Home Buying Partners — Agent Workspace

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Home Buying Partners Agent Workspace

New client brief

Name

Client type

Email

Phone

Budget min (£)

Budget max (£)

Target areas (comma-separated)

Areas to AVOID (hard rule)

Deal-breakers (hard rules, comma-sep)

Min bedrooms

Property types

Must-haves

Nice-to-haves (comma-separated)

Target gross yield %

Strategy

Notes

Add property

Listing URL (Rightmove / Zoopla — optional) Title / address

Price (£)

Beds

Baths

Area / town

Postcode

Type

Source

Off-market

Features PRESENT (comma-separated) Confirmed NOT present (comma-separated) — unlisted = unknown

Est. market value (£) — for BMV

Est. monthly rent (£) — for yield

Notes

Activity log

Type

Offer amount (£, offers only)

What happened

Agent contact

Name

Agency / company

Phone

Email

Patch / area

Role

Last contact

Next follow-up

Notes (stock promised, preferences, history)

Deal calculator

Interest-only BTL underwrite. SDLT is an estimate — verify current HMRC rates before advising.

Purchase price (£)

SDLT est. (£)

Refurb (£)

Legal+searches (£)

Survey (£)

Other costs (£)

Monthly rent (£)

Mgmt %

Voids %

Maintenance %

Insurance (£/yr)

Lender fees (£)

LTV %

Rate %

SDLT surcharge %

AML case

Client portal

Updates for the client

Title

Next action (optional)

Message

Purchase milestones

Click a milestone to move it on: upcoming, current, blocked, complete. Blocked milestones show the note to the client.

Paste a listing

Copy the text from a Rightmove/Zoopla listing page or an agent's email, paste it below, and I'll fill the property form for you to check.

Listing URL (optional) Pasted listing text