Create an eClosing for Cash Buyer or Seller

Overview

Learn to create a real estate closing on the Notarize platform. This article walks through the entire process for Title Agents, from the first click to the confirmation email, whether you place orders through Notarize Closing Operations or send transactions directly to your signers.

🎯Primary Audience: Title Agents

Table of Contents

Click any link to jump directly to that step.

Steps

Step 1

Start a new closing

• Log in to your Notarize account.
• Choose My closings from the upper right corner.
• Do you use Notarize Closing Operations?
  • Yes: Click Place an Order
  • No: Click Send new
• Select Real Estate Closing from the dropdown.

Step 2

Type of closing

Indicate if you are initiating a closing for a cash buyer or if this is a seller-side transaction.

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Step 3

Provide property address to begin eligibility check

• Street address
• Apartment, suite, etc. (optional)
• City
• State
• Zip
• Country

Eligibility error messaging

Step 4

Indicate whether or not you are issuing a title policy:

• Yes: Go to Step 5
• No: Go to Step 6

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Step 5

Add the underwriter

Since you are issuing a title policy, you must provide the name of the title underwriter.

Error message when no underwriter is found to insure this loan

Step 6

Continue with eClosing

At this point, if you have not selected Hybrid, you can continue with a fully online closing.

Click Continue with eClosing

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Step 7

Transaction details

Provide additional transaction details:

• File Number (only required if you are not using Notarize Closing Ops)
• Loan Number

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Step 8

Closing team

Add members of your closing team. This includes anyone supporting the transaction.

Roles

• Role
• Name
• Email address
• Phone number
• Check the Visible to signer box unless you want to hide the contact information from your signers
• Click +Add point of contact to add additional participants 

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Step 9

Signer details

1. Provide signer details:
   • Vesting type
   • Name
   • Email address
   • Phone number 
2. Indicate if the signers are signing in a representative capacity
   
   If the signers are signing the documents on behalf of someone else

   • Check the box next to This is a representative signer
   • Type the name of the person or entity the signer is signing on behalf of
   • Select the signer's capacity from the Type of capacity dropdown

   Capacity options

   Attorney-in-fact	Corporate Officer	Guardian or Conservator
   Partner (General)	Partner (Limited)	Trustee
   Other

3. If any of the documents require more than one signer, select Yes under Does this transaction require additional signers?
   • This does not include witnesses. Witness requirements can be added later.
4. Indicate if the signers need a secondary ID by selecting Yes under Will the signer(s) need a secondary ID?

If you have the credible identifying witness feature turned, the modal to provide the witness's information appears directly below the signer's information. Learn more about using a credible witness for eClosings.

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Step 10

Signing schedule

Select a date range/window or schedule the closing:

• Review Set a Closing Window or Scheduled Closing Date

Indicate what type of Notary will be used:

• Internal notary: Also known as In-House Notary (IHN)
• Notarize: Also known as On-Demand Notary (ODN) network 

If you're using an internal notary, you can select a specific person to be assigned or choose Unassigned from the dropdown to allow any notary from your team to handle this closing.

Review Assign a Notary to a Real Estate Closing for more information.

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Step 11

Prepare documents

Upload documents:

• An eSign Consent and Disclosure form automatically appears on every transaction:
  • The eSign Consent and Disclosure form is also attached at the bottom of this procedure.
• You must add at least one additional document to proceed.

Are you using Notarize Closing Ops?

• Yes: Go to Step 12
• No: The documents automatically open for you to tag and prepare:
  • Review Tagging Documents for more information on self-tagging and using white-text tags.
  • Note: You can add a witness requirement by clicking the "eye" icon in the top right menu above your documents.

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Step 12

Special instructions

Before sending the transaction, you have the option to add any special instructions or notes:

• Add a personal note to your signers
• Add instructions for the Notary or the Notarize Closing Operations Team (if applicable):
  • If you send transactions to Notarize Closing Ops, use this box to indicate if a witness is required. The Closing Ops Team will add this requirement to your documents.

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Step 13

Send the transaction

Are you using Notarize Closing Ops?

• Yes: Click Place Order
• No: Click Send Transaction

After you send the transaction, you'll receive a confirmation email.

Review Online Closing Signer Experience to learn about the steps for your signers.

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The End.

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