HomeWorth

1. About HomeWorth

HomeWorth is a mobile-first surveying and valuation platform developed by SDL Surveying Limited (Company Registration Number: 02411812) to modernise residential property inspections, reporting, and operational workflows.

Built specifically for residential surveying and valuation professionals, HomeWorth integrates intelligent lender-driven workflows, dynamic smart forms, digital site data capture, floor plan creation, photographic evidence management, valuation support tools, and automated report generation within a single, connected mobile experience.

The platform supports the complete end-to-end surveying journey — from initial instruction and on-site inspection through to valuation, quality assurance, and final report submission — enabling surveyors and operational teams to work efficiently, accurately, and in compliance with lender and regulatory requirements.

2. Scope of This Disclosure

This Privacy Disclosure applies to all users of the HomeWorth application, including:

• SDL Surveying Limited employees and contractors accessing HomeWorth in the course of their duties
• Approved panel surveyors and third-party professionals granted access to the platform
• Lender representatives and client contacts who interact with outputs generated by HomeWorth

This Disclosure covers data collected and processed through the HomeWorth mobile application and any associated web interfaces or back-end services that support it.

3. Information We Collect

HomeWorth collects and processes the following categories of information in order to deliver its core functionality:

3.1 Property and Inspection Data

• Property details including address, type, tenure, and physical characteristics
• Inspection records, valuation figures, and associated commentary
• Condition ratings, risk assessments, and comparable market evidence

3.2 Documentary and Photographic Evidence

• Site photographs, floor plan sketches, and supporting documents captured during inspection
• Signed-off reports and valuation certificates submitted through the platform

3.3 Location Data

• Geolocation data associated with inspected properties, used to verify attendance and support mapping functionality
• Location data is collected only during active use of the application and solely in relation to inspection activity

3.4 User Account and Authentication Information

• User identity, login credentials, and role-based access permissions
• Session activity and authentication logs for security and audit purposes

3.5 Device and Technical Information

• Device type, operating system, and HomeWorth application version
• Diagnostic data, crash reports, and performance metrics used to maintain and improve the platform

3.6 Usage Data

• In-app activity logs, workflow progress, and feature interaction data
• Audit trails supporting quality assurance, compliance, and operational oversight

4. How We Use This Information

SDL Surveying Limited processes information collected through HomeWorth for the following purposes:

• Conducting and managing residential property inspections from instruction to report submission
• Producing, validating, and delivering valuation reports and associated documentation to lenders and clients
• Supporting quality assurance processes, peer review, and compliance with lender panel requirements
• Administering and monitoring lender-driven workflows and instruction management
• Maintaining the security, integrity, and performance of the HomeWorth platform
• Providing technical support, diagnosing faults, and resolving issues reported by users
• Meeting legal, regulatory, and contractual obligations applicable to SDL Surveying Limited’s business
• Generating operational reports and management information to support business oversight

5. Legal Basis for Processing

Where HomeWorth processes personal data, SDL Surveying Limited relies on the following lawful bases under the UK General Data Protection Regulation (UK GDPR):

• Contract performance — processing necessary to fulfil surveying and valuation instructions
• Legitimate interests — processing necessary for the secure and efficient operation of our business and services
• Legal obligation — processing required to comply with applicable laws and regulatory requirements
• Consent — where consent is sought, it will be obtained explicitly and may be withdrawn at any time

SDL Surveying Limited does not sell personal data to third parties under any circumstances.

6. Sharing of Information

Information processed through HomeWorth may be disclosed to the following categories of recipients, strictly on a need-to-know basis and subject to appropriate data protection obligations:

• SDL Surveying Limited personnel involved in instruction management, quality assurance, and operational oversight
• Approved panel surveyors and specialist contractors engaged to carry out or support inspection activities
• Lenders and clients who have commissioned the valuation or inspection services
• Technology, hosting, and platform service providers engaged by SDL Surveying Limited to support the operation of HomeWorth
• Professional advisors, insurers, and auditors acting in connection with SDL Surveying Limited’s business
• Regulatory bodies, law enforcement agencies, or courts where disclosure is required by law, court order, or regulatory obligation

Where information is shared with third-party service providers, SDL Surveying Limited ensures that appropriate contractual safeguards are in place, including data processing agreements that require those parties to handle information securely and in accordance with applicable data protection law.

7. Data Retention

SDL Surveying Limited retains information collected through HomeWorth for as long as is necessary to fulfil the purposes set out in this Disclosure, and in accordance with applicable legal and regulatory retention requirements.

Retention periods are governed by SDL Surveying Limited’s Data Retention Policy, which takes into account the nature of the data, the purposes for which it was collected, and any statutory or contractual obligations that apply. Once data is no longer required, it is securely deleted or anonymised in accordance with that policy.

8. Data Security

SDL Surveying Limited applies appropriate technical and organisational security measures to protect information processed through HomeWorth against unauthorised access, loss, alteration, or disclosure. These measures include:

• Encrypted data transmission using industry-standard protocols
• Role-based access controls limiting data access to authorised users only
• Secure authentication mechanisms and session management
• Regular security reviews, vulnerability assessments, and penetration testing
• Audit logging of user activity within the application

Notwithstanding these measures, no system is entirely immune to risk. Users are encouraged to report any suspected security incidents or vulnerabilities to the SDL Surveying Limited IT team without delay (see Section 11 for contact details).

9. User Responsibilities

All users of HomeWorth share responsibility for the proper handling of information accessed through the platform. Users are required to:

• Keep login credentials strictly confidential and not share them with any other person
• Use HomeWorth only for authorised business purposes and in accordance with SDL Surveying Limited’s acceptable use policies
• Handle all personal data accessed through the application in compliance with the UK GDPR, the Data Protection Act 2018, and SDL Surveying Limited’s internal data protection policies
• Log out of the application when not in use and take reasonable steps to prevent unauthorised access to active sessions
• Report any suspected data breach, unauthorised access, or security concern to the SDL Surveying Limited IT team or Data Protection Officer as soon as practicable
• Avoid accessing, downloading, or sharing data beyond what is necessary for the performance of authorised duties

10. Your Rights

Where SDL Surveying Limited processes your personal data, you may have the following rights under applicable data protection legislation:

• The right to access personal data held about you
• The right to request correction of inaccurate or incomplete personal data
• The right to request erasure of your personal data in certain circumstances
• The right to object to or restrict processing of your personal data in certain circumstances
• The right to data portability in certain circumstances
• The right to withdraw consent at any time, where processing is based on consent

To exercise any of these rights, please contact the SDL Surveying Limited Data Protection Officer using the details provided in Section 11 below. SDL Surveying Limited will respond to all valid requests within the timeframes required by applicable law.

11. Contact Information

For any questions, concerns, or requests relating to this Privacy Disclosure or the handling of your data through HomeWorth, please contact the SDL Surveying Limited Data & Compliance team:

• Data & Compliance Team: SDL Surveying Limited
• Email: servicedesk@sdlsurveying.co.uk
• Telephone: 0115 967 1963 5
• Website: www.sdlsurveying.co.uk
• Registered Address: SDL Surveying Limited, Company Registration No. 02411812, England & Wales

12. Updates to This Disclosure

SDL Surveying Limited reserves the right to update or amend this Privacy Disclosure at any time to reflect changes in the HomeWorth application, our data processing practices, or applicable law. Authorised users will be notified of material changes through appropriate channels. Continued use of HomeWorth following notification of any amendment constitutes acceptance of the revised Disclosure.

The current version of this Disclosure is always available through the HomeWorth application and the SDL Surveying Limited internal documentation portal.

Document Approval

• Approved by: SDL Surveying Ltd – Data & Compliance Director
• Date: 11 May 2026
• Next Review Date: 11 May 2027
• Review Frequency: Annual, or upon material change to data processing activities