Configure Your Organization Settings

Overview

If your account is new or you want to change your name, shared email address, operating states, or underwriters, this article will explain how to access those settings.

🎯Primary Audience: Title Agents & Lenders

Steps

1. Log in to your Proof account.
2. Click ⚙️ Settings from the navigation panel on the left.
3. Click Organization Settings from the Settings menu
   • Overview tab

     Provide the name and address of your organization
     Click Save changes
   • Shared Inbox tab

     Add a shared email address for your Company (optional). Click Save

     ℹ️ The email address used to create the account will be designated as the Account Owner email and will receive all completed transactions sent from your account. Keep this in mind if you update this email address.
   • Eligibility tab

     Operating States: Add the states your company operates in and click Save changes
     Title Underwriters: Add any underwriters you work with and Click Save changes

     ℹ️ If an underwriter is not added to the list, they will not be available for selection when creating a transaction.)

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   Add Your Logo & Header

   1. Click the arrow next to Brand Customization from the Settings menu to expand your options and click Brand Settings:
      • You'll land on the Logo & header tab by default
   2. Click Upload logo to open the file selector and select your file.
   3. Click Save changes
   4. Scroll down to the Co-branded header box and click Upload header
   5. Click Confirm

Read Co-Brand Your Real Estate Account for more information.

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