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- Real Estate Document Vault
- Process
- Title version review
Title version review
Compare title observations with the packet and their source documents.
Step by step
-
Open the packet Packet Owner
Packet Owner checks the property definition, parcel identifier and current revision.
- Establish property and revision
- Updates Property packets, Properties
-
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
-
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
-
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
-
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
Who does what
Roles and permissions- Packet Owner
- Records versions; Document Reviewer checks source and outcome; Records Auditor can inspect the history.
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.