Client Onboarding · Lettings & Estate Agency
Welcome to Umega. This page brings together all the key documents, agreements, and information for your onboarding, so nothing gets lost and you always know where to find it.
Whether you’re selling, letting a property for the first time, or switching agents, we believe the process should be clear, simple, and stress-free from day one. This page is your central hub.
Below, you’ll find everything from our fee schedule and terms of business to safety guides and estate agency documentation. Take a browse & remember we are here answer any questions you have.
Transparent fees, no surprises.
Our fee schedule sets out exactly what you'll pay and when - no hidden charges.
Clear terms, plain English.
Our T&Cs are written to be understood, not to confuse. Any questions, just ask.
Fully compliant, fully managed.
From safety certificates to Making Tax Digital, we keep you on the right side of the law.
A team that genuinely cares.
We're always a phone call or email away if you need us.
LANDLORD FEE & SCHEDULE
A breakdown of all Umega fees – marketing, management, inventories, safety certificates, and more. Transparent pricing, structured clearly so you know exactly what to expect.
LETTINGS TERMS & CONDITIONS
Our standard terms of business for both Fully Managed and Let Only landlords. These set out the agreement between you and Umega, including obligations, timescales, and notice periods.
LETTING PROPERTY INFORMATION FORM
You will receive this form to complete as part of your onboarding process. It us understand you and your property goals from the outset. This short form captures your priorities, preferences, and any specific requirements, so we can tailor our service to you from day one.
TENANCY SAFETY GUIDE
As a landlord in Scotland, you have a legal duty to ensure your property is safe before any tenancy begins. This guide outlines the required certificates, inspection schedules, and how Umega manages compliance on your behalf.
MAKING TAX DIGITAL
HMRC’s Making Tax Digital (MTD) rules are changing how landlords manage and report rental income. This guide explains what’s changing, when it applies to you, and what steps you may need to take, with Umega’s support throughout.
ESTATE AGENCY TERMS & CONDITIONS
Our terms of business for property sales clients. Covering sole agency agreements, marketing timescales, commission, and our obligations to you throughout the sale process.
ESTATE AGENCY PROPERTY INFORMATION FORM
Tell us about your property. This online form captures the key details we need to begin marketing, from property features and title information to access arrangements and your moving timeline.