Manage Your Title Account’s Operating States and Underwriters

Audience: Organizations

The short answer: Go to SettingsOrganization SettingsEligibility tab to add or remove operating states and title underwriters. Save changes for each section separately when you're done.

If you're creating a new eClosing for an address that should accept fully online closings but does not appear to be eligible, confirm that your Operating states and Title underwriters are correct.


Manage Operating States and Underwriters

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

1. Open Your Organization Settings

Select Settings from the navigation panel on the left.

select Settings from the menu on the left

2. Go to the Eligibility Tab

Choose Organization Settings from the Settings menu, then select the Eligibility tab.

3. Update Your States or Underwriters

Make your changes using the available controls:

  • Use the search boxes to add Operating States and/or Title Underwriters.
  • Select the X next to any state or underwriter you'd like to remove.

4. Save Your Changes

Select Save Changes when you're done. Be sure to save changes for both Operating States and Title Underwriters if you made changes to both.

title eligibility operating states underwriters settings

Summary Checklist

  • Went to SettingsOrganization SettingsEligibility tab.
  • Added or removed Operating States and Title Underwriters as needed.
  • Selected Save Changes for each section updated.

Still Unsure?

Our support team is happy to help. Submit a support request or chat with us from any page in the app.


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