How it works
A considered process. An understandable outcome.
You should know what is being checked, what remains uncertain and what you are paying for. The process starts with your property and the decision ahead.
- 1
Tell us about the property
Start with its location, the type of purchase and the papers you already have.
- 2
Agree the work and fee
We clarify the documents, record searches, charges and expected timing before starting.
- 3
Review the records
The agreed papers are checked. Missing documents and unanswered questions are recorded.
- 4
Understand what comes next
Written findings explain the issues and what needs attention before you proceed.
Set expectations at the start
Good instructions make
a better review.
The scope should be specific enough that a missing record or an additional task is not a surprise.
- Identify the property and the proposed transaction
- Agree the document and search scope
- Confirm fees, expenses and an estimated timeline
- Define the report and any follow-up discussion
- Record what is not included
Illustrative report format
What should the findings tell you?
- What was checked
- The documents, searches and dates.
- What remains unclear
- Missing records or points needing an answer.
- What to do next
- Questions to resolve before another commitment.
This is a sample format, not a report on a real property.
Read the sample reportWhen something is missing
A missing document is a question to be recorded, not a check to mark complete. The review should identify why it matters, where further information may be available and how the gap affects the proposed decision.
When a specialist is needed
Site measurement, structural inspection, valuation, environmental assessment and active litigation are not silently included in a document review. Their need, provider, cost and scope should be separately agreed.
When the transaction changes
A different seller, revised agreement, later payment date or new authority communication can change the relevant questions. Keep the team informed rather than assuming that earlier advice covers every later version of the transaction.