Property Details

• Property address: [Full address including postcode]
• Title number: [HM Land Registry title number]
• Tenure: [Freehold / Leasehold]
• If leasehold — lease length remaining: [Years]
• If leasehold — ground rent: £[Amount per year]
• If leasehold — service charge: £[Amount per year]
• Current status: [Tenanted / Vacant / Selling with tenant in situ]

Title and Legal Documents

• HM Land Registry title register and title plan — [Obtained / To obtain]
• Original purchase deed (if unregistered) — [N/A for registered / Obtained]
• Lease (if leasehold) — [Obtained / To obtain from solicitor]
• Management company details (if leasehold) — [Obtained / To obtain]
• Deed of covenant (if applicable) — [Obtained / N/A]
• Restrictive covenants — [Noted / None known]

Planning and Building Regulations

• Planning permissions (any works carried out) — [Obtained / N/A]
• Building regulations completion certificates — [Obtained / N/A]
• FENSA certificates (replacement windows/doors) — [Obtained / N/A]
• Gas installation certificates (boiler replacement etc.) — [Obtained / N/A]
• Electrical installation certificates (rewire etc.) — [Obtained / N/A]
• Party wall agreements (if applicable) — [Obtained / N/A]

Compliance Certificates

• Energy Performance Certificate (EPC) — [Valid / Expired — renew before marketing]
• Gas Safety Certificate (CP12) — [Valid / Expired]
• Electrical Installation Condition Report (EICR) — [Valid / Expired]
• HMO licence (if applicable) — [Valid / Expired / N/A]

Tenancy Documents (if selling with tenant in situ)

• Current tenancy agreement — [Obtained]
• Tenancy deposit certificate and prescribed information — [Obtained]
• Deposit scheme reference — [Reference number]
• Deposit amount — £[Amount]
• Rent statement (last 12 months) — [Obtained]
• Current rent amount — £[Amount per month]
• Rent arrears status — [None / Amount outstanding]
• Inventory (check-in) — [Obtained / N/A]
• Prescribed information documents served — [Confirmed]
• Required written tenancy information or How to Rent guide served — [Confirmed] (required written tenancy information for tenancies from 1 May 2026; How to Rent guide for tenancies before that date; Renters' Rights Act Information Sheet for existing tenancies transitional requirement)
• Right to Rent check records — [Obtained]

Property Information

• TA6 Property Information Form — [Completed / To complete with solicitor]
• TA10 Fittings and Contents Form — [Completed / To complete with solicitor]
• TA7 Leasehold Information Form (if leasehold) — [Completed / N/A]
• Boiler service history — [Obtained / N/A]
• Guarantees and warranties (boiler, damp proofing, etc.) — [Obtained / N/A]
• Utility supplier details — [Gas / Electricity / Water suppliers noted]

Financial Information

• Outstanding mortgage balance — £[Amount]
• Mortgage lender — [Lender name]
• Early repayment charge (if applicable) — £[Amount] — expires [date]
• Ground rent and service charge accounts (if leasehold) — [Up to date / Arrears]

Solicitor Instructions

• Solicitor instructed — [Yes / No]
• Solicitor name and firm — [Details]
• Solicitor reference — [Reference]
• ID verification completed — [Yes / No]