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- Real Estate Document Vault
- Who it's for
- Escrow closing teams
Escrow closing teams
An escrow team needs to know which property document set was reviewed before sharing it. The packet joins the property definition, owner, title versions and evidence. Its revision and sharing expiry support a final scope check. The review decision identifies the version the reviewer considered, while operation steps can hold the external receipt that confirms a document delivery.
How Real Estate Document Vault is set up for you
Packet ownership
A named owner answers source questions and keeps the packet's document date and property reference current.
Review handoff
The Document Reviewer records a decision on the exact revision that the Sharing Manager will consider.
Scoped delivery
The Sharing Manager checks the expiry and document type before recording the share and its receipt evidence.
Exception work
A returned decision or uncertain delivery becomes an assigned follow-up rather than a silent change to the packet status.
An escrow team needs to know which property document set was reviewed before sharing it. The packet joins the property definition, owner, title versions and evidence. Its revision and sharing expiry support a final scope check. The review decision identifies the version the reviewer considered, while operation steps can hold the external receipt that confirms a document delivery.
Use one closing case with a clean property packet and one with a corrected title document. Set the property definition and organization before importing attachments. Agree who can verify a source item, who makes the independent decision and who may mark a packet Shared. Also settle what the external provider's receipt means and where its evidence is retained.
Rehearse the clean case through review and scope checking. For the corrected case, retain the first title version, add the changed observation and require a decision on the new revision. Then test an uncertain delivery result: the manager should inspect the original provider reference before repeating any action. Once the team can explain both the approved source and the delivery result from records, the packet can be closed and archived with an understandable history.
Features to start with
Roles on the team
- Packet Owner
- Assembles and maintains the property packet and its assigned follow-up work.
- Indexing Operator
- Checks source evidence and records the indexed packet revision.
- Document Reviewer
- Records an independent decision against the packet revision and requests corrections.
- Sharing Manager
- Checks scope, approved review and receipt evidence before sharing or archiving a packet.
- Records Auditor
- Inspects packet history, source evidence, decisions and execution receipts.
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.