Memorandum of sale email

When to use it

• An offer has been accepted and both sides have solicitors, or you are asking for solicitor details.
• A material detail has changed — price, buyer, or a related sale — and a revised memorandum is going out.
• You are chasing solicitor details and the sale cannot be handed over without them.

How to adapt it

1. Copy the template into a draft, not into a live send.
2. Replace every bracket with a fact from the file. If you do not have the fact, delete the sentence.
3. Read it once as the client. Take out anything you would not say on the phone.
4. Send it only after a person has approved the final text, from the right account.

Copy this draft

Subject: Memorandum of sale — [address]

Hello,

Please find the memorandum of sale for [address].

Price: [figure]
Buyer: [names]
Vendor: [names]
Buyer’s solicitors: [firm, or “to follow”]
Vendor’s solicitors: [firm, or “to follow”]
Related sale: [none / the address, and whether it is on the market, SSTC or exchanged — only what you know]

This note records what has been agreed so far. It is not the contract. Please tell me today if any name or figure is wrong.

[Your name]
[Branch]

Before you send it

• Do not add commentary on the buyer’s finances in a message copied to everyone.
• If you do not yet have solicitors, send a shorter chase to the party who needs to appoint one, and wait to circulate the memo.
• This is an England and Wales habit. Do not send it on a Scottish or US file under this title.

Questions