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Lettings Process Detail Form

Provide as much information as you can, but do not worry if you are unable to answer all questions.


  • Date Format: DD slash MM slash YYYY










  • About Your Landlords








  • Please provide a brief description of how you attract new landlords at the present time using any of the above tools or anything else you find works.
    Eg. Offer incentives for referrals or liaising with new homes developers, etc
  • Please write a brief outline of your current process once you have a landlord call to book a valuation:

    Do you email out or send out anything in advance? What form does your valuation take & average time at property, do you know % of landlords who sign up immediately? If they do not, what is the process for follow-up? What is the overall % valuation to instruction?

  • Such as – valuation booking correspondence, valuation letter, fees, company booklet or info, chase instruction correspondence, etc
    Drop files here or

    Accepted file types: pdf, doc, jpg, jpeg, png.

  • Instruction docs (terms of business, etc), marketing information, offer information, tenant reference confirmation, insurance, safety information, etc
    Drop files here or

    Accepted file types: pdf, doc, jpg, jpeg, png.

  • Provide current or last year average fee
  • Provide current or last year average fee
  • Prior to COVID19
  • About Your Tenants











  • Do you monitor where the tenants come from (and do you believe this is accurate as often ‘rightmove or zoopla’ enquiry is the last place before contacting you, as opposed to the initial place they saw the property)? Are there any other ways you attract tenants?
  • Such as – video viewing correspondence, the process for making an offer, referencing information, insurance information, etc.
    Accepted file types: pdf, doc, jpg, jpeg, png.

  • Briefly explain your current process for booking a viewing and undertaking video or physical viewings.

  • Please provide a brief outline of your offer process, is this carried out online – through your website or a 3rd party software programme?
  • Such as – contract, moving-in documents, information for management, renewal or tenancy end documents
    Drop files here or

    Accepted file types: pdf, doc, jpg, jpeg, png.

  • Please give a brief outline of how you currently conduct the check-in process and any 3rd party contracts who are involved with this.
  • Person to sign contract (owner, director, partner)







  • Send contract
  • Contractual queries
  • This field is for validation purposes and should be left unchanged.