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SoftPro Integration Set Up Instructions

Casey
  • Updated

Overview

SoftPro customers can integrate SoftPro software alongside Notarize with Proof* to help digitize the home buying process, decrease closing times, and improve operational efficiencies. Follow the steps below to complete the integration.

*Hereafter, Notarize with Proof is referred to as Notarize.

🎯Primary Audience: Title Agents & Lenders

Create an API key from your Proof account.

  1. Log in to your Proof account and select ⚙️ Settings from the menu on the left:
    • If you don't see the menu, click the arrow to expand it.
  2. Click API Keys from the Settings menu.
  3. Click .
  4. Click the Copy to Clipboard icon to copy the key to your clipboard.

Connect SoftPro to Notarize with Proof

  1. Open the Notarize with Proof integration window in SoftPro by navigating to 360 > Services.
  2. Double click Notarize - Online Closings.
  3. Click Next.
  4. Click Login.
  5. Paste your API key and click OK.
  6. Check the Use Closing Ops box if your contract with Proof includes Proof Closing Operations services. 

Document Tagging Options

You can tag your documents in several ways:

  • If you utilize Proof Closing Ops, we will tag documents before sending them to the signer. The average time on this service is 2-3 hours.
  • Connect with the SoftPro Documents team to set up your templates in SoftPro with the Notarize with Proof White Text Tagging syntax, which comes with an additional charge from SoftPro:
  • Alternatively, you can add White Text Tagging to your documents on your own, but working with the SoftPro documents team is the recommended option:
  • Manually tag documents for each transaction by selecting "Review document package on Notarize's website before submitting for signing" on the final screen in Notarize with Proof.
  • Drag and drop designations onto your documents within Notarize with Proof.

tag-options.png

Test your SoftPro-Notarize with Proof Integration

To make sure the connection is working, please do the following:

  1. Create an order in SoftPro using your employee as the signer.
  2. Select transaction type Hybrid Purchase – Cash Buyer on the Package Information screen. (Note that with hybrid transaction types, you will not be able to select Notarization as a document requirement. Please ensure there are no notary tags on your test document. If there are notary tags on your test document, it will cause an error.)
  3. Submit the order as usual.
  4. Verify that the transaction is created in the Notarize with Proof web portal.
  5. Verify that your employee can sign the documents.
  6. Verify that you can retrieve documents in SoftPro after the employee has signed.

Additional Documentation

Frequently Asked Questions

Do I need to generate an API key for each team member? No, API keys are mapped to one specific Proof account. Multiple users can use the same API key to send transactions/orders from SoftPro to Notarize with Proof. However, each user can have their own API key if your security protocols require it.  An admin can generate the appropriate number of keys from the API Key menu and securely distribute these to your users.
What are my options for document tagging? Please refer to the document tagging section. If desired, you can implement Notarize with Proof white text tagging to replace signer and notary designations on your documents.
If I have a parent/child set up in Notarize with Proof. Can I send transactions from SoftPro to my child accounts using my parent API Key? No, we currently do not support routing transactions to child accounts via the parent account. You will need to use the child API key to send transactions to that account from SoftPro.
Do new users need to input the API key when first accessing the Notarize with Proof integration? Yes. New users who are first utilizing the integration will need to input the API key.
Are documents automatically returned to SoftPro? Yes, upon completion of the transaction. The documents are automatically returned to SoftPro.
Are lender-initiated transactions supported within SoftPro? Yes, we support this via the dedupe flow (see Workflows section)
Can I assign an internal notary to this transaction within SoftPro? No, If you would like to select an internal notary, otherwise known as In House Notary (IHN), you can do so within the Notarize with Proof platform. Choose Review document package on Notarize's website prior to submitting for signing on the submission options section in SoftPro. Within the transaction in Notarize with Proof, you can select an internal company notary.
What happens if I have In-House Notaries turned on but send the transaction to the signer without selecting a notary? When the signer attempts to connect with a notary, their meeting request will show up for all internal company notaries available at the time. Any available notary can accept the meeting and Notarize with Proof documents. In this scenario, we also recommend enabling overflow.

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.

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