Surveying

As a trusted partner of PMS Mortgage Club, the experts at SDL Surveying are here to support your clients with all their home survey needs. Working together, we've streamlined our referral and payment process to make it faster, simpler, and more convenient for you.

A home survey provides a clear assessment of a property’s condition, often uncovering hidden issues such as damp, subsidence, or roof damage – problems that could lead to significant costs for your client down the line.

Unlike a mortgage valuation, which protects the lender, a survey is there to protect your client’s interests. It empowers them to make informed decisions, negotiate more effectively, and move forward with greater confidence.

How it works

As a referral partner, you will receive a commission of 15% of the customer fee on every completed survey or valuation you refer to SDL Surveying.

Getting started couldn’t be simpler: just submit your client’s details to SDL Surveying, and they’ll get the ball rolling.

Submit client details here Latest customer fees

The information is instantly added to SDL’s lead management system, and one of their expert advisers will be in touch within the hour to discuss tailored product options based on your client’s unique needs and property.

Getting paid is straightforward too. SDL Surveying will track your referred cases each month, PMS will collect all commission payments on your behalf, and transfer them to you within 30 days of the survey’s completion.

Market-leading digital surveys

An RICS Level 2 Home Survey Report – formerly known as a HomeBuyer Report – is the most popular choice for property buyers.

This survey offers a clear overview of the property’s condition, pinpointing any major issues using a simple ‘traffic light’ rating system, based on a standard visual inspection.

At SDL Surveying, their expert team have developed Survo, a market-leading digital platform that delivers the detail and insight of a Level 2 Home Survey in an accessible, interactive format.

Alongside Level 2 reports, SDL also offers comprehensive Level 3 Home Surveys (Building Surveys) as well as a wide range of valuation services, including those for Help to Buy and Shared Ownership purposes.

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Benefits of Survo:

• An interactive digital survey report, featuring an overview screen which groups issues and repairs in priority order.
• Accessible easily via PC, tablet, or mobile – or printable to read offline if preferred!
• Photographic evidence with zoom functionality so customers can understand what the surveyor has seen.
• Access to a complimentary home retrofit app - Retrogreen - which   enables customers to cost up energy efficiency improvements.