VENDOR ADVOCACY

Vendor Advocacy — Protection When Selling Is Emotional, Complex or High-Risk

When clients sell under pressure, the risk is not only financial — it is emotional, procedural and reputational.
One poor agent decision, one unclear communication loop, one documentation gap can create downstream adviser exposure.

Vendor Advocacy exists to remove that risk.

WHEN ADVISERS ENGAGE VENDOR ADVOCACY

Property sales tied to life events can destabilise even the most grounded clients.

  • deceased estates

  • estate administration

  • separation and divorce

  • family conflict

  • ageing parents transitioning

  • distressed or vulnerable vendors

  • remote owners

  • clients lacking capacity or stability

  • inconsistent or unclear agent behaviour

  • time-sensitive or procedural uncertainty

These are high-risk client states, and advisors know the danger.

Emotional clients make poor decisions, which create bad outcomes. These moments don’t just expose the client — they expose your file.

  • documentation gaps

  • emotional volatility

  • PI exposure

  • reputational risk

  • compliance friction

  • inconsistent record keeping

Vendor Advocacy stabilises the situation and protects the path forward.

Vendor Advocacy exists to remove that risk — for both client and adviser.

WHAT WE DELIVER

Full Oversight From Appraisal to Sale

We manage the entire process on behalf of the client and alongside the professional adviser team:

  • agent selection

  • agent performance oversight

  • vendor preparation guidance

  • property preparation guidance

  • negotiation oversight

  • documentation clarity

  • transparent communication with adviser & legal teams

  • final settlement support

  • end-to-end outcome protection

OUTCOMES FOR ADVISERS

  • Stronger duty of care

  • Cleaner file notes

  • Transparent documentation

  • Lower compliance friction

  • Lower risk of complaints or miscommunication

  • Improved reputational safety

  • Clear record of guidance and support

Your role stays central.
We protect the property component of the journey.

WHY THIS IS OFTEN PROVIDED AT NO COST

In many cases, Vendor Advocacy is fully funded through commission sharing agreements with selling agent - meaning the client receives full protection at no additional cost, and advisers receive:

reduced risk

reduced workload

increase client stability

Protecting Agent Independence

In scenarios where advisers do not want agent availability potentially restricted by remuneration structures, a fixed-fee model can be implemented to ensure the entire agent pool remains accessible, including agents who may not engage in commission-sharing.

This protects:

  • the breadth of agent choice

  • the integrity of the selection process

  • the vendor’s negotiating position

  • compliance neutrality

  • outcome optimisation

  • the adviser's confidence in the process

The fee model never dictates the strategy.


The strategy always dictates the fee model.

THE PROCESS

1. Assess Situation
Emotional & procedural risk mapping

2. Select & Brief Agent
Alignment with client & adviser objectives

3. Manage Sale Process
Negotiation, documentation, transparency

4. Protect File & Outcome
Clear records, defensibility, stability

CASE EXAMPLE

A distressed vendor facing an urgent sale avoided a $40K under-sale after strategic agent selection, structured documentation and controlled negotiation timing.

HOW TO ENGAGE

Advisers

When your clients face complexity, risk, speed or emotional volatility — and you need the file protected — let’s talk.

For Clients

When you need objective guidance without pressure or agenda — a conversation is the safest place to start.

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