Home Surveys·6 min read·1 May 2025

Home Survey Checklist: What to Do Before, During, and After Your Survey

Getting the most from your home survey means preparation before, engagement during, and action after. Here's your complete checklist.

AW
Adam Whitehouse
AssocRICS, MCIArb, MCIOB · RICS Registered Valuer

Commissioning a home survey is an important step in the property-buying process. But many buyers treat it as a passive exercise — they book the survey, wait for the report, and then aren't sure what to do with it. This checklist helps you get the maximum value from your survey at every stage.

Before the Survey: Preparation Checklist

Gather information about the property:

  • Ask the estate agent for any information about the property's history — previous surveys, planning permissions, building regulations certificates
  • Find out when the roof was last replaced and any works carried out in the last ten years
  • Ask whether there have been any insurance claims or known issues
  • Prepare your questions:

  • Write down anything you've noticed about the property during viewings — cracks, staining, condensation, smells
  • Note any areas you're particularly concerned about
  • Ask about the age of the boiler, electrics, and roof
  • Confirm access arrangements:

  • Ensure the vendor or estate agent provides access for the surveyor
  • Confirm that loft hatches and cellar access points will be accessible
  • Ask whether there are any areas the surveyor will not be able to access (e.g., fixed furniture blocking floor inspection hatches)
  • Provide details to your surveyor:

  • Tell your surveyor the age of the property if known
  • Share any concerns you have — this helps the surveyor focus their inspection
  • Confirm the survey type and agree on any additional services (e.g., valuation, reinstatement cost assessment)
  • During the Survey

    You don't need to be present — in fact, many surveyors prefer to work without the buyer present, as it allows them to focus on the inspection. However, you can attend and ask questions at the end of the inspection.

    If you do attend, don't follow the surveyor around — let them work methodically. Save your questions for the end.

    If you're not attending: Make sure your estate agent or the vendor's agent knows the surveyor's contact details in case there are access issues.

    After the Survey: What to Do with the Report

    Read the report carefully:

  • Don't just look at the summary — read the full report
  • Pay attention to Condition Rating 3 items (urgent) and Condition Rating 2 items (requires attention)
  • Note any items marked "recommend further investigation"
  • Call your surveyor:

  • Most good surveyors include a follow-up call in their fee — use it
  • Ask about anything you don't understand
  • Ask for the surveyor's honest opinion on the severity of any issues raised
  • Get specialist reports where recommended:

  • If the survey recommends a structural engineer's report, get one before exchange
  • If damp is mentioned, instruct an independent damp specialist (not a damp-proofing company, whose surveys are often biased towards recommending treatment)
  • If drainage is a concern, commission a CCTV drain survey
  • Consider renegotiating:

  • Significant repair costs revealed by a survey are a legitimate basis for renegotiating the purchase price
  • Ask your surveyor for approximate indicative costs for any major defects (Note: surveyors are not builders, so these are approximate)
  • A solicitor can advise on how to approach price renegotiation
  • Don't panic at minor items:

  • Even a good property will have minor maintenance items in a survey report
  • Not every Condition Rating 2 item requires urgent action
  • Talk to your surveyor about what genuinely needs doing now vs what can wait
  • Red Flags: When to Think Carefully Before Proceeding

    Some survey findings warrant serious consideration:

  • Active structural movement (not just historic cracks)
  • Evidence of Japanese knotweed on or near the property
  • Asbestos-containing materials in areas that will be disturbed during renovation
  • Drainage problems such as collapsed or root-infiltrated drains
  • Electrical installations predating the 1980s (may require rewiring)
  • Flat roofs at or near the end of their life
  • Significant damp penetration through external walls
  • In all these cases, talk to your surveyor about the likely costs and implications before deciding whether to proceed.

    Summary

    A home survey is only as useful as the action you take based on it. Use this checklist to prepare properly, engage with your surveyor, and respond appropriately to the findings. If you have any questions about a survey carried out by Volarex, Adam is always available for a follow-up call — just get in touch.

    AW
    Adam Whitehouse
    AssocRICS · MCIArb · MCIOB · RICS Registered Valuer

    Founder of Volarex, with over 20 years' experience in residential surveying and commercial quantity surveying. Adam provides RICS home surveys across Yorkshire and the UK, and full QS services for developers and contractors.

    About Adam →

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