Contacts and collaborators can be added to real estate transactions as part of the Closing Team for transactions initiated by Lenders and Title Agents:
- Contacts are non-signing individuals added to transactions to notify them of progress and to assist borrowers.
- Collaborators can receive transactions and participate in the process.
ℹ️ Collaborators can join the meeting with a desktop computer or mobile device via a web browser or by using our mobile app.
Depending on your user type, you may have access to some or all of the related resources below.
Notaries and Enterprise customers: You must log in to the Help Center to access most notary articles. Check out Access Help Center Articles as a Notary for assistance.
- Title Agents: Collaborators & Contacts for Title-initiated Transactions
- Lenders: Collaborators & Contacts for Lender-initiated Transactions
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