As a Title Agent, you have the option to choose when your clients are able to sign by selecting the signing schedule. You have two options: a date window or a scheduled signing. Here's what that means:
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Flexible Closing Window
Your client will be able to go through the online closing process at any time that is convenient for them, within a window of your choosing. *Note: The closing window can be open-ended. An expiration date is not required if you do not feel the need for one.
2. Scheduled Closing Date
Choose this option if there is only one day that your clients can join a meeting with a notary to close on their property. They won't be able to join a meeting prior to the date that you select. If they miss it, they will no longer have access to this transaction.
Note: You can also select the specific time that the closing should occur. Keep in mind that this time is not a blocker, meaning your customer is able to request their call with a notary before or after the designated time. The scheduled time appears in the email the signer receives to access their transaction, so they are aware of when they should be joining.
Once the order has been placed you can view a summary of the details of the transaction. You'll notice the transaction activation and expiration. These dates will line up with the dates you've selected for the signing schedule:
Your clients will be able to review their documents before the activation date, but they will not be able to sign in front of a notary until the transaction is activated. Your clients will not be able to sign the documents once the transaction has expired.
The transaction activation and expiration dates can be adjusted by recalling the transaction. This will put the transaction back into a draft state and it will be resent to your clients once it is updated!
Available to: Title Agency users
Still have questions you can't find answers to? Click the blue bubble in the corner of your screen to start a chat with us or send us an email at support@notarize.com!