Title company employees producing title documents may use the following workflow:

  1. Upload documents to the folders for the properties for which you are responsible.

2. Communicate reply-all style comments using Line Item Notes. This will cut down on messy email chains that otherwise would be sent to everyone.

3. The Deal Host will mark property items closed when the work is complete to communicate the status of the deal. The folders will turn green when closed.

NOTE: While ProDeal checklists are fully customizable, it helps to follow the folder structure set up by your Deal Host. This will keep everything consistent and organized for all parties.

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