T&Cs for a Residential Mortgage Valuation Survey

T&Cs for a Residential Mortgage Valuation Survey

T&Cs of Business for a registered surveyor conducting a residential mortgage valuation survey.

Suitable for use in England and Wales only.

Price (inc VAT)£21.62

This documents set out the standard terms and conditions of the provision of services for a residential property surveyor supplying services to a client. The type of survey being carried out is Residential Mortgage Valuation Survey.

This type of survey is not a building survey - it is the type typically required if a mortgage on the property is being sought. Valuation of a residential property can also be necessary when preparing company accounts, probate, rent reviews or lease renewals. The report produced by the surveyor conducting a valuation survey contains a market valuation and/or market rent of the property.

This documents set out the precise arrangements for the provision of surveying services by a chartered surveyor conducting a basic mortgage valuation survey of a residential property including:

  • professional indemnity insurance
  • client responsible for obtaining consents/approvals
  • and compliance with Data Protection requirements.


This Mortgage Valuation Survey Terms and Conditions template is suitable for use in England and Wales and includes the following clauses:

  • surveyor details
  • services and delivery
  • report
  • inspection
  • assumptions
  • price and payment
  • client obligations
  • surveyor obligations
  • cancellation
  • termination
  • dispute resolution
  • warranties and liabilities.

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