Free Templates
Checklists, letters, forms, and spreadsheets covering the whole tenancy lifecycle, from application to deposit return. Updated for the Renters' Rights Act.
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Abandoned Belongings Letters
Notices under the Torts (Interference with Goods) Act 1977 for dealing with items a former tenant leaves behind, with a goods inventory and disposal record.
ASB Warning Letter & Incident Log
A measured warning letter for anti-social behaviour complaints plus the incident log you will need as evidence if things escalate, with escalation contacts.
BTL Monthly Cashflow Tracker
Track rental income, expenses, and net cashflow month-by-month for each property in your portfolio. Pre-formatted with common BTL cost categories.
Damp and Mould Response Pack
Response letters, a hazard log, and a prevention checklist for handling damp and mould reports properly, built around the timescales Awaab's Law will bring to the private rented sector.
Deposit Deduction Evidence Sheet
Build the evidence for each proposed deduction the way a scheme adjudicator will assess it, with per-claim evidence sheets and an evidence checklist by claim type.
Deposit Return Letters
Letters for returning a deposit in full or proposing deductions properly, with a deductions schedule built around fair wear and tear and the no-betterment rule.
End of Tenancy Checklist
The full check-out process in order: notice details, pre-checkout prep, check-out day inspection, meter readings, key return, and the deposit and re-letting steps that follow.
Guarantor Request Pack
Letters for requesting a guarantor and referencing them properly, with a guarantor record sheet. Covers the request stage; the guarantee agreement itself should be professionally drafted.
HMO Licensing and Fire Safety Checklist
Licence application prep, room size standards, fire precautions, management duties, and a renewal planner for HMO landlords in England.
Holding Deposit Form
A receipt and terms record for taking holding deposits lawfully: the one-week cap, the 15-day deadline, and when a deposit can be retained or must be refunded.
Inventory and Schedule of Condition
Room-by-room record of contents and condition at check-in, with meter readings, keys, and safety checks. The baseline every deposit decision is judged against.
Key Documents Receipt
A signed record that the tenant received every required document and all keys at the start of the tenancy. Simple evidence that protects you in any later dispute.
Mid-Tenancy Inspection Checklist
A room-by-room checklist for routine mid-tenancy inspections covering safety, damp and mould, tenancy conduct, meter readings, and follow-up actions. Works for single lets and HMOs, with built-in guidance on notice, frequency, and record keeping.
MTD Income and Expense Tracker
Income and expense records in HMRC-shaped categories, split by UK tax quarter automatically, with a quarterly summary sheet. Built for landlords in Making Tax Digital from April 2026.
New Tenancy Compliance Checklist
Every legal requirement for starting a new tenancy in England, in timeline order: licensing, written statement of terms, safety certificates, deposit protection, and the documents tenants must receive. Updated for the Renters' Rights Act.
Pet Request Response Letters
Consent, further information, and refusal letters for tenant pet requests, built around the 28-day response deadline and the reasonable-refusal rules in the Renters' Rights Act.
Portfolio Compliance Calendar
One row per property, one column per legal requirement. Gas, EICR, EPC, licensing, and insurance renewals across the whole portfolio on a single screen, with automatic countdowns.
Portfolio Tracker
Every property on one sheet: equity, LTV, gross yield, and monthly cashflow with automatic totals, plus a refinance watch list that counts down to each fix ending.
Pre-Purchase Due Diligence Pack
A structured checklist covering legal, financial, and practical due diligence steps before committing to a buy-to-let purchase.
Property Access Notice Letter
Letters for arranging access for inspections, contractors, and safety checks with proper 24-hour notice, plus an access log to record notices and visits.
Property Maintenance Log
An Excel log for repairs and maintenance with automatic days-open tracking, a compliance dates sheet that counts down to certificate renewals, and a contractors list.
Property Viewing Checklist
A comprehensive checklist for property viewings covering structural condition, damp, electrics, plumbing, local area, and investment potential.
Refurb Budget Planner
Quote, budget, and actual for every refurb line item with automatic variance, a contingency line, capital or repair tagging for tax, and a payment schedule.
Rent Arrears Letter Pack
A three-stage letter sequence for missed rent, from friendly reminder to final letter before action, with an arrears schedule and guidance on payment plans and the current possession rules.
Rent Increase Planner
The Section 13 rent increase rules since the Renters' Rights Act, plus a worksheet for timing the notice, evidencing market rent with comparables, and serving Form 4A properly.
Rent Ledger and Arrears Tracker
A running rent ledger with automatic balance and days-late columns, an arrears summary that flags the three-month Ground 8 threshold, and a dated actions log.
Rental Yield Comparison Sheet
Compare up to 10 properties side-by-side on key metrics: gross yield, net yield, cashflow, cash-on-cash return, and stress test results.
Right to Rent Check Record
A record-keeping form for right to rent checks in England, covering document, online share code, and IDVT routes, follow-up check dates, and retention rules.
Tenancy Application Form
A referencing-ready application form for prospective tenants covering identity, employment, income, landlord references, guarantors, and right to rent, with a signed declaration and UK GDPR guidance.
Tenant Referencing Pack
Employer and previous landlord reference request letters, an affordability worksheet, and an outcome record for referencing applicants fairly and legally.
Tenant Welcome Letter
A copy-and-adapt welcome letter for new tenants plus a fill-in property information sheet covering the stopcock, meters, boiler, bins, and emergency contacts.
Utility and Council Tax Notification Letters
Who to tell when a tenancy starts or ends, with ready-to-adapt letters for the council, energy suppliers, and the water company, plus a readings record.
