[Title Agencies] Instructions for Closers & Title Agents to complete an in-person closing with clients' Hybrid transaction.
So you already understand how Hybrid transactions work and you're preparing for the closing? Great! If you are closing a Hybrid transaction, take a look at the steps below to understand how you can access documents that have already been eSigned beforehand and the remainder of the closing documents that need to be wet-signed.
Look for an email from email@example.com. The subject line will contain: [Name of the signer(s), Loan Number] has been sent their documents to sign”. If you don’t see it right away, you may need to check your spam or junk folder. Once you open the email, you will see a button that says "Download or Print Documents."
- Click the link to access documents:
Note: For security reasons, if the link is expired, the page will inform you that we have sent you a new link to the same email address. Click on the new link to get access to the portal.
Once in the document access portal, take a moment to familiarize yourself with the dashboard. You can see and do the following:
- View the address, closing date, loan number, and borrowers.
- See the status and type (eSign or wet-sign) of each document.
- Download and Print wet-sign and eSign (only on or after Closing date/window) documents.
- You can download or print the wet-sign documents using the “Print Wet Sign Documents" button. This will open another tab in your browser with the PDF to download or print. The 'Print e-Sign Documents' button will appear on and after the set Closing date/window on the loan.
When the borrowers are at the in-person meeting to sign the wet-sign documents, it is very important to check the document access portal to verify that the eSign documents are complete. You should receive an email once the e-signing portion has been completed.
If they are, there will be a large blue banner across the top that says the eSign documents are complete, and each document will be marked as complete. The wet-sign documents will remain ready to print.
Once the wet-signed documents are complete, email the scans of the completed documents to the Lender OR if Title Wet Sign Upload for Hybrid Transactions is turned on the Lender account, you can scan and upload the completed wet-sign documents to the Notarize portal. They will be accessible on Notarize. You must also overnight the original wet-signed documents to the Lender.
Congratulations, you have officially completed the Hybrid Closing on Notarize!
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat with us or send us an email at firstname.lastname@example.org!
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