Overview
When the Supplemental Document Upload feature is enabled, notaries can prompt your customers to upload additional documents to be added to the completed package before being sent to you. Supplemental documents are included after the notarization documents.
🎯Primary Audience: Title Agents & Lenders
Activation | Real Estate Accounts
This feature must be enabled by Proof:
- Title/Lender Premium: Contact your Customer Success Manager (CSM).
- Title Pro: Please contact our Sales team.
Additional Steps for Each Transaction
Opting into this feature enables you to use it. Additionally, these steps should be taken to receive the documents in one package:
- Create a Notary Note for one transaction or universal Notary Instructions to inform notaries to prompt your customer to upload the supplemental documents.
- Inform your customers to be prepared to upload the supplemental documents. If you'd like to add a reminder, you can add a personalized note when you initially send the notarization and/or use a reminder email.)
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!
© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.