Purchase Brief — Mayfair, Chelsea & Belgravia
shopping_bagTo Buy Offer StageVictoria Sterling
open_in_new Purchaser starVIP · Cash BuyerMobile: +44 7700 900 456
Email: sterling@marcus.io
Joint purchaser on the brief; also selling via JF — click to open his sell intent.
Budget
£3M – £4.5M
Offers Made
1 · £3.4M Active
Viewings
5 Done
Property Matches
3 New
Timeline
Immediate
Latest Activity
Offer submitted — £3.4M on The Glass House, Chelsea · awaiting response
Yesterday 14:20Viewing — The Glass House · rated 9/10, loved ceiling heights
28 Jun 12:00Mayfair viewing itinerary sent · 3 properties Saturday
27 Jun 09:05Proof of funds re-verified · Coutts statement
26 Jun 15:40Call with Victoria · will go to £3.6M for the right property
25 Jun 11:15home_workMatched Properties
See all →The Glass House, Chelsea · Offer in — £3.4M awaiting response
£3.5M4 Cheyne Walk, Chelsea · Match 94% · Not viewed
£3.9M22 Mount Street, Mayfair · Match 88% · Not viewed
£2.8MAI Co-Pilot Insights
No follow-up in 9 days. Recommend contacting to maintain momentum.
A matching 3-bed Victorian terrace was added yesterday in Hale.
Engagement Score: High. Victoria responds 40% faster to SMS than email.
VIP
Marcus Sterling
VendorMobile: +44 7700 900 789
Email: victoria@sterling.io
Full signatory on contracts, has equal property equity shares.
Phone: +44 1625 590 120
Contact: Arthur Pendelton
Directly handling instructions, escrow deposits, and titles transfer drafts.
Sales Intent Pipeline
Active mandateNew enquiry and qualification are complete. The mandate is at property valuation; capture the visit in Sell intent (opens the mandate workspace).
Active Selling Intent
The Glass House · Sole mandate · Surrey
Open the Sell intent workspace for valuation through reconciliation. Use Property valuation to jump straight to the valuation form.
Expected Price
£4.00M
Stage
calculate Valuation
Total Views Scheduled
8
Views Completed
3
Views Pending
5
Number of Offers
4
Max Offer
£4.08M
Joint Agency
No
Property record
Subject sale must exist in Property inventory before marketing and portal distribution.
Mandate Timeline
7 entriesNew enquiry & qualified are complete on the contact record.
19 Oct 2023
10:05 am
Stage: Qualified
flagStage ChangeVendor motivation and fee expectation recorded; Glass House flagged for sole mandate track.
Alexander Thorne
Deansgate14 Jan 2026
2:30 pm
Valuation booked
flagStage ChangeProperty valuation visit scheduled. Open Sell intent → to capture details.
Julian Vane
Deansgate22 Jan 2026
9:15 am
Note logged
sticky_note_2NoteVendor confirmed sole mandate. Discussed expected price range £3.8M–£4.2M. Asked to review comparable sales from 2024.
Julian Vane
Deansgate3 Feb 2026
11:40 am
Outbound call — 18 mins
callCallDiscussed timing of valuation visit. Marcus confirmed he wants to list before spring. Fee agreed in principle at 1.25%.
Alexander Thorne
Deansgate14 Feb 2026
3:05 pm
Document uploaded — Agency agreement (draft)
descriptionDocumentDraft agency agreement added to vendor vault. Sent to Marcus for review prior to instruction sign-off.
Alexander Thorne
Deansgate18 Apr 2026
11:20 am
Email sent — delivered and opened
mark_email_readEmailSolicitor confirmed searches submitted. Awaiting results from local authority — ETA approx. 10 working days.
Julian Vane
DeansgateToday
Now
Valuation & instruction track
radio_button_checkedActiveProperty valuation visit to be logged in Sell intent; instruction pack follows once agreed.
Alexander Thorne
DeansgateAI Co-Pilot · Vendor
Gate: vendor AML must be complete before marketing push. Proof of funds on every offer before acceptance.
Comparable demand strong in GU5 band — keep block viewings in CRM diary.
Subject property
The Glass House
Guildford Road, Surrey GU5 · Add full record in inventory
Key decisions
- Vendor AML complete? → else marketing blocked.
- Buyer proof of funds satisfactory? → else offer not progressed.
- Risk acceptable? → else enhanced checks.
- Ready to exchange? → else progression continues.
Next actions
Add property to inventory
Opens Property workspace — use Add New Property in the sidebar.
Complete sell intent workspace