Notary Onboarding Process for In-House Real Estate Notaries

Overview

Steps for Title Agents and Lenders to add new or existing team members as notaries.

• Add New Team Members as Notaries
• Add Existing Team Members as Notaries

🎯Primary Audience: Title Agents & Lenders

Add New Team Members as Notaries

1. Sign in to your Proof account.
2. Click Team members from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. On the left of the new page that appears, click Invite New.
4. Type the new user's first name, last name, and email address in the Invite a New Member window.
5. Select the role the user should have in your organization's account.
6. Select the radio dial to answer Yes to "Will this person notarize documents?"
7. Provide the notary's state of commission and their language (English, Spanish, or both).
8. Click Send Invite
9. The new user selects the link in the Welcome Email from Proof to activate their account and is redirected to the portal to Create a Notary Profile for Real Estate.

Add Existing Team Members as Notaries

1. Sign in to your Proof account.
2. Click Team members from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Click the kebab menu (3 dots) for the user you want to update.
4. Select Edit role & permissions.
5. Select the radio dial to answer Yes to "Will this person notarize documents?"
6. Provide the notary's state of commission and their language (English, Spanish, or both).
7. Click Save Changes.

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