Initial Call - Telephone Sheet - Tenant Advice Service

Landlord Type

Please check what type of landlord the Claimant has. If the file was sent by an agent then it is likely a social landlord. If it is a private landlord, then we cannot deal. Please ask the lead to contact Shelter or Citizen's Advice Bureau.

What type of landlord is it?(Required)

We are not taking on any new private landlord cases. Speak to Nurul if you are unsure about it.

Private Landlord

Social Housing / Council

Client Details

Tenant Name(Required)

Prefix First Last

Address(Required)

Street Address Address Line 2 City ZIP / Postal Code

Tenant Phone(Required)

Tenant Email(Required)

Tenant Date of Birth(Required)

Tenancy Type(Required)

Single

Joint

Tenant Details

Name	Date Of Birth	Actions

There are no Entries.

Defendant / Landlord's Details

Please obtain the landlord's details. Please check the spelling. If the client does not have the address, telephone number or email address, we can locate this later.

Landlord Name:(Required)

Cross reference the name with the social housing register here to ensure you have the correct landlord: https://www.gov.uk/government/publications/registered-providers-of-social-housing/list-of-registered-providers-14-april-2022-accessible-version

Landlord Address

Street Address Address Line 2 City ZIP / Postal Code

Landlord Phone Number :

Landlord Email :

Tenancy Details

Please capture all tenancy details

Tenancy Start Date

How Much Rent Do You Pay?

Is This Per Week or Month?

Any Rent Arrears

Rent Arrears Amount:

Important Information

Has the Landlord ever tried to take any action against you? Possession proceedings, anti-social behaviour etc.

Please provide more details

Are you subject toa debt relief order or bankruptcy?

Please provide more details

Do you have any shared ownership of the property?(Required)

Have you contacted any other solicitors in relation to the disrepair?(Required)

It is important that client understands that if they have already instructed solicitors, we cannot take on their case.

Please advise client to contact their existing solicitors.

Disrepair Details

Disrepair Overview

If the disrepair is in one or two rooms and is confined to single or two items, use this section to capture the information. Make sure to capture the dates the disrepair was reported.

Go through the property room by room

If the disrepair is extensive, go through this section, room by room to capture the details of the disrepair.

Room name	Disrepair Details	When was it first reported?	When was it last reported?	How did you report the disrepair?	What has the landlord done so far?	Any additional comments in relation to this disrepair	Do we have evidence of this disrepair such as images or video?	Actions

There are no Entries.

Special Damages

Special

Special Damages are items that have been damaged by the disrepair such as clothing, furniture, carpet etc.... if its is one or two items use the note section above to capture the information, otherwise go through this section.

Special Damages	Cost?	Do you have a receipt?	Actions

There are no Entries.

Internal Use Only

Referral Source(Required)

How did you hear about us?

Enter Agent Name(Required)

Enter the name of the referrer

Does the client want ATE Insurance?(Required)

After The Event Insurance (ATE Insurance) is insurance which covers the legal costs and expenses involved in litigation. You do not pay this upfront and is taken out of the damages you receive.

Does this need an emergency inspection?

Assess if emergency inspection is required.

Can this claim be accepted on CFA?(Required)

If you believe the cost to repair the disrepair is likely to be more than £1000.00 or if the disrepair has been ongoing for more than 6 months then accept the claim. Until further notice, accept all claims on CFA unless the lead has not reported it to the landlord.

Reason for Refusal(Required)

Please provide reason for refusal

Images Received?

If images have not been received from the client, ask them to send us images by WhatsApp to +447537183748. You can send them a message via ManyContacts or WhatsApp

Instruct an Agent or Send Contract / CFA By Email?

Add this lead to CRM

If this lead was received via email then the lead is likely to be already in the CRM. Only select yes if this lead is not in the CRM. Please check the CRM before selecting yes.

Yes

Send CFA by electronic signature?(Required)

Please send the CFA via eversign

Do you want to instruct an agent?(Required)

If the tenant is unable to sign the contract online, we can instruct an agent to go through the paperwork and take photographs of the damage. If this is a claim we are accepting on a CFA and the client is happy to sign the contract by email, we can send the contact by email. Otherwise, we need to send an agent to see the client.

Client Availability 1

Please obtain a few dates and times when the client is available and the agent will call to confirm the date.

Select Time

Please obtain a few dates and times when the client is available and the agent will call to confirm the date.

Client Availability 2

Please obtain a few dates and times when the client is available and the agent will call to confirm the date.

Select Time

Please obtain a few dates and times when the client is available and the agent will call to confirm the date.

Hidden

Hidden Field

Place all the hidden fields below this

Next Steps & Advice

Advise tenant that we will draft letter of claim and send it to the tenant’s Landlord in a few days.
1. We will also send them a copy of the same along with our initial paperwork which will have all our contact details.
2. The Landlord will have 20 working days to provide disclosure and respond to our letter of claim.
Advise them to not allow their landlord to repair the disrepairs listed above or arrange an inspection without consulting us first.
1. The tenant should advise the Landlord that they have solicitors instructed in the matter and they need to call the solicitors to arrange inspection and/or repairs.
2. Above advice is only for disrepairs that we are instructed for and not any other disrepair.
3. If their landlord calls them about something else, then they need to co-operate with the Landlord as we are not instructed for any other disrepairs.
Ask them to provide evidence for specials as soon as possible and send to info@aminhaque.co.uk (if specials are claimed)

Always here....

If you need to speak to us, we're always here to help. You can call, SMS, WhatsApp, Web Chat or visit our offices.

07537183206

Send us WhatsApp Message to the Tenant Advice Service Team

07537183206

Send a SMS Message to the Tenant Advice Service Team

Online Chat

Use our online chat service to speak to a member of our team.

Initial Call – Telephone Sheet

Landlord Type

Client Details

Defendant / Landlord's Details

Tenancy Details

Important Information

Disrepair Details

Special Damages

Internal Use Only

Instruct an Agent or Send Contract / CFA By Email?

Hidden Field

Next Steps & Advice

Always here....

07537183206

07537183206

Online Chat

Open Time

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Tenant Advice Service is a service from Amin Haque Solicitors