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Faster closing, anytime, anywhere.

The Notarize platform provides lenders and title agents alike a simpler, more convenient way to collaborate on eClosings.

This quick start page will show you how easy it is to work with your lenders and build eClosings on the Notarize platform.

How It Works

Building the eClosing

1. Access the closing package

You’ll receive an email notification when a lender invites you to collaborate on a transaction. Select the Add Title Documents link to get started.

Please note: If this is your first time accessing the Notarize Platform, you may be asked to verify your email address and establish a password. Click here to view added resources below.

Additional Resources:

2. Review lender documents

Share signer and property information with your title underwriter to confirm eClosing eligibility. Once confirmed, review the transaction details and lender documents, and request edits as needed. 

3. Add supporting documents

Click Add Documents and upload the supporting title documents either as individual files or a bookmarked PDF package.

Title Pro and Premium users will have the option to tag the documents themselves. Notarize will apply signature tags to documents uploaded by all other users.

4. Customize the Closing

Choose when your signers can complete their closing with our signing schedule tool.

  • Date Window offers the signer flexibility to sign within a range of dates.
  • Scheduled Closing is a specific date and time.

Title Pro and Premium users will also have the choice to assign the meeting to the Notarize Notary Network or an onboarded member of their notary team.

​​5. Submit the transaction

When the transaction is ready, click the blue button at the bottom of the page.

  • The button will say Send Transaction for users who opted to tag the document package themselves. This will send the closing package directly to the signer.
  • The button will say Place Order when Notarize must tag the document package. You will receive notification when the closing package is tagged and sent to the signer.

6. Access Completed Documents

You will receive notifications as the signer progresses through the closing process. Click here to watch a demo of the signer’s experience on the Notarize platform.

Following a successful closing session, you can sign into your Notarize account and access completed documents from your Notarize dashboard.

Have Questions?

We're Here to Help!

How to Prepare your Signers
Here is what your signers will need for their online closing:
  • A device with audio and video capabilities
  • An up-to-date, supported browser with a strong internet connection
  • A government-issued photo ID from this list
  • The last four digits of their U.S. Social Security Number