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Collaborators & Contacts for Lender-initiated Transactions

Casey Birkholz
  • Updated

Overview

Adding contacts and collaborators to your closing team keeps your team updated and allows signers to reach out to their real estate contacts before or during the notary meeting without leaving the meeting or navigating away from their documents!

🎯Primary Audience: Lenders
  • Contacts are non-signing individuals added to transactions to notify them of progress and to assist borrowers.
  • Collaborators can receive transactions and participate in the process.

Nice to Know

Signer Visibility

If you don't want to share your closing team contacts with your borrowers/sellers (signers), simply leave the Visible to Signer box unchecked. Your team will receive transaction status notifications and remain hidden from the signer.

Signers only see contacts checked off as Visible to Signer.

visible_to_signer.png

Lender transactions initiated through the Lender’s API typically already have contacts added, and those contacts already indicate whether or not they should be visible to the signer.

Notarize Closing Ops

If contacts come over pre-populated, Notarize does not edit/delete/add contacts unless the Lender requests them to be updated.

When the Notarize Closing Ops Team (Closing Ops) adds collaborators and contacts manually, we add the contacts listed on page 5 of the Closing Disclosure.

lender_page5.png

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Collaborators

Collaborators can be Title Agents, Escrow Agents, and Attorneys. Their participation appears in the transaction audit log. Collaborators share the same abilities:

  • Review & edit documents
  • Add notaries
  • Set the closing date
  • Change the closing date
  • Create their own account in the Title portal (Attorneys can do this on lender-initiated collab transactions)

Add a collaborator

  1. Go to Transaction Details screen > Closing team
  2. Click Title agent, Escrow officer, or Attorney to indicate your collaborator's role
  3. Input the collaborator's email address, name, phone number, and agency/business name
    • Email is required; phone number is optional.
  4. Check the Visible to Signer box if you want this collaborator's information to be shared with your borrower.
  5. Continue on to add at least one Contact before submitting. If you aren't ready to add a contact, click Save & Exit.

Closing_team_Lender_Collab.png

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Contacts

At least one contact is required.

Add a contact

  1. Contacts are added after collaborators. If you previously saved a transaction after adding a collaborator, go to the Transaction Details screen > Closing team > scroll past collaborators to the Point of contact section.
  2. Select a contact from the dropdown:
    • Loan Officer
    • Real Estate Agent
    • Loan Processor
    • Mortgage Broker
    • Closer
    • Other
  3. Input the contact's email address, name, and phone number:
    • Email is required; phone number is optional.
  4. Check the Visible to Signer box if you want this contact's information to be shared with your borrower.
  5. Click Save & Exit or Send to Title Agent.

point_of_contact_lender_initiated.png

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We're here to help! Please don’t hesitate to reach out to your Notarize team with any questions about Notarize Real Estate solutions.

To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@notarize.com!

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