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Send a Notarization Request

Teena
  • Updated

Overview

A guide for Title Agents and Lenders to send a document with a notarization request. These are often trailing documents related to a real estate closing but can be nearly any document that needs to be notarized.

ℹ️ To send a document to be wet-signed or notarized with an in-person notary, read Guide to Hybrid Closings.
🎯Primary Audience: Title Agents & Lenders

Steps

Log in to your Proof account to complete the steps below.

  1. Click in the upper right corner.
  2. Select Notarization request from the dropdown menu.
  3. Paste or type the File Number and/or Loan Number, if applicable, on the Transaction Details page.
  4. Type the Property Address in the provided fields.
  5. Add Points of Contact (read Closing Team Contacts & Collaborators for more information):
    • Select the title of the person you'd like to add as a collaborator (anyone the signer may want to contact during the notary meeting).
    • Provide the contact information for the collaborator.
    • Click +Add contact (optional) or +Add another collaborator (optional) if desired.
  6. Provide the signer's contact information in the fields for the Signer Details section.
    • If the transaction has more than one signer, select Yes under Does this transaction require additional signers? and repeat step 6 until all signers are added.
  7. Select your desired responses for:
  8. Select one of the options for the Signing Schedule depending on which type is desired:
    • : Provide the date range during which the signer can meet with a notary, including the time zone.
    • : Provide the specific date and time at which the signer is expected to meet with the notary.
  9. Choose if one of your notaries (internal notary) or an on-demand notary (from the Notarize Network) will complete the transaction. 
  10. Click and upload your documents.
  11. Click to place signer tags. (Read Self-Tagging Real Estate Documents for more information about tagging.)
  12. Select your desired responses for:
    • Would you like to include a personal message to the signer?
    • Do you need to include any special instructions for the Proof team? 
  13. Click when you're ready to email the document to your signer.
    • If you're not ready to send the transaction yet, click to save it in your drafts.

We're here to help! Please don’t hesitate to reach out to your Proof team with any questions about Proof Real Estate solutions.

To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!

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