Build the index around your transaction
Use this private working index to organize the documents your actual lawyer, lender or other adviser requests for an ordinary purchase in the Commonwealth of Dominica. Start with a nonsensitive property reference, your current stage and the issuer and date of each professional's checklist. The sample rows are starting categories you can adapt through the actual-request and notes fields.
The four statuses are separate records you enter yourself. Requested records a request; received records receipt; reviewed records the review you identify; accepted records the recipient and purpose you specify. Record who, what scope and when in the review note. Changing one status does not change another or establish authenticity, validity or completeness. Leave an unknown unconfirmed. Record a not-applicable reason and the professional role that confirmed it.
Every status begins as Unconfirmed . Requested, received, reviewed and accepted are separate records. Changing one never changes another. A received document is not automatically current, authentic, sufficient or accepted. A proposed not-applicable status remains unconfirmed until you record a professional reason and the role confirming it.
Entries stay in this page and are not uploaded or saved automatically. Download or print before leaving. Record roles and brief notes; avoid confidential documents, identity numbers and payment details. Clearing these fields does not guarantee removal from your browser’s history or device.
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You can use the labelled fields without JavaScript and print a blank checklist with your browser’s Print command. Download, print-entry formatting and Clear controls require JavaScript. Entries are not saved automatically.
Your actual brief and professional request list Stage: Preparation Category: Brief and checklist
Keep the property reference and actual checklist issuer/version together.
What needs confirming: Which reference and checklist are we working from?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source You and the issuer of the actual checklist.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Confirm who issued it and when.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Record the next missing instruction.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
The party or authority evidence your lawyer requests Stage: Preparation Category: Party / authority request
Record the applicable request; no standard document set is prescribed.
What needs confirming: Which parties/representatives and records does the recipient need?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source As named in the professional request.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Chosen lawyer/recipient confirms applicable evidence and sufficiency.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Ask which original/copy/certification instructions apply.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
A property record your adviser asks for Stage: Investigation Category: Property / title / survey request
Track the actual title, survey, boundary/access or advertised-interest question.
What needs confirming: What question will this record address, and who reviews it?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source Actual issuer/source identified by the adviser.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Agreed adviser or relevant professional, scope confirmed by reader.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Keep unresolved differences and missing information visible.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
An intended-use or planning information request Stage: Investigation Category: Use / planning request
Use only the requests relevant to the proposed use.
What needs confirming: Which information or permission does the actual adviser/authority ask you to establish?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source Actual authority/provider issuing the record.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Reviewer agreed for that particular question.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Confirm applicability, version and next recipient.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
A report or service record requested for investigation Stage: Investigation Category: Condition / services request
Track the proposed scope and its limits without diagnosing a property.
What needs confirming: What will be covered, excluded and followed up?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source Provider who actually issues the material.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Suitable professional whose competence/scope the reader confirms.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Ask who handles findings outside the agreed scope.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
An actual lender or funding-related request Stage: Funding Category: Finance / valuation / insurance request
Keep the selected provider and product instructions identifiable.
What needs confirming: Does this request apply to the proposed product and purpose?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source Selected lender/provider or named issuer.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Intended lender/provider confirms its acceptance for the stated purpose.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Request current instructions and any outstanding conditions.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
A version, instruction or receipt requested for the transaction Stage: Proposed terms Category: Agreement / payment / completion request
Keep versions and receipts separate and retain the adviser explanation.
What needs confirming: Which version/purpose does the reviewer or recipient identify?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source Actual document issuer or payment recipient.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Chosen lawyer/recipient explains the record significance.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Record any condition, discrepancy or follow-up still open.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
Another item from your professional checklist Stage: Any stage Category: Other actual request
Use the actual-request field for an item the sample categories do not describe.
What needs confirming: Who requested it, why, and who will review it?
Actual requested item and purpose This row is an illustrative category. Record the exact item and purpose requested by your professional; leave it unconfirmed until clarified.
Issuer / source Actual issuer/source.
Document version / date Record the edition, issue date or other version identifier. A date alone does not establish validity.
Requested Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Received Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Reviewed by the appropriate adviser Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Accepted for the intended purpose Unconfirmed Yes — recorded by me No — recorded by me Proposed not applicable — unconfirmed
Responsible role Role agreed for that item.
Review / acceptance record — scope, who and date Record who (a role is enough), date, exact version, review scope, acceptance purpose and any limits. Your entry is not site verification.
Next action / unresolved question Record the next action and who will take it.
Professional reason for proposed not applicable Needed before a proposed N/A can be recorded as supported. Record the professional reason; otherwise it remains unconfirmed.
Role confirming that not-applicable reason Record the professional role that confirmed the reason. The site does not verify this entry.
N/A is unconfirmed until you record a professional reason and confirming role.
Download my checklist Print this page Clear my checklist
You can use the labelled fields without JavaScript and print a blank checklist with your browser’s Print command. Download, print-entry formatting and Clear controls require JavaScript. Entries are not saved automatically.
Ask which party and authority records apply
Ask your lawyer which information they need about the actual buyer, seller and any representative. Have them identify the evidence they want for those circumstances and who will assess it. Add each request in the index with its issuer, responsible role and next action. This organizer does not prescribe a standard estate, company or representation document pack.
Ask the intended recipient whether they require an original, a copy, particular certification or an execution arrangement. Retain the exact instruction and its date, including any question you still need answered. The website does not decide whether a document or signature meets that requirement.
If another person supplies material, record its stated source and the version received. Keep receiving, reviewing and accepting it distinct. Use the lawyer-selection guide to prepare a clear request for scope and responsibility before assuming someone has agreed to perform those checks.
Track property, finance and investigation requests
Use the illustrative rows to organize the requests that actually arise: information about the property and advertised interest; questions concerning title or survey records; intended-use or planning information; finance, valuation or insurance requests; investigation reports; and proposed transaction documents. Ask your advisers which categories apply and add the actual item and purpose. These categories are not an exhaustive list of mandatory purchase documents.
For each item, record the issuer, version or date, intended reviewer and outstanding question. Ask what the material is intended to address and what remains outside its scope. A status should help you locate the next task, rather than compress several different checks into a single tick.
Keep your chosen lender's actual checklist separately identifiable. The NBD credit checklist , retained as a source example, expressly allows for additional or alternative requests. Its publisher update date is not established here. Do not treat an example lender list as an answer about your loan, or construction-related material as applicable without confirmation from the recipient.
Keep versions, receipts and follow-up together
Keep the version your reviewer identifies, the relevant receipt or response and the person responsible for any outstanding action. Ask the recipient to explain what acceptance covers. Download or print useful notes before leaving; entries are not automatically saved. Manage downloaded and printed copies privately. Clearing fields cannot guarantee erasure from your browser or device.
Should I upload my passport or title here? This page has no document upload or submission service. Send requested sensitive material only through the relevant professional's independently verified appropriate channel.
What if names or areas differ? Retain both versions, record the difference and ask the relevant professional. Do not silently reconcile them in the checklist.
For the next step, prepare your lawyer-selection questions , investigate source-attributed lawyer records , or return to the buying roadmap .