Create an online or hybrid closing for lenders

Create a fully online eClosing or a hybrid closing for your signers by following the instructions below. Select the tab for the desired transaction type.

If you're a title agent, read Create an eClosing transaction for title agents instead.

Who this is for

Lenders can perform the procedure below.

Create an eClosing

Closing Concierge customers will experience this transaction flow and may see a Place order button (see this article for details) instead of Send transaction.

• 1. Click My closings from the navigation panel on the left.
  2. Click Send new transaction or Place an order.
  3. Select Close.
  4. Select the type of closing from the options listed.
     
  5. Type the property address.
  6. Select Enter contact information or Search organization name or ID.
  7. Provide the primary title collaborator's information.
     • Type the contact information or search for the title agency's name or ID number, if you have it.
       
  8.  Select the desired underwriter from the dropdown menu, if available.
     
  9. Select Continue with hybrid closing on the right. 
     • Learn more about hybrid closings here.
       
  10. (Optional) Provide a file and/or loan number to make it easier to find the transaction later. 
      
      
  11. Select the desired option for secondary ID requirements under Is a secondary ID required for recipients on this transaction?
  12. Add CC contacts if desired.
  13. Provide signer details.
      • Add a representative signer if applicable.
  14. If any of the documents require more than one signer, click the Add recipient button to add more.
      • This does not include witnesses. Witness requirements can be added later.
      • Set the signing order for a transaction with multiple signers.
  15. 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.
        
  16. Click Upload a document to add documents.
  17. 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 here.
  18. Select a date range or specific date to schedule the closing.
      • Read more details about scheduling here.
  19. Click the + Add new note button to type a message to the notary who handles the call. 
      • You can also add Notary Instructions for all transactions if you type the same instructions for every transactions.
  20. Add a personal note to your signers, if desired.
  21. Add instructions for 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.
• 1. Click My closings from the navigation panel on the left.
  2. Click Send new transaction or Place an order.
  3. Select Close.
  4. Select the type of closing from the options listed.
     
  5. Type the property address.
  6. Select Enter contact information or Search organization name or ID.
  7. Provide the primary title collaborator's information.
     • Type the contact information or search for the title agency's name or ID number, if you have it.
       
  8.  Select the desired underwriter from the dropdown menu, if available.
     
  9. Select Continue with eClosing on the right.
     • Learn more about eClosings here.
       
  10. (Optional) Provide a file and/or loan number to make it easier to find the transaction later. 
      
      
  11. Select the desired option for secondary ID requirements under Is a secondary ID required for recipients on this transaction?
  12. Add CC contacts if desired.
  13. Provide signer details.
      • Add a representative signer if applicable.
  14. If any of the documents require more than one signer, click the Add recipient button to add more.
      • This does not include witnesses. Witness requirements can be added later.
      • Set the signing order for a transaction with multiple signers.
  15. Select the closing collaborator you'd like to add and provide their contact information.
      
  16. Click Add contact to add additional closing team members if desired.
      • Check the Visible to signer box unless you want to hide the contact from your signers.
      • Repeat as desired.
        
  17. Click the upload region to upload an eNote, or select Wet sign to review the information.
      
  18. Click Upload a document to add other documents.
  19. 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 here.
  20. Select a date range or specific date to schedule the closing.
      • Read more details about scheduling here.
  21. Select who will conduct the meeting for eClosings. 
      • If you have internal notaries, you can assign a specific notary or choose Unassigned from the dropdown to allow any notary from your team to handle this closing.
        
        
  22. Click the + Add new note button to type a message to the notary who handles the call. 
      • You can also add Notary Instructions for all transactions if you type the same instructions for every transactions.
  23. (Optional) Click the toggle to turn ON credible identifying witness if you have this feature enabled. Learn more about using a credible witness for eClosings.
  24. Add a personal note to your signers, if desired.
  25. Add instructions for 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.
  26. Click Send transaction or Place order.