Professional Referral Guidelines

When to refer clients for documentation organization and timeline review

Purpose

Property Resolution Group reviews documentation and organizes property timelines when files involve time-sensitive deadlines or unclear documentation. The Referral Guidelines explain when professionals may submit a file for structured review.

Situations Appropriate for Referral

Professionals may submit files when documentation clarity or timeline organization would assist the file.

Common situations include:

Documentation Typically Provided

Files submitted for review may include:

Authorization Requirement

Property owners must provide written authorization before PRG communicates with attorneys, title companies, or other professionals regarding the file.

What PRG Provides

PRG organizes documentation and maps the timeline reflected in the documents provided.

The review may include:

Professional Coordination

When authorization exists, PRG may coordinate communication with:

File Submission

Professionals may submit files through the Request Review page.

Submit Professional File