Properties

View / edit property

Save the property once, then use the same details to download each PDF.

1. Company and surveyor

Surveyor company Complaints contact Company phone Company email Surveyor name Surveyor qualifications Surveyor email Surveyor phone Surveyor signature / initials

Company address Show wording that the firm is regulated by the RICS

2. Client and property

Client full name Letter greeting, e.g. Mrs Ali Property / file reference number Our reference

Client address Property address

Intended use Service / report type

3. Dates and access

Cover letter date Instruction date Terms date Inspection date Inspection time Report issued Conflict check date Conflict checklist ref

Particular concerns

Access arrangements Selling agent / contact Selling agent phone Selling agent email

4. Fees and payment

Level 2 fee net Paper copy fee net VAT rate %

Cover letter says a hard copy will also be posted

Bank account name Bank Sort code Account number

Referral fee wording Signed forms should be returned to

5. Conflict of interest checklist

Measures taken to manage possible conflicts or previous material involvement

6. Client agreement

Tick the client agreement box in the Terms declaration

Client signature text Client signature date

7. Optional reinstatement cost summary

Include reinstatement cost summary in combined pack

Assessment date Floor area Total reinstatement cost Model group Type Age Quality Location

Save and download PDFs

Save first to keep the property in the dashboard. The PDF buttons can also use the current values shown on this page.

Use editable templates for PDF generation instead of the fixed PDF layouts