Add Closing Contacts to a Real Estate Transaction – Proof Help Center
The article explains how organizations can add closing contacts to a real estate transaction in Proof to keep the team informed with email status updates, allow contacts to observe the notary meeting without interacting, and enable signers to easily reach their real estate team during the signing session by marking contacts as visible, with step-by-step instructions on adding these contacts and assigning roles.
Audience: Organizations
The short answer: You can add closing contacts to a real estate transaction to keep your team informed and give signers a way to reach their real estate team during the notary meeting.
How Closing Contacts Work
Closing contacts keep your team informed and make your team reachable to signers during the notary meeting.
The Closing Team Receives Updates
All contacts listed on a transaction receive status updates by email when:
- The transaction is sent to the signer.
- The meeting has begun.
- The meeting is complete.
Any closing contacts who are added to the transaction can join the meeting with a computer or mobile device as an observer. They are not required to verify their identity and cannot interact with the document during the meeting.
Signers Can Reach the Team
When you mark a contact as Visible to signer, their information appears in the notification email and during the signing session. This lets signers reach out to their real estate team without leaving the meeting.
During the notary meeting, signers can find closing team details under Connect in the lower left corner. From there, they can call the contact or the closing contact can join the call.
Add Closing Contacts to a New Transaction
For transactions that have already been sent or expired, first recall the transaction, then follow the steps below.
1. Add a Contact
In Recipients, click Add contact.
2. Select Closing Contact
Choose the "Closing contact" option in the dropdown menu.
3. Choose the Contact Role and Add Details
In the Contact role dropdown, select the type of contact you're adding. Then provide their information.
Check Visible to signer to let signers see this contact's name and information in email notifications and during the signing session.
4. Add More Contacts if Needed
Click Add contact and repeat these steps to add as many closing contacts as you need.
Summary Checklist
- Add closing contacts when creating or editing draft transactions
- Choose which contacts are visible to signers
- Signers can call contacts or add them to the notary meeting
If you are still unsure, contact Proof Support for help.
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