List the practical tasks your local contact will handle and the decisions reserved for you. Any signing or formal representation needs the appropriate authority checked.
Keep helping separate from deciding
A relative may collect papers, attend a meeting or show the property. You may still want all price changes, draft approvals and payment instructions referred to you. Put that understanding in writing with the people involved. If the role changes from collecting documents to signing something, pause and get advice on the authority needed instead of assuming the earlier arrangement covers it.
Agree what they should refer back to you
A relative may be willing to collect papers but uncomfortable approving a draft or discussing money. Set out the tasks they have agreed to handle and the decisions that need your approval. Give them the relevant contacts and current file list. If formal authority is needed for a task, have it checked separately rather than relying on a family understanding.
Before making arrangements
- List practical tasks and communication responsibilities.
- Identify who may approve changes or expenditure.
- Discuss any proposed signing or representation separately.
- Keep the owner informed of material decisions.
The next step
Agree who communicates with the seller, lawyer and service provider. Keep one current task list so your representative knows what is expected.
Can the coordinator decide whether I should buy?
A coordinator can relay information. The buyer should understand the professional advice and make the decision in light of the actual circumstances.
Related reading
For current records and requirements, use the official sources below. Advice about your own property needs a review of its documents.
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