On the Requirements tab, the POS disclosure checklist lists the forms and disclosures this address triggers — and matches them to the documents already on the deal. The counter (e.g. 9/13 collected) shows at a glance how much of the file is in place.
How items get checked off
You don't tick boxes by hand. When you upload a document, LetterScript classifies it; if it satisfies a required item, that item is marked collected automatically. Items show one of three states:
- Collected (checkmark) — a matching document is on the deal.
- To collect (empty circle) — still missing; obtain it and upload it (each row has its own upload button).
- Attestation (info icon) — an action to perform or confirm rather than a document to collect.
The sections
- Required items — what this property's jurisdiction and hazards demand.
- May also apply — depends on tenancy / special districts — items that hinge on facts we can't see from the address alone (e.g. whether the property is tenant-occupied). Review these yourself.
- Other POS documents on this deal — disclosure documents you uploaded that aren't tied to a required item.
Where the requirements come from
The checklist is driven by the same property-level data as the full Point-of-sale requirements card beneath it — jurisdiction ordinances plus hazard overlays for the exact address. Informational only — not legal advice. Rules change and the list may be incomplete; the local jurisdiction is always the final authority — confirm each requirement with the city or county before close.