What should estate agents verify on an appraisal before taking instruction? — Property Passport UK guide
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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

Early verification supports accurate listings and reduces rushed post-offer discovery.

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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