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
    • Date range
    • Specific date
    • 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

  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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