Send a Document for eSignature for Real Estate – Proof Help Center
The Proof Help Center guide details how to send a real estate document for eSignature by logging into Proof, starting a new sign transaction, adding transaction and signer details, optionally including identity verification and closing contacts, uploading and preparing documents with fillable fields, setting a signing window, and adding a message to signers.
Send a Sign Transaction
Log in to your Proof account to complete the steps below.
1. Start a New Sign Transaction
- Click Transactions from the left navigation menu.
- Click Send New Transaction in the upper right corner.
- Select Sign from the options.
2. Add Transaction Details
- Type the transaction name.
- (Command Center customers only) Add a cost center if it's enabled for your organization.
- Add an external ID, file number, or loan number (real estate organizations only).
- Add CC contacts to notify colleagues and share documents when the transaction is complete.
3. Add Signer Information
- Provide the signer's name and email address, or select a saved recipient.
- If you have multiple signers, click Add Recipient, select the type, and add their information. Repeat as needed.
4. Add Identity Verification (Optional)
- Click the switch next to Add Identity Verification to require signers to verify their identity before signing.
- Select your preferred verification method from the dropdown.
You can also require signers to confirm their phone number for the transaction. Read more about multi-factor authentication for transactions.
5. Add Closing Contacts (Optional)
- Real estate organizations can click Add Contact to include closing contacts who should receive updates about the transaction.
For real estate organizations using Proof's Closing Concierge: Add fields to eSignature documents before you send them. These documents aren't sent to Closing Ops, so you'll need to prepare them yourself.
6. Upload and Prepare Your Document
- Upload your document and add fillable fields where signers need to sign or enter information.
7. Set a Signing Window (Optional)
- If you want signers to complete the transaction within a specific date range, set a signing window.
8. Add a Message to Signers (Optional)
- Type a message to your signers in the provided box. This message will be included in their notification email.
9. Send the Transaction
- Click Send Transaction. Your signers will receive an email with a link to review and sign the document.
- Once all parties have signed, you and any CC contacts will receive an email notification to download the completed document.
Summary Checklist
- Click Send new transaction and select Sign
- Add signer information and optional identity verification
- Upload and prepare your document with fillable fields
- Send the transaction — it goes directly to signers
If you need further assistance, you can submit a support request or chat with the support team from any page in the app.
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