Questions, answered

Click Get started, then use Proto to configure Real Estate Document Vault for your business. Begin with one organization, a representative property packet and the people who will own, verify, review and share it.

A packet connects a property definition, organization, owner, document date and current status with its title versions and source evidence. Agree the parcel identifier and document type before indexing.

Each version belongs to a packet and carries a sequence, dates, source reference and outcome. A later observation stays distinguishable from the earlier one.

The Indexing Operator checks the attachment and external reference and records verification with a named person. The Document Reviewer then considers the source as part of the packet decision.

The reviewer can return or reject the packet revision with a reason and evidence reference. A Packet Owner can assign corrective work and present a new revision for another decision.

A review decision identifies the source revision considered. The Sharing Manager checks that revision against the packet before confirming a share.

The Sharing Manager checks scope and expiry, then compares the operation record with the external receipt evidence before recording the shared outcome.

Assigned follow-up actions carry a person, due date, status and resolution. Packet, review and operation views show related work that needs attention.

Archived packets retain their title versions, decisions, state history and operation records so a Records Auditor can explain the recorded path.