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Prepare a property research file for a surveyor, solicitor or broker

How to turn scattered links and assumptions into a concise handoff that makes unanswered questions easier to act on.

Published by PropertyMetrics Research DeskLast reviewed: 13 August 2026

2 minute read. Practical research method for use with public property records.

Lead with the decision and the subject

State the property, the decision being considered and the date of the evidence snapshot. Include the subject address, asking or agreed price only if its origin is labelled, broad property type, tenure and the attributes already verified.

A professional should not have to infer which numbers came from public records, an agent, the buyer or a model.

Attach a short evidence register

List the selected transactions with source links, completion dates, property type, tenure and the reason each remains in the comparison. Preserve the recorded price separately from any adjustment and explain every adjustment as a hypothesis.

Include the planning-screen coordinates and returned designations, while stating that the result uses a postcode centroid rather than the title boundary.

Turn gaps into questions with owners

A useful handoff is not a large folder. It is a controlled list of questions, the evidence already available and the person expected to resolve each item. Distinguish ‘document requested’, ‘document received’ and ‘professional conclusion recorded’.

  • Solicitor: title, tenure, covenants, lease and searches
  • Surveyor: condition, measurements, defects and works
  • Broker: finance assumptions and lender criteria
  • Tax adviser: buyer-specific tax treatment
  • Buyer: risk tolerance, reserve and decision threshold

Export the record, then freeze the date

Download the evidence JSON or print the current view before a key decision meeting. A later source response can contain additions or corrections, so retain the retrieval time and avoid silently replacing the earlier snapshot.

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