Real Estate Academy Training for In-House Notaries
The Real Estate Academy Training outlines the process for in-house notaries to join a company's Notarize account, including being added by administrators, creating a detailed notary profile with required commissions and state documents, purchasing a mandatory digital certificate exclusively from IdenTrust, and submitting the profile for final approval before performing notarizations on the platform.
In-house Notaries: Setup and Training
This section provides an overview of how to join your company’s Notarize account as a member of their in-house notary team. It covers how you’re added to the account, building your account, and the approval process required before you can complete notarizations on the Notarize platform.
How to Add a Notary to Your Account
In-house notaries must be added to the Notarize platform by account administrators. Resources for this process include:
A step-by-step video guide is available to help you get started.
How to Build Your Notary Profile
Once added to a Notarize account, the notary will receive an email inviting them to create their notary profile. This profile will capture your online notarization commission, errors and omissions insurance, and additional state-required documentation.
Each notary will also need to purchase a digital certificate through partners at IdenTrust. This digital certificate is your electronic credential and is used to digitally tamper seal notarized documents. Notarize does not accept digital certificates issued by other vendors.
Additional resources:
A video is available to see this onboarding process in greater detail.
How to Submit Your Notary Profile for Review and Approval
When ready, submit your notary profile for final review by the Notary Onboarding Team. The current turnaround time for review is 1-2 business days. During this time, notaries will not be able to access the platform.
Once approved, the notary will receive an email notification from the Notary Onboarding Team informing them that they have completed their notary profile and are ready to conduct online notarizations.
Please note: To ensure compliance, subsequent changes to your notary profile may trigger an additional review by the team. You can see a list of review trigger events here.
How to Complete Platform Training
After submitting your profile for review, you’ll receive an email from the Notary Onboarding Team containing a link to the In-House Notary training platform, Knowledge@Notarize. This training can be completed while you wait for your notary profile to be approved. A video overview of the platform training is available.
How to Use "Personally Known to Notary"
The "Personally Known to Notary" feature allows notaries to bypass certain steps in the identity verification process, reducing pre-meeting time for signers.
Resource:
A video is available demonstrating this feature.
Notarize's "Overflow" Feature and Using On-Demand Notaries
Notarize's "Overflow" allows your business to use the on-demand network of notaries as backup when your in-house notaries are unavailable. This ensures that no call goes unanswered and all documents are completed in a timely and efficient manner.
Resource:
A video is available explaining this feature.
Incident Priority Levels and Support
Priority Levels
- Level 1: Critical Business Impact. The incident seriously affects the functionality of the services and cannot be circumvented such that most significant functionality is available.
- Level 2: Significant Business Impact. The incident partially affects functionality but can be circumvented so most significant functionality is available.
- Level 3: Minimal Business Impact. The incident can be circumvented so the services can be used with only slight inconvenience and has no significant effect on usability.
Conditions for Closure of Help-Desk Ticket
- Level 1: Resolved and closed when an incident resolution has been fully implemented.
- Level 2: Resolved and closed when an incident resolution has been fully implemented.
- Level 3: Resolved and closed when either (i) an incident resolution has been fully implemented, or (ii) 10 business days have elapsed since Proof’s communication of the information that Proof reasonably believes will resolve the incident (communicated by email to the subscriber’s designated contact), and the subscriber has not responded. The incident can be reopened later if not resolved.
On-Demand Notary Availability Downtime (per calendar month)
- Up to 240 minutes: No downtime credit
- 241-360 minutes: 1% credit
- 361-480 minutes: 3% credit
- 481-600 minutes: 5% credit
- 601 minutes or greater: 7% credit
Platform Availability Percentage (per calendar month)
- 99.9% or higher: No downtime credit
- 97% - 99.9%: 1% credit
- 95% - 97%: 3% credit
- 93% - 95%: 5% credit
- Below 93%: 7% credit
Incident Priority: Response Times
| Incident Priority | Acknowledgement Time (Business Hours) | Provision of Incident Resolution or Interim Process | If Interim Process Provided, Max Timeframe for Resolution |
|---|---|---|---|
| Level 1 | 1 hour | 8 hours | 36 hours |
| Level 2 | 4 hours | 24 hours | 5 days |