Notary Assignment Overview

A quick walkthrough showing Escrow Officers how to confirm when a notary is assigned to your order and easily access their profile details.

Notary Everyday / Escrow Officer / Notary Recap

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Jump right in with this quick 2 minute tutorial:

Steps to Follow

1. Notification Check

• Keep an eye on your inbox for an email notification confirming that a notary has been assigned to your order.

2. Order Page Review

1. Open the Order Page: Verify that the status indicator now shows “Assigned.”

2. Notary Details: Confirm that the notary’s information (e.g., name, contact details) is displayed.

3. Order Tracker: Check the progress bar or tracker to see the updated status reflecting the assignment.

3. Accessing the Notary Profile

• Click the Notary’s Name or Profile Link on the order page to view more detailed information.

4. Notary Profile Summary

• Header: Displays the notary’s headshot, name, location, and a brief bio.

• Contact Information: Includes direct phone and email options.

• Credentials: Showcases reviews, certifications, and skills.

• Uploaded Documents: May include real estate training certifications, W-9, notary commission, errors & omissions policy, and background check.