The Complete Guide On Starting A Letting Agency or estate agency 

480 + A4 pages, split into 26 sections covering every major aspect of the letting and estate agency  business



Letting and Estate Agency Training and Operations Manual

Our letting and estate agency operating manual forms a major part of our business package, consisting of 26 sections and 480 pages and is the official blueprint of our own agency, Propertynest.  Ideal for home study, we cover on a step by step basis the the most important aspects of property management and estate agency. It gives a clear approach on how to start up and grow your business in today's market, where we reveal our tried and tested systems, trade secrets and essential tips for success.

Rapid Start Up Marketing Plan

Within the rapid start up marketing plan, we explain proven methods which are used to locate and attract new landlords and vendors, which are free of any spend on advertising and used in conjunction with proven unique selling points. Using similar techniques, we also show you how to find and collect tenant data and make use of the free portals in the beginning stages so that you can give your new business the kick start it needs in order to grow.

Comprehensive, modern and up to date

Learn from agents who have real experience of running their own agency and who are members of the National Association of Estate Agents (NAEA). Our agency is always up to date and prepared for when new legislation is introduced, meaning that our package is always up to date. We also ensure that agents benefit from using the most modern and efficient methods of operating along with having the best presentation when offering their services to prospective clients.  

Ongoing Support

Make use of free ongoing 1-2-1 telephone and email support with use of our agency support hub where you'll find our knowledge centre, notifications of industry updates, changes in legislation and updated document templates.


For Lettings

SECTION ONE - THE LETTING INDUSTRY

  • A Brief History
  • UK Rental Market Outlook
  • What Does Running A Letting Agency Involve

SECTION TWO - TYPES OF TENANCY

  • What Is A Tenancy
  • Types Of Tenancy
  • Assured Shorthold Tenancy
  • Assured Tenancies
  • Common Law Tenancies
  • Holiday Let
  • Low and Free Rent
  • High Rent Tenancy
  • Resident Landlord
  • Company Lets
  • Business Tenancies

SECTION THREE – BUSINESS PLANNING

  • The Right Name For The Business
  • Trademarks And Registration
  • Choosing Your Accountant
  • Legal Structure
  • Place Of Work
  • Virtual Offices And Call Answering
  • Setting Up The Bank Accounts
  • Equipment And Stationery
  • Local Fee Levels
  • Types Of Service
  • Professional Photography
  • Fee Structures
  • Market Research
  • Competition Research
  • Research Sheets
  • Insurance
  • Company Structure
  • Personnel And Job Roles
  • Tradesman And Suppliers
  • Cash-flow Forecast

SECTION FOUR – SYSTEMS AND PROCESSES

  • Setting Up Computer Folders
  • Filing Procedures Let Only/Managed
  • Proof Of ID
  • Terms Of Business
  • Filing Landlords
  • Filing Tenants
  • Filing Accounts
  • Filing Properties
  • Filing Suppliers
  • Landlord ID receipts

SECTION FIVE – MARKETING PLAN

  •  Ways To Market
  •  Finding Landlords
  •  Social Media
  •  Networking
  •  Google Advertising
  •  Proactive Techniques
  •  Where To Market Properties
  •  Canvassing Landlords
  •  Unique Selling Points
  •  Telephone Pitch
  •  Canvassing The Tenant

SECTION SIX – PROPERTY APPRAISAL

  •  Landlord Appointment
  •  What You Need To Take
  •  Rental Valuation
  •  Terms And Viewing Arrangements
  •  Storing Keys
  •  Furnished Or Unfurnished?
  •  Property Summary Report

SECTION SEVEN – SOURCING TENANTS

  • Creating The Advert
  • Advert Template
  • To Let Boards
  • Local Organisations
  • The Tenant Waiting List
  • Accompanied Viewing 
  • What To Take To Viewing
  • Tenant Notice Boards


SECTION EIGHT – PRE TENANCY PROCEDURES

  • Application Form
  • Holding Deposit
  • Prepare Pre-Tenancy Check List
  • The Lead Tenant
  • Third Party Interest
  • Guarantors
  • Proof Of ID
  • Obtaining References And Credit Check
  • Process For Failed Applications
  • Holding Deposit Agreement
  • Pre-Tenancy Check List

SECTION NINE – CHECK IN

  • Arranging The Check Int
  • Inventory And Meter Readings
  • Signing The Tenancy Agreement
  • Handing Over The Keys
  • Standing Orders
  • Confirmation Letters Tenant
  • Confirmation Letters Landlord
  • Transferring Utilities
  • Transferring Council Tax

SECTION TEN – MANAGING THE TENANCY

  • The Role Of A Letting Agent
  • Collecting Ongoing Rents
  • Landlord Maintenance Float
  • Interim Inspection Report
  • Instructing Suppliers
  • Paying Suppliers
  • Compliance With Legal And Safety Requirements
  • Rent Increases
  • Housing Benefit
  • Ensuring Good Hygiene, Sanitation And Drainage
  • Managing Water Supply
  • Decoration
  • Outside
  • Condensation And Damp
  • Rent Arrears

SECTION ELEVEN – ENDING A TENANCY

  • The End Of Contract Period
  • Section 21 Notice
  • Accelerated Possession
  • Deregulation Act 2015
  • Section 8 Notice
  • Grounds For Possession
  • Check Out And Appointment
  • Abandonment
  • Unlawful Eviction

SECTION TWELVE – KEY LEGISLATION

  • Consumer Redress Schemes
  • Displaying Landlord And Tenant Fees
  • Energy Performance Certificates
  • Gas Safety
  • Electrical Safety
  • Fire And Furnishings
  • Smoke And Carbon Monoxide Alarms
  • Homes Of Multiple Occupancy (HMO)
  • Non Resident Landlord Scheme (Overseas Landlords)
  • Money Laundering
  • Immigration Act 2014
  • Tenancy Deposit Schemes (Insurance or Custodial)
    • DPS
    • MyDeposits
    • TDS
  • Health And Safety Rating System (HHSRS)
  • Legionnaires Disease
  • Consumer Protection Rights

SECTION THIRTEEN – ACCOUNTS

  • Accounting Process
  • Reconciliation
  • Supplier Credits
  • Accounting Process
  • Landlord Financial Statement
  • Filing Accounts
  • Invoicing
  • Credit Notes

SECTION FOURTEEN – LETTERS AND TEMPLATES

  • Our complete suite of letting agency template documents

SECTION FIFTEEN – DIRECTORY

  • Useful Trade Contacts And Suppliers


For Estate Agency

SECTION ONE - THE SALES MARKET

  • UK residential sales outlook
  • What does running an estate agency involve

SECTION TWO - TYPES OF SALE

  • Sole agency
  • Multi agency
  • Sole selling
  • Joint sole agency
  • Sole agency vs multi agency
  • What is leasehold
  • What is freehold
  • What is common-hold 
  • What is shared freehold
  • Advantages vs disadvantages

SECTION THREE - BUSINESS PLANNING

  • The right name for estate agency
  • Local fee levels
  • Local market research
  • Local competition research
  • Research sheets
  • Fee structure
  • Suppliers
  • Company structure
  • Personnel and job roles

SECTION FOUR - SYSTEMS AND PROCESSES

  • Setting up computer folders
  • Filing procedures
  • Proof of ID and anti money laundering (AML)
  • Terms of business
  • Filing vendors
  • Filing offers
  • Filing accounts
  • Filing properties
  • Vendor ID receipts

SECTION FIVE - MARKETING PLAN

  • Ways to Market
  • Finding Vendors
  • Social Media
  • Networking
  • Advertising
  • Proactive Marketing
  • Where to Market Properties
  • Canvassing Vendors
  • Key Selling Points
  • Telephone Pitch
  • Canvassing the Buyer

SECTION SIX - PROPERTY APPRAISAL

  • Appraisal Preparation
  • Valuations
  • Terms and Viewing Arrangements
  • Summary Form

SECTION SEVEN - SOURCING BUYERS

  • Creating the Advert
  • For Sale Boards
  • Buyer Waiting List
  • Buyer Viewing Arrangements
  • Accompanied Viewings
  • Taking an Offer

SECTION EIGHT - SALES PROGRESSION

  • Instructing Solicitors
  • Memorandum of Sale
  • Sales Process
  • Exchange of Contracts
  • Completion

SECTION NINE - LEGISLATION

  • Estate Agency Act 1979
  • Energy Performance Certificates
  • Anti Money Laundering Regulations
  • Terrorism
  • Consumer Protection Regulations
  • Business Protection Regulations
  • Consumer Contracts Regulations

SECTION TEN - LETTERS AND TEMPLATES

  • Our full suite of estate agency templates

SECTION ELEVEN - DIRECTORY

  • Useful Trade Contacts And Suppliers

Join our growing network of agents

See below our start up package options

Business Package

Step by step operation manuals, 175 admin, marketing & legal templates, agency software, helpdesk, 1-2-1 support & exclusive supplier rates.


  • Step by Step Operation Manuals
  • 175 Admin, Marketing & Legal Templates
  • Rapid Start Up Marketing Plan
  • Agency Software
  • 1-2-1 Telephone & Email Support
  • Exclusive Supplier Discounts

£395 £349 inc
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Website Package

Modern, fully responsive, mobile friendly, 14 design layout options, includes full set up, integrated property software & content management system.


  • Choice of 14 Website Design Options.
  • Includes Full Set Up & Ongoing Support
  • Content Management System
  • Integrated Property Software
  • 6 Months Free Hosting
  • Integrated blog

£650 £549 inc
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Combined Package

Both the business and website package at a discounted price.


  • Step by Step Operation Manuals
  • 175 Admin, Marketing & Legal Templates
  • Rapid Start Up Marketing Plan
  • Agency Software
  • 1-2-1 Telephone & Email Support
  • Exclusive Supplier Discounts
  • Choice of 14 Website Design Options.
  • Includes Full Set Up & Ongoing Support
  • Content Management System
  • Integrated Property Software
  • 6 Months Free Hosting
  • Integrated blog

£1,045 £649 inc
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Combined Plus

The Business Package, Website Package & SEO Package


  • Step by Step Operation Manuals
  • 175 Admin, Marketing & Legal Templates
  • Rapid Start Up Marketing Plan
  • Agency Software
  • 1-2-1 Tel & Email Support
  • Exclusive Supplier Discounts
  • 14 Web Design Options
  • Full Set Up & Support
  • Content Management System
  • Integrated Software
  • 6 Months Free Hosting
  • Integrated blog
  • Social Media Posting (3 months)
  • Search Engine Optimisation
  • Professional Google Ads Set Up
  • Google Search Set Up
  • Social Media Analytics

£1,299 £749 inc
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Follow the success of our clients and start your own agency