Real Estate and Property Services Risk Assessment Template

Typical hazards & measures

• Cyber risk and data breach — Store sensitive data on encrypted servers with MFA access, VPNs for remote logins, and automated patching. Restrict client data exports, train staff on phishing awareness quarterly, and run penetration tests annually to verify cyber defences.
• Slips, trips, and falls in properties — Pre-inspect all areas for uneven surfaces, loose rugs, wet patches, or clutter. Place hazard signage, improve lighting, and restrict access to high-risk spaces. Carry a torch for dim areas, tape down loose wires, and document any persistent issues for repair.
• Privacy and personal safety with clients — Vet clients with ID checks, meet new clients in public first, and avoid late viewings alone. Share itinerary with your office, use smartphone safety apps, and agree a check-in schedule. Keep car keys accessible and exits clear during property visits.
• Property tours and showings — Conduct a pre-visit inspection, checking lighting, flooring, and exits. Share schedules and client details with colleagues, carry ID, and keep phones charged. Avoid isolated areas alone and set clear viewing boundaries to safeguard both agent and client.
• Tenant default and lease breaches — Conduct thorough background checks, reference tenants, and set clear payment reminders. Use automated monitoring to flag arrears, enforce lease terms consistently, and maintain documentation for dispute resolution or eviction proceedings.