Home admin printable
Home Purchase Document Checklist
Keep purchase, tenancy, lender, survey, insurance and moving-document questions in one printable checklist before move week gets busy.
Printable preview
A fillable checklist you can print or save as PDF
This sheet is for keeping track of document names, who has them, what is missing and what needs checking. It is not legal, mortgage, conveyancing, tenancy or insurance advice. Use it to stay organised, then check important decisions against official documents or a qualified professional.
Quick start
Use it before chasing paperwork
Start with documents you already have, even if the details are incomplete. A visible partial list is more useful than trying to remember everything later.
Use the status column for requested, received, checked or not needed. This makes follow-up calls much easier.
Use the notes section for anything that needs confirmation from an agent, landlord, lender, conveyancer, solicitor, insurer or surveyor.
Number tools
Use these only where a row needs a number
Useful reading and related sheets
Use these when the move needs more context
Why this checklist is useful
Home paperwork is easy to scatter across emails, portals, printed letters and phone notes. The checklist gives every important item the same simple question: what is it, who has it, where is it, and what still needs checking?
Do not use the checklist as proof that a document is correct or legally complete. It is a planning aid only. If a question affects ownership, tenancy, finance, insurance, safety, tax or a contract, check the original document and ask the right qualified professional.
Print or save as PDF
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Printable checklist
Home Purchase Document Checklist
Track documents, contacts, missing paperwork, dates and questions before moving home.
Document tracker
Dates and cost checks
- The source document or person is written beside every important date or cost.
- Contract, mortgage, tenancy, insurance and safety questions are marked for professional or official confirmation.
- Missing documents are separated from documents that are received but not checked.
- The moving-cost estimate is written separately from the monthly housing payment.
Follow-up log
Notes to check before relying on the list
Common mistake
Do not mark a document as sorted just because someone mentioned it in an email. Write down where the actual document is and who confirmed it.
Good next step
Print the Moving Home Binder cover after this checklist, then put the document rows in the same order as your emails or paper folder.