How do title agents upload wet-signed documents after a hybrid closing in Proof?

After the signer completes the online portion, the title agent receives an email from noreply@proof.com with an upload link. Click the link, choose the finalized document file, review it, and click Submit to add it to the transaction for the lender.

What are the requirements to let a title agent upload wet-signed documents for a lender in Proof?

Collab must be enabled for both the lender and title organizations, the title agent must be added to the transaction, and the Has access to documents checkbox must be checked when the transaction is created.

How does the title wet sign upload feature work with Encompass for hybrid closings?

Wet-signed documents in hybrid closings do not automatically push to Encompass. The title wet sign upload feature pushes a merged file of the completed documents back to Encompass, either to the File Manager or to a Custom Folder.

Upload Wet-Signed Documents in Hybrid Transactions for Title Agents

Title agents participating in hybrid closings can upload finalized wet-signed documents via a secure link emailed by Proof—after the signer completes the online portion—making these documents accessible directly to the lender within their account, provided the Collab feature is enabled, the title agent is added to the transaction with document access, and the original wet-signed documents are also overnighted to the lender; however, unlike eSigned documents, these wet-signed files do not automatically sync with Encompass and require manual upload to the lender's system.

Audience: Organizations

The short answer: After a signer completes the online portion of a hybrid closing, title agents upload the finalized wet-signed documents through a secure link emailed by Proof, making them available to the lender directly in their account.

This feature must be enabled by Proof. If you're interested, contact your Customer Success Manager (CSM) or the Proof sales team.

How It Works

Title agents can review the documents the lender added but cannot edit them.
If the title agent or lender needs to update a transaction after it has already been sent to the signer, recall the transaction.
The transaction status in both the title and lender accounts updates as the transaction flows through the process.

For Encompass-Integrated Lenders

Unlike eSigned documents, wet-signed documents completed in hybrid closings do not automatically push back to Encompass. The title wet sign upload feature is useful for pushing a merged file of the completed documents back to Encompass — either to the File Manager or to a Custom Folder.

Requirements

For a title agent to upload wet-signed documents to their Proof account for the lender to access, all of the following must be true:

The Collab feature must be enabled for both the lender and title organizations.
The title agent must be added to the transaction.
The Has access to documents checkbox must be checked when the transaction is created.