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.
Collab is Proof's collaboration tool for lenders and title agents to coordinate refinance and purchase closings fully online — enabling both parties to create, share, and upload documents to streamline closings.
Collab Overview
This workflow can be customized based on integrations used by lenders and title agents. Integration and collaboration benefit all parties to achieve common goals, including the ability to create, share, and upload documents to streamline closings.
Lender
- 1.Creates a transaction on the Proof platform (manually or via an integrated flow).
- 2.Sends the transaction (with lender documents) to a selected title agency.
Title Agent
- 1.Receives an email 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) — the transaction will then follow 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 directly to borrowers or routes through the Closing Operations Team.
- The workflow can be customized based on your integration with Proof.
Still unsure? Contact Proof Support for help.
Related
The Competitive Advantage of Closing Online
The article emphasizes that title companies adopting secure online closings gain a competitive edge by offering faster, safer, and more convenient transactions, thereby enhancing client trust, strengthening realtor and lender partnerships, and ultimately increasing market share in an increasingly demanding real estate environment.
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.
Proof for Real Estate
Proof is a comprehensive real estate platform that accelerates and digitizes transactions through online notarization, hybrid eClosings, and eSignatures, significantly reducing closing times and errors while enhancing fraud protection with biometric identity verification, all supported by enterprise-grade security and compliance, and pioneered as the first to enable fully virtual home closings.
What Is eClosing Software? | Proof
eClosing software enables lenders, title agents, and homebuyers to complete mortgage loan closings entirely online or through hybrid methods by streamlining document collection, reducing errors, and saving time through comprehensive digital tools for preparation, signing, notarization, and recording.
Real Estate Transactions Overview – Proof Help Center
Proof's real estate closing platform integrates with your lender or title company to facilitate either fully online or hybrid closings—where you either complete all documents remotely via live notary and eSignatures or partially online with some in-person signing—after verifying property eligibility and coordinating the transaction setup through your lender or title company.
ALTA's Best Practices: The Guide to Securing Your Closings
The American Land Title Association (ALTA) released updated Best Practices Framework (Version 4.2) and Identity Verification Guidance to help title and settlement companies combat rising real estate fraud by mandating robust, documented identity verification programs, enhanced oversight of notaries and signing professionals, and a layered approach combining human oversight, training, and technology to ensure valid IDs, identity matching, and transaction legitimacy.