1. Real Estate Document Vault
  2. Process
  3. Title version review
Process · Title version review

Title version review

Compare title observations with the packet and their source documents.

Step by step

  1. Open the packet Packet Owner

    Packet Owner checks the property definition, parcel identifier and current revision.

    • Establish property and revision
    • Updates Property packets, Properties
  2. Record the observation Packet Owner

    Packet Owner adds the title version's sequence, dates, description and source reference.

    • Preserve the version and source reference
    • Updates Title document versions
  3. Compare the source Document Reviewer

    Document Reviewer reads the corresponding evidence and compares parcel, document type and encumbrance details.

    • Check the document against the observation
    • Updates Evidence documents, Title document versions
  4. Record the outcome Document Reviewer

    Document Reviewer marks the version Pending, Accepted or Rejected according to the observed source.

    • Keep the observation's review result
    • Updates Title document versions
  5. Carry the result forward Document Reviewer

    The reviewer considers the whole packet revision separately and records a decision on that revision.

    • Decide on the packet revision
    • Updates Review decisions, Property packets
Packet Owner
Records versions; Document Reviewer checks source and outcome; Records Auditor can inspect the history.

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Start free, then use Proto to change fields, steps and approvals before your team goes live.

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