If you need a mobile notary for a closing, Snapdocs has you covered! We have connected our mobile notary search platform with our digital closing platform to provide Lenders and Title companies a seamless end-to-end experience from document preparation to signing completion. Requesting a notary for a closing on Snapdocs is as easy as clicking a button!
Whether your Closing's signing is wet, hybrid, or fully digital, Snapdocs can help you secure a qualified notary, manage document transfer, and keep communication all in one place. Snapdocs' Request Notary functionality connects you to thousands of signing services across the country who have access to over 50K notaries for scheduling.
Requesting a mobile notary
To request a mobile notary for a signing, you must first have an active closing. View your closing dashboard to see a list of active closings.
Click into the closing for which you need a mobile notary.
ℹ Have title documents to add to the Closing? Use the "Add additional documents" button on the closing page to upload your documents for the wet signing.
Whenever you're ready to request a notary for the signing, click the "Request notary" button. We recommend doing this at least 2 hours before the signing appointment.
In the request form, you'll be prompted to select the Scheduling Company that should fulfill your order. After selecting the scheduling company, you may be prompted to select your office.
Once you've selected your scheduling company, you'll choose from a list of signing products for the signing. The notary fee is indicated next to the signing product.
The "Notary Preferences" section of the form contains multiple options for your request. Your input to these fields will be shared with the scheduler or signing service fulfilling the mobile notary request.
- Require scanbacks? Check this box if you require that the notary uploads the wet signed documents to the closing once complete.
- Pre-arranged notary. If you've already arranged a notary for the signing, you can type their name here.
- Language requirements. If the signing requires a specific language competency, indicate it here.
- Special instructions. If you have any special instructions for the notary or signing service, type them here.
Once you submit your request, you'll see that the scheduling company has received the request on the closing page.
When a notary is assigned to the signing, you'll receive an email notification. Anyone who has access to the closing will be able to view the notary details on the closing page.
To communicate with the notary or scheduling company, you'll need to switch to the mobile notary portal. Use the role switcher in the top right-hand corner of the screen to access your client role.
Mobile notaries can be requested for any type of signing appointment: wet, hybrid, or full digital. Regardless of the signing type, Snapdocs will keep the notary up-to-date about their duties and the signing details along the way. This simplifies all of the information the notary needs to keep track of and reduces room for error.
For hybrid signings, the notary has visibility into the consumer's esign status. With this insight, the notary can know which documents they need to print and sign ahead of the signing appointment.
If the consumer esigns, the notary will receive a notification that they only need to print the wet sign package. As an added layer of security, the notary will no longer be able to download esignable documents.
If the consumer opts out of esigning, it means the notary needs to download and print all documents associated with the closing.
Three hours before the signing appointment, we'll email the notary with our most up-to-date signing details:
- If the consumer has esigned, we'll instruct the notary to download only wet signable documents.
- If the consumer has opted out of esigning, we'll instruct the notary to download all documents.
- Otherwise, we'll tell the notary that they should be prepared with all documents in case the consumer does not esign before the appointment.
Once the notary marks the signing as complete from their portal, you'll be able to see that a signing status was added on the closing.
If the notary uploads scanbacks, you'll also have access to the scanbacks directly from the closing.
Any user that requests a mobile notary order through the Closings platform will be able to both send messages to the Scheduling Company and receive messages sent by the Scheduling Company directly within the Closings platform. The user will utilize the current messaging functionality that they use to communicate with the Lender or Consumer within Closings and will have the option to include the Scheduling Company in the message (as seen below). All messages sent to the notary requestor by the Scheduling Company will also show up in the current Closings message/activity feed.
Why don't I see the "Request notary" button?
First, make sure you're accessing Snapdocs Closings. If you're accessing Snapdocs Closings, your dashboard will have a "Borrower" column on the left side of the main dashboard.
If you're in the Closings product and you don't see the "Request notary" button, your company may not be configured to request mobile notaries on Snapdocs. To configure your company, reach out to email@example.com.
What is a "scheduling company"?
A scheduling company is an entity that finds and schedules notaries for a signing. This is most often a signing service.
Why do I see scheduling companies I've never worked with?
It's possible that you see a scheduling company you've never worked with because other offices within your company use this signing service. If you don't believe you should see this scheduling company, reach out to firstname.lastname@example.org.
I see an office I don't recognize.
If you see an office you don't recognize, reach out to email@example.com.
What if I add documents to the closing after I've requested a notary?
Any documents you add to the closing after requesting the notary will be appropriately shared with the notary. If a notary has already been assigned when you upload the additional documents, the notary will be notified to view the new documents.
What if I change documents on the closing after I've requested a notary?
Any documents you change on the closing after requesting the notary will be appropriately shared with the notary. If a notary has already been assigned when you change the documents, the notary will be notified to view the new documents.
What if I need to change the signing product or fee?
If you need to change the signing product or fee for the notary, use the role switcher in the upper right-hand corner of the screen to switch to your client role. Message the scheduler to ask them to change the signing product.
How do I message my signing service?
If you need to message the signing service, you are able to do so directly from the Closing after requesting the notary. Alternatively, you may also use the role switcher in the upper right-hand corner of the screen to switch to your client role.
I don't see my signing service in the "Scheduling company" dropdown.
If you don't see the scheduling company you typically work with, reach out to firstname.lastname@example.org.