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- Real Estate Legal Mgmt
- Process
- Closing condition review
Closing condition review
Prepare conditions and preserve independent decisions.
Step by step
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Prepare condition Matter Coordinator
Matter Coordinator records property, due date and title evidence.
- Record property, due date and title evidence
- Updates Closing conditions, Matters
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Submit revision Matter Coordinator
Matter Coordinator presents the stored revision for decision.
- Present the stored revision for decision
- Updates Closing conditions
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Review condition Supervising Attorney
Supervising Attorney records reviewer, reason and decision.
- Record reviewer, reason and decision
- Updates Closing conditions, Review decisions
ApprovalA person approves before the work moves on. -
Reconcile effect Supervising Attorney
Supervising Attorney compares receipt and condition state.
- Compare receipt and condition state
- Updates Operation receipts, Closing conditions
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Complete record Matter Coordinator
Matter Coordinator records fulfillment and related matter review.
- Record fulfillment and related matter review
- Updates Closing conditions, Matters
Who does what
Roles and permissions- Matter Coordinator
- , Supervising Attorney, Auditor.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.