What's Included in the Toolkit
The SunClause Phase 1 Portfolio Toolkit is a three-part PDF package delivered as a ZIP download:
- 1. Locked Master Toolkit — A read-only 10-section reference PDF covering Phase 1 compliance
- 2. Editable Workbook — A fillable PDF with compliance dashboards and audit worksheets
- 3. 8 Printable Checklists — Standalone PDFs for specific workflows
Master Toolkit (10 Sections)
Your locked, read-only reference document covering all Phase 1 compliance areas:
1. Phase 1 Key Changes
A summary of the 10 critical changes landlords face from 1 May 2026, with timelines and impact assessment.
2. Phase 1 Compliance Checklist
A master action list covering all statutory obligations, information requirements, and audit points for Phase 1.
3. Tenancy Agreement Clause Audit
A systematic audit of your current clauses against Phase 1 requirements, with guidance on which terms must be removed, updated, or added.
4. Existing Tenancy Transition Rules
Rules for how Phase 1 applies to existing fixed-term and periodic tenancies, renewal scenarios, and breach timelines.
5. Possession Grounds & Notice Workflow
The reformed grounds for possession under Phase 1, including notice periods, prescribed forms (Form 3A), and decision trees.
6. Rent Increases, Bidding & Discrimination
Permitted rent increase mechanisms, timing, prescribed forms (Form 4A), and the new rules on bidding for new tenancies.
7. Pets & Tenant Requests
The new pet-friendly rules, right to request pets, approval criteria, and fees/deposits.
8. HMO & Portfolio Operations
Phase 1 compliance for Houses in Multiple Occupation, portfolio landlords, and multi-property workflows.
9. Process Checklists
Step-by-step operational checklists for pre-Phase 1 audit, tenancy renewal, rent increase, and possession processes.
10. Future-Phase Watchlist
An overview of Phase 2 and Phase 3 changes on the horizon, so you can prepare early.
Editable Workbook (Fillable PDF)
A companion workbook with form fields you can complete, save, and print. Use it to run your own compliance audit and build your internal registers:
- Compliance Dashboard — A snapshot of your Phase 1 readiness across all 10 areas
- Clause Audit Worksheet — Fill in your existing clauses and compare them to Phase 1 requirements
- Written Information Audit — Track which pre-1 May tenancies have received required information and when
- Property Register — Record property details, compliance dates, and audit milestones
- Tenancy Register — Log all tenancies, phases, renewal dates, and compliance status
8 Printable Checklists
Standalone PDF checklists for specific operational workflows. Print, tick, and file:
- Day 1 Quick Start — First steps within 7 days of purchase
- Phase 1 Compliance — Full-cycle compliance checklist for all landlords
- Existing Written Tenancies — Transition rules and information requirements for existing fixed-term ASTs
- Existing Verbal Tenancies — Written information requirements for tenancies with no written agreement
- New Tenancy Setup — Preparing new Phase 1-compliant tenancy agreements and information
- Rent Increase (Form 4A) — Preparing, serving, and tracking Form 4A rent increase notices
- Possession (Form 3A) — Preparing, serving, and tracking Form 3A possession notices
- Pet Requests — Assessing and responding to tenant requests to keep pets
See It in Action
Here's a preview of what you'll receive:
All in One ZIP Download
You receive one ZIP file containing:
- SunClause_Master_Toolkit_Phase1.pdf (locked, read-only)
- SunClause_Workbook_Phase1.pdf (editable, fillable form fields)
- 8 individual checklist PDFs
Extract the ZIP, and you're ready to start. No installation, no subscriptions, no monthly fees. One purchase, lifetime access to this edition.