Create an eClosing Transaction for Title Agents

The short answer: Title agents can create eClosing transactions on Proof by adding signers and documents, scheduling the closing, and assigning a notary.

Create an eClosing

To create an eClosing transaction, log in to your Proof account and complete the steps below.

1. Click Transactions from the navigation menu on the left.
2. Click Send new transaction or Place an order.

3. Select the closing type that applies to your transaction. Options include Cash buyer, Home equity, Home Purchase, Loan modification, Refinance, Seller, Ancillary docs, Sign, and Identify.

   

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   Home Purchase and Refinance are new transaction types now available to title agents. They function the same as on the Lender platform except they do not support eNotes. An eligibility check is required. Use these instead of Cash buyer when the transaction involves a loan.
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   If you're sending a single document — such as a power of attorney or deed — select Ancillary docs as the transaction type.
4. Type the property address.
   • The recording location is a non-editable field determined by where the documents will be recorded. Eligibility depends on whether the county will accept RON documents. If you believe a county should be added, contact our support team with documentation from the county confirming they will record RON documents.
5. Indicate if you are issuing a title policy. If yes, select the underwriter from the list that appears.
6. Click Continue with eClosing.
7. Add additional details.
   • (Optional) Provide a file and/or loan number to make it easier to find the transaction later.

   • (Command Center customers only) Add a cost center.

     

8. Select the desired option for secondary ID requirements under Is a secondary ID required for recipients on this transaction?
9. Provide signer details or select from your saved recipients.
   • Add a representative signer.
   • If you have the credible identifying witness feature turned on, fields to provide the witness's information appear directly below the signer's information. Learn more about using a credible witness for eClosings.
10. If any of the documents require more than one signer, click Add recipient to add more.
    • This does not include witnesses. Witness requirements can be added later.
    • Set the signing order for a transaction with multiple signers.
11. 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.

      

12. Click Upload a document to add documents.
13. 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.
14. Select a date range or specific date to schedule the closing.
    • Read more about scheduling options.
15. Select who will conduct the meeting.

    • If you're using an internal notary, you can select a specific person or choose Unassigned from the dropdown to allow any notary from your team to handle the closing.

      

16. Click + Add new note to type a message to the notary who handles the call.
    • You can also add standing Notary Instructions if you send the same instructions on every transaction.
17. Add a personal note to your signers, if desired.
18. 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.
19. Click Send transaction or Place order.

Summary Checklist

• Select the closing type (including the new Home Purchase and Refinance options) and enter the property address.
• Add signer details, closing contacts, and secondary ID requirements.
• Upload and prepare documents with fillable fields.
• Schedule the closing and assign a notary.
• Click Send transaction or Place order to submit.

Updated May 28, 2026 21:15