Building Competence for Accurate Asset Data and Compliance
Our Stock Condition Surveyor Training and Asset Management System Training help social landlords and housing providers deliver accurate, reliable, and compliant stock condition data. Training equips surveyors and asset teams with the skills to collect, record, and interpret information effectively, ensuring that asset management strategies, compliance reporting, and investment decisions are evidence-based.
We offer CPD-aligned training that covers surveyor methodology, HHSRS, housing quality standards, access protocols, and doorstep engagement strategies, alongside system-specific instruction for popular asset management platforms including Asprey, ECMK, Keystone, PIMSS, and more.
Surveyor Training Methodology
Effective stock condition surveying starts with a structured methodology. Our training ensures participants understand:
- Inspection techniques for internal and external building elements
- Measurement and recording procedures for accuracy and consistency
- Defect identification and categorisation
- Health and safety awareness, including safe use of ladders, PPE, and property hazards
- Documentation and reporting standards for compliance and auditability
Surveyors are trained to collect high-quality data that supports long-term maintenance planning, capital investment, and regulatory reporting.
Incorporating HHSRS & Housing Quality Standards
Our training integrates key regulatory frameworks, ensuring surveyors can assess properties in line with statutory requirements:
- HHSRS (Housing Health & Safety Rating System) – assessing hazards such as damp, excess cold, fire risk, and falls. Participants learn to evaluate and record hazard scores accurately to support risk management and compliance.
- Housing Quality Standards – including Decent Homes (England), Scottish Housing Quality Standard (SHQS), and Welsh Housing Quality Standard (WHQS). Training covers assessment criteria, stock compliance reporting, and integration into asset management strategies.
This ensures data collected is both technically sound and regulatory compliant.
Access Protocols & Doorstep Engagement
Surveying social housing requires effective access protocols and resident engagement strategies. Training covers:
- Approaches to booking and confirming appointments
- Respectful and safe interactions with tenants
- Managing access refusals or no-access situations
- Doorstep strategies for gaining entry while maintaining professionalism
- Recording and escalating access issues for management follow-up
This ensures maximum survey coverage while maintaining trust and safeguarding residents.
Asset Management System Training
Our training provides hands-on guidance for key asset management systems, enabling teams to record, manage, and report on survey data efficiently. Systems covered include:
- Asprey
- ECMK
- Keystone
- PIMSS
- Other commonly used social housing asset management platforms
Participants learn to input survey data correctly, generate reports, and extract actionable intelligence to inform capital planning, compliance reporting, and investment prioritisation.
Benefits of Our Training
By completing our training, organisations can expect:
- Improved accuracy and consistency in stock condition data
- Confidence in compliance with HHSRS and housing quality standards
- Enhanced resident engagement and access success rates
- Optimised use of asset management systems for reporting, planning, and audit purposes
- Better-informed capital investment, maintenance, and retrofit decisions
Why Choose Us?
We have extensive experience training surveyors and asset management teams across councils and social housing providers. Our courses combine technical expertise, regulatory knowledge, and practical guidance, ensuring your staff are confident, competent, and fully prepared to deliver high-quality, compliant stock condition surveys.