Records

Property records, the deed, the title, and who to call

The deed, the title, and the tax bill, filed with a contact for each.

Household records on a desk
Overview
<p>Property records are the deed, the mortgage statement, the tax bill, and the title paperwork you already have. The vault files them under the household, with the person and number attached to each one.</p><blockquote>If a spouse cannot find the deed on a phone, it is not filed yet.</blockquote><p>What belongs here:</p><ol><li>Deed or title scan</li><li>Mortgage or HELOC statement</li><li>HOA or tax notice, if you keep one</li></ol><p>Ask what the remaining principal is, from the statement you uploaded. The answer names the page. It will not tell you to refinance.</p><p>Rixons does not review title and does not say a document is sufficient. It keeps the copy.</p>
What you will need

What the vault stores on each property file

<p>File the deed, the title, and the tax bill under the household.</p><ul><li>Deed or title scan</li><li>Mortgage statement</li><li>The person and number attached to each file</li></ul>
<p>If a spouse cannot find the deed on a phone, it is not filed yet. The vault stores the copy. It does not review title.</p>
How we handle it

From a drawer to a file the household can find

Step - 01

Upload what you have
A PDF, a photo, or a scan. No form first.
Your files
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Step - 02

Approve what it read
Numbers and dates shown before they are used.
You approve
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Step - 03

Ask in plain language
Every answer names the file and the page.
Your questions
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Step - 04

Flag what looks incomplete
Dates, blank lines, missing pages. You set who can open it.
Your rules