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 14 results
13 Jun 2022
Fee templates

The Consumer Rights Act 2015 made it a legal requirement for letting agents in England and Wales 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.

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).

07 Apr 2021
Commercial Code of Practice template to assist rental and lease terms

An annex to the Code of Practice for commercial property relationships during COVID-19 has been issued for tenants and landlords to use in discussions about rent, rent arrears, and ongoing lease terms.

08 Mar 2021
Complaints procedure

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

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. 

01 May 2020
Assured shorthold tenancy agreements (ASTs)

Our ASTs are compliant with the Tenant Fees Act and Renting Homes (Fees etc.) (Wales) Act. Download the agreements.

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.

28 Jan 2020
Property Information Questionnaire (PIQ) for sales

This is a vital tool in ensuring you meet your legal obligations under the Consumer Protection from Unfair Trading Regulations, and can help reduce fall throughs where a buyer discovers an issue that can impact their decision to purchase.

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.

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.

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

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.

17 Jan 2017
AML and CFT Questionnaire

We have developed an Anti-Money Laundering (AML) and Counter Financing of Terrorism (CFT) Questionnaire to help you highlight possible areas for improvement in your business.

17 Jan 2017
Identity Verification Form

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