KENYA · GUIDE 0737 · EDITION 4.7
Housing search assistance in Kenya: Planning Worksheets and Source Register
Editorial update: 28 October 2026 · Business planning reference · Review scope
Keep records that answer a specific question
Use a buyer brief, quotation comparison, acceptance record and cash ledger matched to housing search assistance.
This is a planning reference for housing search assistance. The order below is an invented teaching case. It is not a completed customer job, an operating approval or a prediction of demand or earnings.
The example offer and its boundary
Fictional search-support assignment within a registered estate agency's verified lawful arrangement: compare six currently offered rental options against a client's five essentials and two preferences, then present three evidence-backed candidates. The responsible registered professional handles introducing parties, negotiations, applicant decisions and client funds as appropriate. The assistant compiles approved source information and questions; the task is not labelled research to evade estate-agency requirements. No rent guarantee, neighbourhood safety certification, title verification or valuation is included.
A prefilled brief to adapt
| Record field | Teaching entry or business-specific prompt |
|---|---|
| Guide and case reference | 0737 — invented planning case |
| Buyer group | People comparing housing options and licensed agents needing research support. |
| Output and boundary | Provide housing-search research within a clearly lawful role and fee agreement. |
| Charging basis | Research assignment |
| Input suitability | Have the firm confirm the actual lawful role, not a presumed administrative exemption. |
| Final acceptance gate | No research status is mistaken for a reservation, signed tenancy or authority to pay a deposit. |
| Unresolved evidence | Actual agency arrangement, client brief, six options and availability/prices require verification. |
Carry the same reference through the documents
- Buyer brief: approved specification, exclusions, authority and delivery window.
- Supplier comparison: actual quote, matched specification, quantity, landed cost, expiry and buying check.
- Work and acceptance card: actual observations, accepted/held/rejected output, changes and correction references.
- Cash ledger: invoice, advance, credits, collections, balance and date due.
- Decision note: evidence, unresolved limits, responsible person and next review point.
An invented invoice-and-collection record
TRAINING-0737: a fictional order for the scoped offer in section 01, using 1 priced units at KSh 6,000.00 each. Buyer group: People comparing housing options and licensed agents needing research support. No buyer was contacted and no order was completed.
Teaching invoice = 1 x KSh 6,000.00 = KSh 6,000.00. The selected input lines in section 06 total KSh 4,050.00; their difference from this assumed invoice is KSh 1,950.00 before excluded costs and tax.
For cash-timing practice only, suppose a buyer pays a 30% advance of KSh 1,800.00. The invoice balance is KSh 4,200.00. If the selected input bill is paid before the balance arrives, additional cash of KSh 2,250.00 is needed after applying the advance. The advance is counted once, not again at final collection.
These sample entries are not your actual job records. Keep names, contacts and payment references in private copies. The paid pack contains offline editable costing, operations and cash-planning tools; this public sheet explains how the records connect.
References and their limits
Estate Agents Registration Board
Official agency-practice regulator and verification route; search excerpt read, full-page fetch failed. No fee/classification is inferred. Reference check recorded 2026-10-26.
ODPC: Guidance Notes for Data Protection Policies
Official Kenyan guidance on personal-data policies and incident handling; project-specific lawful basis must be established by the responsible operator. Reference check recorded 2026-10-26.
Recorded references support only the scope stated beside them. They do not prove current supplier stock, a local quotation, actual buyer demand, operator competence or the feasibility of this particular business. Later editorial changes do not refresh earlier source-check dates.
Prepared by Business Starter Guides using AI-assisted drafting and desk editorial checks. Independent operator trials and specialist certification are not claimed. See the editorial method for the review scope.
Editorial method and evidence limits