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.
See how this template is structured. As this is just an example, you can customize it.
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
1. Closer
2. All documentation received
3. Are there any documents missing? If so, which?
1. Documents corrected
1. Type of information received
2. Day
3. Scheduled closing
4. Time zone
1. Consent
2. Lender's documents
3. Title documents
4. Billing note
5. All documentation is correct
1. Checklist
1. Have all signatures been collected?