Notary Notes | Real Estate

Overview

You can use Notary Notes to add special instructions to any transaction if you need to leave special instructions for the notary. This creates an action item for the notary, prompting them to review your note before beginning the signing process.

A variety of special instructions and general reminders for how the notary should interact with the signer and handle the documents can be sent using Notary Notes. A few examples:

• The signer must provide two forms of ID.
• A witness is required for the notarization.
• Prompt the signer(s) to upload a supplemental document(s) during the meeting.
• We included contact information; please contact us if the signer has questions arise during the notarization meeting.

If you add or modify notes, the updated note(s) is highlighted in blue for the number of days you specify, or until the notary marks it as read.

💡 In addition, or alternatively, you can add universal notary instructions, which appear in all transactions.

🎯Primary Audience: Title Agents & Lenders

Steps

The final step in the transaction creation process is to add an (optional) note to the notary.
The Notary Notes box appears after the option to customize an email message to your signer.

1. Click +Add instruction.
2. Type a message in the box that appears.
3. Click Save to save the note. 

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