How to Get Started with Notarize for Business
Changing your workflow isn't always easy, but here at Notarize, we're proud to offer a product that makes it easier for our business partners to access and use remote solutions.
Recently, we launched Notarize Academy for Business – product training courses that will teach you the ins and outs of the Notarize platform. As a compliment to the new Academy training, here are several actions and insights around remote online notarization and how to get started.
First, you'll need a Notarize for Business account
To get started, you'll need to talk to one of our Sales representatives to select the Notarize for Business account that's right for you. This account will be your transaction hub, where you will prepare documents for signers and send them notarization and eSignature requests.
Notarizations completed through the Notarize platform are conducted through two business pricing tiers: Business Pro and Business Premium. Business subscription plans include potential discounts based on volume commitment. You can find additional information about each tier here.
Onboarding for business accounts take an average of 2-3 weeks. When you're ready, you can request a callback from one of our sales representatives here.
Make sure your documents will be accepted
It's important to note that when states pass laws on remote online notarization, it’s to allow notaries in those states to perform remote notarizations themselves. Your state does not need to pass a RON bill for you or your clients to get something remotely notarized. In fact, we’ve helped businesses in states that have yet to even propose a RON bill.
However, while remote notarizations are completely legal, we cannot guarantee their acceptance.
Notarize is a fully digital signing platform: Documents are digital, signatures are digital, and any applied notarial seal is digital. Certain states, public agencies, and business recipients have specific requirements and limitations for accepting electronically-signed documents. In addition, not all documents may be signed electronically.
We always recommend that you contact the document's intended recipient to ensure a remotely notarized and/or electronically-signed document will be accepted for its intended use.
You can learn more here.
Complete the free Notarize Academy product training
Notarize Academy is a suite of digital, on-demand courses that helps any business professional understand how they can use technology to deliver a better home buying experience to their clients. The best part is, the courses are 100% free.
Our Business Partner Product Training includes video modules that can be completed in about 40 minutes. Each course includes downloadable scripts, guides and links for optional further reading.
Here’s what you can expect to learn in the Business Academy course:
- How to Create Your Business Account with Notarize
- How to Send a Notarization Request to Your Signer
- How the Signer Completes a Notarization
- How to Send an eSignature Request to Your Signer
- How the Signer Completes an eSignature
- How to Download a Completed Document
Understand the signer journey
Online notarizations offer greater accuracy and security than in-person notarizations due in large part to their identity confirmation technologies. It's important you understand what will be required of your signers so you can help set expectations at the forefront of the transaction and make accommodations where necessary.
Each signer will need the following technologies in order to close online:
- A valid email address.
- A device with audio and video capabilities. This can be:
- A computer Mac or Windows computer with a webcam;
- An Apple mobile device, such as iPhone or iPad; or
- An Android mobile device, such as a tablet or smartphone.
- A supported browser such as Mozilla Firefox, Google Chrome, or Safari on the web, or the Notarize app on their mobile device.
- A strong internet connection.
Every online notarization requires that the signer has a U.S. Social Security Number. There are no exceptions at this time.
We use (but do not collect) signer SSNs in order to populate identity challenge questions that help ensure a signer is who they claim to be. You can read more about the signer experience here, including other security measures that make RON transactions safer and more secure than in-person notarizations.
Your signer will also need a valid and unexpired ID that bears a photographic image of the individual's face and signature. You can find a list of ID forms acceptable for online notarization here.
Once you’re ready to use the Notarized platform – whether to send notarization requests to signers or to have documents notarized for your business – it’s important that everyone understands there may be a slight wait before the signer connects with one of our notaries.
Our notary operations team is busiest during traditional business hours, but the great thing about Notarize is we’re online 24x7x365.
Notarizations are handled on a first-come, first-serve basis. That being said, each notarization is typically handled within 10 minutes of selecting “Connect with a Notary."