Follow these steps for using ProDeal when receiving title documents:

  • The title company will upload documents to each of the Line Items.

  • Other transaction participants (such as attorneys or paralegals) will download, review and upload comments, as needed.

  • Communicate reply-all style comments or approvals using the Line Item Notes.

  • Once documents are closed, the title company will close each Line Item (i.e. make the folder green) to indicate completion.

Once documents are final, you can bulk-download all the documents by using Bulk select and Download (with or without the folder structure).

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