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Recall & Edit a Real Estate Transaction

Casey
  • Updated

Steps to edit a real estate transaction after it's been sent

Recalling an order pulls the transaction back into a Draft so you can make edits, including:

  • Loan number/file number
  • Signer's email address
  • Activation/expiration dates
  • Add or remove documents
🎯Primary Audience: Title Agents & Lenders

Recall Requirements

You can recall a transaction from the following statuses:

  • Order Placed
  • Sent to signer
  • Received
  • Viewed

You cannot recall transactions once the transaction has been Completed or Attempted by the signer. This is because it would alter the audit trail of the attempted or completed transaction.

💡Exception: Hybrid transactions can be recalled after completion.

Recall Steps

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

  1. Click My closings from the navigation panel on the left.
    • If you don't see the panel, click the caret to expand it.
  2. Search by signer name, loan #, or transaction ID
  3. Click on the transaction to open the Transaction Details screen
  4. Click
    • If the transaction cannot be recalled, the button won't appear
  5. Add a note to summarize why the transaction is being recalled in the box that appears
  6. Click Recall
ℹ️ If you did not see the Recall Transaction button, contact support@proof.com for the next steps.

After the Recall

After recalling the transaction, your signer(s) will receive an email notifying them that Proof is updating their documents.

When you've completed any necessary adjustments to the transaction, click Send Transaction or Place Orderto resend the transaction.

ℹ️ Clicking Save & Exit instead of Place Order or Send Transaction will save all details but keep the transaction as a Draft in your dashboard.

Title Agents Using Proof Closing Operations

⚠️ When you recall an eClosing and resend it, your transaction is placed back in the Closing Operations queue, as all transactions are prepared in the order they're placed. Remember that our Service-Level Agreement (SLA) includes a 4-hour time frame from the time the order is placed until the transaction is sent to your client. This gives our Closing Operations Team time to split and tag the documents and double-check for quality.

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat or email us at support@proof.com!

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