Document pack
Remote Online Notarization & Loan Signing Client Guide: Onboarding Documents and Checklists
Hand clients a clear guide before the appointment and follow a checklist during it, so sessions start prepared and finish clean.
$29 one time · example and blank copies · download link by email
Who it is for
Notaries who offer remote online notarization or loan signings and want a consistent client experience.
Why it is different
- Written for the client, in plain language.
- Points to your state's Notary Public Manual instead of guessing at state rules.
- Word files to edit with your name and fees, and PDFs to send.
What is inside
- Client guide: what to expect. How a remote session works, what to prepare, what the notary cannot do and what to do if something fails.
- Notary appointment checklist. Before, during and after a remote appointment.
- Loan signing client guide. What a loan signing is, who you will meet and how to be ready.
- Client messages. Confirmation, reminder, document not ready, ID problem and after-session messages.
Get it
Remote Online Notarization & Loan Signing Client Guide
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and templates, not legal advice. Remote notarization rules are set by each state and change; check your state's current Notary Public Manual and the office that commissions notaries. Not affiliated with any state or platform. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Buy it with the others
Bundle
Signing Agent Business Bundle
This product plus 2 more, in one download.
$65 instead of $87 separately
New Jersey Notary Starter Kit
The paperwork a new notary has to build from scratch, ready to print or edit: a journal laid out for what New Jersey's manual says to record, checklists, forms and client emails.
$29