Course curriculum

    1. Overview - Essential documents for every Property Consultant

      FREE PREVIEW

    2. How to use the learning platform - video overview

    3. Staying Legal & Compliant Sourcing

      FREE PREVIEW

    1. Data Protection Policy & Documentation, Purpose and Use

    2. PSBB - Documents Data Protection

    3. Data Protection Sample

    4. Data Retention Policy Sample

    5. Data Audit Sample

    6. Documents provide a fast start to get setup quickly

      FREE PREVIEW

    7. GDPR/Data Protection - Self Assessment

    8. GDPR/Data Protection - Self Assessment

    1. Alternative Dispute Resolution / Complaints Procedure

    2. PSBB - Documents ADR / Complaints

    3. Complaints Policy Sample

    4. Complaints Procedure Sample

    5. Complaint Acknowledgement Sample

    6. Complaints Further Information Request Sample

    7. Complaints Decision Notice Sample

    8. Complaint Appeal Documents Sample

    9. ADR/Complaints Resolution - Self Assessment

    10. ADR/Complaints Resolution - Self Assessment

    1. Market Advantage & Confidentiality

    2. PSBB - Market Advantage & Confidentiality

    3. Non Disclosure Agreement

    4. Lock Out Agreement

    5. Protect your market advantage - Self Assessment

    6. Protect your market advantage - Self Assessment

    1. Terms of Business

    2. PSBB - Terms of Business

    3. Terms of Business - Buyer - Single Engagement

    4. Terms of Business - Buyer - Portfolio building Sample

    5. Terms of Business - Sellers

    6. Operating your business - Self Assessment

    7. Operating your business - Self Assessment

    1. Anti Money Laundering Documents

    2. Anti Money Laundering Process & Documentation. Purpose and Use.

    3. Anti Money Laundering Policy

    4. Property Consultant Risk Assessment

    5. Client Risk Assessment

    6. Anti Money Laundering Report

    7. Anti Money Laundering Report - Action Plan

    8. Anti Money Laundering - Self Assessment

    9. Anti Money Laundering - Self Assessment

About this course

  • £2,500.00
  • 48 lessons
  • 7 hours CPD recognised
  • 1.5 hours video lessons

Short Overview

Earn CPD recognition for this course, from recognised expert trainers

The PSBB Documents pack is a course designed for those building a property sourcing or property consultancy business, who require a thorough understanding of legal and compliance requirements.  The course focuses on documentation required to meet legal duties and compliance requirements with examples and guides to use.  It is designed for those who fall into one of these categories:


  • Currently following training to build a property consultancy or property-sourcing business
  • Operating an existing property consultancy or property sourcing business
  • Operating a business that could offer property consultancy and sourcing services, a lettings agency or seller driven estate agency


The focus of this course is on business operations in the residential property sector. The document examples and guidance relates to this sector and is focused on the operation of a predominantly buyer’s acquisition-driven property consultancy.


This course is CPD recognised, with completion earning you 7 hours of CPD-certified learning.