Document notarization for mortgage preparation

Template

Paperwork might be tricky sometimes, so better keep it organized. Follow your notarization process for mortgage documentation in a single structured workflow designed for that. Collect all signatures, schedule the day and check if all the documents are correct. Save time and centralize communication using our email templates.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Lender's name

  • 2. Lender's email address

  • 3. Borrower's name

  • 4. Borrower's email address

  • 5. Closing date

  • 6. Documentation package

  • 7. From

  • 8. Until

  • 9. Suggested time

  • 10. Suggested time time zone

    • EST
    • CST
    • MST
    • PST

Order received

  • 1. Closer

  • 2. All documentation received

    • Lender
    • Title
  • 3. Are there any documents missing? If so, which?

Missing documentation

  • 1. Documents corrected

    • Yes

Schedule documents signing date

  • 1. Type of information received

    • 1. Date range
    • 2. Specific date
    • 3. Date and time
  • 2. Day

  • 3. Scheduled closing

  • 4. Time zone

    • EST
    • CST
    • MST
    • PST

Documents upload

  • 1. Consent​

  • 2. Lender's documents

  • 3. Title documents

  • 4. Billing note

  • 5. All documentation is correct

    • Yes

Quality control checklist

  • 1. Checklist

    • Signatures
    • All documents refer to the correct loan
    • The signer’s email is identical to the one in the order form email
    • No typos or doc splits
    • All signature flags, initial flags, and dates are properly added

Signing

  • 1. Have all signatures been collected?

    • Yes

Process finished

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