Property Sourcing Document Suite: Fully Compliant Business Packs
Simplify Compliance with Ready-to-Use Documents
Are you a property sourcer or deal packager looking for reliable property sourcing documents?
Key Components of the Property Sourcing Documents Suite
NAPSA's Property Sourcing Documents Suite simplifies compliance, enhances professional credibility, and ensures your business meets industry standards with ease.
Price: £795.00 | Members £596.25 (+VAT) | Duration: 8 hours of expert videos and ready-to-edit documents.
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Documents and contracts updated to meet HMRC's latest AML guidance
In July 2026, HMRC updated its anti-money laundering guidance. We reviewed and updated our documents and templates in August to reflect the changes, so your business stays compliant, not caught out.
Read what changed and what it means for sourcing agents →Why Choose NAPSA's Property Sourcing Documents?
NAPSA's property sourcing documents include expertly crafted contracts, policies, and training to save you time, prevent costly mistakes, and build trust with investors and sellers. Whether you're just starting out or want to improve your current operations, this comprehensive package is your one-stop solution.
Expert Curation
Includes £5,000+ worth of solicitor-created contracts, policies, and risk assessments designed to protect and grow your business.
Professional Training
Step-by-step video guidance for effective document use, tailored to the needs of sourcing agents and deal packagers.
Stand Out to Investors
Learn how to connect with and onboard investors, ensuring your professional credibility and boosting your client relationships.
Continuous Updates
Stay ahead of industry changes with one year of updates, keeping your practice compliant and competitive.
Solicitor-Drafted Legal Contracts & Compliance Templates for Sourcers
Operating a property sourcing business without formal, professionally structured documentation exposes your business to unnecessary operational risks, ambiguous fee expectations, and potential compliance oversights.
The NAPSA Legally Required Documents Suite provides property deal packagers and sourcing agents with a comprehensive bundle of solicitor-drafted templates tailored specifically for the UK property market.
Every template in this suite has been drafted by our experienced team and specialist property solicitors to help establish clear terms of business, outline transparent fee structures and non-circumvention terms, and align your operations with consumer protection and estate agency regulations.
From formal sourcing terms of business and investor reservation agreements to AML risk assessment templates and privacy notices, this document pack provides the foundational paperwork needed to conduct business professionally.
Rather than relying on generic online templates or attempting to draft agreements without legal guidance, equip your business with accredited templates trusted by professional sourcers across the UK.
Included in the Document Suite:
- Terms of Business & Sourcing Agreements: Establish clear agreement terms, buyer obligations, and transparent fee structures.
- Fee Protection & Non-Circumvention Provisions: Clearly define deal parameters, investor expectations, and fee entitlement terms.
- Compliance & Risk Management Templates: AML risk assessment templates, privacy notices, Customer Due Diligence (CDD) checklists, and regulatory documentation templates.
Comprehensive Document Suite for Property Sourcers
Comprehensive Business Documents: Access legally compliant property sourcing documents, controls, and procedures tailored to your business needs, ensuring smooth operations and compliance.
Step-by-Step Video Training: Learn how to use and implement each document effectively with clear guidance.
Continuous Updates: Stay compliant with documents updated to align with the latest industry regulations for a full year.
Peace of Mind: Achieve compliance fast and secure your business operations for the future.
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Exclusive Benefits for NAPSA Members
Subscribing to our combined Data Protection and AML Training Course comes with extra perks:
- Discounted Pricing: Regular price is £120 (+VAT), but NAPSA members enjoy 25% off, paying just £80 (+VAT).
- Convenient Online Access: Learn at your own pace with fully digital resources accessible anytime, anywhere.
- Certification Included: Receive an official certification upon completion, further building your credibility with investors.
Invest in compliance. Protect your business. Build investor trust.
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Build Trust with Professional Property Sourcing Documents
Build Investor Trust: Professionally drafted contracts demonstrate reliability and transparency, creating trust with property investors and sellers.
Simplify Operations: Comprehensive risk assessments and policies significantly reduce administrative burden, freeing you up to focus on growth.
Ensure Professional Credibility: Meet all regulatory compliance standards and position your business as a professional, trustworthy operation.
Gain Expert Support: Enjoy access to resources, training, and a support network within a community of like-minded professionals, ensuring long-term success.
What Our Customers Say
San Pawar
"Tina, the materials you and your team have put together is brilliant!It's everything compliant and more! Thank you!!"
William Rigley
"Really excited to get going with the course. It's so good to have people such as yourselves to shine a light on best practice for those of us that want to provide great services for our clients."
Michelle Houldershaw
"Thank you so much for setting up this essential course for deal sourcing."
Stay Ahead with Regular Updates and Expert Support
At just £795 (+VAT), this suite is an investment that pays for itself in professional credibility, regulatory compliance, and operational ease. With over £5,000 worth of solicitor-created documents, the value is unmatched.
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Frequently Asked Questions
Is this suite suitable for those new to the property sourcing industry?
Are the documents regularly updated?
Is this only for deal packagers?
Can I get support if I have questions?
Is this a one-time cost or annual subscription?
Take the next step in securing your business’s future. Equip yourself with the compliance knowledge and confidence to thrive in today’s competitive environment.
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Call 01200 411 570
Email hello@napsa.org.uk
Part of NAPSA, the UK's National Association for Property Sourcing Agents and Deal Packagers.
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