Estate and Letting Agency Documents
These Estate and Letting Agents Documents have been professionally drafted for use by residential sales agents, lettings agents and holiday accommodation agencies.
The collection provides a range of guidance, checklists, and templates covering key agency arrangements, including:
- Estate Agent Terms and Conditions and Appointment Forms for sole, joint sole and multiple agency
- Letting Agent Terms and Conditions and Appointment Forms for all forms of services such as letting only, letting and deposit holding, rent collection and fully managed services
- Commercial Sales, Lettings and Property Management Terms and Conditions for all levels of service
- Holiday Property Lettings Terms and Conditions
- Anti Money Laundering Compliance documents
- Key GDPR documents
- Complaints policies, procedures and letters
- Website documents
Explore the extensive range of documents below to find the templates that best match your agency services:
- Residential Property Sales Terms and Conditions
- Residential Lettings Documents
- Anti-Money Laundering Compliance
- Data Protection Documents for Residential Lettings Agencies
- Commercial Sales, Lettings and Property Management Terms and Conditions
- High Value Commercial Property Lets (AML)
- Commercial Property Lease Renewal and Rent Review Terms and Conditions
- Holiday Property Lettings Agency Terms and Conditions
- Property Search Agency Terms and Conditions
- Complaints Policies, Procedures and Letters for Estate Agents and Letting Agents
- Estate Agent Websites
Estate and Letting Agency Documents is part of Property. Just £38.50 + VAT provides unlimited downloads from Property for 1 year.
Frequently Asked Questions
I am setting up a letting agency. What do I legally have to do before I take on clients?
Before trading as a letting agent in England you must join one of the two government approved redress schemes, The Property Ombudsman or the Property Redress Scheme, protect any client money in an approved Client Money Protection scheme and display your fees, your redress scheme and your client money protection membership. You may also need to register with HMRC for anti money laundering supervision. These templates give you the terms, policies and notices to meet those duties.
What is the difference between the estate agent documents and the letting agent documents here?
Estate agent documents are for sales: terms of business and appointment forms that set commission and the basis of appointment, whether sole selling rights, sole agency, joint sole or multiple agency. Letting agent documents are for arranging tenancies: letting only, rent collection or fully managed terms plus pre tenancy and compliance forms. Sales agents are governed mainly by the Estate Agents Act 1979, while letting agents face extra rules on client money, banned tenant fees and sanctions checks.
Do I need anti money laundering policies if I only do lettings, not sales?
Only some lettings work is caught. You must register with HMRC and run full anti money laundering checks where a letting is for a month or more at rent equivalent to 10,000 euros a month or more. Below that you are outside HMRC lettings supervision, but since 14 May 2025 all letting agents are relevant firms that must make sanctions checks and report a suspected designated person to OFSI, whatever the rent. The AML and sanctions templates cover both duties.
Can I just put my terms and conditions on my website, or do I have to give them to clients?
You can publish them online, but a contract only forms when the client completes and signs the appointment form accepting your terms and you sign to confirm the appointment, so you must still provide the terms and get a signed form. For estate agency the Estate Agents Act 1979 requires your terms, fees and any personal interest to be given before the client is committed. These templates pair each set of terms with a matching appointment form.
Which documents do I need to handle a complaint from a client?
You need a written complaints policy and a matching internal procedure. Membership of a government approved redress scheme is compulsory for estate and letting agents, and the schemes require you to run a written complaints procedure, so you cannot comply without one. Professional bodies such as RICS, NAEA or ARLA may also require it. This collection includes policies and procedures for estate, lettings and management agencies.