Method of Sale Audit (MOSA): compliant method of sale advice for Estate Agents

Method of Sale Audit (MOSA): compliant method of sale advice for Estate Agents

Choosing the right method of sale has never been more important. Sellers expect clear guidance, regulators expect transparency, and Estate Agents need to evidence that advice has been given correctly. The Method of Sale Audit (MOSA) provides a compliant, structured way for Estate Agents to deliver method of sale advice that aligns with TPO guidance, while supporting better outcomes for sellers.

Built into movebutler digital onboarding software for Estate Agents, MOSA uses a dedicated Circumstance Checker to capture seller circumstances, explain all suitable methods of sale, and create a clear audit trail to support compliant decision-making during onboarding.

What is the Method of Sale Audit?

The Method of Sale Audit is a compliance-led framework that uses a client Circumstance Checker, designed specifically for Estate Agents.

The Circumstance Checker supports compliant method of sale advice by ensuring every seller:

• Understands all appropriate routes to market
• Receives transparent, balanced information
• Is guided based on their own priorities and timeframes

Rather than steering sellers towards a single outcome, MOSA helps Estate Agents evidence that all suitable methods of sale have been explained, supporting TPO compliance and building trust from the outset.

View the Method of Sale Audit overview

Get a clear, visual overview of how the Method of Sale Audit works within movebutler onboarding – including how it supports TPO compliance and informed method of sale conversations.

View the MOSA guide

How MOSA supports TPO compliance for Estate Agents

TPO guidance requires Estate Agents to demonstrate that sellers have been informed about their options and that recommendations are made in the client’s best interests.

Delivering compliant advice starts with structure. By embedding the MOSA into onboarding, Estate Agents can confidently demonstrate TPO compliance for Estate Agents, supported by a clear, time-stamped audit trail.

The MOSA Circumstance Checker supports this by:

• Capturing seller motivations and moving goals
• Presenting clear information on each method of sale
• Recording responses within the onboarding journey
• Creating a clear audit trail to evidence compliant advice

All responses are then retained as part of the Method of Sale Audit, creating a clear audit trail to evidence compliant advice.

Supporting the right route to market – not a one-size-fits-all approach

Using insights gathered through the Circumstance Checker, the Method of Sale Audit helps Estate Agents guide sellers through the differences between Private Treaty, Auction and Premium Conveyancing, ensuring the final decision reflects the seller’s circumstances.

When Auction may support seller priorities

For chain-free sellers or those working towards a fixed move date, property Auction can provide a faster, more secure route to sale.

Where responses in the Circumstance Checker show a seller’s target move date is approaching and a sale hasn’t progressed, the Method of Sale Audit supports a compliant conversation about whether Auction could better align with their priorities – without pressure or assumption.

This keeps advice transparent while opening the door to alternative routes when circumstances change.

When Premium Conveyancing supports chained transactions

For sellers involved in a chain, speed often depends on preparation.

Where the Method of Sale Audit identifies Premium Conveyancing as a suitable option, sellers can be supported with early legal preparation – helping to reduce delays, minimise fall-throughs and keep chains moving.

This allows Estate Agents to demonstrate that advice was tailored to the seller’s situation, not driven by process or preference.

Why the Method of Sale Audit matters to Estate Agents

Using a Method of Sale Audit helps Estate Agents:

• Deliver compliant method of sale advice with confidence
• Evidence alignment with TPO compliance requirements
• Build trust through transparent, documented conversations
• Reduce stalled transactions and fall-through risk
• Keep pipelines moving more efficiently

It provides structure without removing agent control – supporting better conversations, not replacing them.

Why sellers benefit from a method of sale audit

From a seller’s perspective, the Method of Sale Audit:

• Explains all suitable methods of sale clearly
• Sets realistic expectations from the start
• Reduces uncertainty around timelines and outcomes
• Builds confidence they are choosing the right route

Clear advice upfront helps sellers commit earlier and stay engaged throughout the transaction.

One audit. Clear advice. Better outcomes.

Every seller’s journey is different. The Method of Sale Audit (MOSA) gives Estate Agents a compliant, insight-led way to deliver method of sale advice that is transparent, defensible and aligned with TPO guidance.

By supporting informed decisions across Private Treaty, Auction and Premium Conveyancing, MOSA helps Estate Agents protect their business, support their sellers and keep transactions moving.

See how the Method of Sale Audit supports compliant advice

Discover how MOSA helps Estate Agents deliver compliant method of sale advice, support TPO guidance and keep transactions moving – all within movebutler digital onboarding.

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