Audience: Organizations
The short answer: Collab is Proof's collaboration tool for lenders and title agents to coordinate refinance and purchase closings fully online — enabling both parties to create, share, and upload documents to streamline closings.
Collab overview
This workflow can be customized based on integrations used by lenders and title agents. Integration and collaboration benefit all parties to achieve common goals, including the ability to create, share, and upload documents to streamline closings.
Lender
- Creates a transaction on the Proof platform (manually or via an integrated flow).
- Sends the transaction (with lender documents) to a selected title agency.
Title agent
- Receives an email to upload title documents to the transaction on the Proof platform.
- Sends the transaction either:
- Directly to the borrowers after tagging documents, or
- To the Proof Closing Operations Team (optional) — the transaction will then follow the Closing Operations Team workflow.
Summary Checklist
- Lender creates the transaction and sends lender documents to the title agency.
- Title agent uploads title documents and sends directly to borrowers or routes through the Closing Operations Team.
- The workflow can be customized based on your integration with Proof.
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Still unsure? Contact Proof Support for help.
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