Document notarization for mortgage preparation


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

  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


  1. Have all signatures been collected?
    • Yes

Process finished

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