Skip to main content

The ResWare Integration - For Title Agents

Casey Birkholz
  • Updated

Overview

The ResWare integration allows title agents to send all transaction types while staying in the comfort of working in ResWare. Give your signers an online closing experience by sending transactions from ResWare through Notarize with Proof. Signers will sign everything on Notarize with Proof, and their executed documents will automatically return to your team's ResWare instance. 

Supported Transaction Types

If you are interested in sending lender-initiated transactions, please speak with your Proof Customer Success Manager and Solutions Engineer about piloting a deduplication workflow. Title-only transactions are fully supported at this time.

What does the ResWare integration allow Title Agents to do?

  1. Create transactions in Notarize with Proof. 

  2. Add closing info and document packages to those transactions in Notarize with Proof.

  3. Once complete, send the transaction either to our Closing Operations team who will prep the transaction and send it to the signer, or upload documents in Notarize with Proof and send the closing directly to your signers. See 'Sending Directly to Signers' in Place an Order from ResWare to Notarize with Proof for more information.

  4. Executed document packages will automatically be sent back to the existing ResWare file.

  5. Optional - Notarize with Proof can push back an invoice, signer photo IDs, and/or Action Events to the file as well. See Connecting ResWare to Notarize with Proof for more information.

  6. All without leaving ResWare!

What do we require from the Title Agent to start sending volume to Notarize with Proof via the ResWare integration?

  1. See Connecting ResWare to Notarize with Proof and Job Aid for integration setup details.
  2. Title agents must update their seed files that they use to generate all of their documents (whether inside or outside ResWare) with white text tags using White Text Preferred Implementation Guide. Please reach out to Adeptive Support for assistance accessing and updating seed files.
  3. When ready to begin sending transactions via the integration, start by sending seller-side and cash purchase transactions that do not require lender involvement.

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, or email us at support@proof.com.

© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.

Related articles