effici. Digital Retrofit Assessment Form (Landlord Self-Survey)

Complete this 15–20 minute survey to receive a tailored, PAS 2035 aligned retrofit plan for your property, all without a site visit. Each question comes with simple guidance to help you answer accurately, even if you’re not familiar with technical details.

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1Property Basics

2Heating System

3Occupant Behaviour

4Fabric & Insulation

5Energy Bills & Usage

6Floor Plan & Layout

7Roof & Garden Space

8Heat Loss & Load Estimation

9Retrofit Opportunities

10Supporting Documents

What is the address of the property? *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

What type of property is it? *

Detached house
Semi-detached
Terraced
End-terrace
Bungalow
Flat/Maisonette

Approximate year of construction *

Year built helps us infer likely wall/floor construction types

Number of bedrooms *

Is the property a listed building or in a conservation area? *

Approximate total floor area (m²) *

If you're not sure, a rough estimate is fine. We'll cross-check with EPC data.

How many storeys does the building have? *

What type of heating system is currently installed? *

Select the main heat source used most of the time

Is it a combi boiler (no hot water tank) or system boiler (with tank)? *

How old is your heating system (approx)? *

Age helps determine efficiency and eligibility for replacement

Is it in good working order? *

What type of heating emitters do you have?

Radiators
Underfloor heating
Electric panel heaters
Mixed

Select all that apply

How do you control the heating? *

Thermostat
TRVs
Programmer/timer
Smart thermostat
Manual switch only
No control

Select all that apply

Upload photo of boiler model plate (if possible)

Click or drag a file to this area to upload.

A photo of the boiler's label helps us identify its efficiency

How many people live in the property? *

Needed to estimate energy demand and comfort preferences

When is the property mostly occupied? *

Helps simulate heating and energy use patterns

In winter, what’s the usual heating temperature? *

We’ll use this in heat loss calculations

How long is the heating usually turned on during winter weekdays? *

Do occupants open windows for ventilation? *

Indicates ventilation behaviour and possible moisture risk

Are any rooms avoided due to discomfort? *

For example: too cold in winter or too hot in summer

Do you use secondary heating sources? *

Extra appliances can signal poor insulation or zoning

What kind of walls does your property have? *

Solid brick/stone
Cavity (insulated)
Cavity (uninsulated)
Timber frame
Not sure

Is there loft/roof insulation? *

What kind of windows do you have? *

Single glazing
Older double glazing
Modern double glazing
Triple glazing
Mix

Do you experience damp, mould, or condensation? *

Are the external doors modern and insulated? *

Draughty doors can cause heat loss

File Upload

Click or drag a file to this area to upload.

How would you like to share your energy usage? *

Electricity usage (per year in kWh or £)

Electricity usage (per year)

From bills or smart meter

KWh

Pound Sterling

Gas usage (per year)

From bills or smart meter

KWh

Pound Sterling

Upload latest energy bill

Click or drag a file to this area to upload.

PDF, photo, or screenshot

Connect smart meter account

Username

Password

Upload your floor plan if available

Click or drag a file to this area to upload.

We’ll use this to calculate surface areas and simulate heat loss

Total number of heated rooms *

How many storeys is the property? *

For each storey, list approx. ceiling height (m) *

e.g. 2.4m, 2.7m

Enable LiDAR scan of a room

Preview

Is the roof suitable for solar panels? *

Conditional follow-up

Any space in garden or external wall for a heat pump? *

e.g. “space behind garage”

conservation Is of

Use map below to mark roof and garden areas

We’ll estimate roof pitch and PV potential from satellite

Description

We’ve analysed your roof’s sunlight exposure and identified the best section for solar panels. Do you want to use this recommendation or adjust it?

Which direction does the main façade of the house face?

For solar gain and shading simulation

How much sun/shade does the property get? *

Affects solar PV viability

Are large windows facing east/west? *

Could increase overheating risk

Are you currently planning or considering any of the following upgrades?

Wall insulation
Loft insulation
New windows/doors
Draught-proofing
Smart thermostat
Solar PV
ASHP
Battery storage
MVHR
External shading
Lighting upgrades

What is your retrofit budget? *

Affects payback, phasing, grant options

Have you already made any of these upgrades?

Wall insulation
Loft insulation
New windows/doors
Draught-proofing
Smart thermostat
Solar PV
ASHP
Battery storage
MVHR
External shading
Lighting upgrades

Is disruption a concern? *

Helps us recommend suitable measures

Are you targeting a specific EPC band? *

Upload EPC (Energy Performance Certificate)

Click or drag a file to this area to upload.

Upload previous retrofit or damp reports

Click or drag a file to this area to upload.

Upload LiDAR scans or 3D scans

Click or drag a file to this area to upload.

Any additional comments or notes?

Let us know anything unusual about the home

effici. Digital Retrofit Assessment Form (Landlord Self-Survey)

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