Selling your home, %%one tick at a time%%.
A stage-by-stage checklist covering the full sale workflow — agent briefing, contract, conditions, possession. Organised around the Selling M.A.P. framework. Use it to keep track of both the agent's work and the lawyer's work.
Three stages. Two workstreams. One checklist.
The checklist runs across the agent's work and the lawyer's work — so nothing falls through the gap between them.
Before you sign the agency agreement
Book an initial call with your lawyer
Read up on agencies, commission, and agreement terms
Shortlist agents and compare proposals
Discuss method of sale (auction, tender, negotiation)
Review the draft agency agreement with your lawyer
Agree marketing and expenditure caps
+ 6 more items in this stage
During the sale campaign
Incoming offers sent to your lawyer first
Conditions carefully reviewed before signing
Deposit handling — where it goes, when
Disclosure obligations checked
Communication with buyer's lawyer coordinated
Conditions period managed through to unconditional
+ 8 more items in this stage
From unconditional to settlement
Sign discharge of mortgage with your bank
Agree pre-settlement inspection arrangements
Settlement statement reviewed
Funds settled, title transferred via LINZ
Keys released via the agent
Sale proceeds to your account, less fees
+ 5 more items in this stage
Angus Grayson, LLB
Sellers often feel the agent is running the whole process — but the legal side has its own workflow that sits alongside. This checklist makes both visible so you know what's happening on each.
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Before you download.
When should I appoint a lawyer — before or after the agency agreement?
Before. A quick lawyer review of the agency agreement terms is often worth more than the legal fee.
Do I need a lawyer if I'm selling at auction?
Yes — all auction documents are prepared and reviewed by your lawyer before the auction date.
What if I'm selling and buying at the same time?
Use the same lawyer for both. It lets us sync settlement dates and manage any bridging finance.
Is this checklist for private sales too?
Is this checklist for private sales too?