The best time to capture a property visit is while you are standing in the room. This free playbook is a repeatable routine for doing it well the first time - the photos to take, the notes to write, and the way to label everything so it is still useful weeks later when you need to find it.
It is for anyone who inspects properties on the ground - landlords, letting agents and property teams - who want to walk out of every visit with a clean, consistent record instead of a camera roll they have to decode. The playbook covers how to work room by room, what makes a photo worth keeping, how to tie an observation to the evidence that backs it, and how to hand the whole lot over without losing the thread.
Capturing well helps you organise and evidence what you saw. It does not assess the property or settle any question - that remains a matter of the underlying records and the relevant regulator.
These resources help you organise, capture and evidence compliance work. They are informational and do not, by themselves, certify a property as compliant - that remains a matter of the underlying evidence and the relevant regulator.
Turn a visit's documents into a quick read - run the free Gap Scan.
- Plan the visit. Decide what you need to come away with before you arrive.
- Work room by room. Move through the property in a consistent order so nothing is skipped.
- Take photos worth keeping. Capture clear, well-labelled photos that make sense later.
- Write the note with each observation. Tie a short written note to each thing you record.
- Hand over the record. Keep it together and pass the whole record on without losing the thread.
See where a property stands
Run the free Gap Scan: upload what you already hold for one property and it emails you a one-page summary of where the record is complete and where the gaps are. No card, no obligation.
Run the free Gap Scan