UK Home Survey Action Planner | Hunter Ellis Professional Property Tools

Created by Mark Tutton — a practising building surveyor and architectural designer. Postgraduate study: MSc Building Surveying, Northumbria University — final overall award pending. Technical background also includes BSc (Hons) Architectural Design & Technology, MRPSA and ACABE. The Hunter Ellis UK Home Survey Action Planner turns a long survey report into clear questions, evidence, budgets and decisions while keeping survey findings, legal enquiries, specialist investigations and quotations in the correct lane.

IDEAL FOR

UK buyers who have received a professional survey and need an organised route from report findings to a properly informed pre-commitment decision.

WHAT YOU RECEIVE

• 18-page printable A4 planner

• 18-page fillable PDF

• 10-tab protected Excel workbook

• Survey findings register

• Surveyor question pages

• Specialist investigation log

• Legal enquiry tracker

• Quotation comparison

• Repair budget

• Pre-commitment decision tools

• Read-me, personal-use licence and exact file manifest

WHAT MAKES IT USEFUL

• Separates urgent, pre-commitment, planned and monitor-only actions

• Keeps questions for the surveyor, specialists and legal adviser distinct

• Makes quotation scope, assumptions and exclusions easier to compare

• Totals the allowances and figures you enter without pretending to estimate repair costs

• Carries unresolved actions into the first 90 days of ownership

HOW TO USE IT

Transfer each material finding into the register, assign the correct question or investigation, gather comparable evidence and quotations, then review the budget and decision pages before contractual commitment. Follow local conveyancing advice; transaction stages and terminology differ across the UK.

FORMAT AND COMPATIBILITY

Digital download only; no physical item is supplied. The customer ZIP contains printable A4 and fillable PDF files, an editable .xlsx workbook, instructions, licence and manifest. Fillable behaviour varies by PDF app: test, save, close and reopen a short entry before relying on it. Spreadsheet formula cells are protected; the designated working cells remain editable. The PDFs are not represented as fully tagged accessible PDFs. Storefront examples use fictional details; customer working files are supplied blank.

IMPORTANT PROFESSIONAL BOUNDARY

These resources are organisational and educational aids. They do not themselves inspect, diagnose, value, design, certify, approve or provide legal, engineering, electrical, gas, fire-safety or other specialist advice. Obtain appropriately qualified property-specific advice before financial, legal or safety decisions.

The planner helps you record the surveyor's meaning and prepare focused questions; it does not reinterpret the report or diagnose the property.

Hunter Ellis does not claim endorsement by RICS, RPSA, CABE or another professional body through these products. Education, qualifications and memberships identify the technical background of the author rather than third-party approval of the products.

LICENCE

Original Hunter Ellis content for personal use by one purchasing household. No resale, redistribution, public sharing, client use, removal of branding or derivative products for sale.