Interactive UK deal proof due diligence checklist for sourcers. Covers seller motivation, sold and rent comparables, legal pack prompts, condition and survey expectations, EPC and energy compliance, tenancy status, finance compatibility, and document records. Use it as a quick screen before saving live deals in the Deal Pipeline.
UK property deal proof due diligence checklist
Interactive UK deal proof due diligence checklist for sourcers. Covers seller motivation, sold and rent comparables, legal pack prompts, condition and survey expectations, EPC and energy compliance, tenancy status, finance compatibility, and document records. Use it as a quick screen before saving live deals in the Deal Pipeline.
Calculation formula and denominator
This tool is a missing-evidence manifest, not a numerical score: ownership, legal, condition, tenancy, finance and document checks remain independently visible.
How to Use This Checklist
- Verify the seller, ownership, and reason for sale against Land Registry where appropriate.
- Build a comparables view (recent sold prices, rents, and time on market) before accepting the asking price.
- Request and review the legal pack with your solicitor: tenure, restrictions, easements, planning, and onerous covenants.
- Assess condition with a survey appropriate to the building age and your refurb scope.
- Check EPC band and any MEES (Minimum Energy Efficiency Standards) implications before letting.
- Confirm tenancy status if let, including arrears, deposit registration, and any Section 21 / Renters' Rights Act exposure.
- Confirm finance compatibility with your lender's criteria (BTL, HMO, ex-LA, leasehold) before exchange.
- Save digital records of every document so refinance and re-sale years later are not painful.
Worked example
Verified comparables do not cancel an unanswered title or tenancy question; each critical item stays open until appropriate evidence or professional advice is attached.
Method and sources
Reviewed: 26 August 2026
- Work from source documents.
- Assign each gap an owner and due date.
- Stop or reprice when a critical assumption cannot be verified.
Sources
Assumptions and limitations
- The checklist does not inspect documents or certify a deal.
- Solicitors, surveyors, brokers and tax advisers own professional conclusions.
