Effective & Proven

Letting and Estate Agent Training

Up to date, proven and easy to follow

Easy to Follow

Our step-by-step estate and letting agent training courses are an integral part of the Southcourt Business Package.  

They are ideal for self-learning to become a letting agent or to become an estate agent.  Created from both our own experience as property agents in the UK property capital of London, and more than 3000 UK wide agents.  

We provide the practical, legal and back-office know-how and guidance necessary to set up your new estate agency from scratch.

Comprehensive and Complete

We cover the full and complete procedures required, from when the telephone first rings to when a tenancy ends or a sale completes.  

Our training courses are available online in our Digital Training Centre or as a Hard Copy (printed).   

We show you our tried and tested systems, reveal trade secrets, full legal and regulatory details where required, and describe the most effective practices and techniques in use in the business today. 

Boost Start Marketing Included

Our innovative boost-start marketing plan lays out the most effective and productive methods of locating and signing up both new landlord and vendor clients and also tenant and buyer applicants, often with no advertising costs at all.  

We explain how, with creative use of our proven USPs (unique selling points) together with an inventive pricing structure, you should quickly gain a healthy market share.

34 Sections, 128 Modules, 480 pages

The letting/estate agent training system is divided into 34 distinct sections, with a detailed contents list/navigation at the front so that you can instantly locate any specific subject.  Once you have your Business Package you can keep up to date in our Members Area

Don’t forget, if there is anything you get stuck on, our new start-up agents have the benefit of unlimited telephone and email support direct to our main office.

Letting Agency Training Course - Summary Contents

Business Planning and Preparation

  • Overview of the UK rental market, recent developments
  • Planning for success – organising for a smooth and seamless start
  • Choosing a trading name, your business format, opening bank accounts, vat etc.
  • Organising communications, preparing the forms and documents
  • Key care, filing system, diary management
  • Business plan and cashflow forecast – forms included

Local Research of the Lettings Market

  • Researching your area through the eyes of a letting agent
  • Sourcing essential information including local rent levels, agency fees and charges
  • Specially designed research sheets included
  • Developing the right approach for your locality, defining your working area
  • Identifying and targeting the major sources of business
  • Learning from the competition, identifying their strengths and weaknesses

Marketing Strategy for New Letting Agents

  • Your Unique Selling Points (USPs)
  • Exploiting your natural advantages as a small and independent agent
  • Why competition doesn’t matter, and how to make it work in your favour
  • How to ‘manipulate’ your fees – less is more
  • Optimising your all important ‘telephone image’
  • 3 essential ingredients for success
  • Attractive incentives to offer landlords

Practical Marketing and Finding Landlords

  • The Boost-Start Action Plan – how to launch your business quickly and inexpensively
  • Locating local landlords without advertising, including sources you never knew existed
  • Learn of properties becoming available to let – before they become available!
  • How to ensure you are the first and only agent a landlord instructs
    Offer guaranteed rental payments to every landlord – we explain how
  • Your Unique Selling Points (USPs)
  • Exploiting your natural advantages as a small and independent agent
  • Why competition doesn’t matter, and how to make it work in your favour
  • How to ‘manipulate’ your fees – less is more
  • Optimising your all important ‘telephone image’
  • 3 essential ingredients for success
  • Attractive incentives to offer landlords

Simple ways to have tenants calling from day one

  • The most cost-effective methods explained – don’t waste money on the obvious
  • Optimising your printed message and maximising advertising response
  • Winning ways on the telephone – turning 80% of calls into cash
  • How other local letting agents can help your business
  • Using the internet to your best advantage
  • 50 cost-effective ways to reach landlords and tenants – many completely free
  • Securing repeat and follow-up business, again and again

Taking on Properties and Meeting Landlords

  • The event sequence, choice of services offered
  • Types of accommodation, categories of landlord, importance of the agency agreement
  • Visiting the property and meeting the landlord, proof of ownership
  • Impressing landlords and maximising your credibility as an agent
  • Secrets of instant and accurate rental valuations
  • Vital rules of salesmanship that could win or lose you business
  • Giving professional advice and answering queries – even with your first property
  • Important safety issues, about bedsits, HMOs etc.
  • Enhance your image and profits by offering extras
  • How to to guarantee the landlords’ rent without risk

Registering Tenants and Carrying out Viewings

  • Categories of tenants and those to aim for
  • Understanding tenants’ priorities and satisfying their needs
  • Qualifying the applicants, horses for courses – matching tenants to properties
  • Sensible security precautions when arranging viewings
    Know the dynamics – maximum viewings, maximum lettings, maximum fees
  • The right and wrong ways to conduct viewings
  • Local Housing Allowance (formerly DSS) claimants, the procedures and risks explained

Pre-Tenancy Procedures

  • The sequence of events, taking precautions to avoid timewasters
  • Importance of the holding (reservation) deposit
  • Referencing (vetting) tenant applicants – several methods incl. the easy way
  • Which references are important and which are a waste of time
  • What to do and what to watch for, reading between the lines, applicant’s affordability
  • Guarantors, credit checks, the other references, minimum requirements
  • Granting the right tenancy, about break clauses, completing the legal forms
  • Essential information about rentals and tenancy deposits
  • Unsafe practices and pitfalls to avoid
  • Company Lets, Holiday Lets, non ASTs, Lodger Licences explained (agreements included)
  • Preparation of the property for letting, transfer of utilities, Energy Performance Certificate (EPC)
  • Handling clients’ monies and the tenancy deposit, money laundering regulations
  • Preparing the inventory & schedule of condition

Managing the Tenanted Property

  • The key to smooth property management – making 50 properties feel like one
  • How to check for compliance with safety legislation – and ensure ongoing compliance
  • Checking the tenants into the property against the inventory
    Processing of rentals – paying the landlord and yourself
  • Administering the client account, ongoing management procedures
  • Periodic inspections, rights of entry for agent and landlord, what to look for and what to do
  • Arranging maintenance and repairs, eliminating minor repairs for the landlord and yourself
  • Emergency action e.g. gas leaks
  • The correct ways to extend, renew or terminate a tenancy, statutory periodic tenancies
  • When and how to serve notices, rent increases, regaining possession
  • Importance of pre-checkout visits, checking the tenants out of the property – points to watch
  • The right and wrong ways to refund the deposit
  • Landlords’ tax issues explained, overseas landlords and the CNR
  • Organising for success, bonus income opportunities you can exploit, easily and legally

Important Health and Safety Requirements

  • Essential knowledge and practical guidance on compliance with safety regulations
  • Including Gas, electrical, furniture furnishings and fire safety
  • Smoke detectors, general product safety, duty of care
  • The Management of Houses in Multiple Occupation (HMOs)
    Compliance with the Housing Health and Safety Rating System (HHSRS)
  • The Disability Discrimination Act (DDA)

Legal Knowledge for Letting Agents

  • The legal side simplified; we explain in practical terms the essentials of over 35 acts of parliament and regulations affecting letting agents and landlords from safety regulations and consumer law.
  • Relevant tenancy law, the law of agency, lettings and landlord legislation, legionnaires disease precautions, deposit protection, through EPCs, HMOs, and including the ASA requirements for letting agents to display their fees – all covered in understandable language

Maintenance of Tenanted Properties

  • Complete guide to many of the issues that may arise during your management of a tenanted property
  • For example: how to spot and diagnose problems caused by damp in buildings, through condensation, leaking roofs, damp course breakdown, rising damp
  • Plus many other examples

Trade Services, Suppliers, Professional Bodies, Specialised Information

  • Specialised suppliers, products and services for letting agents
  • Tenant referencing and specialised insurance services
  • To Let board suppliers, professional associations and how to join one, sources of grants
  • Safety inspection contractors, specialised software, further studies, keeping up to date
  • 8 sources of additional income for letting agents
  • Course examination – check your knowledge
  • Further topics including holiday lettings, company lets, and lodger licences

Estate Agency Training Course - Selected Contents

Overview of the Estate Agency Business

  • UK Regulatory framework for Estate Agents
  • What are the main industry bodies
  • How to profit from lettings & sales synergies
  • Who regulates estate agents
  • Redress and other schemes
  • Principles and sums of money involved
  • Market size, opportunity, facts, figures and the opportunity

Preparing to Trade and Local Research

  • Main preparatory measures
  • Carrying out local research & competition
  • How to optimising your legal status of your business
  • Best ways of keeping accounts quickly and efficiently
  • Business premises and insurance considerations
  • How to choose a trading name and set goals for your new venture
  • Essential USPs and main ingredients for success
  • Practical power marketing & techniques for growth

The Complete Estate Agency Process A-Z

  • Sales process and conveyancing procedures
  • Supply and demand, how to get the best prices for minimum effort
  • Sequence of events & complete agency process map flowchart
  • Detailed survey and valuation methodology
  • Process for best delivering the appraisal
  • How to take the best photography, cheaply and easily
  • Marketing the property to sell quickly
  • Dealing with multiple offers
  • Money laundering regulations & compliance

Effective Negotiation and Sales Skills

  • Negotiating techniques and building trust
  • How to make time and rapport work for you
  • Building trust, integrity and professionalism
  • Effective Questioning techniques & motivations
  • The Power of Listening and Developing Self-Confidence
  • Caveat emptor
  • Making property prices work for you
  • Vendors and their reasons for selling

Business Management and Administration

  • Business Management Skills
  • Communication, software, interpersonal, detail, strategy
  • Marketing, finance and accounting skills
  • Become a marketing-led agency
  • Lone Worker Safety and how to control the risks
  • How does this apply to estate agency

Legislative Requirements for Estate Agents

  • How to comply with minimum fuss
  • The Estate Agents Act
  • Controls and special commission charges
  • Different selling rights, sole, multiple, joint
  • Ready willing and able purchaser
  • Offers and discrimination
  • Consumer and Business Protection Regulations (CPRs and BPRs) – Scope, compliance, obligations

Trade Suppliers, Contacts and Organisations

  • Business Insurance
  • House Boards
  • Board Erectors and Manufacturers
  • Address and moving agents, company formation
  • Styling, photography, aerial, and 3D tours
  • How to stay up to date
  • Professional Bodies for Estate Agents

Forms, Documents, Standard Letters and Supporting Material

  • Various types of Estate Agents Contract
  • Letters, survey sheets, marketing brochures, forms etc
  • Quick Learning Notes – CPRs
  • Property Survey Sheet
  • Plus our complete document set of letters, templates, contracts etc

Find out why new clients choose Southcourt Property

Understand the many benefits of starting your own estate agency

Read answers to common questions about our service

Read hundreds of reviews and testimonials from our many award winning clients

Find out how much you can earn when starting your own agency

Why you should choose the best and original provider for your start up!

Find out why you should avoid franchises and use the Southcourt service instead

Order your Southcourt Business Package today

Take the first step towards becoming an independent agent – work from home with the hours of your choice

FREE Information Pack

Find out how to start and build your new agency within days

Information Pack

Learn how to start and build your new agency within days