Live · Level 2 Report Writer · field-by-field
RICS Home Survey · Level 2

The Level 2 report writer that thinks in RICS elements.

Build a RICS Home Survey Level 2 (HomeBuyer Report) field by field, with the structure baked in: validated element codes, condition ratings, image galleries, comparable sales and AI content suggestions on every field. Editable web report in the browser, branded PDF in one click.

Validated element codes Inline AI suggestions Comparables baked in Live ToC + branded PDF
RICS Level 2 editor — Section D Outside the property open with D2 Roof coverings showing observation, condition rating dropdown (1/2/3), confidence indicator and three roof photos
A → J
RICS Level 2 sections
~35
Element codes covered
15–45 min
With the toolkit
One click
Branded PDF

From dashboard to delivery

Open the report. Write the report. Ship the report.

Three views from the same Level 2 report — the dashboard you open it from, the editor you write in, and the share-ready output.

Level 2 report dashboard for 24A Lupus St, London — 82% complete, property summary, condition ratings overview and AI draft assistant panel

1 · Open

The report dashboard

Property summary, completeness gauge, condition rating overview and a one-click "Generate PDF" button. See where every report is in 30 seconds.

Level 2 editor for 24 Park Road, BS8 — D2 Roof coverings open with rating dropdown, three roof photos, F1 Electricity consumer unit photo, structure outline on the right

2 · Write

The element editor

Element by element — observation, rating, photos, AI suggestion. The whole report tree is on the left. Reorder, hide, expand.

Comparable sales tab inside the Level 2 report — sold and rental comps within 1 mile, weighted valuation £615,000–£645,000

3 · Ship

Comparables baked in

Comparable sales appear inside the Level 2 — sold and rental comps within 1 mile, weighted valuation range, surveyor-curated 3–10 picks straight into the appendix.

The structure

Every section. Every element. Validated.

Sections A through J of the RICS Home Survey Level 2 standard, baked into the editor as first-class data. Element codes, rating dropdowns, evidence images and adviser notes — none of it free-form, none of it copy-paste from a Word template.

A

About the inspection

Inspector details, RICS number, firm details, inspection date, weather, access notes, accommodation summary. Auto-pre-filled from your firm profile.

B

Overall opinion & summary

Overall opinion paragraph, priority items, condition summary one-liners — often the hardest section to start from scratch. Otto can synthesise a Section B skeleton from your D–G element ratings and narratives once you have finished the element sections. You can also draw on pre-approved wording from the Standard Phrases library to insert consistent firm language into priority items.

C

About the property

Construction, age, walls, roof, windows, heating, floors, location, facilities, environmental risks. Auto-populated from EPC + UPRN + image summaries.

D

External elements (D1–D9)

Chimneys, roof coverings, rainwater goods, main walls, windows, outside doors, conservatories, other. Each with comments + rating + photos.

E

Internal elements (E1–E9)

Roof structure, ceilings, walls, floors, fireplaces, built-in fittings, woodwork, bathrooms, kitchens. Element-by-element narrative.

F

Services (F1–F7)

Electricity, gas, water, heating, hot water, drainage, common services. Includes EICR / boiler service notes where evident.

G

Grounds (G1–G3)

Garage, outbuildings, the grounds (boundaries, retaining walls, paving). Ratings respect site context.

H

Issues for legal advisers

Regulations (H1), guarantees (H2), other matters (H3). Synthesised in Level 3; manual in Level 2.

I

Risks

Energy / sustainability and risk to building, grounds and people. Driven from EPC and image findings.

J

Surveyor declaration

Signatory line, RICS number, firm address, regulatory disclosure.

+

Comparable sales appendix

Optional: 3–10 sold comparables and rental comps within 1 mile, weighted valuation range.

+

Photo appendix

Top ~35 images automatically ranked by relevance and quality by the Image AI, then included in the photo appendix (configurable 25–50).

AI on demand, never in the way

You write. The AI assists.

AI suggestion popover beside a D2 Roof coverings field — selected text highlighted, the popover offers a polished alternative wording with Accept, Edit, Reject buttons
Get AI suggestion · highlight + propose

Suggestions appear where you type.

Click into any field, highlight a fragment of your draft, and the AI proposes a polished alternative right next to your cursor. The suggestion is context-aware — it is not a generic writing tool. For each field the AI has access to:

  • Which element you are editing (for example D2 Roof coverings or F1 Electricity)
  • Your existing draft text and the current condition rating you have set
  • Any photos attached to that element
  • The property details from Sections A and C
  • Your firm's style profile and preferred terminology

Three buttons: Accept, Edit, Reject. The AI never silently mutates your prose.

Rewrite with AI

Highlight any sentence or paragraph and choose "Rewrite". The AI rephrases for clarity, formality or conciseness while preserving technical accuracy and your firm's voice (via your Style Profile).

Particularly useful for non-native English surveyors and for tightening overlong narratives.

RICS standards check

Submit any section — or the whole report — for a standards review. The AI compares the content against the RICS Home Survey Standard and returns feedback on completeness, clarity and missing elements. See the dedicated Standards Check tool.

Not a replacement for QA — but catches the obvious gaps before they reach the client.

Prefer to dictate observations on-site? See AI Dictation. For fully automatic report drafting from voice and photos, see Otto auto-mode.

Comparable sales

Sold & rental comps,
without leaving the report.

Open the Comparables tab, hit Fetch, and the system queries our property database for similar sold properties and rental listings within a 1-mile radius. Filter by bedrooms and property type. Tick 3–10 to include in the report. The system calculates a weighted valuation range adjusted for assessed bedrooms, floor area, age and condition.

Read about the dedicated Comparable Tool
Comparables · 1 mile · BS8
12 Park Rd
3 bed terrace · Aug 2024
Sold £625,000
8 Elm Crescent
3 bed terrace · Jun 2024
Sold £640,000
44 Vyvyan Tce
3 bed terrace · Apr 2024
Sold £612,500
21 Royal Park
3 bed terrace · Jan 2025
Let £2,250 pcm
Weighted valuation range: £615,000 – £645,000

In the editor

The interface is the final report.

No "preview" tab. The editable web report you edit is the same report that ships to the client and renders the PDF.

Image gallery per element

Drag images between D1–G3 sections. Mark front elevation. Add captions. Bulk reassign with section dropdowns.

Full undo/redo

Transactional history across the editor. Restore the last AI rewrite, the last image move, the last ratings change.

Pre-filled Section A

Surveyor name, RICS number, firm name and address pulled from your firm profile.

Save as draft, return later

Reports persist server-side; pick up on a different device with the same login.

Need the inspection property's planning history, EPC rating or flood risk data while editing? The Property Data tool and Property Viewer are available in your surveyor account — open them alongside the Level 2 editor without losing your place in the report. The Standard Phrases tool lets you maintain a library of pre-approved firm wording for recurring element observations and insert it with a single click.

Ship the report

Live contents. One-click PDF.

Two things that take half an hour in Word — keeping the table of contents in sync, and exporting a clean branded PDF — happen automatically as you write.

Dynamic contents builder — table of contents updating live as you write, showing About the inspection (page 2), Overall opinion (page 4), D2 Roof coverings (page 12), F1 Electricity (page 24), Issues for legal advisers (page 31), with 'Skipped sections removed automatically' badge

Table of contents that maintains itself

Page numbers regenerate as you write. Skipped sections are dropped automatically — no orphan "Section H" entries pointing to nothing. Open the contents panel to jump straight to any section while editing.

Browser editor with the firm-branded PDF popping forward — Oak & Stone Surveyors Home Survey Level 2 cover page for 24 Park Road Bristol BS8 1AB, with property image, condition summary table and executive summary

Branded PDF in one click

Our PDF engine renders the editable web report to a print-ready A4 PDF with your firm's logo, cover page, condition summary, executive summary, photo appendix and page numbers. Share via secure token-based link or download.

Inside the PDF

A client-ready report. Not a draft.

The branded PDF contains everything a client expects from a RICS Level 2 — professionally formatted and ready to hand over the same day as the inspection. No reformatting, no manual page numbering, no copy-and-paste from another document.

Branded cover page

Your firm logo, firm address, property address, inspection date and a cover photograph — generated automatically from your firm profile.

Executive summary

Overall opinion paragraph and a plain-language priority items list at the front of the report, written by the surveyor and polished with the AI if needed.

Condition ratings overview

A full traffic-light grid across all rated elements — D1 through G3 — so the client sees the whole picture before reading the detail.

Sections A–J in full

Every section of the RICS Home Survey Level 2 standard: inspection details, element narratives, condition ratings, legal adviser notes and surveyor declaration.

Comparable sales appendix

Your selected 3–10 sold and rental comparables from our property database, with the weighted valuation range you have chosen to include.

Photo appendix

Top 25–50 inspection photographs, automatically ranked and captioned by element. Configurable: set a per-report image count or a firm-wide default.

Self-updating contents

Page numbers are accurate to the final layout. Sections skipped during authoring are removed automatically — no blank entries pointing to nothing.

Secure share link

Clients can view the report online via a secure, token-based link — or download the PDF directly. No login required on their side.

Firm branding throughout

Header, footer, cover page and colour scheme come from your firm profile. Every page carries your identity, not a generic template.

Professional protection

Version history baked in.
Your PI position is solid.

RICS Level 2 reports carry real professional liability. Every save — automatic or manual — creates a timestamped snapshot of the full report, capturing the exact section data and completion percentage at that moment. Up to 50 snapshots are stored per report.

If a client dispute arises months after delivery, you can retrieve the exact state of the report at any point during authoring — not just the delivered PDF — and demonstrate what was recorded, what changed, and when. The snapshot history also lets you restore to any earlier version if a batch of revisions took the report in the wrong direction.

The comparable sales appendix adds a further layer of evidence: the sold and rental data used to support your valuation opinion is preserved within the report, dated and sourced from our property database.

See the RICS standards check

Automatic snapshots while you write

Every auto-save and every deliberate manual save generates a new timestamped version capturing the full section data and whether the save was automatic or intentional.

Up to 50 versions per report

The snapshot history spans the entire authoring session — from first save through to the moment the PDF was generated. Browse or restore any earlier version at any time.

Share link timestamp

The secure client share link records the moment it was first generated, providing an evidence record alongside the PDF itself. Clients access the report via a token-based link — no account required on their side.

In practice

A typical Level 2, start to finish.

Most surveyors complete a fully branded, standards-compliant Level 2 in 15–45 minutes with the toolkit. Here is how the workflow flows.

1

On-site

Open the report on your phone or tablet. Add observations per element as you inspect. Photos upload directly to the element gallery — no renaming files later.

2

Back at the desk

Open the Level 2 editor. Section A is pre-filled from your profile. Use AI suggestions on any field that needs polishing — accept, edit, or reject with one click.

3

Comparables

Open the Comparables tab. Fetch sold and rental comps within 1 mile. Tick 3–10 picks. A weighted valuation range drops straight into the report appendix.

4

Ship

Run the RICS standards check. Fix any flagged gaps. Click Generate PDF — cover page, condition summary, photo appendix, your branding. Deliver to client.

How it compares

Level 2 Report Writer vs the Word template approach

Feature Home.co.uk Level 2 Writer Word template
RICS element codes validated Automatic Manual check
AI field suggestions Per element, on demand Not available
Comparable sales Auto-fetched inside the report Manual research, separate tab
Table of contents Self-updating as you write Manually maintained
Photo gallery per element Drag-and-drop, labelled Copy-paste into document
Branded PDF output One click Format, print, export steps
RICS standards check Built-in AI review Not available
Style consistency Enforced via Style Profile Depends on the individual
On-site dictation Via AI Dictation — voice notes routed to elements Not available
Version history (PI trail) Up to 50 timestamped snapshots Not available
Team / firm access Shared server-side, role permissions Email attachments, manual versioning
Access from any device Browser-based Desktop with Word required

Who uses it

Built for residential surveyors. Scaled to any practice.

From sole practitioners writing two HomeBuyer Reports a day to multi-branch firms standardising output across a team, the Level 2 Report Writer adapts to your volume and workflow. It is one part of the full surveyor toolkit — find RICS residential surveyors near you in the surveyor directory.

Sole practitioners

Writing HomeBuyer Reports is quicker when you are not starting from a blank Word template on every instruction. Pre-filled Section A, AI-assisted field suggestions and one-click PDF mean you can turn a report around the same day as the inspection — without late evenings reformatting a document.

Multi-branch surveying firms

When ten surveyors write ten different styles of HomeBuyer Report, QA takes as long as the writing. The Style Profile and built-in standards check bring consistency across your team — every report follows the same structure, tone and RICS element coverage before it leaves the office.

High-volume residential practices

At 50+ Level 2 reports a month, the compounded time saving is significant. Surveyors who combine on-site dictation (via the AI Dictation tool) with desk-based editing typically save 60–90 minutes per report versus a Word workflow — or more when they use Otto auto-mode for the first draft.

Surveyors growing into Level 2 work

If you are building your Level 2 instruction base, having RICS element codes validated by the system — and the standards check to catch incomplete sections before delivery — reduces the risk of professional embarrassment on early reports. The comparable sales appendix is also a ready-made tool for supporting your valuation opinion.

APC candidates

Demonstrating RICS Home Survey Standard competency at assessment

The RICS Assessment of Professional Competence requires evidence that your HomeBuyer Report work adheres to the RICS Home Survey Standard. The Level 2 editor's structured A–J sections and built-in RICS Standards Check create an auditable record that each required field was completed and reviewed before sign-off — directly supporting a competency evidence submission. The Comparable Sales appendix demonstrates a systematic approach to forming a valuation opinion from market evidence rather than estimation. Your account history records an audit trail of accepted AI suggestions that you can reference at assessment to show how AI assistance was used and reviewed, rather than relied upon uncritically — an increasingly relevant consideration as APC assessors ask candidates how they work with AI tools professionally.

Why surveyors choose it

What makes the Level 2 Report Writer different.

Built specifically for RICS residential surveyors — not adapted from a generic document editor.

UPRN and EPC data pre-loaded

Enter the property address and Section C auto-populates with construction type, floor area, EPC rating, heating system and environmental risk scores from our property database. No switching to another tab to look it up.

Photo intelligence built in

Inspection photos uploaded to any element are analysed and ranked automatically. The top 25–50 are pulled straight into the photo appendix — in element order, captioned by section code. See the Image AI tool for detail on how ranking works.

Hybrid auto/manual workflow

Start in Otto auto-mode for a first-draft skeleton from your dictation, then switch to the Level 2 editor to review and refine. Or write manually from the start. Both modes share the same report data — no import/export step.

Style consistency across your firm

Your firm's preferred terminology is applied by the AI on every field suggestion — so a report written by a junior surveyor reads like one written by a principal. Managed via your Style Profile.

Standards compliance before delivery

Run the RICS standards check at any point. It flags incomplete element narratives, missing specialist-advice recommendations and Section C inconsistencies before the report leaves your hands.

Leasehold and conversion-aware

The editor adapts to the property type: flat-specific elements — roof access, communal services, G1–G3 for shared grounds — are surfaced contextually, not switched on by default for every report.

Getting started

Your first Level 2 report, ready to deliver.

No configuration required. Create a report, write it, fetch comparable sales, check it, and generate a branded PDF — all inside one browser window.

1

Create the report

From your Home.co.uk surveyor account, start a new Level 2. Enter the property address — UPRN data and EPC details load automatically. Section A pre-fills from your firm profile.

2

Write element by element

Open each element in the structure panel (D1–G3). Add your observation, set the condition rating and attach photos. Request an AI suggestion on any field, or dictate on-site and refine at the desk.

3

Comparables and standards check

Open the Comparables tab to pull sold and rental comps within 1 mile and select your 3–10 picks. Then run the RICS standards check to catch any incomplete or inconsistent sections.

4

Generate and deliver

Click Generate PDF. Your branded A4 report — cover page, condition summary, photo appendix, comparable sales — renders immediately. Share via a secure link or download and send directly to your client.

FAQ

Common questions

What is a RICS Level 2 Home Survey?

The RICS Home Survey Level 2 (formerly the HomeBuyer Report) is a mid-level home survey aimed at conventional, well-maintained properties. It uses traffic-light condition ratings (1=Good, 2=Maintenance, 3=Serious Defects) across the building's external, internal, services and grounds elements, and includes legal/adviser notes. It sits between a Level 1 (condition report) and a Level 3 (full Building Survey).

How is this different from Otto?

The Level 2 Report Writer is the manual editor — you author each section yourself with AI content suggestions on demand. Otto is the auto-mode flow built on top of the same data model: it routes a dictation transcript and photos directly into the same Level 2 report. You can switch between the two on any single report.

Can I export to Word?

The default export is a branded PDF rendered from the editable web report. Word export is available as an admin-configurable output for firms that need editable .docx for client revisions.

Does the AI see my client's data?

The AI sees only the inspection data you enter and the photos you upload. It is not used to train provider models. All requests are made server-side from your Home.co.uk account.

Can I customise the rating scale?

Yes. If your firm uses a 5-point scale instead of the standard 1/2/3, define it in your firm settings. The AI prompts dynamically rebuild to use your terminology and the ratings dropdown updates accordingly.

How are comparables sourced?

Comparables come from our property database — the same source that powers home.co.uk's public sold-prices and rental-prices pages. You get sold properties and rental listings within a 1-mile radius, filtered by bedrooms and property type.

How much time does the Level 2 Report Writer save compared to a Word template?

Most surveyors save 45–90 minutes per report. The main gains come from AI field suggestions (no starting from blank), auto-fetched comparable sales, a self-updating table of contents and one-click PDF export. Section A is also pre-filled from your firm profile, removing another repetitive step.

Can I use the Level 2 writer on a phone or tablet during the inspection?

Yes — the editor is fully browser-based and works on any modern device. Many surveyors dictate observations using the AI Dictation tool on a phone at the property, then polish the report on a desktop or laptop afterwards.

Does the Level 2 Report Writer work for non-standard or listed buildings?

Yes. Every element field accepts free-text observations, so you can describe non-standard construction in as much detail as needed. The AI suggestions adapt when you flag non-standard construction in the property details. For listed buildings, add conservation restrictions in Section H (legal adviser notes) or the relevant element narrative — the standard RICS element codes still apply.

Does the Level 2 report include a market valuation?

The report includes a Comparable Sales appendix with a weighted valuation range derived from sold prices and rental listings within 1 mile. The final opinion of value is authored by the surveyor — the comparable data supports that judgement rather than replacing it. You can include or exclude the comparables appendix on a report-by-report basis.

Can colleagues in my firm review or contribute to the same Level 2 report?

Yes. Reports are saved server-side and accessible to anyone in your firm with the appropriate account permissions. A colleague can open the same report to QA specific sections, run the RICS standards check or complete outstanding elements before the lead surveyor signs off. Section A pre-fills from the signing surveyor's profile, not the person who opened the report last.

What is the difference between a RICS Level 2 and a Level 3 home survey?

The RICS Home Survey Level 2 (formerly the HomeBuyer Report) uses a standardised element structure with traffic-light condition ratings 1/2/3 across Sections A–J. It is suited to conventional, well-maintained properties where the surveyor does not need to report on hidden areas in detail. A Level 3 Building Survey (Sections A–O) is more detailed, includes in-depth analysis of construction, materials and defect causes, and is required for older, altered, larger or non-standard properties. The Level 2 Report Writer covers Sections A–J. For Level 3, see the dedicated Level 3 Report Writer.

What does the RICS standards check actually review in a Level 2 report?

The built-in standards check compares each section against the RICS Home Survey Standard. It flags: element fields with a Condition Rating 2 or 3 but no supporting narrative; Section H (Legal and Adviser Issues) left entirely blank when there are Rating 3 items; missing surveyor declaration fields; the absence of a recommendation to seek specialist advice where a Rating 3 is recorded; and significant inconsistencies between the property type description in Section C and the elements inspected. The check returns section-level feedback so you know exactly what to address before delivering to the client. It is a quality-assurance prompt — not a replacement for your professional judgement or formal PI requirements.

Does the Level 2 Report Writer keep a version history for professional indemnity purposes?

Yes. Every save — automatic and manual — creates a timestamped snapshot of the full report, capturing the exact section content and completion percentage at that moment. Up to 50 snapshots are stored per report. If a client dispute arises after delivery, you can retrieve the exact state of the report at any point during authoring and compare it to the delivered PDF. The snapshot history also lets you restore any earlier version if a batch of revisions takes the report in the wrong direction.

Can I start a Level 2 report in Otto auto-mode and then finish it in the manual editor?

Yes — that is the recommended hybrid workflow. Otto populates the sections it can reach from your dictation transcript and inspection photos; you then open the same report in the Level 2 editor to review each element, add observations Otto could not infer, polish the Section B summary, run the RICS standards check, and fetch comparable sales before generating the PDF. Every element retains its full inline AI-suggestion context regardless of which tool last touched it. See Otto auto-mode for the full dictation-to-report pipeline.

Can I use the Level 2 Report Writer for leasehold flats and apartments?

Yes. The editor adapts to flat inspections automatically — roof covering elements (D2) only appear where the surveyor has direct access, and the Grounds section (G1–G3) covers communal areas and shared services. Section C records the tenure (leasehold, share of freehold) and you can note lease length, service charge and management company details in Section H (legal adviser notes). The Comparable Sales appendix draws on leasehold sold prices filtered by the same property type and bedroom count as the subject property. The photo gallery also supports flats with communal stairwells, shared plant rooms and roof terrace elements.

Can I complete and deliver a HomeBuyer Report the same day as the inspection?

Yes — same-day delivery is achievable for straightforward properties. Capture observations and photos in the editor on a phone or tablet during the inspection, or dictate observations using the AI Dictation tool. Back at the desk, Section A pre-fills from your firm profile, AI suggestions eliminate the blank-page step for each element, comparable sales fetch in seconds, and the branded PDF renders in one click. Most surveyors report that a clean three-bedroom terrace takes 1–2 hours from first key to client delivery when using the full toolkit — compared with a typical half-day in a Word workflow.

Can the Level 2 Report Writer auto-generate a first draft from my dictation?

Yes — this is the Otto hybrid workflow. Dictate your observations on-site using the AI Dictation tool; Otto produces a first-draft skeleton routed into the appropriate Level 2 sections. You then open the same report in the Level 2 editor to review each element, add any detail the dictation did not capture, polish the Section B summary and run the RICS standards check before generating the PDF. Every field retains its inline AI-suggestion context regardless of which mode produced the initial content.

How does the photo appendix ranking work in the Level 2 report?

When you upload photos to an element, the Image AI analyses each image for clarity, relevance and defect visibility. It scores and ranks the full set, then the top 25–50 (configurable per report or firm-wide) are pulled into the photo appendix in element order — D1 through G3 — with captions matching the element code and description. You can override the selection or reorder images manually before generating the PDF.

What are the main advantages of dedicated HomeBuyer Report software over a Word template?

For Level 2 reports, the structural advantages compound across every instruction. RICS element codes D1–G3 are validated automatically — no risk of a missing element slipping through. Section C pre-populates from UPRN, EPC and image data, removing a manual data-gathering step. Comparable sales fetch in seconds rather than requiring a separate browser session. The table of contents regenerates as you write and drops sections you have not used — no orphan entries to tidy. The RICS Standards Check replaces a manual read-through against the standard before delivery. The report is stored in your surveyor account and accessible between site visits and from any device, with a branded PDF generated in one click. For practices writing more than a few HomeBuyer Reports a week, the time saving per report typically exceeds 45 minutes — and it compounds across the team.

Is the Level 2 Report Writer suitable for APC candidates building competency evidence?

Yes. The RICS APC requires you to demonstrate that your HomeBuyer Report work meets the RICS Home Survey Standard. Writing reports in the Level 2 editor creates an auditable record: each section and element field is completed in a structured, standards-validated environment, and the RICS Standards Check provides section-level feedback before sign-off. The Comparable Sales appendix demonstrates that your valuation opinion is grounded in market evidence. Your account history logs every accepted AI suggestion, giving you a clear record of where AI assisted and where your professional judgement overrode it — a useful reference when an assessor asks how you use AI tools in your practice.

Can I save and reuse standard phrases in my Level 2 reports?

Yes. The Standard Phrases tool lets you build a library of pre-approved firm observations — recurring element descriptions, standard legal-adviser note wording, common risk disclosures — and insert them into any element narrative or priority item with a single click while editing the Level 2 report. Phrases are shared firm-wide, so a principal's preferred wording is available to every surveyor on the team. This is especially useful for high-frequency defect types that appear across many reports: flat-roof condition notes, damp-penetration observations, boiler service advisory notes, and so on.

Does the Level 2 Report Writer handle properties with extensions, loft conversions or permitted development works?

Yes. Extensions and loft conversions are recorded within the relevant element sections — D8 (Conservatories and porches) for single-storey additions, or the main wall and roof elements (D1, D2, D3) for full two-storey extensions. In Section H (Legal and Adviser Issues) you can note any concerns about planning permission, building regulations sign-off or guarantees relating to the works. The AI field suggestions adapt to extension-related observations when you describe the construction type and any alterations in the property details (Section C). The RICS Standards Check will flag if a Condition Rating 3 observation on an extension is present but Section H is left entirely blank, prompting you to add the appropriate legal adviser note before delivery.

More tools

Explore the rest of the surveyor toolkit

Otto

AI auto-mode RICS report writer

Dictate on-site, upload photos, get a finished, fully-routed Level 2 or Level 3 report in minutes.

Level 3 Report Writer

RICS Building Survey Level 3

Comprehensive Level 3 Building Survey reports with deep technical sections, custom rating scales and AI legal-adviser notes.

Surveyor Comparable Tool

Sold + rental comps in one click

Auto-fetch sold and rental comparables within a 1-mile radius, weighted valuation range, branded PDF appendix for any survey.

Snagging Report Builder

New-build defect tracker

Build professional new-build snagging lists with location-based defect tracking, photos, urgency, status and PDF export.

AI Dictation

Voice-to-fields routing

Speak observations on-site; AI routes every sentence to the correct RICS field with confidence scores and replayable audio.

Image AI

Auto-categorise survey photos

Upload up to 200 photos; vision AI tags each to the right RICS element, rates condition, extracts defects and picks the best 35 for the report.

Style Profile

Your firm's writing fingerprint

Teach the AI to write like your firm — upload past reports, the AI extracts a 25-dimension writing fingerprint and applies it to every future auto-mode report.

Property Viewer

Pre-survey property intelligence

Look up any UK property and instantly see EPC, energy renovation costs, broadband coverage, environmental risks (flood, radon, mining, landfill), invasive plants, sales history and listing status — all in one dashboard.

Property Data Drawer

EPC + risks + comps in one panel

Open the property data drawer in any report to see EPC, environmental risks, listing history and comparables — copy-paste ready.

Standard Phrases

Reusable language library

Personal, firm-wide and industry-preset phrase libraries — insert with one click and use to train AI routing for voice consistency.

RICS Standards Check

Home Survey Standard compliance pass

One-click AI compliance pass against the RICS Home Survey Standard — flags missing content, weak ratings and structural gaps before you sign the report.

Free directory listing. Pay-as-you-go toolkit.

Every RICS-regulated surveying firm gets a verified profile, direct bookings from home.co.uk consumers and the surveyor toolkit included with the account. No subscription. No pay-per-lead. No commission on the job. Pay only when you use the premium AI tools.

2 minute setup · Verified against the RICS register · Trusted UK property platform since 1995