Step by step
Guide to Selling
your home

What to expect if you decide to sell your SO Resi home

Before you start

Before you tell us you’re ready to start, check your lease length and read the latest EWS1 requirements relating to fire safety. If you don’t do these things, you may encounter problems later on.

If you own 100% of your property, the process is different. First you find a buyer, then ask your appointed solicitor to email us at Find out more here.

Step 1 - Create a SO Resi account

Then just follow the instructions in the Selling my home section.

Before going ahead Read the latest fire safety requirements for leaseholders.

Check out also our e-guide here.

Step 2 - Get your home valued

You need a written valuation report from an independent RICS surveyor. RICS is the Royal Institute of Chartered Surveyors. See a list of our recommended RICS surveyors.

You appoint and pay them directly.

Before going ahead Check your lease length. If it is below 80-85 years it may affect your chances of selling. Get in touch and we will let you know your options for extending your lease to make your home easier to sell.  Find out more here.

Step 3 - Upload your documents to My SO Resi

We need copies of your valuation report, EPC, photo ID and proof of address. We'll get your lease document for you and can arrange a new EPC if yours is more than ten years old (fees may apply).  Find out more about what documents we’ll need.

Get a head start:  You can start uploading documents straight after Step 1.

Step 4 - Tell us you want to go ahead

Once we have all your documents, we ask you to sign our Instruction to Sell form.

Step 5 - Set up viewing slots

It’s easy on the My SO Resi portal. Host viewings yourself or use our viewing partner, Viewber. It’s your choice. A great idea is to set up lots of 15-minute slots on the same day – particularly weekends or evenings – so we can arrange open days.  Read more about how viewings works.

Step 6 - Track your sale

Keep updated with buyer enquiries, viewings and feedback simply by signing in to My SO Resi.

Step 7 - Instruct a solicitor

You can do this at any stage – at the latest, once a buyer is found. You need a solicitor with experience of Shared Ownership leases and conveyancing.  See a list of our recommended solicitors.

Step 8 - Your home is sold!

Once a buyer is found who meets all the financial and eligibility checks, one of our dedicated progression consultants will take over to help get your sale to completion.

What will SO Resi do?

Step 1 - Getting to know you

Your SO Resi resales consultant calls to introduce themselves and to answer any questions you have.

Step 2 - Professional photos and floorplans

We organise a suitable time for our partner, NicheCom, to professionally photograph your home, create a floor plan – and a new EPC if you need one.

Step 3 - Listing your home

We create your marketing listing and publish it on the largest Shared Ownership property websites, as well as Zoopla and Rightmove. Just check your listing on My SO Resi and approve it before it goes live. Read more here about how we market your property.

Step 4 - Finding you a buyer

As well as marketing your home, we financially assess buyers before they view it. If a potential buyer wants to go ahead, we check their application to make sure they are eligible. Read our guide to preparing your property for viewing. >

Step 5 - Supporting the conveyancing

Once an approved buyer is found, solicitors are appointed to work towards completion. Your SO Resi resales progression consultant works with everyone involved to help smooth the legal process.

Let's get started

When you’re ready, it’s easy to get started on the My So Resi portal.

If you’d like to read more about the process first, please read our “Selling your home” brochure.