Live · Standard Phrases · 3-tier reusable library
Standard Phrases · reusable language

Stop typing the same paragraph thirty times.

A three-tier library of reusable language: your personal phrases, your firm's shared phrases, and a curated industry preset library. Filter by RICS section, search, click to insert. The AI also reads the loaded phrases as routing context — so auto-generated content stays consistent with the voice your firm has built up over years.

Personal · firm · industry AI bulk import SP code shortcuts 35+ RICS sections
Standard Phrases panel inside the RICS Level 2 editor — D2 Roof coverings filter active, showing personal, firm and industry-tier phrases with one-click insert buttons
3 tiers
Personal · firm · industry
35+
RICS section codes
100
Phrases loaded per run
Bulk
AI import from old reports

Three tiers

Personal · Firm · Industry

Tier 1

Personal phrases

Your own language snippets — the way you describe a sagging gutter, your standard recommendation for an EICR cycle. Yours alone, carry across every report you write.

Tier 2

Firm phrases

Firm-wide phrases shared across the practice — used by every surveyor in your firm to keep voice and tone consistent. Edit centrally; surfaces in every editor.

Tier 3

Industry presets

Curated home.co.uk preset library — common, RICS-aligned phrasing for the standard observations every surveyor writes about ("no defects observed", "remedial works required").

AI routing context

Phrases also teach the AI.

When you run Otto auto-mode or AI Dictation, the system loads up to 100 of your most relevant phrases — personal first, then firm, then industry presets — and passes them to the AI as routing context. Otto then shows the receipts: which photos, which dictation, which firm rules went into every wording it proposes.

100
phrases per run
3 tiers
personal → firm → preset
Tone
not just copy-paste
Why Otto suggested this — receipt card listing 3 roof photos, dictation at 12:36, existing D2 rating, firm style profile, with a high-confidence 0.91 score
Suggested new firm phrase card — 'Slate roof coverings are in fair condition with localised slipped slates noted to the rear elevation. Routine maintenance is advised.' with two action buttons: Approve for firm library, Keep personal

Promote · personal → firm

A phrase travels when it should.

When a personal phrase is used repeatedly across surveyors, the system flags it for promotion to the firm library. One tap from any senior surveyor approves it for the whole firm — or keeps it personal. House style accumulates from the bottom up, not by committee.

  • Suggestions surface based on cross-surveyor reuse
  • Promotion is opt-in — no automatic firm-wide changes
  • Helps standardise language without forcing it

AI bulk import

Turn your old reports into a phrase library in seconds.

Paste any text — old survey reports, a Word document, a plain-text phrase list — into the bulk import field. The AI analyses the content, extracts every distinct observation, assigns each one a RICS section code and saves them to your library. If your firm uses internal reference codes such as SP1, SP2 or L-001, these are detected and preserved automatically so your existing numbering carries across.

  • Maps informal element descriptions to the correct RICS sub-section code (e.g. "flaunching around the pot" → D1 Chimney stacks)
  • Preserves variant wordings as separate phrases — surveyors intentionally keep multiple versions of the same observation
  • Recovers partial extractions gracefully — if the document is very long, completed phrases are saved even if the run is truncated
  • Works with Level 2 and Level 3 phrase scoping — invalid section codes for the chosen level are silently nullified, not discarded
Bulk import · AI extraction in progress 70% — Categorising phrases...
D1
Chimney flaunching cracked

Flaunching around the chimney pot is cracked and loose. Repointing is recommended before the next winter season.

D2
Slipped slate tiles noted

Several slate tiles observed to have slipped from the main roof slope. Repair by a specialist roofing contractor is advised.

F1
Aged consumer unit

The consumer unit contains older-style rewireable fuse carriers. An Electrical Installation Condition Report (EICR) is recommended.

I3
Asbestos risk — Artex ceiling

Artex-textured coating to the lounge ceiling may contain chrysotile asbestos. Do not disturb; seek specialist advice before any remedial work.

Phrase code shortcuts

Dictate a code. Get the full phrase.

If your phrases carry internal reference codes — SP1, SP29, L-04, or any other scheme — you can dictate those codes during Otto auto-mode or AI Dictation. The system looks up the matching phrase and substitutes the full content automatically, before any text reaches the report.

You dictate
"The D2 element shows significant weathering. Use SP29. Condition rating 2."
SP29 resolved
Report receives
"The D2 element shows significant weathering. Concrete tile roof showing weathering consistent with age; a full re-roofing programme is anticipated within 5–10 years. Condition rating 2."

Supported reference formats: [SP29], Insert SP29, SP29 bare — all resolved automatically.

Section coverage

Every RICS section. Every subsection.

Phrases can be tagged to any of the 35+ RICS Home Survey section codes across both Level 2 and Level 3 reports. Filter by section in the editor to see only the phrases relevant to the element you are writing about.

D — External

D1 Chimneys · D2 Roof coverings · D3 Rainwater pipes · D4 Main walls · D5 Windows · D6 Doors · D7 Conservatories · D8 Other joinery · D9 Other

E — Internal

E1 Roof structure · E2 Ceilings · E3 Walls · E4 Floors · E5 Fireplaces · E6 Built-in fittings · E7 Woodwork · E8 Bathroom fittings · E9 Other

F — Services

F1 Electricity · F2 Gas/Oil · F3 Water · F4 Heating · F5 Water heating · F6 Drainage · F7 Common services

G H I — Grounds / Legal / Risks

G1–G3 Grounds · H1 Regulation · H2 Guarantees · H3 Other · I1 Building risks · I2 Grounds risks · I3 People risks · I4 Other risks

Level 2 only

J (Surveyor's declaration) · K (What to do now) · L (Service description)

Level 3 only

J1–J5 (Energy matters) · K_SHORT / K_LONG (Remedial costs) · L (Declaration) · M (What to do now) · N (Service description)

FAQ

Common questions

How do I import my existing phrase library?
Paste any text — old survey reports, a Word document, or a plain-text phrase list — into the bulk import field. The AI analyses the content, extracts every distinct observation, assigns each one a RICS section code and saves them to your library. Internal reference codes such as SP1, SP2 or L-001 are detected and preserved automatically.
Can I share phrases with colleagues at my firm?
Yes. Firm-tier phrases are shared across every surveyor in your company on Home.co.uk. Any surveyor can use them; only administrators can edit or delete them. Personal phrases are always private to the individual who created them.
How does the AI use my phrases when generating report content?
When you run Otto auto-mode or AI Dictation, the system loads up to 100 of your phrases (personal → firm → industry presets) and passes them to the AI as routing context before any content is generated. The AI calibrates voice, depth and terminology from your phrase library — not just copying text verbatim, but using your existing language as a stylistic reference. The larger and more curated your library, the more consistent the output.
What RICS sections can phrases be tagged to?
Every RICS Home Survey section code is supported: B, C, D1–D9, E1–E9, F1–F7, G1–G3, H1–H3, I1–I4, plus level-specific codes. Level 2 adds J (declaration), K (what to do now), L (service description). Level 3 adds J1–J5 (energy matters), K_SHORT and K_LONG (remedial costs), L (declaration), M and N (what to do now, service description). Phrases without a section code appear under All Sections and are accessible everywhere in the editor.
Can I dictate phrase codes to insert phrases automatically?
Yes. If your phrases carry reference codes (SP1, SP29, L-04, etc.) you can dictate those codes naturally — "use SP29" — and the system resolves the placeholder to the full phrase content after AI processing completes. This works in both Otto auto-mode and AI Dictation, supporting formats [SP29], "Insert SP29", and bare SP29 references.
Does the library work with both Level 2 and Level 3 reports?
Yes. Phrases can be scoped to a specific product type (Level 2 or Level 3) or left unscoped so they appear in both. Section codes are validated against the target level on import — Level 2-only codes and Level 3-only codes are kept separate, with invalid codes nullified rather than discarded so no phrase is ever silently lost.
Is there a limit to how many phrases I can store?
There is no hard limit on stored phrases. During auto-mode runs, up to 100 phrases are loaded into the AI routing context per run in priority order. If you have more than 100 phrases, personal phrases are always prioritised over firm phrases, which are prioritised over industry presets.
How is the standard phrases library different from the style profile tool?
Standard phrases are discrete, reusable text snippets you insert manually or reference by code. The style profile tool builds a broader voice fingerprint from your training documents — covering vocabulary preferences, sentence structure and depth of commentary. Both feed into Otto auto-mode independently; together they give the AI the most complete picture of your writing style.

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