An evidence pack is an organised record
A landlord evidence pack brings together the files and activity records you hold for a particular property at a stated date. Its practical purpose is to make review easier. The name alone does not establish completeness, authenticity, valid service or compliance. What you need depends on the question being asked and the requirements that apply to the property.
Keep originals and versions identifiable
Retain the original files and an index explaining what each is, which property it belongs to and when it was added. Distinguish a document’s issue date from its upload date. Keep earlier versions identifiable so a reader can understand the records held at different times rather than seeing only the newest file.
Connect reports to follow-up work
A report and its next routine inspection date are not the same as completion of remedial work. Keep any action, target date, appointment, correspondence and completion evidence together. If something remains open or unverified, say so. A tidy export must not hide an unfinished action.
Describe delivery evidence accurately
Record the recipient, document version, method, date and supporting evidence for a document you provided. A sent-email record is not automatically proof that every legal service requirement was met. Ask an appropriately qualified adviser where the method, timing or recipient requirements matter.
Check what the export includes
Open the downloaded pack and inspect its index, originals and activity records. Record exclusions or missing files. Share only the information needed for the purpose, using an appropriate secure route. Keep a copy of what was shared and when. An export is useful only when the recipient can read and understand it.
Use the pack as a starting point for review
The planned L&M workflow prepares dated exports with original files and activity records. Genuine development screens on the software page use fictional data. Public release and final terms remain pending. The pack helps organise what you hold; it is not a certificate, legal opinion or guarantee that a tenancy process is valid.
Put this into practice
Use the checklist below, then follow the relevant route when you are ready.
Get launch and pricing updatesPut it into practice
Review a dated evidence pack
This is an organisational review, not a legal compliance checklist.
| Record | Review question |
|---|---|
| Index | Does it identify the property, export date and contents? |
| Originals | Can you open the files and identify versions? |
| Actions | Are unfinished items and missing evidence visible? |
| Delivery | Is the method, recipient, date and supporting record clear? |
| Sharing | Is the content necessary and the route appropriate? |
Invented example. Adapt it to your own situation.
This is a practical preparation guide. Decisions about a particular property should be made with relevant qualified advisers and current information.