What should estate agents verify on an appraisal before taking instruction?
Identity, tenure, occupiers, proof of marketing authority, and material hazards agents should triage early for listings in England and Wales.
Published: 18 Apr 2026 · Updated: 18 Apr 2026 · 11 min read
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Good instructions prevent fall-through
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Checklist topics
Identity and authority: owners, attorneys, or deputies with documentation references.
Tenure and charges: lease length, ground rent schedule, and notable rent increases.
Occupiers: tenants, lodgers, or family members with rights to remain.
EPC availability and obvious energy story.
Known risks: flooding, subsidence claims, Japanese knotweed management plans.
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Using Property Passport UK
Start from the address on [Property Search](/search). When you own or manage the home, [claim your Property Passport](/claim/start) and upload Documents with clear dates and sources. Browse more explainers in the [Property Guides library](/guides). This article is general information, not legal, tax, mortgage, or survey advice.
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