Homebuyer enquiry to issued RICS Home Survey
We take off your hands: running each home survey from terms and access booking through the risk assessment and report write-up to issue.
You get: terms agreed before inspection, access booked, status updates for the buyer and a draft report from voice notes and photos for your surveyor to sign.
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The problem
Buyers chase us every day while reports pile up waiting to be typed.
How the steps join up
It starts when: a home buyer asks for a survey on a property they have offered on.
Onboard new clients with identity, sanctions and company checks and the engagement letter
Your team checks and decides at this step.
Book inspection access with occupiers, keyholders and agents
Draft a site risk assessment before each inspection from the property's records and asbestos information
Draft survey reports from site notes and photos
Your team checks and decides at this step.
Check reports before peer review, route them and record who signed off
Give clients a live status page for their instructions instead of chasing by phone
Write a plain-English summary of technical reports for non-technical clients
Log client complaints, track the response timetable and draft replies for review
Your team checks and decides at this step.
One more step, which a call confirms.
What you end up with: Terms of engagement are agreed before the inspection, access is booked with the agent, the surveyor is safe on site, the report is drafted from voice notes and photos, checked, and issued with status updates that stop the buyer chasing, and any complaint follows the practice's procedure.
Who signs it off: The client accepts your terms before the inspection, your surveyor signs the report and your complaints partner answers any complaint.
What it needs to work
- Practice report templates aligned to the RICS Home Survey Standard
- The surveyor's dictated notes and photos
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?