Overview
Learn how to add a closing team to your transactions, which allows for more visibility for the members associated with the transaction and gives signers visibility as they navigate Proof.
🎯Primary Audience: Title Agents
You can set up a closing team during the transaction creation process.
Click + Add contact to add a Title Agent, Escrow Agent, Loan Officer, Real Estate Agent, etc.
If you want your signer(s) to access the contact’s information, check Visible to Signer to allow the signers to see the contact's name and information when they receive Proof email notifications and during the signing session.
On the closing day, the signer(s) will receive an email stating their documents are ready to sign. Those signer(s) added to the closing team (with Visible to Signer enabled) are listed with their contact information in the email notification for signers.
Additionally, when the signer(s) start the signing session and attend an online notary meeting, the closing team details will be available in the left corner under Contacts.
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