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Collab (for Real Estate)

Casey
  • Updated

Overview

Information on the collaboration tool (Collab) for Lenders and Title Agents

🎯Primary Audience: Title Agents & Lenders

Collab is the collaboration tool within Proof for Lenders and Title Agents to coordinate Refinance and Purchase closings fully online.

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.

One Linear Flow

Lender

    1. Creates a transaction on the Proof platform (manually or via an integrated flow).
    2. Sends the transaction (with lender documents) to a selected Title Agency.

Title Agent

    1. Receives an email to upload title documents to the transaction on the Proof platform.
    2. Sends the transaction either:
      • Directly to the borrowers after tagging documents.
      • To the Proof Closing Operations Team (optional):
        • If Proof Closing Ops is used, the team preps the transaction, performs a Quality Check, and sends the transaction to the borrowers.

Resources

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