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- Real Estate Document Vault
- Process
- Review and sharing
Review and sharing
Record an independent decision before confirming a scoped document share.
Step by step
-
Index Revision Indexing Operator
Indexing Operator presents the packet revision with its verified source material.
- Identify the reviewed source
- Updates Property packets, Evidence documents, Title document versions
-
Record Review Decision Document Reviewer
Document Reviewer approves, returns or rejects that exact revision and records the reason and evidence reference.
- Approve, return or reject the revision
- Updates Review decisions, Property packets
ApprovalA person approves before the work moves on. -
Resolve Review Packet Owner
Packet Owner addresses a returned decision and presents the revised material for another decision.
- Correct an explained issue
- Updates Follow up actions, Title document versions, Evidence documents
-
Mark Reviewed Sharing Manager
Sharing Manager checks that the approved decision refers to the current packet revision.
- Record the reviewed packet state
- Updates Property packets, State history, Review decisions
-
Confirm Scoped Share Sharing Manager
Sharing Manager checks the document scope, expiry and external receipt before the packet is marked Shared.
- Confirm scope and receipt
- Updates Property packets, Operation runs, Operation steps, Execution attempts
Who does what
Roles and permissions- Indexing Operator
- Prepares the revision; Document Reviewer decides; Packet Owner resolves returns; Sharing Manager confirms scope and receipt.
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.