Digital Closing Resources for Title Agents
The content provides a comprehensive set of resources for title agents on the Proof platform, detailing how to support digital real estate closings through remote online notarization by explaining foundational concepts, account setup, signer preparation, identity verification, and step-by-step workflows to confidently manage notarized transactions online.
Resources for Title Agents
Welcome to Proof!
Title agents supporting digital closings often have questions about how remote online notarization works, how signers prepare for online signing, and how the closing process changes in a digital environment.
The resources below walk through each part of that experience, from foundational concepts to operational workflows. Some explain how remote online notarization works and how the Proof platform fits into the closing process. Others focus on practical topics like account setup, signer readiness, identity verification requirements, and transaction coordination.
Together, they provide the context title teams need to support remote online notarization transactions with confidence.
Intro to Proof
What it is:
An overview of Proof and how the platform enables secure digital real estate closings through remote online notarization and identity verification.
When to use it:
Start here to understand what Proof is, how the platform supports digital closings, and how organizations across the real estate industry use it to complete notarized transactions online.
How to Sign Up For Proof
What it is:
A foundational explanation of remote online notarization and how digital notarization works in a mortgage closing.
When to use it:
Use this resource to understand the core concept of RON and how the notarization process works in a digital closing environment.
End-to-End Process Workflow
What it is:
A step-by-step walkthrough explaining how title agents create a Proof account and configure their organization to begin collaborating on remote online notarization transactions.
When to use it:
Follow these instructions when setting up your organization’s account or onboarding additional members of your team to the platform.
Understanding the Title Process with Proof
What it is:
An overview of how the closing process works when remote online notarization is used. It explains how title teams collaborate with lenders, upload documents, coordinate signing sessions, and access completed records within the platform.
When to use it:
Review this resource to understand how remote closings are coordinated and how transactions progress from document preparation through completed records.
What Is Remote Online Notarization (RON)?
What it is:
An overview of how remote online notarization works and why title companies are adopting digital closing workflows. It explains the benefits of RON, how the signing process works, and how identity verification and compliance are maintained during a digital closing.
When to use it:
Review this resource to understand the fundamentals of remote online notarization and how the digital signing experience works for title teams and signers.
Preparing Signers for Remote Online Notarization
What it is:
Guidance on how to prepare signers before a remote closing. It covers eligibility considerations, technology requirements, identity verification steps, and what signers should expect during the notarization session.
When to use it:
Use this resource when preparing borrowers for a remote closing so they understand the technology requirements, identity verification steps, and the live notarization session.
Remote Online Notarization (RON) FAQ for Title Agents
What it is:
A detailed FAQ covering how remote notarization works, including the signing session, identity verification process, notary requirements, and compliance considerations.
When to use it:
Reference this document when operational or compliance questions come up about how remote online notarization works in practice.
Incident Priority Levels and Support
Priority Level Conditions
- Level 1: Critical Business Impact. The Incident seriously affects the functionality of the Services (or component thereof) and cannot be circumvented such that most of the significant functionality of the Services (or component thereof) is available.
- Level 2: Significant Business Impact. The Incident partially affects the functionality of the Services (or component thereof), but can be circumvented so that most of the significant functionality of the Services (or component thereof) is available.
- Level 3: Minimal Business Impact. The Incident can be circumvented such that the Services (or component thereof) can be used with only slight inconvenience. The problem can be considered insignificant and has no significant effect on the usability of the Services (or component thereof).
Conditions for Closure of Help-Desk Ticket
- Level 1: The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
- Level 2: The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
- Level 3: The Incident is considered resolved and closed when one of the following occurs: (i) an Incident Resolution has been fully implemented, or (ii) 10 business days have elapsed since Proof’s communication of the information that Proof reasonably believes will resolve the Incident (communicated by email to Subscriber’s designated contact for such Incident), and Subscriber has not responded to Proof. The Incident can be reopened later if it has not been resolved.
Cumulative On-Demand Notary Availability Downtime (in a given calendar month as measured by Proof monitoring systems, converted to minutes)
- Up to 240 minutes: No On-Demand Notary Downtime Credit
- 241-360 minutes: 1%
- 361-480 minutes: 3%
- 481-600 minutes: 5%
- 601 minutes or greater: 7%
Platform Availability Percentage (in a given calendar month as measured by Proof monitoring systems)
- 99.9% or higher: No Platform Downtime Credit
- 97% - 99.9%: 1%
- 95% - 97%: 3%
- 93% - 95%: 5%
- Below 93%: 7%
Incident Priority Response Times
| Incident Priority | Acknowledgement Time (During Business Hours) | Provision of Incident Resolution or Interim Process | If Interim Process is provided, Maximum Timeframe for Provision of Incident Resolution |
|---|---|---|---|
| Level 1 | 1 hour | 8 hours | 36 hours |
| Level 2 | 4 hours | 24 hours | 5 days |
Related
Proof Legal Glossary
The Proof Legal Glossary, last updated June 19, 2026, defines key terms related to Proof's digital notarization and certification services, including fees, legal entities, API access, electronic signature laws, notary regulations, business definitions, service capacities, and specific platform features like Certify and Close for securing digital content and conducting real estate transactions remotely.
Real Estate Supplement
The Real Estate Supplement, effective December 16, 2024, is an addendum to the Proof General Terms applicable to Lender and Title Agent Subscribers, defining various transaction types such as Ancillary Document Transactions, Financed Closing Transactions, Home Equity Transactions, Home Sale Closing Transactions, Hybrid eNote Transactions, and Hybrid Transactions, all involving notarization and electronic signing of real estate documents through the Platform.
Digital Closing Resources for Mortgage Lenders
The content provides mortgage lenders with comprehensive digital closing resources through Proof, including explanations of remote online notarization (RON), borrower preparation, operational workflows, strategic rollout guidance, and title process management to help lenders confidently implement and scale digital mortgage closings.
Real Estate Academy Training for Proof Platform Users
The Real Estate Academy Training for Proof Platform Users provides comprehensive guidance on using Notarize, including an overview of the notarization process, detailed instructions for setting up and configuring real estate accounts with features like co-branding, payment settings, team management, and security options, as well as resources and interactive demos for sending notarization requests and managing online real estate transactions.
Proof Security Statement
Proof's Security Statement, last updated January 22, 2024, details that Proof implements and maintains comprehensive technical, physical, and organizational security measures compliant with multiple rigorous frameworks—including AICPA Trust Services Criteria (SOC2), NIST SP 800-53 Rev 5 at moderate level, WebTrust, Massachusetts CMR 17.00, and PCI DSS via third-party processors—and meets additional legal requirements such as HIPAA and FERPA, all validated through annual audits and assessments to protect user data from unauthorized access, disclosure, alteration, loss, or destruction.
Technical Account Manager Service Description
The Technical Account Manager (TAM) Service provides Subscribers with a dedicated, trained Proof specialist who understands their unique account and business processes to proactively monitor and manage technical health, swiftly resolve escalated issues, support lifecycle changes, and serve as a direct liaison to Proof product experts, ensuring minimized risk and maximized uptime under the governance of Proof's General Terms.