Templates and forms

We create templates to help you comply with complicated legislation, so you can rest assured you are ticking the right boxes and can focus on other areas of your business.

Our range of templates and forms cover anything from tenancy agreements to customer complaints procedures, all researched, written and designed by experts in line with the legislation and regulation that impact your business. In most cases you can even personalise these documents with your company logo, adding an extra element of professionalism.
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Displaying 20 results
Front page of Propertymark's anti-money laundering compliance checklist
17 Jan 2017
AML compliance checklist

This checklist will highlight areas for improvement in your business. It covers questions which may be asked during a supervisory inspection by HMRC in relation to anti-money laundering (AML) and the counter financing of terrorism (CFT).

Propertymark Property Information Questionnaire lettings
04 Jan 2018
Property Information Questionnaire (PIQ) for lettings

Under the Consumer Protection from Unfair Trading Regulations, both the landlord and letting agent must disclose anything within their knowledge that would affect the transactional decision of the average consumer.

Propertymark Professional Information Questionnaire for sales
28 Jan 2020
Property Information Questionnaire (PIQ) for sales

Having contributed members views to the NTSELAT working group developing guidance on Material Information, Propertymark’s Property Information Questionnaire (PIQ) is a credible structure to underpin the work property agents do with their clients to gather information.

Service Occupancy Agreement.jpg
22 Nov 2023
Service Occupancy Agreement

The main characteristics of a service occupancy are that the occupation of the property is closely linked to the occupier’s employment, they have a personal licence to occupy for so long as they are employed by the employer and that the service occupancy terminates automatically when the employment contract ends.

Gov.uk Form 6A, Section 21
29 Dec 2022
Section 21, Section 8 and Section 13

These common tenancy notices are Government prescribed forms available to download from their website. This resource offers a little more information into each one and where you need to go to download them.

Propertymark's Identity verification form
17 Jan 2017
Identity Verification Form

Our Identity Verification Form will assist you in collecting the important information you need about the vendor. Use this form to tick off the appropriate checks and comply with the money laundering regulations.

Common Law Tenancy Agreemement (Non-Housing Act Tenancy).jpg
22 Jun 2023
Common Law Tenancy Agreement (Non-Housing Act Tenancy)

Our Non-Housing Act Tenancy Agreement is an exclusive member benefit for ARLA Propertymark members. Use this contract if the rent exceeds £100,000 a year or where it is not the tenant’s main home.

ARLA Propertymark AST Template
01 May 2020
Assured shorthold tenancy agreements (ASTs)

Our ASTs are compliant with the Tenant Fees Act and we offer alternative versions depending on the deposit scheme you are registered with alongside a no deposit option and Deed of Guarantee.

Leasehold Property Enquiries (LPE1)
05 Jan 2023
Leasehold Property Enquiries (LPE1)

This form will coincide with lenders changing their policies to be able to lend on properties in remediation schemes, or those covered by leaseholder protections. The changes to this form arise from the Building Safety Act 2022 which came into force on 28 June 2022.

ARLA Propertymark's Welsh Occupation Contacts
28 Nov 2022
Renting Homes (Wales) Act Occupation Contracts

The Renting Homes (Wales) Act 2016 brings together several complex pieces of legislation into a single legal framework. We worked closely with the Welsh Government to help agents prepare and have produced the new Model Occupation Contracts, which Rent Smart Wales has also reviewed.

Welsh Revenue Authority Land Transaction Tax leaflet
28 Jul 2021
Land Transaction Tax: home buyer's information

Propertymark collaborated with the Welsh Revenue Authority (WRA) to produce a downloadable leaflet to support agents in providing potential home buyers with the details regarding Land Transaction Tax (LTT).

Propertymark fees templates
13 Jun 2022
Fee templates

The Consumer Rights Act 2015 made it a legal requirement for letting agents in England to display details of all fees and charges on websites and in offices. These templates support members who have Propertymark Client Money Protection (CMP) to comply with the legislation.

Propertymark's Memorandum of Sale Checklist
19 Nov 2019
Memorandum of Sale Checklist

Stakeholders from across the sector formed the Transaction Reform Group to find ways of speeding up the buying and selling process. A Memorandum of Sale is sent to all parties as soon as a sale is agreed in principle.

Propertymark complaints procedure template
08 Mar 2021
Complaints procedure

Add your logo and company details to our Propertymark branded complaint handling procedure. The form outlines the full procedure for consumers who wish to make a complaint and will help you comply with our membership rules.

Propertymark's licensing consultation template
18 Jan 2021
Licensing consultation template

Is a discretionary licensing scheme being consulted on in your area? We have created a Word template for you to submit to your local authority. The letter explains why discretionary licensing schemes are not an effective way of promoting higher quality accommodation. 

Propertymark Declaration of Offer form
03 Apr 2020
Declaration of offer form

Have the buyer complete a written declaration of offer rather than accepting it verbally so that you have clarification of their financial position and circumstances of selling so that this can then be shared with all parties, excluding confidential information, making everything transparent.

Woman looking at properties in window
21 Aug 2019
Tenant fee ban, ten top tips for letting agents in Wales

We put together ten of our top tips as part of our Tenant Fees Toolkit for agents in Wales. This resource was published to help letting agents ahead of the Renting Homes (Fees etc.) (Wales) Act which came into force on 1 September 2019.

Holding deposit template letter
02 Apr 2019
Holding Deposit template letters

Save time by applying our templates to your letterhead to communicate to a new or potential tenant when a Holding Deposit needs to be refunded, forfeited or transferred.

Agent in branch holding a Propertymark P
02 Apr 2019
Tenant fee ban, ten top tips for letting agents

We put together ten of our top tips as part of our Tenant Fees Toolkit. This resource was published to help letting agents ahead of the Tenant Fees Act which came into force on 1 June 2019.

Private Residential Tenancy (PRT)
10 May 2018
Private Residential Tenancy (PRT)

Since 1 December 2017 the Private Residential Tenancy (PRT) has been in place for all new tenancies granted in Scotland, replacing the previously used assured and short assured tenancy agreements