Present
- Signed tenancy agreement
- Rent account
- Safety certificate copies
- Deposit record
The rent had stopped. A payment plan had been agreed and broken. The landlord wanted to understand the available route and how long it might take.
Before any route could be considered the tenancy record had to answer more basic questions. Which agreement was current? When had the deposit been protected? Could the agency prove when prescribed information and safety documents were served? Where were the conversations about the failed payment plan?
The agreement was in the CRM. The rent account sat in client accounting. Certificates were saved against the property. Payment-plan conversations were in an employee inbox. Protection details were held elsewhere.
The task was not simply to find documents. It was to establish whether the right versions were present, whether they covered the relevant period and whether the agency could prove what had been completed and served.
LegalforLandlords began with the existing tenancy file. The Professional Services review separated what the agency could rely on from what still needed checking. It identified uncertain dates, missing proof and anything that required attention before the landlord committed to the next step.
The record supported the review. Specialist judgement and responsibility for the route remained with LegalforLandlords.
The arrears brought the issue into view. The weaknesses had been created much earlier when the agreement was finalised, the deposit and prescribed information were handled, safety documents were served, protection was selected and conversations were stored outside the tenancy record.
Agreement, deposit and handover record
What was served and recorded
Terms and notification requirements
The immediate legal need
The work created before the keys shaped what could be supported beyond them.
Illustrative agency story based on common patterns in agency work. Individual cases require specialist review.
Can every branch find the final agreement, show what was served, produce the payment history and give LegalforLandlords a reliable starting record?