The document checklist on a deal
The checklist lists the documents commonly required for a deal of this kind in this state, and says who supplies each one. It describes the general case. It does not tell you what your particular deal needs.
REHL is not a law firm, so the checklist never says a document is legally required for your deal. It says what a deal like yours in that state commonly needs, and points you at your broker to confirm what yours needs. That distinction is deliberate and it is in the wording everywhere on the panel.
The four answers next to each item
- REHL supplies it. The text comes from REHL, and the panel says where those words came from for each form.
- Your brokerage supplies it. You have published your own form in that category, so your deal will use yours.
- Waiting on your upload. REHL holds text for this and has decided not to be its author. Upload your brokerage's own licensed copy.
- Not available yet. REHL has not built this one. That is a gap on our side, kept separate from your homework on purpose.
For some items an upload can clear the slot, because the form category maps one to one onto the document. For the rest the panel says Bring your own instead, because REHL cannot recognize the upload as filling that particular slot and telling you otherwise would be a promise it cannot keep.
The checklist covers every US state, unevenly. In Florida and Louisiana it lists that state's own commonly involved documents. In any other state it shows the federal items commonly involved in a US residential deal, such as the lead-based paint disclosure and FIRPTA withholding, with a note to follow your brokerage's own checklist and forms. A deal with no property state recorded gets a sentence explaining that rather than an empty list, because an empty checklist would read as nothing needed.
Can I send a form straight from the checklist?
No. The checklist is read-only. Send documents from the Documents card on the same deal, either from one of your published forms or from a PDF you upload.
Why does it say where each form's words came from?
Because a form transcribed from a statute and a form REHL drafted are different things, and you are entitled to know which one you are putting in front of a client. The panel labels each one instead of burying it in a single disclaimer.
Need more help? Contact support.