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Custom Electronic Disclosures | Real Estate

Teena Merlan
  • Updated

Overview

If you want to use a custom electronic disclosure for all of your transactions, you can use this feature to obtain consent from your customers. We also cover how to remove custom disclosures.

🎯Primary Audience: Title Agents & Lenders

Need to Know

If enabled, this custom electronic disclosure:

  • Must be one (1) file in portable document format (PDF).
  • Appears for every signer who attempts to complete a transaction.
  • Is recorded in the audit log of the transaction and tied to specific signers.
  • Does not replace the Proof eSign consent form that is automatically generated for every transaction.
ℹ️ If the disclosure changes while a signer is in session, the customer's transaction refreshes, and they're presented with the new disclosure to accept.

Your customer:

  • Must use the Proof website. (They can use a PC or mobile device.)
  • May not take actions or view documents until the disclosure is accepted.
  • Must review and agree to Proof's eSign consent form that is automatically generated for transactions.

This is how the custom electronic consent disclosure appears to your customer. The customer must click before proceeding to the document.

Manage Your Custom Electronic Disclosure

The custom electronic disclosure setting can be found in the Settings menu.

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

  1. Click ⚙️ Settings from the navigation panel on the left:
    • If you don't see the panel, click the caret to expand it.
  2. Select Transaction Settings from the Settings menu.
    • The Signer settings tab opens as the default.
  3. Scroll down to the second box labeled Custom electronic consent disclosure. You can perform the following actions:
    • Enable and add the disclosure for all transactions
      1. Check the box to unlock the feature.
      2. Click Upload a PDF or drag and drop the desired file to the upload box. 
    • Remove a File
      1. Click the X next to the file name to delete the file.
        • mceclip3.png
        • Add a new file if desired. If not, move to the next step.
    • Disable the custom electronic disclosure option for all transactions
      1. Click the box to uncheck this option.mceclip4.png
  4. Click .

We're here to help! Please don’t hesitate to reach out to your Proof team with any questions about Proof Real Estate solutions.

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