Cancel a Single Real Estate Transaction

Overview

Learn how to cancel a single Real Estate transaction.

Depending on the transaction's state, you may need to first recall a transaction before deleting it. In this case, refer to Recall & Edit a Real Estate Transaction.

To bulk delete transactions, read Delete Real Estate Transactions in Bulk. 

🎯Primary Audience: Title Agents & Lenders

Know When to Cancel a Transaction

If a transaction contains errors that cannot be fixed during the meeting, you can either recall and edit the transaction or cancel it. To recall a transaction, it must be in one of the following statuses: Sent to SIgner, Order Placed, Received, or Viewed.

Errors that can be fixed during a meeting

• Signer name misspellings
• Document tagging

Errors that cannot be fixed during a meeting

• A transaction was sent to an incorrect email address
• Documents need to be replaced
• The number of participating signers has changed

Steps to Cancel a Single Transaction

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

1. Click Send & manage from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
2. Select Created by me from the Send & manage menu to view your own transactions or remain on the All transactions default:
3. Filter the transactions by clicking the Statuses dropdown and selecting Expired:
   • Refer to View Your Team's Transactions for instructions on searching and filtering transactions.
4. Click on the transaction to open the Transaction Details.
5. Click Cancel Transaction at the bottom of any tab in the Transaction Details.

Notes

• The option to cancel is only available for transactions that are expired.
• Transactions that are canceled are no longer accessible to your customers.
• Canceling a transaction is not reversible. 
• You cannot void completed transactions.
• You can delete Drafts from the main page.

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