Good morning,
Had a customer leave me a text stating that they need to have 3 documents signed and is seeking a remote online notary. He has previously used notarize, but said it’s hit or miss that he gets a Texas notary. He wants to know if he can go through me directly, which is fine, however, he is asking me to sign a confidentiality agreement to protect his privacy as a business owner. Signed as ‘Yours sincerely’.
I know we’ve had lots of scams recently and it just seems a little weird for me to need to sign a confidentiality agreement, but what do you think? The phone number does appear to be local (936 areacode is Texas), but if this was presented to you, what would you do?
Thank you for your feedback!
Sign the confidentiality agreement. His attorney can send it to you as a PDF, which you can print, sign and return as a PDF. Just make sure the email comes from the law firm.
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Thank you! Would there be anything specific I should pay extra attention to or is it generally safe?
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A confidentiality agreement is not the issue. However, if you are a Remote Online Notary working for Notarize, performing notarizations outside the platform for clients you met through them would likely violate the terms of your contract.
I’ve had several clients on the platform hint that they wanted me to handle their notarizations privately. Every time, I’ve declined because it would be a conflict of interest and a breach of my agreement with Notarize.
For context, I’m not exclusive to that platform—I work on three different RON platforms for different types of sessions. Regardless of which platform I’m using, I respect the contractual obligations I agreed to and keep my business practices consistent.
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