Memorandum of sale template
A memorandum of sale is the estate agent's record of a property sale agreed subject to contract, sent to the seller, the buyer and both conveyancers. It sets out the property, the agreed price and what is included, the details of the seller and buyer and their conveyancers, how the buyer is funding the purchase, any chain, and the target dates. It is not a contract, and neither side is bound until contracts are exchanged.
Made by DocuWeave. Use at your own discretion.
What changes each time
14 values. Everything else is your wording, kept exactly.
The property and price
- Address
- Tenure
- Agreed price
- Included in the price
- Items sold separately
Seller and buyer
- Names, addresses and contact details
- Conveyancers
- Funding
- Deposit
- Buyer's position
Chain and timing
- One row per link in the chain
- Target exchange
- Target completion
- Survey
The rules it usually needs
Written in plain English when the template is set up.
- The AI decides from the paperwork
“Include the chain only if there is one.”
The buyers were selling a flat to a first-time buyer, so the chain section was included, with that reason shown.
- Once for each item
“One row in the chain table for each link, from the bottom of the chain to the top.”
The chain table had three rows.
- One of several wordings
“Tenure, funding and the identity checks each use one of their wordings.”
Freehold, a mortgage with an agreement in principle, and checks done on 2 October 2026.
- Only when…
“Include the lines for items included or sold separately, the mortgage broker, the survey, special conditions and any personal interest only when they are given.”
The email gave included items, a separate sale, a broker and a survey, so those lines appear; there were no special conditions or personal interest.
- The AI decides from the paperwork
“Include the marketing line only if the seller has said whether to keep marketing.”
The sellers asked the agent to stop marketing the property, so the line was included.
One worked example, start to finish
The memorandum of sale in DocuWeave, from upload to approval.
1The document uploaded
The memorandum of sale, a Word file, uploaded as it is.
- 2
The template it became
It found 26 sections and 46 values, and asked 11 questions before publishing. The chain appears only when there is one.
3The paperwork dropped in
The agent's offer-accepted email, the conveyancers' details from the sales file, and the buyers' mortgage agreement in principle.
4What was found, with sources
38 of 45 values filled from the paperwork, each with the passage it came from.
5What it asked
4 things for a person: the agreed price and the deposit, which a person always confirms, and two values worth checking.
6The approved output
Approved, with Word and PDF downloads.
A free memorandum of sale to download
- Memorandum of sale, filled with fictional details (Word)
- Memorandum of sale, filled with fictional details (PDF)
Use it as it is, or upload it to DocuWeave and make it a template.
DocuWeave is not a law firm. A general template for common situations in England and Wales. It is not tailored to you and we do not update it when the law changes, so check it suits your situation before you use it. Terms.
Made by DocuWeave. Use at your own discretion.
Questions people ask
Is a memorandum of sale legally binding?
No. It records a sale agreed subject to contract. Either side can still withdraw until contracts are exchanged.
Who gets a copy of the memorandum of sale?
The seller, the buyer, both conveyancers and, where there is one, the buyer's mortgage broker.
Why does it mention services the buyer has applied for?
Estate agents must tell the seller if the buyer has applied for services, such as a mortgage or conveyancing, from the agent or a business connected with it.
What does the chain section show?
Each linked sale, from the bottom of the chain to the top, with who is buying and selling and how far each sale has got.
When is the memorandum of sale sent?
Once an offer has been accepted, so that the conveyancers can start work.
Use this template
It opens in DocuWeave as a template you can check, change and publish. Nothing is used until you do.