Tips to organise a successful viewing trip

Embarking on a viewing trip to explore potential properties is a pivotal step towards buying a property abroad. However, to ensure a successful outcome and make the most of your journey, proper organisation and preparation are crucial. Here are some essential tips to help you navigate through the process seamlessly and ensure a successful viewing trip.

Table of contents

Tips to Organise a Successful Viewing Trip

Prepare a checklist

Creating a checklist before embarking on your viewing trip is essential for staying organised and focused. Include must-have features and deal breakers for each property to ensure you evaluate them objectively. This checklist will serve as a reference point during viewings, helping you prioritise properties that align with your specific criteria and preferences. By having a clear checklist in hand, you can streamline the property search process and make more informed decisions about which properties to consider further. 

Here are some examples of what could be included on a checklist for a property viewing trip:

  • Location: Proximity to amenities such as schools, supermarkets, public transportation, parks and healthcare facilities.
  • Property size: Number of bedrooms, bathrooms, living spaces and square footage. 
  • Condition: Overall condition of the property, including any necessary repairs or renovations.
  • Budget: Affordability of the property, including purchase price, property taxes. and ongoing maintenance costs. 
  • Layout: Flow and functionality of the floor plan, including room sizes and arrangement.
  • Exterior features: Yard size, landscaping, outdoor living spaces, and parking availability.
  • Interior features: Kitchen appliances, flooring, lighting, storage space, and energy efficiency. 
  • Neighbourhood: Safety, noise levels, cleanliness and overall ambiance of the area.
  • Future potential: Potential for property appreciation, development opportunities and any upcoming changes in the neighbourhood.
  • Personal preferences: Any specific features or amenities that are important to you, such as a fireplace, home office or outdoor patio. 

Take detailed notes

Taking detailed notes during property viewings is essential for keeping track of key details and impressions.Note down aspects like the layout, condition and any standout features of each property. Additionally, jot down any questions that arise during the viewing to ensure they’re addressed later. These notes will help you recall important information when comparing properties and making decisions, ultimately leading to a more informed and confident choice. 

Capture photos

Capture photos during property viewings is crucial for creating a visual record of each property. Be sure to take clear photos of both the interior and exterior from various angles to capture the property comprehensively. These photos will serve as a reference point when reviewing properties later, helping you recall specific details and compare different options more effectively. Additionally, they can be shared with family members or real estate agents for further input or clarification.

Ask questions

During property viewings, it’s essential to actively engage with the estate agent or property owner by asking relevant questions. Inquire about the property’s history, including previous owners and any renovations or upgrades that have been done. Additionally, ask about ongoing maintenance costs, such as property taxes, utility bills and homeowner association fees, to understand the full financial picture. It’s also crucial to inquire about nearby amenities, such as schools, parks, supermarkets and public transportation options. Lastly, discuss any future development plans in the area to assess how they may impact the property’s value or livability.

Assess surrundings

During property viewings, take the time to assess the immediate surroundings of each property. Note the proximity of essential amenities such as schools, supermarkets, parks, and recreational facilities. Consider factors like the neighbourhoods safety, cleanliness, and overall ambiance. Evaluate whether the surroundings align with your lifestyle preferences and daily needs. Additionally, observe the accessibility of public transportation options and major roadways for convenience. Assessing the surroundings will help you gauge the suitability of the property’s location and determine its compatibility with your desired lifestyle.

Be ready to transfer currency

Be prepared to transfer currency swiftly if you discover your dream property during the viewing trip. Having your finances organised and understanding the currency exchange process in advance will streamline the purchasing procedure and prevent potential delays. When you find the perfect place, you might need to sign a holding or reservation deposit quickly, especially during peak buying seasons like autumn. Having your lawyer and currency expert selected and briefed beforehand can be advantageous. They can swiftly review the contract and assist you in placing a holding deposit without delay. Delaying the process until you return home could result in missing out on the best properties.

Therefore, it’s crucial to open an account before your trip to facilitate smooth transactions. Utilising services like Ibanista for currency transfer can ensure efficient and cost-effective transactions, enabling you to secure your desired property seamlessly.

Final notes

By following these tips and staying organised, you will have a successful viewing trip. You can maximise your time and make informed decisions when selecting the ideal property for your needs. 

If you want more tips and advice on how to organise a successful viewing trip to France, you can download our free e-book here

⚡ Power Hour

Stress-test your plan with a 1:1 Power Hour

A 60-minute private session with Ben Small. Bring your questions, your half-formed plan, your concerns, and leave with clarity.

150 · 60 min · 1:1
Full review of your moving plan
FX strategy & timing advice
Any question, nothing off-limits
No obligation to use our services
Book Your Power Hour

Instant confirmation · Secure booking

📬
Free Weekly Newsletter

Join 7,400+ expats in the know

Practical tips on moving to France, currency, rentals, admin and real life, straight to your inbox every week.

J
S
M
+7,400 readers
Subscribe Free →

No spam. Unsubscribe any time.

🗓 Free 15-min Call

Planning a move to France? Let's talk.

Book a free 15-minute call with Ben Small. No pressure, no sales pitch, just honest answers to your questions.

Rentals, FX strategy & relocation
Answers to your specific situation
No obligation to use our services
Book a Free Consultation

Available Mon–Fri · Instant booking

Trustpilot
Excellent
60+ five-star reviews
★★★★★

"I cannot recommend Ben Small highly enough. He worked tirelessly and felt more like a friend than someone doing a financial transaction."

M
Mary White
🇬🇧 UK expat, France
★★★★★

"Amazing service — Ollie explained the process clearly and made the money transfer both simple and easy. No hesitation in recommending."

W
WW
🇫🇷 Property sale, France
🛡 FCA Regulated Partners

Send money to France with confidence

Competitive rates, personal support, and a currency strategy built around your move. Not just a transaction.

Competitive rates compared to most banks
Exchange rate strategy for property buyers
Coordinated with your notaire
37 currencies supported
Get a Free Quote

No obligation · No hidden fees

Alexandra Lhomond Small
Written by
Alexandra Lhomond Small
Marketing Manager · Ibanista

Originally from the south of France, Alexandra brings first-hand experience of expat life on both sides of the Channel. She leads content strategy at Ibanista, helping expats navigate their move with clarity and confidence.

Ready to talk?

France is calling.
Let's make sure you're ready for the move.

From currency transfers to finding your rental, Ibanista is with you every step of the way. Book a free 15-minute call and let's talk about your move.

Or call us on +44 203 376 5117  ·  Back to Ibanista.com

⚡ Power Hour with Ben Small

Ready to stress-test your plan with an expert?
60 minutes, private, no obligation.

Bring your questions, your half-formed plan, your concerns, and leave with clarity, confidence, and a clear next step. Nothing is off-limits.

150€
60 min · 1:1 private
Book the Power Hour

We handle the currency, so you can handle the croissants 🥐

Simplify your financial transitions with Ibanista, the currency partner who understands life in France as well as you do.