Real Estate Academy Training for Proof Platform Users
The Real Estate Academy Training for Proof Platform Users provides comprehensive guidance on using Notarize, including an overview of the notarization process, detailed instructions for setting up and configuring real estate accounts with features like co-branding, payment settings, team management, and security options, as well as resources and interactive demos for sending notarization requests and managing online real estate transactions.
Training for All Proof Platform Users
How does Notarize work?
Resources:
- Interactive Demo: The Notarize Experience
- How does Notarize work?
- Hours of Operation and How to Reach out to the Notarize Support Team
- Resource Hub for Signers, Real Estate Agents, and Title Agents
This video will provide a high-level workflow overview of the notarization process.
How to set up your real estate account
Resources:
- Configure Your Account Settings
- Configuring Co-Branding in your Account
- Manage Your Title Account’s Operating States and Title Underwriters
- Define Payment Settings in your Account
- Add or Remove Team Members
- Configure Single Sign On (SSO) for your team
- Configure Multi-Factor Authentication for your team and your consumers
How to send a notarization request
Resources:
- Interactive Demo: Create a Closing Transaction
- Real Estate Transaction Types
- Closings with Multiple Signers
- Setting limited document visibility for Multiple Signers
- Setting a Closing Window vs. Scheduling a Closing date
- Notary Notes for Real Estate Transactions
Learn how to create and send a notarization request to your signer.
Your signer’s experience with Notarize
Resources you can share with signers:
- Interactive Demo: The Signer Experience
- Step-by-step Notarization Process for Your Customers
- The Signer Checklist
See firsthand what it's like for your customers to use Notarize. This video covers from the moment they receive the email inviting them to start the process through their meeting with an online notary.
How to send a Proof transaction
Resources:
Your signer's experience with Proof
Resources:
How to manage completed documents
Learn how to access transaction details, including viewing the transaction's status and downloading a completed document.
Resources:
- Interactive Demo: Review Completed Transactions Place
- Transaction Statuses
- Access Completed Documents
- How to Access and Download an Audit Trail
- Download your Consumers Notary Meeting Video
Learn how to access and download completed documents and view transaction summary details.
Frequently asked questions
Resources:
- Where can I find Notarize’s tax forms and information?
- How do I request a Spanish speaking notary?
- What documents can be notarized on the platform?
- Where can documents notarized on the platform be legally used?
- What are Notarize’s hours of operation?
- How does Credible Witness work?
- How do I complete an online real estate closing with multiple signers?
- How do I edit a transaction?
- How do I cancel a transaction?
- What if my document requires a witness?
- Can my signer use a mobile device for online notarization?
- What are the acceptable forms of ID for online notarization?
- How does a signer grant Notarize access to their camera and location in their browser?
- What are some best practices for leveraging Notarize?
- What is a Proof Transaction?
- What is AL2 Compliant Identity Verification?
Still have questions you can't find answers to? Search for answers in the Help Center. Need to contact us? Click the chat icon in the Help Center to start a chat or email us at support@notarize.com!
Priority Level
Conditions
Level 1
Critical Business Impact. The Incident seriously affects the functionality of the Services (or component thereof) and cannot be circumvented such that most of the significant functionality of the Services (or component thereof) is available.
Level 2
Significant Business Impact. The Incident partially affects the functionality of the Services (or component thereof), but can be circumvented so that most of the significant functionality of the Services (or component thereof) is available.
Level 3
Minimal Business Impact. The Incident can be circumvented such that the Services (or component thereof) can be used with only slight inconvenience. The problem can be considered insignificant and has no significant effect on the usability of the Services (or component thereof).
Conditions for Closure of Help-Desk Ticket
Level 1
The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
Level 2
The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
Level 3
The Incident is considered resolved and closed when one of the following occurs: (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 Subscriber’s designated contact for such Incident), and Subscriber has not responded to Proof. The Incident can be reopened later if it has not been resolved.
Cumulative On-Demand Notary Availability Downtime (in a given calendar month as measured by Proof monitoring systems, converted to minutes)
| Downtime (minutes) | On-Demand Notary Downtime Credit |
|---|---|
| Up to 240 | No On-Demand Notary Downtime Credit |
| 241-360 | 1% |
| 361-480 | 3% |
| 481-600 | 5% |
| 601 or greater | 7% |
Platform Availability Percentage (in a given calendar month as measured by Proof monitoring systems)
| Platform Availability | Platform Downtime Credit |
|---|---|
| 99.9% or higher | No Platform Downtime Credit |
| 97% - 99.9% | 1% |
| 95% - 97% | 3% |
| 93% - 95% | 5% |
| Below 93% | 7% |
Incident Priority
| Incident Priority | Acknowledgement Time (During Business Hours) | Provision of Incident Resolution or Interim Process | If Interim Process is provided, Maximum Timeframe for Provision of Incident Resolution |
|---|---|---|---|
| Level 1 | 1 hour | 8 hours | 36 hours |
| Level 2 | 4 hours | 24 hours | 5 days |