Free Tenanted Property Due Diligence Record (England)

What this helps you do

• Build a dated record of documents requested and received before exchange.
• Note where each file is saved and identify missing or contradictory information.
• Review property records including gas safety, EICR, EPC, alarms, licensing and repair history.
• Record deposit handover details and Right to Rent follow-up dates for each adult occupier.
• Classify gaps by when they need attention and send unresolved pre-exchange items to your conveyancer.
• Carry agreed actions through completion and diarise the next property compliance dates.

What's included

• Transaction and tenancy details: key parties, target dates, tenancy start and occupier information.
• Pre-exchange request list: tenancy documents, rent, deposit, safety, licensing, repair and supply evidence.
• Checks on what arrives: prompts for matching, reconciling and recording questions raised.
• Right to Rent and deposit sections: structured fields for occupier checks and scheme handover.
• Gap log: space for six unresolved items, their deadlines, owners and closing actions.
• Completion plan: handover tasks, the first seven days, future dates and final sign-off.

How to use it

1. Start one record for each property being bought subject to an existing tenancy.
2. Complete the transaction details and request the listed records before exchange.
3. Record what arrives, where it is saved and any inconsistency or missing item.
4. Put unresolved items in the gap log and raise relevant pre-exchange questions with your conveyancer.
5. Agree the handover steps between exchange and completion without recreating or backdating missing evidence.
6. After completion, record the first actions taken and transfer future compliance dates into your ongoing system.

FAQ

Who is this record for?

It is for private landlords buying a standard rented property in England with an existing tenancy. It is not designed for vacant-possession purchases, resident-landlord arrangements, lodgers, company lets or specialist protected tenancies.

Is this legal or conveyancing advice?

No. It is a practical document-gathering and record-keeping tool. Ask your conveyancer about anything unusual, contradictory or missing and before deciding whether to exchange or complete.

Which version should I download?

Choose the PDF for printing or the Word version if you want to type into the record or add more occupier and gap rows. Both contain the same four-page content.

Does completing it prove the property is compliant?

No. The record helps organise what you asked for and received. It does not verify documents, declare the property compliant or replace current guidance and professional advice.

Can I upload the completed record to CertNudge?

No. Keep the completed record securely with the relevant tenancy records because it may contain tenant personal information, tenancy documents or identity evidence.

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