How do I upload title documents and place an order in Proof?

Log in to your title account — this takes you directly to the transaction. The transaction is already set up by UWM; your only task is to upload your title documents. Select Place Order at the bottom of the transaction when you're done.

How do I recall a submitted transaction in Proof?

Open Transaction actions in the top right corner of the transaction and select Recall transaction. Enter your reason and select Recall. Recalling puts the transaction back into draft state and it will need to be resent to signers.

Does payment setup during account creation apply to UWM transactions?

Payment setup during account creation is for future platform use — it does not apply to your UWM transaction.

UWM Collab Transactions: Title Agent Guide

The UWM Collab Transactions Title Agent Guide instructs title agents to set up a Proof title account upon receiving a transaction from UWM, upload required title documents via the Proof platform, submit the transaction using the "Place Order" button, and if needed, recall the transaction themselves to make changes before resubmitting it for final preparation and signer notification.

The short answer: As a title agent on a UWM Collab transaction, you'll set up a Proof title account, upload your title documents, and submit using Place Order. If you need to make a change after submitting, you can recall the transaction yourself and resend it.

1. Set Up Your Proof Title Account

Once UWM sends the transaction to your title agency, you'll receive an email prompting you to set up a Proof title account or log in if you already have one.

New accounts can also be created directly from the pricing page.
Payment setup during account creation is for future platform use — it does not apply to your UWM transaction.
Once your account is set up, you'll be able to access it and see the transaction after it's sent.

2. Upload Your Title Documents

Check your email for a link from Proof to add title documents.

1.Log in to your title account — this takes you directly to the transaction.
2.The transaction is already set up by UWM; your only task is to upload your title documents.
3.Select Place Order at the bottom of the transaction when you're done.

3. Recalling a Transaction

If you need to make a change after submitting, you can recall the transaction yourself.

1.Open Transaction actions in the top right corner of the transaction and select Recall transaction.
2.A confirmation dialog will ask you to explain why the transaction is being recalled. Enter your reason and select Recall.

⚠️ Recalling puts the transaction back into draft state. It will need to be resent to signers once you're finished making changes.

After making your changes, select Place Order again to resubmit the transaction.

4. After You Place an Order

Once you select Place Order, the transaction is prepared by our Closing Concierge team. All signer and notary flags are added during this process. Once preparation is complete, the signer will receive a link to complete the transaction. For details on what signers can expect, see Real Estate Transactions Overview.

Summary Checklist

Set up your Proof title account (Pro Title Plan) after receiving the UWM invitation.
Upload your title documents and select Place Order.
Use Recall transaction if you need to make changes, then resubmit with Place Order.

If you need further assistance, you can submit a support request or chat with the support team from any page in the app.