Title Page

  • Conducted on

  • Reference Number

  • Title

  • Name

  • Address
  • Email address

  • Mobile number

  • Are you named on the tenancy agreement?

  • National Insurance number

  • Date of birth

About the tenancy

The people in the home

  • Is it a joint tenancy?

  • Who else is named on the tenancy agreement?

  • Additional people on the tenancy agreement
  • Full Legal Name

  • Date of birth

  • Email address

  • National Insurance number

  • How many occupants are there in the property?

  • What date did the tenancy agreement start?

  • When does the tenancy end?

  • Have you reported this matter to any other company to investigate?

  • What is the present position?

  • Are you in temporary accommodation?

  • How much is the rent monthly?

  • Do you have any arrears?

  • How much are the arrears?

  • Do you have an arrangement to pay?

  • How much are you repaying per month?

  • Is there anything else such as a dispute or potential court appearance that may affect your relationship with your landlord?

  • Please give details

  • Do you currently contribute to your rent?

  • How much do you contribute monthly?

  • Is anyone in your home considered to be vulnerable because of their health of other issues?

  • Is there a support worker?

About the problems in your home

About the problems in your home

  • Briefly, what is the problem in your home?

  • When did you first notice this problem?

  • When did you first report it?

  • Has the landlord been out to assess the situation?

  • What was the outcome / their assessment?

  • Has the landlord made any arrangements to make good the repairs?

  • What repairs did they make?

  • When did they do this?

  • Did this solve the problem?

  • Have you made any repairs?

  • What repairs have you done and what was the cost?

  • Do you have any receipts?

Damp

  • Is there damp or mould in the property?

  • Which of these has the landlord supplied you with?

  • In what room is any clothes dryer regularly used?

  • Are you able to keep the house warm when it is cold?

  • Have you moved any loft insulation during your occupation of the premises

  • Are there any pipes leaking

  • How long for?

  • Are there any tiles missing from the roof?

  • Are there any gutters leaking?

  • Is there mould on internal walls

  • Is there mould on internal ceilings?

Summary of damage

Summary of damage

  • What issues do you have within the home?

  • What issues are you aware of outside your home?

  • Do your windows or doors have any of the following issues

  • Which rooms have windows / external doors affected by these issues

  • Have you reported all of these issues to your landlord?

  • What items have you not reported?

  • Which of these is of greatest concern? (You can choose more than one)

Reporting

Reporting

  • Name of landlord

  • Address of landlord
  • How many times have you reported this problem to the landlord?

  • Do you have any records of your complaints? Letters, records of phone calls, texts or emails?

The building

The building

  • Type of property

  • What floor are you on?

  • How many bedrooms?

  • How many bathrooms / toilets?

  • Known insulation

  • What type of glazing does the property have?

Rooms

Room detail

  • Is there an extractor fan in your kitchen?

  • Does it work?

  • Photo of extractor fan

  • Is there an extractor fan in your main (or affected) bathroom / shower room?

  • Does it work?

  • Photo of extractor fan

Affected areas

  • Living Room

  • Images of Living Room

  • What damage / disrepair is evidenced in the above photos?

  • The external photo that shows this room

  • Kitchen

  • Images

  • What damage / disrepair is evidenced in the above photos?

  • The external photo which shows this room

  • Bathroom

  • Images

  • What damage / disrepair is evidenced in the above photos?

  • The external photo which shows this room

  • Hallway

  • Images of Hallway

  • What damage / disrepair is evidenced in the above photos?

  • The external photo that shows this room

  • Bedrooms

  • Bedroom
  • Images

  • What damage / disrepair is evidenced in these photographs

  • External photo of this room

  • Additional areas

  • Images

  • What damage / disrepair is evidenced in the above photos?

  • External photos of this room

Impact

The impact on you and your family

  • Has any damage been caused to personal property by the issues complained of? (For example clothing, linen, soft furnishings)

  • Please list items damaged with a description original cost price, age, replacement price

  • Have the issues complained about affected your ability to use and enjoy the property?

  • Have the issues prevented you from having visitors?

  • Have the issues complained about affected your, or other occupants permanently residing at the property, physical or mental health?

  • Please provide detail of who and the problems suffered?

  • What out of pocket expenses have been suffered that are directly attributed to the issues complained of?

Heating

The heating system in your home

  • Is there a boiler?

  • Where is it located?

  • What type of room heating is in the property?

  • Is the heating system and all the components in full working order?

  • Do you have an up to date gas safety inspection certificate?

  • When was the last time your boiler had a service from landlord?

Declaration

Declaration

  • PLEASE READ TO CLIENT:
    WE ARE ABOUT TO COMPLETE A DECLARATION CONFIRMING OUR CONVERSATION, A SUMMARY OF DAMAGE TO YOUR PROPERTY AND YOUR CONFIRMATION OF ACCURACY AND TRUTH.
    TO REMIND YOU - ALL CALLS ARE RECORDED FOR TRAINING AND QUALITY PURPOSES

  • Do you confirm that everything that you have told me today has been true and accurate?

  • In summary you have reported to us the following issues inside your property that you have reported to your landlord more than 12 weeks ago and they have failed to resolve?

  • In summary you have reported the following issues to us outside your property that you have reported to your landlord more than 12 weeks ago and they have failed to resolve?

  • Of these issues, which, in your mind, has the biggest impact on your ability to enjoy your property?

  • You can confirm that we have discussed your whole home including areas which you may not have initially had in mind when you contacted us

  • You are happy that the damage we have discussed is a true and fair reflection of the condition of your home and the repairs that are necessary to restore your home to a habitable condition?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.