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We’re reaching out to share a new requirement for all notaries to complete on signing orders, as well as a few important reminders to help ensure a smooth and successful signing experience. These points address common issues we’ve heard from customers, and are being shared with all notaries in our network—not in response to any specific issue on your part.
Note: Please review the following guidance thoroughly and continue to follow all special instructions on every order, as each signing may have unique requirements.
Process Update All Signings: Starting immediately, each item on the Documents Checklist must be marked as complete before you will be able to add a signing status after completing a signing. Review this article for a full overview:.
For Hybrid Signings:
- Remember to confirm that the borrower completes their eSignature on the same day as the in-person signing. You can scan the QR code that is included in the closing package to check if the borrower has eSigned.
- Only send back the wet documents. You do not need to send back eSigned wet documents.
Patriot Act Form:
It’s important to accurately complete the Patriot Act Form, as errors or omissions can cause delays in processing. There are numerous versions of the Patriot Act form, so please remember to:
- Fill out the form entirely and ensure all information is clearly written and legible.
- Review the “FORMS OF IDENTIFICATION” section, as this will indicate how many forms of ID are required.
- Complete the following sections as the assigned notary:
- ID/Document
- Signature
- Date
- Printed Name
- Printed Title (Examples: Notary, Notary Public, NSA, LSA, Loan Signing Agent)
Your attention to detail and professionalism are what make you an invaluable part of the Snapdocs network. Thank you for your partnership and commitment to delivering high-quality signings.
- The Snapdocs Team
I barely read the list of requirements because they haven’t changed in five years. Now you have to say I promise I did that LOL.