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 final, 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).
