What is Conveyancing?

The term conveyancing refers to all the legal and administrative work associated with transferring the ownership of land or buildings from one person to another. The conveyancing process starts when your offer on a house is accepted and finishes when you have completed the purchase; the money has been transferred and you receive the keys.

When you’re buying a home, a solicitor or conveyancer usually conducts the conveyancing process for you; instructing searches, raising enquiries, exchanging contracts and more.

What are the key milestones of the conveyancing journey?

The conveyancing process can often take between 8 to 12 weeks, however depending on your circumstances, you should always bare in mind that this could be longer or shorter.

You’ve received your mortgage offer from the lender, what happens next?...

Initial Documentation

This is where the initial instruction pack is sent to you (the client) via the post, online or app/portal.

Draft Contracts

Your solicitor and the seller’s solicitor will liaise between one another and a draft contract will be created.


A variety of searches may be needed, these are carried out to ensure you find out about any additional information and any serious issues or problems with your purchase, that you aren’t aware about.

The searches that will usually be carried out are as followed:

  • Local Authority Search
  • Environmental Search
  • Water & Drainage Search
  • Mining Search


In the property chain the solicitors will each raise their enquiries and this will be carried out until everyone is satisfied and received replies for all their enquiries.

Exchange of contracts

A completion date should’ve have been set and funds will be requested from the lender in preparation for completion day.


The funds have been released from the lender and the keys are finally yours!

Who is Sort Refer?

Alongside our mortgage advice and guidance services, we also offer professional conveyancing to our customers with the help of SortRefer. 

SortRefer is an online portal for Mortgage Brokers to use to refer home moving services to clients as part of the Mortgage Advice Process. They launched in 2009 and have since become well known in the industry, winning 14 awards and being commended in 9 award categories over the years. Through this partnership with Crystal Clear Financial Planning, you can rest assured you have access to services that will help your home move/remortgage.

Here are the Benefits of using SortRefer through Crystal Clear Financial Planning to obtain a quote: 

  • Completely free to quote.
  • No completion, no fee guarantee.
  • Second Search Promise on all purchase cases, to give you peace of mind.
  • Quotations that take less than a minute to generate
  • A nationwide panel of Solicitors and Licensed Conveyancers to choose from.

How to access: 

  1. Click onto the SortRefer logo below, to take you to the quotation page.
  2. Select which product you’d like a quote for and start to fill in the form. Please ensure you complete as accurately as possible, as the answers help to shape the cost.
  3. Click ‘Get Quote’.
  4. You’ll see a list of supplier options. Click ‘View’ to access the costs.
  5. Click ‘Save’ and complete your details. This will send a copy through to us at Crystal Clear Financial Planning, we will then discuss this with you and instruct it on your behalf.

To generate your quote on SortRefer, click the logo below-

Please note:

Our conveyancing service is arranged by introduction to SortRefer.

01332 382917
4 St Georges House,
Vernon Gate,
DE1 1UQ.