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General Info

Training for all Proof platform users

Training for In-House Notaries

Training for all Proof platform users

API Supplement Data Privacy Supplement Digital Certificate Supplement In-House Notary Supplement Link Supplement Notary User Supplement Real Estate Supplement Subscriber Supplement U.S. Postal Service Form 1583 Supplement

Partner Terms

Affiliate Partner Terms Referral Partner Terms

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.

Notarize Academy | How Does Notarize Work?

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2:29

How to set up your real estate account

Resources:

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  Configure Your Account Settings

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  Configuring Co-Branding in your Account

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  Manage Your Title Account’s Operating States and Title Underwriters

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  Define Payment Settings in your Account

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  Add or Remove Team Members

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  Configure Single Sign On (SSO) for your team

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  Configure Multi-Factor Authentication for your team and your consumers

How to send a notarization request

Resources:

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  Interactive Demo: Create a Closing Transaction

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  Real Estate Transaction Types

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  Closings with Multiple Signers

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  Setting limited document visibility for Multiple Signers

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  Setting a Closing Window vs. Scheduling a Closing date

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  Notary Notes for Real Estate Transactions

Learn how to create and send a notarization request to your signer.

Notarize for Real Estate | How to Send a Notarization Request

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8:27

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.

Notarize | Real Estate Signer Experience

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5:49

How to send a Proof transaction

Resources:

• ​Interactive Demo: How to Send Proof Transaction
• ​How to Create a Proof Transaction

Your signer's experience with Proof

Resources:

• ​Interactive Demo: Your Signers Experience

How to manage completed documents

Learn how to access transaction details, including viewing the transaction's status and downloading a completed document.

Resources:

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  Interactive Demo: Review Completed Transactions Place

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  Transaction Statuses

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  Access Completed Documents

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  How to Access and Download an Audit Trail

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  Download your Consumers Notary Meeting Video

Learn how to access and download completed documents and view transaction summary details.

Notarize for Real Estate | Transaction Summary

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2:54

Frequently asked questions

Resources:

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  Where can I find Notarize’s tax forms and information?

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  How do I request a Spanish speaking notary?

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  What documents can be notarized on the platform?

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  Where can documents notarized on the platform be legally used?

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  What are Notarize’s hours of operation?

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  How does Credible Witness work?

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  How do I complete an online real estate closing with multiple signers?

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  How do I edit a transaction?

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  How do I cancel a transaction?

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  What if my document requires a witness?

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  Can my signer use a mobile device for online notarization?

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  What are the acceptable forms of ID for online notarization?

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  How does a signer grant Notarize access to their camera and location in their browser?

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  What are some best practices for leveraging Notarize?

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  What is a Proof Transaction?

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  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 [email protected]!