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eSign Transactions in the Lender Portal

Casey Birkholz
  • Updated

Overview

If you need to have a document signed that doesn't require notarization, you can send an eSign-only transaction directly to your signer(s).

💡 For secure, identity-verified signatures that don't require notarization, create a Proof transaction!
❗eSign-only transactions are sent directly to the signer and are not sent through Closing Ops first, so you need to tag your documents. Review Self-Tagging Real Estate Documents for more information.
🎯Primary Audience: Mortgage Lenders

Steps

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. Choose My closings from the navigation panel on the left:
    • If you don't see the panel, click the caret to expand it.
  2. Click .
  3. Select eSignature Request from the dropdown.
  4. Type the transaction details, including name, external ID, file number, and loan number, if desired.
  5. Provide the signer's contact information in the fields for the Signer Details section.
    • If the transaction has more than one signer, click Add recipient, select the desired option, and add their information. Repeat as needed.
    • Signing group: If you have a transaction that can be executed by anyone from a group of people in your organization, you can send the transaction to a shared inbox, and whoever has access to the inbox and is available for the meeting can sign the document on the organization's behalf.
      Expand for instructions
      1. Click Add recipient under the Recipient details box.
      2. Select Signing group.
      3. Type or paste the email address of the shared inbox where you'd like to send the transaction.
        recipient details signing group add recipient dropdown.jpg
    • Signing order: If your signers need to sign the document in a specific order, you can indicate this in during transaction creation.
      Expand for instructions
      1. Click the switch for Set signing order in the Recipient details section. 
      2. Type the number in the box next to the signer to indicate what order you'd like the signers to sign.
        • The signers shift so they appear in the order they will sign (starting at 1).
          recipient details signing order business.jpg
  6. (optional) Click Add contact and provide their information to add additional contacts related to this transaction (real estate agent, loan officer, attorney, etc).
  7. Fill out the remaining fields.
  8. Click to send the document directly to your signer(s).

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

To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!

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