Buyer-focused advisory

How we advise property buyers

SoraTestate provides structured advisory services to buyers at every stage of a property transaction. From initial assessment to post-completion handover, our process is designed to identify material transaction risks, clarify costs and prepare negotiation positions based on verifiable information. This document reflects our approach as of 16-02-2026.

Service Type

Buyer-focused transaction advisory

SoraTestate provides structured advisory services to buyers at every stage of a property transaction. From initial assessment to post-completion handover, our process is designed to identify material transaction risks, clarify costs and prepare negotiation positions based on verifiable information. This document reflects our approach as of 16-02-2026.

  1. 1

    Scope of advisory

    Our core services cover pre-offer evaluation, comprehensive due diligence, negotiation support, contract review and coordination at completion. Each engagement begins with a scoping exercise to determine the specific checks required for the property and the buyer's priorities: price certainty, legal title cleanliness, funding conditions or post-completion handover.

    Deliverables may include a written advisory report, a prioritized issue register, recommended negotiation points, a document checklist for solicitors and an execution timetable aligned with the buyer's funding and occupancy needs.

  2. 2

    Due diligence process

    Due diligence is evidence-led and tailored to the property type. We assemble and review title documents, encumbrance registers, strata or land-related certificates, and any local authority approvals that affect transferability or intended use.

    • Title verification and search for encumbrances
    • Assessment of compliance, developer approvals and strata management records where applicable
    • Independent valuation context and condition checks to align pricing expectations

    Findings are recorded in a due diligence memo that highlights material risks and provides recommended mitigation or negotiation steps.

  3. 3

    Negotiation support

    We develop negotiation positions grounded in comparables, condition assessments and identified transaction risks. Advice includes recommended offer structure, key contingencies and timing to protect client interests while remaining commercially practical.

    Negotiation is a process of activity-offs; our role is to present the buyer with clear, documented options and the likely implications of each.

    Where appropriate, we prepare a negotiation memo and liaise with the buyer's solicitor to ensure contractual terms reflect agreed commercial outcomes.

  4. 4

    Contract and compliance review

    We review Sales and Purchase Agreements (SPA) and related documents to identify clauses that affect deposit conditions, completion timelines, default remedies and special conditions relevant to the buyer's situation.

    Our review focuses on practical outcomes—what the buyer must deliver, what protections are in place and where additional contractual safeguards are advisable.

    Key checks

    Typical contract checks include verification of parties, schedule accuracy, conditional provisions tied to funding or inspection, and any developer or vendor declarations that could affect transfer.

  5. 5

    Funding & mortgage assistance

    We assist buyers in assessing loan offers, comparing effective costs and understanding conditions that may impact the transaction timeline or required documentation.

    Our role is to clarify loan terms, flag features that warrant attention and coordinate communication between the buyer, lender and solicitor to streamline the funding element of the purchase.

  6. 6

    Post-completion and handover

    Following completion, we support handover planning, verification of title transfer steps, coordination for stamp duty and registration activities, and a practical occupancy checklist to document any defects or outstanding items.

    • Property handover checklist and condition report
    • Title registration monitoring and confirmation
    • Utility and service account transfers and final invoicing checks

    Effective post-completion management reduces the likelihood of disputes and helps buyers transition to occupancy with clear records of condition and obligations.

  7. 7

    Fee structure

    Our fees are based on scope and complexity: a fixed scoping fee for initial advisory, a defined fee for full due diligence and contract review, and optional hourly rates for representation during negotiation or coordination with third parties.

    Fees and the defined scope are disclosed in writing before engagement to ensure transparency and to align expectations on deliverables and timelines.