For Professionals

When to Refer a Case

A quick reference for attorneys, title companies, and real estate professionals on when documentation timeline coordination may be helpful.

View Case File Protocol
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Common Referral Triggers

Consider referring a file when documentation is incomplete, out of order, or time-sensitive.

Sale or hearing date is approaching and notices are scattered

Multiple notices exist and the timeline is unclear

Probate is involved and ownership documents are incomplete

Lien documentation is present but payoff/priority is unclear from the paperwork provided

Tax delinquency notices exist and dates are confusing

Title issues appear during a closing or title review

The owner has documents from multiple parties with no clear sequence

What to Include in a Referral

  • Any notice showing a deadline (sale or hearing date)
  • Mortgage statements, notices, or payoff demands (if available)
  • Tax delinquency notices (if applicable)
  • Lien notices or payoff demands (if applicable)
  • Probate filings or letters of authority (if applicable)
  • Title report/commitment (if available)
  • Court filings or legal notices (if applicable)

If a deadline exists, include the notice that shows the date.

Two Ways to Refer

Option A — Direct the Property Owner to Submit

Share the Request Review link so the owner can upload documents and include any deadline notice.

Send Client to Request Review

Option B — Help the Owner Organize Before Upload

If the owner requests help gathering documents, assist with organizing the file set for upload. PRG coordinates with professionals only when owner authorization exists.

View Professional Boundaries & Scope of Services

What Happens Next

1

File is received and logged for review.

2

Documents are organized chronologically to clarify the timeline reflected in the records provided.

3

If documents appear missing or unclear, PRG may request clarification or additional documents.

4

When authorization exists, PRG may coordinate communication with professionals involved in the matter.

Acknowledgement typically occurs within 24–48 business hours.

Need to Refer a File?

Use the Request Review page to submit documentation for timeline coordination.

Submit Documentation for Review