Packets by status List
Count property packets by Status and Organization to locate work awaiting indexing, review or sharing.
- Real Estate Document Vault
- Reports
Reports for the questions your team asks
Answer questions about packet progress, review outcomes and unresolved work.
Overview×
Real Estate Document Vault · Overview
Real Estate Document Vault dashboard
This quarter
Follow up actions in view
6Open
3In progress
3Due date in 14 days
3Property packets by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Collected | 41 | ||
| Indexed | 20 | 49% | |
| Reviewed | 10 | 50% | |
| Shared | 5 | 50% |
Property packets by status
Sample counts per stage
More reports
Review decisions by outcome List
Compare Pending, Approved, Returned and Rejected decisions by Reviewer and decided at.
Evidence verification register List
List evidence documents by Verified, verified by and document date for each packet.
Title version outcome history Grouped
Group title document versions under Parent and compare Sequence, Outcome and document date.
Open follow-up workload List
Show follow up actions by assigned to, Status and due date.
Packet revision history Grouped
Group state history by Source and order occurred at and source revision to explain status changes.
Operation exception review Grouped
Group operation steps under operation runs and compare step Status, run failure reason and step receipt fields.
Sharing expiry register List
Show Shared property packets by sharing expires, Owner and Organization.
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.