Confirm authority and existing agents
Identify the owner or occupier, the person allowed to speak for them and every agent already instructed. State which side Rivermark represents for the introduction.
- Owner or occupier
- Authorised contact
- Existing agent
Prepare the property summary
Give the tenure, occupation, current use, access, main physical facts and guide terms when supplied by the owner or valuer. Mark facts that still need confirmation.
- Property and tenure
- Source of the facts
- Information withheld
Explain the specific connection
Name the operator format, acquisition requirement or owner objective that connects the parties. Do not describe one side as interested until that side has said so.
- Named property need
- Named property feature
- Unresolved conflict
Agree the first message
Show the client who will be contacted and what will be shared. Once both parties choose to continue, negotiation and property diligence move to them and their advisers.
Primary sources
- HMRC estate agency business scopeCurrent supervision context for property introductions.
- ICO data minimisationOfficial guidance on sharing only the personal information needed.