The Charge Statement for real estate transactions is available for lenders and title agents. The purpose of this statement is to meet certain state requirements to disclose a clear breakdown of all costs to signer(s) for that transaction, including remote online notarization fees.
The Charge Statement is generated for transactions that occur after the feature is activated (see below). It can be viewed and downloaded from the Transaction Details, either separately or with the rest of the documents in the transaction.
For Collab and non-Collab real estate transactions, the organization that initiated the transaction has access to the Charge Statement.
Charge Statement vs Invoice
The Charge Statement is different from an invoice. The Charge Statement shows the fees for the transaction. Your invoice will show fees owed to Proof and can be on a per transaction or calendar month basis. You must pay your invoice; charge statements do not require payment.
Integrations
- Supported for Resware and Softpro integrations
- Not supported for Docutech, Snapdocs, and SimpleNexus integrations
This feature must be enabled by Proof. Please contact Customer Support at support@proof.com to request this feature for your account. If you were assigned a Customer Success Manager (CSM), work with your CSM.
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