For Professionals

Professional Referral Process

A simple step-by-step process for attorneys, title companies, and real estate professionals

Who This Is For

Professionals We Serve

This page is for attorneys, title companies, real estate professionals, and probate professionals who encounter property files with unclear or disorganized documentation timelines.

Attorneys

Title Companies

Real Estate Professionals

Probate Professionals

When to Refer

Common Referral Scenarios

Referrals are commonly helpful when:

1

Notices are out of order or incomplete

2

Deadlines or sale/hearing dates exist

3

The property file involves multiple recorded notices

4

Probate, liens, or title issues are present

Two Referral Options

How to Refer a Client

A

Direct the Property Owner

Professionals may direct the property owner to submit documentation using the Request Review page.

Send Client to Request Review
B

Professional Submission

If the property owner requests assistance submitting documentation, professionals may assist with organizing the documents for upload.

The property owner should provide written authorization before PRG coordinates communication with professionals involved in the matter.

What to Include

Submission Checklist

Provide a short checklist:

Notices showing deadlines (sale/hearing date if applicable)
Mortgage statements or payoff demands
Tax delinquency notices
Title report or commitment if available
Lien notices or payoff demands
Probate filings if applicable
Court filings if applicable
What Happens Next

After Submission

1

File Received and Logged

The file is received and logged into our system.

2

Documentation Organized

Documentation is organized chronologically to clarify the timeline reflected in the records provided.

3

Clarification Requests

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

4

Authorized Coordination

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

Response Time

Acknowledgement typically occurs within 24–48 business hours.

View Professional Boundaries & Scope of Services

Contact Us

Professional Inquiries

[email protected]

General Contact

[email protected]

Need to Refer a File?

Direct your client to submit their documentation for a structured timeline review.

Submit Documentation