Questions for the Managing Agent

Who this is for

Conveyancers and advisers preparing follow-up enquiries after reviewing the pack.

Why it matters

Managing agents are usually best placed to provide current documents and factual updates. The strongest questions ask for specific evidence, dates and figures rather than broad assurances.

What to check first

• Ask for specific documents by name and date.
• Request current figures for charges, reserves, arrears and planned works.
• Ask for the latest position on fire safety and insurance.
• Avoid asking the managing agent for legal interpretation.
• Ask them to confirm whether any supplied answer has changed.

Red flags in the pack

• Reply gives reassurance but no document.
• No date on "latest" position.
• Figures conflict with accounts or budget.
• Works described as planned but no stage/cost given.
• Insurance or fire-safety evidence remains missing.

Evidence to gather

• Pack index and list of missing files.
• LPE1 replies and annex references.
• Accounts, budget, reserve, insurance and works correspondence.
• Emails confirming latest position.

Questions to send

• Please provide the latest final version of each missing document listed below.
• Can you confirm the current reserve balance, arrears position and service charge budget status?
• What is the latest stage, cost range and funding route for any planned works?
• Has any answer in the LPE1 changed since the form was completed?

How LeaseLens uses this

LeaseLens turns the report into a copy/paste follow-up email that asks for documents and figures rather than vague explanations.

Official context

• LEASE: management of leasehold properties
• LEASE: service charges
• LEASE: Section 20 consultation

Caution

This is an informational screening guide only. It is not legal advice, does not interpret your lease for you, and does not replace advice from a qualified conveyancer or solicitor.