Property details — on the call
Fill in what the landlord tells you, in any order, and save once. Only the fields you fill are written — everything else is left exactly as it is.
No deal on this link — matched by email
Landlord
Who this is for. The email is how the answers find their record.
The address on their HubSpot contact. A new address creates a new contact.
Where the landlord lives — not the property. Contracts and statements go here.
The property
Tick what the landlord confirms. Leave the rest.
Appliances that stay Inside Outside The building Their words are better than ours — this becomes the listing copy.
Access
How we get in, and anything the viewer needs to know.
How we get in Certificates
Attach what they email over, or note what is outstanding.
Is there gas at the property? Quickest on a call: search their postcode on the GOV.UK register and paste the link.
EPC fileOptional here — the link above is usually enough.
EICRAttach it if they have it to hand, otherwise note it below.
Anything elsePAT test, alarm certificates, licences.
What is missing and when it is coming — this is what ops chases.
Payment
Only if they read it out. Otherwise leave it to their own link.
Leave this blank unless the landlord offers it on the call. Their own setup link is the better place for bank details.
