ResWare Integration Overview for Title Agents

Audience: Organizations

The short answer: The ResWare integration allows title agents to send all transaction types from ResWare through Proof. Signers complete everything on the Proof platform, and executed documents automatically return to your team's ResWare instance.


Supported transaction types

If you are interested in sending lender-initiated transactions, please speak with your Proof Customer Success Manager and Solutions Engineer about piloting a deduplication workflow. Title-only transactions are fully supported at this time.


What does the ResWare integration allow title agents to do?

  1. Create transactions in Proof.
  2. Add closing info and document packages to those transactions in Proof.
  3. Once complete, send the transaction either to the Closing Operations team who will prep and send it to the signer, or upload documents in Proof and send the closing directly to your signers. See Sending Directly to Signers in Place an Order from ResWare to Proof for more information.
  4. Executed document packages are automatically sent back to the existing ResWare file.
  5. (Optional) Proof can push back an invoice, signer photo IDs, and/or Action Events to the file. See Connect ResWare to Proof for title agents for more information.
  6. All without leaving ResWare!

Requirements to start sending volume via the ResWare integration

  1. See Connecting ResWare to Proof and the Job Aid for integration setup details.
  2. Title agents must update their seed files using white text tagging to generate correctly tagged documents. Contact Adeptive Support for help accessing and updating seed files.
  3. When ready to begin, start by sending seller-side and cash purchase transactions that do not require lender involvement.

Summary Checklist

  • Title-only transactions are fully supported. Lender-initiated transactions require a deduplication workflow — contact your CSM.
  • Update seed files with white text tags before sending volume through the integration.
  • Start with seller-side and cash purchase transactions — avoid lender-involved transactions initially.
  • Executed documents are automatically returned to the ResWare file when complete.
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Still unsure? Contact Proof Support for help.

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