Learn how to save default settings for your Real Estate transactions. These settings will be the default, but you can change them for individual transactions.
|Access Transaction Settings||Default Signer Settings||Notary Instructions|
🎯Primary Audience: Title Agents & Lenders
Access Transaction Settings
Log in to your Proof account to complete the steps below.
- Click ⚙️ Settings from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Transaction Settings from the Settings menu.
Authentication & security
Indicate your security preference for the use of multi-factor authentication:
- None: Signers may create an account with only an email and password.
- SMS Authentication: Signers will receive a code by SMS to verify their identity after creating their account.
- Zip Code Authentication: Signers must verify their identity by inputting the property's zip code after creating their account.
Custom electronic disclosure
Check the box to upload a custom electronic disclosure for your customers. Refer to Add a Custom Electronic Disclosure to All Real Estate Transactions for more information.
Secondary ID default
Indicate if you'll require your customers to provide a secondary ID by default. This will be the default for all of your transactions. You can change this on any transaction during the creation process.
- The default for this setting is No (off).
- Select the Yes radio dial to turn this requirement on.
Click to create a new note for notaries. This will appear on all transactions. You can leave multiple notary instructions.
Click when you're done.
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