Home Survey Action Planner | Hunter Ellis UK Property Tools

A completed home survey can contain dozens of observations, questions and recommended next steps. The Hunter Ellis Home Survey Action Planner helps you turn that information into one controlled, traceable plan without rewriting the surveyor’s advice.

WHAT YOU RECEIVE

• Plain-English PDF guide

• Printable and fillable action sheet

• Editable Excel workbook

• Live dashboard

• Registers for findings, specialist enquiries, repair quotations, conveyancing questions, negotiation and completion evidence

• Read-me instructions, personal-use licence and clear limitations

USE IT TO

• Record each survey finding accurately

• Separate questions, investigations, quotations and legal enquiries

• Track owners, target dates, costs, decisions and supporting evidence

• Keep the source report and professional replies connected to each action

Designed for UK homebuyers who already have a completed survey and need a calmer way to organise what happens next.

IMPORTANT

This is a digital download; no physical product will be sent. The toolkit is an organisational aid and does not reinterpret a survey, diagnose defects, estimate repair costs or replace advice from a surveyor, conveyancer, engineer, contractor or other suitably qualified professional. Spreadsheet features are optimised for current desktop versions of Microsoft Excel.