Collab for Real Estate
Collab is Proof's customizable online collaboration tool that streamlines refinance and purchase real estate closings by enabling lenders to create transactions and share documents with title agents, who then upload title documents and send them to borrowers or the Closing Operations Team.
Collab is Proof's collaboration tool designed for lenders and title agents to coordinate refinance and purchase closings fully online. It enables both parties to create, share, and upload documents, streamlining the closing process.
Collab Overview
This workflow can be customized based on integrations used by lenders and title agents. Integration and collaboration benefit all parties by enabling the creation, sharing, and uploading of documents to streamline closings.
Lender Workflow
- 1.Creates a transaction on the Proof platform (either manually or via an integrated flow).
- 2.Sends the transaction, along with lender documents, to a selected title agency.
Title Agent Workflow
- 1.Receives an email prompting them to upload title documents to the transaction on the Proof platform.
- 2.Sends the transaction either:
- Directly to the borrowers after tagging documents, or
- To the Proof Closing Operations Team (optional), after which the transaction follows the Closing Operations Team workflow.
Summary Checklist
- Lender creates the transaction and sends lender documents to the title agency.
- Title agent uploads title documents and sends them directly to borrowers or routes them through the Closing Operations Team.
- The workflow can be customized based on your integration with Proof.
If you need further assistance, contact Proof Support for help.
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Collab for Real Estate
Collab is Proof's customizable online collaboration tool that enables lenders to create and send refinance or purchase transactions with documents to title agents, who then upload title documents and either send them directly to borrowers or route through Proof's Closing Operations Team to streamline real estate closings.