Create an eClosing transaction for title agents

Create an eClosing transaction on the Proof platform.

Typically, lenders initiate real estate closings. However, title agencies may service HELOCs on behalf of a lender. In this situation, a title agent can initiate and execute the entire transaction with the signer(s) on the Proof platform.

Who this is for

Title agents can perform the process below.

Create an eClosing

Closing Concierge customers will experience this transaction flow and may see a Place order button (see this article for details) instead of Send transaction.

Log in to your Proof account to complete the steps below.

1. Click My closings from the navigation panel on the left.
2. Click Send new transaction or Place an order.
3. Select Close.
4. Select the type of closing from the options listed.
   
5. Type the property address.
   • The recording location is a non-editable field determined by Property Records Industry Association (PRIA).
6. For cash buyer transactions only: Indicate if you are issuing a title policy. If yes, select the underwriter from the list that appears.
7. Click Continue with eClosing.
8. (Optional) Provide a file and/or loan number to make it easier to find the transaction later. 
   
   
9. Select the desired option for secondary ID requirements under Is a secondary ID required for recipients on this transaction?
10. Provide signer details.
    • Add a representative signer.
    • If you have the credible identifying witness feature turned, fields to provide the witness's information appears directly below the signer's information. Learn more about using a credible witness for eClosings.
11. If any of the documents require more than one signer, click the Add recipient button to add more.
    • This does not include witnesses. Witness requirements can be added later.
    • Set the signing order for a transaction with multiple signers.
12. Click Add contact to add your closing team to a transaction.
    • Check the Visible to signer box unless you want to hide the contact from your signers.
    • Repeat as desired.
      
13. Click Upload a document to add documents.
14. Prepare uploaded documents by adding fields for signers to fill out and sign.
    • If you use Proof Closing Operations, you can skip this step.
    • Read more about document requirements here.
15. Select a date range or specific date to schedule the closing.
    • Read more details about scheduling here.
16. Select who will conduct the meeting.
    • If you're using an internal notary, you can select a specific person to be assigned or choose Unassigned from the dropdown to allow any notary from your team to handle this closing.
      
      
17. Click the + Add new note button to type a message to the notary who handles the call. 
    • You can also add Notary Instructions for all transactions if you type the same instructions for every transactions.
18. Add a personal note to your signers, if desired.
19. Add instructions for the Notary or the Proof Closing Operations Team (if applicable):
    • If you send transactions to Proof Closing Ops, use this box to indicate if a witness is required. The Closing Ops Team will add this requirement to your documents.
20. Click Send transaction or Place order.