Abstract
A system for defining and managing role templates specific to real estate transactions, where each transaction type maps predefined participant roles to specific document visibility and distribution permissions. Roles include buyer agent, listing agent, lender, title officer, escrow agent, inspector, and appraiser. Each role template specifies which document categories a participant in that role can view, which documents they can receive via distribution, and whether they can initiate document requests. Role templates are configurable per subscribing organization and per transaction type, allowing the same platform to serve brokerages, lenders, and title companies with different permission models.
Creative Commons License
This work is licensed under a Creative Commons Attribution 4.0 License.
Recommended Citation
Burton, Aaron, "Multi-Party Transaction Role Mapping with Configurable Document Visibility and Distribution Permissions for Real Estate Workflows", Technical Disclosure Commons, ()
https://www.tdcommons.org/dpubs_series/9901