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- Real Estate Document Vault
- Process
- Correction and follow-up
Correction and follow-up
Resolve source questions while preserving the earlier packet decision and revision.
Step by step
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Find the issue Document Reviewer
Document Reviewer or Indexing Operator records a source discrepancy, returned decision or execution exception.
- Preserve the reason for action
- Updates Review decisions, Evidence documents, Execution attempts
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Assign the action Packet Owner
Packet Owner gives the follow-up a title, due date and person responsible for resolution.
- Give work a named owner and due date
- Updates Follow up actions, People, Property packets
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Correct the source Packet Owner
The assignee obtains the document or resolves the external result, keeping a clear reference to the original issue.
- Add the corrected material
- Updates Evidence documents, Title document versions
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Record the successor revision Packet Owner
Packet Owner keeps the original revision and completed operation steps, then records the corrected packet revision.
- Preserve the old revision and completed steps
- Updates Property packets, State history, Operation runs, Operation steps
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Resolve the executed result Sharing Manager
Sharing Manager records a compensating output for an earlier external effect or blocks the correction with a precise reason.
- Record a compensating result or precise block reason
- Updates Operation runs, Operation steps, Execution attempts
-
Review again Document Reviewer
Document Reviewer decides on the successor revision when the change affects review.
- Decide on the successor revision
- Updates Review decisions
Who does what
Roles and permissions- Document Reviewer
- Or Indexing Operator identifies the issue; Packet Owner assigns and resolves it; Sharing Manager checks external results when needed.
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.