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Connect ResWare to Notarize For Title Agents

Casey Birkholz
  • Updated

Here's how to connect ResWare to your Notarize account and start sending transactions from ResWare to Notarize.

Configuration in ResWare

See attached Job Aid regarding ResWare Setup. This job aid outlines instructions for setting up your ResWare instance for sending transactions to Notarize.

Create Notarize Partner with necessary permissions and the ResWare-to-ResWare Partner Mappings for Place Order, Send Documents, and Send Signing URLs and settings. The Primary Contact ID for these contact mappings corresponds to the user(s) set up in Notarize. Please reach out to Adeptive Support (support@adeptive.com) to set up custom bindings for your Title agency’s ResWare instance. 

Configuration in Notarize

In your Notarize Title Agency account, navigate to the Integrations tab.

TitleIntegrations.png

After setting your ResWare User profile, fill in the following information:

    • Organization Profile tab: Add Office ID, integration Username or Email, ResWare website URL, and integration user password.

      Screen Shot 2021-03-10 at 2.34.12 PM.png

    • Documents: Set document mappings and document push-back options. Select if you would like photo IDs returned to ResWare.

      Screen Shot 2021-03-10 at 2.52.04 PM.png

    • Action Events (optional): This will send transaction statuses back to ResWare.

      Screen Shot 2021-03-10 at 2.53.16 PM.png

    • Contact Mappings: Optional unless you are on a parent/child setup (i.e, you have one ResWare instance mapped to multiple Notarize accounts).

      Screen Shot 2021-03-10 at 2.53.28 PM.png

    • Users and Underwriters: Uneditable in this tab, no action needed here (shows which users and underwriters are available for setup in ResWare). Add team members to your Notarize Title agency account.

    • Testing: After setup is complete, input a test File # in your Notarize Title Agency account to test push-backs from Notarize to ResWare. If there are any errors with the setup between ResWare and Notarize, they will be displayed here. 

      ResWareTestFile.gif

 

 

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