Property Lien

WORKFLOW PROCESS

Table of Contents
1. Systems………………………………………………………………………………………1.
2. Barcode……………………………………………………………………………………....4.
3. Vital Statistics………………………………………………………………………………..2.
4. ERB Cars……………………………………………………………………………………..5.
5. ACES…………………………………………………………………………………………7.
6. Real Quest……………………………………………………………………………………8.
7. Create an ERB Customer……………………………………………………………………12.
8. Property Lien………………………………………………………………………………..20.

1|Page
1. Systems
- Vital Statistics (Whales)
- Barcode

- ERB Cars

- Real Quest

2. Vital Statistics
Go to OFR Share point Homepage to find the link to Vital Statistics

- Click on “VRWA”

- Click on “Death”

2|Page
- Click on “Search”

- Here you will be able to search for the decedent’s death certificate

3|Page
3. Barcode
Go to the Icon found on your desktop.
- Double click to open the application

- Enter your username and password

- Click on “AU/CI Search”

4|Page
 - Here is where you will be able to search for a decedent to see if they are known to DSHS

4. ERB Cars
Go to OFR Share point Homepage to find the link to ERB

5|Page
- Enter your username (DSHS/username) and password

- Here you will be able to search for the decedents in our system

6|Page
5. ACES Online
- Go to OFR Share point Homepage to find the link to ACES Online

- Enter your user name and password

7|Page
6. Real Quest
- Go to OFR Share point Homepage to find the link to Real Quest

- Sign in with your username and password

8|Page
- Here you can search for property by address.

- You can click owner name to search by owners name.

o Type in owners last name and first name
o Select search by State/Country
o Select WA for state
o Select all counties available

9|Page
- Click View Report

10 | P a g e
- Realquest report

11 | P a g e
12 | P a g e
7. Creating a ERB CARS Customer

- Make sure all the necessary information is in CARS. Probate County, Cause Number,
Date of First Publication, Attorney and Personal Representative.

13 | P a g e
- To add Contacts select Decedent
- Then select contacts

14 | P a g e
- This is where you would enter the contact information
- If there is no Personal Representative, then enter the probate attorney as the personal
representative on the contact screen or you will not be able to do a Creditor’s Claim.

- To add Attorney
- Select decedent

15 | P a g e
- Select attorney

- This is where you enter the attorney

- Search for the attorney

- Press select
- Press assign attorney
- If there is a PRO SE ATTORNEY handling the probate you can enter the
information on the attorney screen without a bar number.

16 | P a g e
- Add assets to asset screen if there are assets found (Creditors claim does not always need
assets)

17 | P a g e
- Adding a property to the asset screen from real quest
o Add value
o Parcel
o County
o Address
o City
o State
o Zip
o Add legal description to the description on the asset screen

18 | P a g e
- Hit the floppy disc save button

19 | P a g e
20 | P a g e
- Create ERB invoice

- Disposition will either me Claim or Claim NOI

- If there is property it will be Claim/NOI if no property Creditors Claim
- Reason will be Probate

21 | P a g e
8. Property Lien
- Go to claim workflow & Recovery screen

- Select Property lien from the creditors claim group drop down box

22 | P a g e
- Select NOI from the middle drop down

23 | P a g e
- Select the Record NEW Claim Task/Action button (paper icon)

24 | P a g e
- Select Ok

- Select the Assign claim action contacts (people icon)

25 | P a g e
- Check Contacts and then select Claim workflow recovery

- Select the Print/Re-Print Task/Action form/packet (printer icon)

26 | P a g e
- Open Downloaded file

- Select Fill & Sign on the Document

- Save as Last name, First Name ID# NOI

27 | P a g e
- Send Property lien to ofrvr/ersupport.dshsreesa@dshs.wa.gov

28 | P a g e