Skip to main content

What is Notarize Collab?

Casey Birkholz
  • Updated

Overview

Information on the Notarize collaboration tool (Collab) for Lenders and Title Agents.

🎯Primary Audience: Title Agents & Lenders

Collab is the collaboration tool within Notarize for Lenders and Title Agents to coordinate Refinance and Purchase closings fully online.

This workflow can be customized based on integrations used by Lenders and Title Agents. Integration and collaboration benefit all parties to achieve common goals, including the ability to create, share, and upload documents to streamline closings.

One Linear Flow

Lender

    1. Creates a transaction on the Notarize platform (manually or via an integrated flow).
    2. Sends the transaction (with lender documents) to a selected Title Agency.

Title Agent

    1. Receives an email to upload title documents to the transaction on the Notarize platform.
    2. Sends the transaction either:
      • Directly to the borrowers after tagging documents.
      • To the Notarize Closing Operations Team (optional):
        • If Notarize Closing Ops is used, the team preps the transaction, performs a Quality Check, and sends the transaction to the borrowers.

Resources

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat or email us at support@notarize.com!

CONFIDENTIAL. © 2022-2023 Notarize, Inc.

Related articles