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.
Start form
- Lender’s name
- Lender’s email address
- Borrower’s name
- Borrower’s email address
- Closing date
- Documentation package
- From
- Until
- Suggested time
- Suggested time time zone
- EST
- CST
- MST
- PST
Order received
- Closer
- All documentation received
- Lender
- Title
- Are there any documents missing? If so, which?
Missing documentation
- Documents corrected
- Yes
Schedule documents signing date
- Type of information received
- Date range
- Specific date
- Date and time
- Day
- Scheduled closing
- Time zone
- EST
- CST
- MST
- PST
Documents upload
- Consent​
- Lender’s documents
- Title documents
- Billing note
- All documentation is correct
- Yes
Quality control checklist
1. Checklist
- 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
- Have all signatures been collected?
- Yes
Process finished
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