- Establish a quality control program with stated objectives that are consistent with the client’s business goals.
- Collect all legal documents including ownership documentation and leases, amendments, etc.
- Verify documents received from client against client’s inventory list.
- Review abstracts to ascertain whether abstracts meet standards.
- Verify dates, figures, clause summary, etc. for accuracy.
- Make changes as necessary.
- Provide client with summary report of inventory of leases and inaccuracies.
Exactus Portfolio Management Advisors, Inc.
