Templates
The paperwork, free to take away. Inspections, inventories, safety certificates and tenancy records — the documents a landlord or managing agent is expected to be able to produce. Free to print and use in your business.
9 templates, grouped by the job they belong to. Each one explains what the record is for and what it has to survive when somebody asks to see it.
Safety & certificates
- Property compliance checklistA printable compliance checklist per property — which obligations apply, who holds each, when it was last satisfied and where the certificate is.
- Certificate expiry trackerA printable tracker for safety certificates across a portfolio — what is held for each property, when it expires, when it was ordered and what is outstanding.
- Damp and mould reportA printable damp and mould inspection report — where it is, how bad, what is causing it, who is affected and what is being done, recorded properly from the first visit.
Tenancy & lettings
- Tenancy compliance checklistA printable checklist for setting up a tenancy — the documents to serve, the checks to make, the deposit, and the dates that have to be evidenced afterwards.
- Right to rent check recordA printable record of a right to rent check — who was checked, how, what the outcome was and when any follow-up check falls due.
- Inventory and schedule of conditionA printable inventory and schedule of condition — room by room, what is there, what state it is in, and the detail that decides a deposit dispute two years later.
Inspections & repairs
- Property inspection reportA printable mid-tenancy inspection report — the condition of the property, how it is being occupied, what needs doing and what was raised with the tenant.
- Repair and works orderA printable works order — what was reported, what was authorised, who is doing it, what access was arranged and what the tenant was told.
- Contractor approval checklistA printable checklist for approving a contractor — insurance, registration for the trade they are doing, references and what has to be in place before they attend a tenanted property.