A shared file needs thoughtful sharing
By Nick Devonport, Managing Director · England · Reviewed 26 October 2026
The scenario below is illustrative. It explains our approach; it is not a customer testimonial or a report of a completed case.
There is a difference between making information easy to find and making it available to everyone. A moving journey involves personal documents, financial questions and private discussions. Convenience has to work alongside care.
A moment in the moving journey
Imagine a seller uploading paperwork that includes an unrelated bank statement in the same scan. The useful response is to separate the relevant property evidence before sharing it. Sending the entire bundle to every participant may be quick, but it is not a thoughtful service.
How our property portal helps
Our property portal includes protected document storage and assigned customer journeys. Those controls give the team a framework for sharing relevant information with authorised people. They do not remove the need to check what a document contains or whether the intended recipient should receive it.
The people behind the process
I see professional teamwork as a series of careful handovers. The negotiator needs enough information to progress the sale; the legal adviser may need different evidence; the buyer needs appropriate property information. Each should receive what supports their role.
Your next step
If you are unsure where a sensitive document belongs, ask the team before uploading or forwarding it. A short conversation can help us keep the moving file useful and the sharing proportionate.
Sales portal journeys described here depend on Sales being enabled on the website. Ask the team which services and tools are available for your move.
Sources checked on 26 October 2026. Legislation, guidance and proposals are distinguished above. General education: the actual property, agreement and circumstances need review; specialist advice may be required.
