Conveyancing Progress and Key Dates Tracker

Who this is for

Where the legal work has got to. Each stage of the conveyancing gets a line with when it was asked for, when it came back and who it is waiting on now. The key dates box keeps the target exchange and completion in view.

Buyers and sellers who want their own record of progress between calls to the solicitor, conveyancer or agent, and anyone in a chain being asked for updates.

What this helps you track

• Your solicitor, their reference and the other side's solicitor in one place
• Each stage of the legal process and its status
• When each item was requested and when it arrived
• Who the sale is waiting on at any moment
• The target exchange and completion dates

How to use it

1. Write the property, your solicitor or conveyancer and their reference, the other side's solicitor and the agent at the top.
2. Use the stage lines already printed and add any others your conveyancer mentions.
3. Record the date each item was requested and the date it was received.
4. Keep the waiting on column current after every call or email, so you know whom to chase.
5. Fill in the key dates as they are proposed and agreed, and update them if they move.
6. Use the browser version, which saves in your own browser, if you prefer to update it from your phone.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The online version keeps what you enter in your own browser and builds the completed PDF on your device.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

Are these the stages for every country?

No. The printed stages are common ones, but the process and its order differ from place to place. Rename or add stages to match what your conveyancer tells you.

What goes in the waiting on column?

The person or organisation the stage is currently with, such as your lender, the seller's solicitor, the local authority or you. It is the column to read before chasing anyone.

Can the sheet predict when we will exchange?

No. It records what has happened and what is outstanding. Target dates are the ones agreed between the parties and can move; write in the new date when they do.

Should the other side's solicitor details be on here?

It helps to have the firm name and reference, but most contact should go through your own solicitor or conveyancer, who will tell you how they prefer to work.