreedAssigned to YHYvonne Harper, school officeFrom Clairein 4 daysComplete
  • UploadUniform and kit listwith shop detailsAssigned to YHYvonne Harper, school officeFrom Clairein 5 days1 file sent
  • Getting ready
  • UploadTerm datesthis year and nextAssigned to YHYvonne Harper, school officeFrom Clairein 5 days2 files sent
  • QuestionSchool meals and clubsmenu and bookingAssigned to YHYvonne Harper, school officeFrom Clairein 7 daysComplete
  • QuestionBus or school transportroutes and passesAssigned to YHYvonne Harper, school officeFrom Clairein 7 daysAwaiting reply
  • QuestionSettling in visitdate and who to seeAssigned to YHYvonne Harper, school officeFrom Clairein 10 daysReminder sent
  • Moving across
  • QuestionRecords from the old schoolreceived, and the dateAssigned to YHYvonne Harper, school officeFrom Clairein 10 daysComplete
  • UploadHome school agreementthe school’s copy to readAssigned to YHYvonne Harper, school officeFrom Clairein 12 days1 file sent
Address changes to makefor each adult in the move · in the two weeks before the move8 requests8 requests
Address changes to makeAdrian’s half of the list6 of 8 back
  • Money and work
  • QuestionBanks and cards toldnames of the banks onlyAssigned to ATAdrian Turner, partnerFrom Clairein 10 daysComplete
  • QuestionEmployer and pension tolddone or dateAssigned to ATAdrian Turner, partnerFrom Clairein 10 daysComplete
  • QuestionCar and contents insuranceupdated or dateAssigned to ATAdrian Turner, partnerFrom Clairein 12 daysReady to check
  • Home and health
  • QuestionDoctor and dentistregistered or bookedAssigned to ATAdrian Turner, partnerFrom Clairein 12 daysReady to check
  • QuestionDriving licence and V5Cdate sent to DVLAAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysComplete
  • QuestionElectoral roll and TV licencedone or dateAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysAwaiting reply
  • QuestionPet microchip and vetnew address updatedAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysReminder sent
  • Family and friends
  • TablePeople still to tellname and how you will tellAssigned to ATAdrian Turner, partnerFrom Clairein 14 daysComplete

Written for moving house. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Every document in one list

Search results, quotes and insurance certificates arrive in one list, each with the date it came in, instead of six email threads.

One link for each person you rely on

Your solicitor, agent and removals firm each get their own link. Nobody needs an account or a password.

Chasing that goes out for you

Docsroom chases whoever has not replied until each one is in, so a missing form does not sit unanswered while completion gets closer.

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