Hunter Ellis Professional Property Tools

UK Home Survey Action Planner

Turn a long survey report into clear questions, evidence, budgets and decisions. At the same time, keep survey findings, legal enquiries, specialist investigations and quotations in the correct lane.

£19.95 VAT included · Instant digital download · No physical item

  • Printable A4
  • Fillable PDF
  • 10-tab Excel workbook
  • Pre-commitment decisions
Hunter Ellis UK Home Survey Action Planner cover
Storefront preview. Customer working files are supplied blank.

Who it is for

A clearer route from survey report to decision

The planner is designed for UK buyers who already have a professional survey and need an organised route from the report to a properly informed pre-commitment decision.

As a result, you can separate what needs clarification from what needs pricing, legal enquiry or specialist investigation.

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

Inside the download

Exactly what you receive

The files work together as one coordinated action system. In addition, the download includes clear instructions, a personal-use licence and an exact manifest.

  • 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

Digital format & compatibility

This is a digital download only, so no physical item is supplied. The customer ZIP contains printable A4 and fillable PDF files, an editable .xlsx workbook, instructions, a licence and an exact manifest.

Because PDF apps behave differently, test a short fillable entry, save it, close the file and reopen it before relying on the form.

Meanwhile, spreadsheet formula cells remain protected while designated working cells stay editable. The PDFs are not represented as fully tagged accessible PDFs, and customer working files are supplied blank.

The method

Use it in four clear steps

  1. Transfer each material survey finding into the register.
  2. Assign the correct question, legal enquiry or specialist investigation.
  3. Gather comparable evidence, scope and quotations.
  4. Review the entered allowances and open issues before contractual commitment.

In practice, this helps prevent a long survey report from becoming an unstructured list of worries.

Professional authorship

Built from real surveying and design practice

Created by Mark Tutton — a practising building surveyor and architectural designer.

Mark holds an MSc in Building Surveying and a BSc (Hons) in Architectural Design & Technology. He is also MRPSA and ACABE. Therefore, the planner draws on a technical background spanning residential surveying, building defects and architectural design.

However, Hunter Ellis does not claim endorsement by RICS, RPSA, CABE or another professional body through this product. Qualifications and memberships identify the author’s technical background rather than third-party approval of the planner.

Important professional boundary

An organiser — not a reinterpretation of the survey

These resources are organisational and educational aids. They do not inspect, diagnose, value, design, certify or approve a property.

Likewise, they do not provide legal, engineering, electrical, gas, fire-safety or other specialist advice. Therefore, obtain appropriately qualified property-specific advice before making financial, legal or safety decisions.

The planner helps you record the surveyor’s meaning and prepare focused questions. It does not reinterpret the report, diagnose the property or estimate repair costs.

For the same reason, Hunter Ellis does not claim endorsement by RICS, RPSA, CABE or another professional body through this product.

Before you buy

Frequently asked questions

Will it interpret my survey report?

No. Instead, it organises the report’s findings and helps you prepare questions for the surveyor and other advisers.

Does the workbook estimate repair costs?

No. It totals allowances and figures that you enter. Therefore, it does not generate or validate repair estimates.

Can I compare quotations?

Yes. The planner gives you one consistent place to compare scope, assumptions, exclusions and figures. As a result, differences between quotations are easier to identify.

Can I type into the files?

Yes. The pack includes a fillable PDF and an editable protected Excel workbook. However, test saving in your chosen PDF app before relying on it.

Is it suitable after purchase?

Yes. Open actions can move into the first 90 days of ownership. However, make the key buying decisions with the relevant professional and legal advice before commitment.

Professional Property Tools

Put the survey findings into a clearer system

Turn a long report into clear questions, evidence, budgets and decisions. In addition, keep legal enquiries, specialist investigations, quotations and unresolved actions connected to the original findings.

Secure checkout and digital delivery are handled by Payhip.