Point-of-sale requirements

See the disclosure and compliance items a property triggers — by jurisdiction and hazard, grouped by transaction phase.

The Requirements tab answers the question every California sale starts with: what does selling this exact property obligate us to do?

What you're looking at

Point-of-sale requirements are the disclosures and compliance items the property triggers, derived from the property itself:

  • Jurisdiction — city and county ordinances (sewer lateral inspections, energy and water conservation rules, transfer taxes, seismic gas shut-off valves, …). Requirements differ street by street; LetterScript applies the rules that actually govern the exact address, including unincorporated pockets that look like they're in a neighboring city.
  • Hazards — overlay zones for the property: fire hazard severity, FEMA flood zones, seismic zones, special districts like Mello-Roos.

A By status / By phase toggle controls how items are grouped. By status (the default) sorts them into what's collected, what's outstanding, and what's not applicable; By phase arranges them from pre-listing through close, so the tab reads as a to-do list in the order the deal will actually need things. Either way, the legal basis is cited on each item.

How it connects to the rest of the deal

The same property data drives the POS disclosure checklist at the top of this tab — requirements that take the form of a document show up there, matched against what you've uploaded on the Documents tab.

Informational only — not legal advice. Rules change and the list may be incomplete; confirm each requirement with the city or county before close.

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