Letting Onboarding Checklist Your Name(s) * Property Address Being Let * Anti Money Laundering: It’s a legal requirement for letting agents to prove ID of the clients. We will also conduct a lands registry search to verify ownership once instructed. Please have your ID to hand. Have we met you? —Please choose an option—YesNo Would you like to upload ID now? —Please choose an option—YesNo Picture upload Photo ID Picture upload Utility Bill ** Click here to see what ID we need If not would you like us to verify ID by online software —Please choose an option—YesNo Do you wish to attend at our office —Please choose an option—YesNo The Letting Please complete what you can and leave blank what you can’t. Would you accept? PETS? —Please choose an option—YesNoMaybe SMOKERS? —Please choose an option—YesNoMaybe CHILDREN? —Please choose an option—YesNoMaybe Is the property let furnished? —Please choose an option—YesNo (if let with furniture then PAT test and Fire Compliance apply). Note all soft furnishings must display fire compliant stickers. Service Suppliers: Please leave blank if not known Who supplies Gas: Who supplies Electric: Legal Matters / Safety Certs: Mandatory Matters: These matters must be met with to lease your property. • Do you have an EPC: —Please choose an option—YesNo We will download from www.epcregister.com • Do you want us to arrange the cost is £72 inc vat? —Please choose an option—YesNo • Gas Test: —Please choose an option—Please conduct for meI will arrangeEmail it to us Click here to email copy • Electrical Installation Test: —Please choose an option—Please conduct for meI will arrangeEmail it to us Click here to email copy • Smoke alarms. Does your property have one per floor? —Please choose an option—YesNo • Do you want Keates to arrange fitting? —Please choose an option—YesNoI will do • Does your property have CO testers in rooms with gas or solid fuel appliances? —Please choose an option—YesNo • Do you want Keates to arrange fitting? —Please choose an option—YesNoI will do Advisory Matters: Where a property is leased you should manage risks for legionnaires disease and ensure appliances supplied are safe to use. We advise that these are undertaken but they are not currently mandatory. Please let us have your instructions. • Portable Appliance Test: —Please choose an option—Please conduct for meI will arrangeNot required • Click here to email copy • Legionella Risk Assessment: —Please choose an option—Please conduct for meI will arrangeNot required • Click here to email copy Tenancy: We will place your deposit in the custodial scheme of the deposit protection service Click here to agree to place the deposit in the custodial scheme: —Please choose an option—I agreeDon't agree Access: Needed to produce details for marketing and viewings. Is the property empty? —Please choose an option—YesNo Can you drop off a key or meet us to hand over a key? —Please choose an option—YesNoAlready done Is there an alarm? —Please choose an option—YesNo Please enter the alarm code below Is access with you? —Please choose an option—YesNo Is the property tenanted? —Please choose an option—YesNo Add tenant details below: if multiple tenants email admin@keates.uk.com Name: Email: Mobile: Current Rent: £ Fields marked with a * are required. Please drop in a 2 sets of keys or post them separately with a note of your name so they can be allocated. Keys should include any key fobs for accessing apartment blocks.