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Welcome to the Notary Everyday Inc Help Center - your all-in-one hub for in-depth resources, training, and support across title & escrow, notary public services, and signing needs.
Notary Everyday connects signing services and title companies with America's top 1% of notaries.
We are committed to ensuring the notary community receives the respect it deserves for its pivotal role in the real estate industry. Our mission is to provide state-of-the-art technology and unwavering support to the very community that has truly changed our lives including all hiring companies, signing services, and title companies across the nation.
- Ryan & Noel
We launched our product in an exclusive, invite-only beta, gaining early traction and invaluable feedback from top industry professionals. During this phase, we also established key partnerships with the National Notary Association and the Loan Signing System, furthering our commitment to supporting and elevating the notary community.
Need immediate tech related help? Our dedicated support team is just an email or call away.
Support Email
Support Phone Number
(602) 341-3660
Looking for information about our security, compliance, and data protection practices? Visit our Trust Center.
Visit our Trust Center Here:
Ryan Serrato
Co-founder | COO & Vice President
A walkthrough of where Notary Everyday fits into the real estate closing lifecycle, showing how we bridge the gap between title companies and notaries with standardized infrastructure.
Notary Everyday / About Notary Everyday Inc. / Notary Everyday's Role in Real Estate
TL;DR Real estate closings don’t break because professionals are failing. They break because the software infrastructure for the last mile of a closing doesn’t exist. Notary Everyday is building that missing layer—so title companies can run every closing with consistency, security, and speed across every branch and every market.
Most tools in our space are labeled “signing workflow” or “notary scheduling”. They make tasks a bit easier—but they don’t fix the core issue: there is no standardized, company‑wide system to orchestrate fulfillment once documents are ready.
Without that infrastructure, individual escrow officers are left to:
find and vet notaries,
coordinate schedules and communications,
verify identities,
manage scanbacks, quality checks, and returns,
Even routine files become fragile. Out‑of‑state signings magnify the risk. The result is well known: delays, errors, and exposure to fraud that damage timelines, budgets, and trust.
We call this the Closing Fulfillment Gap—the absence of modern, intelligent infrastructure from “Docs Ready” to “Funded & Recorded.”
Industry data shows what teams feel every day:
~20% of closings are delayed, pushing costs and stress onto everyone involved.
Delays commonly cost $750–$1,250+ per file (per diems, rate‑lock extensions, overtime).
~25% of packages contain errors that require correction or re‑signing.
Hundreds of millions are lost to fraud annually, often enabled by insecure email and weak ID processes.
These aren’t “workflow” problems. They’re infrastructure problems.
Closings are a system problem. People are doing heroic work inside broken plumbing.
Infrastructure beats improvisation. Company‑wide software is the only way to achieve consistency at scale.
Security is a feature, not a bolt‑on. Identity, messaging, custody, and audit must be native.
Outcomes > checklists. Speed matters—but accuracy, compliance, and fraud resistance
Notary Everyday is software infrastructure that starts at Docs Ready and carries the file through Signing, QA, Secure Return, Funding & Recording.
In plain English, here’s how it works:
Smart Assignment & Coverage The platform routes each order to identity‑verified professionals using performance history, geography, and timing— with fallback and surge logic for edge cases.
Real‑Time ID & Credentialing Signer identity checks and notary credential verification are built in, not bolted on.
Secure, Centralized Communication Encrypted messaging replaces scattered email and SMS. Everyone sees the same source of truth.
AI‑Assisted Document QA
Think of it as the operating system for the last mile of a closing—plug‑and‑play for the entire company, not one officer at a time.
Escrow Officers regain bandwidth to focus on the file—not firefighting logistics.
Title Companies standardize excellence across branches and markets.
Lenders & Realtors get predictability and fewer last‑minute scrambles.
Consumers experience calm, on‑time closings and greater trust.
Risk is rising. Fraudsters exploit email and identity gaps.
Expectations are higher. Borrowers and agents assume real‑time, error‑free experiences.
The tech is ready. Real‑time ID, AI QA, secure messaging, and observability can finally be unified in one platform.
We’re not a “scheduling app.”
We’re not a “notary database.”
We’re not a bundle of disconnected tools.
We are software infrastructure for closing fulfillment—the backbone title companies plug into to guarantee consistent outcomes at scale.
Zero avoidable delays
Zero fraud incidents attributable to messaging or ID gaps
100% compliance visibility without manual reconstruction
Predictable, on‑time closings across every branch and every market
These are the outcomes a true infrastructure layer can deliver.
The real estate industry deserves better than patchwork. Don’t just schedule—guarantee.
If you run a title company, signing service, or lender ops team and you’re ready to replace ad‑hoc effort with a company‑wide, intelligent infrastructure, we’d love to show you how Notary Everyday works in your world.
to discover firsthand how Notary Everyday Inc. can:
Streamline your notary hiring processes.
Increase operational efficiency and reduce delays.
Enhance compliance and document accuracy for smoother, faster closings.
Join the growing number of industry professionals benefiting from Notary Everyday Inc. the essential solution reshaping how real estate closings are managed nationwide.
Notary Everyday Inc. The software infrastructure powering the last mile of real estate closings.
Title companies face six‑figure fraud claims; roughly 1 in 5 claims stem from fraud or forgery.
Custody, Tracking, and Return Chain‑of‑custody and shipping/return tracking are visible and auditable.
Audit‑Ready by Default Every credential, action, and message is logged—creating compliance observability “out of the box.”
Opaque tracking
End‑to‑end visibility and chain‑of‑custody
Compliance & Audit
Reconstructed later
Audit‑ready by default
Outcomes
Delays, errors, risk
On‑time, error‑light, fraud‑resistant
Type
Before (Ad‑Hoc)
After (Infrastructure)
Coverage
Best‑effort, variable by officer
Guaranteed routing with fallback/surge
Identity & Vetting
Manual, inconsistent
Built‑in ID + tiered notary verification
Communication
Email/SMS silos
Encrypted, centralized threads
Quality Control
Spot checks
AI‑assisted QA + standardized reviews
Custody & Returns
A real estate closing is the final stage of a property transaction, where ownership is transferred or financing is finalized. This process involves a sequence of steps, each requiring coordination between buyers, sellers, lenders, title companies, escrow officers, and notaries.
Offer Accepted → Title Opened Once the purchase offer is accepted, the title company opens the file and begins the title search.
Loan Underwriting → Clear to Close The lender reviews risk, approves the loan, and issues “clear to close.”
Documents Prepared The lender generates the closing package and the escrow officer assembles the escrow documents (deeds, affidavits, compliance forms, etc.).
Signing Coordination
Notary Everyday takes over from the moment documents are ready (Step 3) through document return (Step 7).
Instead of leaving escrow officers to individually manage coordination, our infrastructure handles the entire notary fulfillment lifecycle:
Assign vetted notaries nationwide
Schedule and confirm signing appointments
Provide live support during signing
Run document QA before return
The notary lifecycle occurs between “Docs Ready” and “Funding & Recording.” It’s the critical “last mile” of the transaction—and it’s exactly where Notary Everyday delivers value by transforming a manual, fragmented process into a standardized, reliable infrastructure.
Signing Appointment The notary meets with the signers, verifies their identity, witnesses document execution, completes required notarial acts, and ensures all documents are properly signed.
Post-Sign Review The notary (or fulfillment team) checks documents for errors and provides scanbacks for lender/title review.
Shipping & Return Signed documents are securely returned to escrow or title, with chain-of-custody tracking.
Funding & Recording Once documents are approved, funds are disbursed, and the deed is recorded.
Closing Complete
Deliver real-time status updates back to escrow
Let’s set up your Escrow Officer account on Notary Everyday and streamline your closings from day one.
Notary Everyday / Escrow Officer / Accepting Your Escrow Account Invite
Here’s how to get started with your Escrow Officer account:
Look for a welcome email from [email protected] that contains your temporary login details.
Click “Log In to Your Account” in the email to access the Notary Everyday website.
Use the login information provided in the welcome email.
Go to Settings → Reset Password to create a new, secure password. You’re all set!
You’re all set! If you have any questions or need further assistance, feel free to explore our Help Center for more articles and resources.
See how the platform indicates when an order has been marked complete.
Step 1: Receive Order Completion Email 0:01
Welcome to Notary every day.
This video is aimed at escrow officers.
Purpose: To show how to check the status of an order once it's marked complete.
Step 2: Identify the Order Completion Email
Look for an email with the subject line: "Order Completed."
The email will include:
File number
Signer name
Step 3: Review the Completion Chart
In the email body, find the completion chart that summarizes key details:
Result marked as complete
Trip made (Yes/No)
Date and time signed
Step-by-step guide to updating your Notary Everyday email address. Keep your account current and never miss important notifications.
This guide shows you how to use Notary Everyday's messaging feature to communicate about orders via email and SMS, with all messages automatically documented.
Update your document shipping address on Notary Everyday in a few simple steps to ensure you receive local signing opportunities, especially when moving to a new state.
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If you’re moving—whether permanently or temporarily—it’s important to update your document shipping address on your Notary Everyday profile. This address determines your official location in our system and defines your primary service area, ensuring you receive signing opportunities in your new area.
Timeliness of signing
Funds collected (Yes/No)
Receiving notifications about new signing opportunities
Getting updates about your account status
Receiving important platform announcements
Ensuring secure access to your account
Outdated email addresses can lead to missed opportunities and potential account issues.
Follow these steps to update your email address:
Login to your account at www.notaryeveryday.com.
Ensure you're using your current credentials.
If you're having trouble logging in, use the "Forgot Password" feature.
Navigate to your profile settings
Click on "Profile" in the left-hand navigation bar.
Select the "Edit Profile" menu option.
Locate the email field
Scroll down to the "Contact Information" section.
Find the "Email" field. This is where you'll enter your new email address.
Enter your new email address
Type your new email address carefully.
Double-check for typos to avoid communication issues.
Use an email address that you check regularly.
Save your changes
After entering your new email, click the "Save" button at the bottom of the page.
This step is crucial - forgetting to save will result in no changes being made.
Verify the update
Look for a confirmation message at the top of the page.
If you don't see a confirmation, try refreshing the page or repeating the process.
Update your email address with any linked services or applications.
If you use email filters or whitelists, add Notary Everyday to your safe sender's list.
If you encounter issues:
Clear your browser cache and try again.
Use a different browser or device.
Please ensure your new email address is not already associated with another Notary Everyday account.
Check that your new email address is properly formatted (e.g., includes @ symbol and a valid domain).
Keeping your email up-to-date is your responsibility.
Regular checks of your profile information can prevent communication gaps.
Contact support immediately if you lose access to your old email before updating.
If you have any issues updating your email address or have questions about how this affects your account, please contact Notary Everyday support at [email protected]. We're here to ensure your account remains secure and fully functional.
Log In: Visit www.notaryeveryday.com and sign in to your account.
Select an Order: From your dashboard, click on the specific order you want to discuss. This opens the detailed order view.
Locate the Messaging Window: In the order view, find the messaging window. It displays the following text:
Messages Type your message here... Recipients:
Notary (Email or SMS)
Signing Service (Email & SMS)
Contact #1 (Email or SMS)
Compose Your Message: Click inside the message box labeled "Type your message here..." and enter your message. Aim for clarity and professionalism.
Select Recipients and Delivery Method: Use the recipient options to decide who should receive your message:
Notary: Choose email or SMS.
Signing Service: Message will be sent via both email and SMS.
Contact #1: Choose email or SMS.
Send Your Message: Once your message is composed and the appropriate recipients are selected, click the "Send Message" button.
All messages sent through the platform are documented. Each entry records:
Sender Information: Who sent the message.
Date and Time: When the message was sent.
Recipients: Who received the message.
This record helps maintain a clear communication history for each order.
Irreversible Action: Once a message is sent, it cannot be edited or deleted. Please review your message carefully before sending.
Choose Wisely: Select the proper recipients and delivery methods (email or SMS) to ensure your message reaches the right contacts in the intended format.
Be Clear and Concise: Keep your messages straightforward to avoid any misunderstandings.
Maintain Professionalism: Use a professional tone in all communications.
Group Updates When Appropriate: If you have multiple questions or updates, consider consolidating them into one message.
Effective messaging is key to successful signings. Use Notary Everyday’s messaging feature to keep all parties informed and maintain a clear record of your communications regarding each order.
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3. Enter Your Email Type in the email address linked to your account and hit "Send Reset Link."
4. Check Your Email Look for an email from Notary Everyday (remember to check your spam folder).
5. Reset Your Password Open the email and click the "Reset Password" link to be taken to a secure reset page.
6. Create a New Password On the reset page, choose a new password that:
Is at least 8 characters long
Contains both uppercase and lowercase letters
Includes at least one number and one special character
7. Confirm and Save Re-enter your new password to confirm, then click "Reset Password." You can now log in with your updated password.
1. Access Settings Find the navigation bar on the left side of your screen and click on "Settings."
2. Initiate Password Change Select "Reset Password" or "Change Password" (the exact wording may vary).
3. Follow the Steps You’ll be prompted with the same steps as above. Note that even when logged in, a password reset email will be sent to your registered address for added security.
No Email Received? If the reset email doesn’t arrive within a few minutes, check your spam folder or repeat steps 1–4.
Reset Link Expiration: Password reset links expire after 24 hours. Request a new one if yours has expired.
Need Help? If you continue to experience issues, contact Notary Everyday support for assistance.
Regular Updates: It’s a good practice to change your password periodically, even if you’re not locked out.
Stay Secure: Always log out from shared or public computers and use a strong, unique password to protect your personal information.
Important: Address changes are not automatic. You must manually update your document shipping address. If you're moving to a different state, remember to upload your notary commission for that state on your Credentials page; only then will you receive notifications for signing opportunities in the new state.
Log In Visit www.notaryeveryday.com and log into your account.
Access Your Profile Click on "Profile" in the left-hand navigation bar and select "Edit Profile."
Navigate to Contact Information Scroll down to the "Contact Information" section.
Update Your Address Locate the "Document Shipping Address" field and enter your new full address. Ensure the address accurately reflects your new location.
Save Changes Click the "Save" button at the bottom of the page. A confirmation message should appear at the top, indicating that your information has been successfully updated.
Manual Update: Remember, keeping your document shipping address up-to-date is your responsibility.
State Changes: For moves to a different state, uploading a valid notary commission for that state is essential for receiving local signing opportunities.
Need Assistance? If you encounter any issues or have questions about how updating your address affects your profile, please contact Notary Everyday support.
Keep an eye on your inbox for an email notification confirming that a notary has been assigned to your order.
Open the Order Page: Verify that the status indicator now shows “Assigned.”
Notary Details: Confirm that the notary’s information (e.g., name, contact details) is displayed.
Order Tracker: Check the progress bar or tracker to see the updated status reflecting the assignment.
Click the Notary’s Name or Profile Link on the order page to view more detailed information.
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.
Learn how signing notifications work, how to respond, and tips to increase your chances of selection as a notary on Notary Everyday.
Notary Everyday / Notaries / Signing Notifications
Notary Everyday’s notification system seamlessly connects signing agents with nearby signing opportunities. Understanding how this process works can help you maximize your chances of being selected.
When a company creates a signing request on Notary Everyday, they can notify signing agents in two ways:
The hiring company selects and directly notifies specific notaries they prefer having the option to send SMS request, or an email.
The highest-ranked notary in search results is notified first.
Then the next eligible notary is notified after a short delay.
The amount of notaries notified are set by the signing service, this is defaulted to 20 notaries.
Multiple notaries may respond, giving the signing service more options.
Signing opportunities are delivered via:
Text Message (SMS)
Each notification includes a link to respond to the signing request.
Clicking the notification link will display key details, including:
Signing Date/Time
Signing Location (City/State)
Signing Type
Offered Pay
"I'm Available" – Accept the signing at the offered fee.
"I'm Not Available" – Decline the signing.
"Counter" – Submit a counteroffer to negotiate the fee.
Note: Because notifications and responses occur in real-time, the signing may be assigned to another notary before you respond.
If selected, you will receive a confirmation via text and email with the subject: "You've been assigned an order (#)"
The order will also appear in your Notary Everyday dashboard.
Hiring companies can pause or resume notifications at any time.
The final selection is made by the company based on their needs and preferences.
Keep your profile updated with accurate and complete information.
Enable text notifications to respond quickly to job opportunities.
Reply promptly to increase your likelihood of being assigned.
Maintain a strong rating and complete profile to receive notifications before other agents.
By understanding and optimizing this process, you can increase your opportunities and provide exceptional service through Notary Everyday.
The Dashboard is where you'll see all of the orders created by signing services. You can monitor the progress of specific signings and follow along with each stage of the signing process.
Notary Everyday / Notaries / Navigating the Notary Dashboard
The Navigation Bar provides quick access to key sections:
Dashboard: Your main overview of orders and activities
Orders: Detailed list and management of all orders
Analytics: Insights and reports on your performance
Profile: Your personal and professional information
Credentials: Manage your certifications and verifications
Notifications: Important updates and alerts
Settings: Customize your account preferences
Note: You can filter orders by All upcoming, Signing today, or Signing tomorrow.
The main dashboard displays your orders with key information:
Hiring Company: Who placed the order
Signing Details: Signer name and appointment time
Signing Location: Address of the signing
Pay: Your fee for the order
You can search through orders using data such as signer name, client name, and file #. Enter your search terms into the text box and click Search.
The Recent Activity column shows actions specific to the current dashboard filter. In the Mine tab, new actions appear as "unread," indicating you haven't seen them yet.
The dashboard updates the Status to Needs docs for orders that:
Have an assigned notary
Don't have a set document status
Have a signing appointment within 4 business hours
These orders are sorted just below unassigned orders in the All upcoming orders section.
Your success is our priority. As you become familiar with the Notary Everyday Dashboard, remember:
Our Help Center has additional articles and FAQs to address common questions
If you encounter any issues or have suggestions for improvement, please don't hesitate to reach out through our Support channel
Your feedback is valuable - use the Feedback option in the dashboard to share your thoughts on how we can make Notary Everyday even better for you
By mastering the Notary Everyday Dashboard, you're taking a significant step towards streamlining your workflow and growing your notary business. We're excited to be part of your journey to success!
Let’s walk through the simple steps for uploading documents to an order as an Escrow Officer.
Notary Everyday / Escrow Officer / Uploading Documents
Log in to your account.
Go to your Dashboard and select the relevant order.
In the top-right corner of the order page, click the Docs button.
Select your files by clicking “Select Files” or simply drag and drop them into the upload area.
Click “Mark Closing Package as Complete” to notify the notary.
Once clicked, the button turns yellow, indicating the action is complete.
We understand signing service owners are busy. Our onboarding is designed for speed and simplicity, so you can keep growing your signing service without slowing down.
Notary Everyday / Signing Services / Quick Start For Signing Services
Running a signing service is challenging enough without dealing with complicated setups. We’ve streamlined the process, giving you instant access to the tools, resources, and support you need to keep your business moving forward.
Book a 30-minute Fast-Track Setup Meeting, and we’ll handle everything for you. Schedule Now →
Go to and select "Signing Service." Just provide:
Business details
Contact info
Password
Check your email for a welcome video and next steps.
In your Setup Meeting, we’ll:
Configure your account settings
Import your notaries and client data
Add your signing instructions and fees
No guesswork—just show up.
If you have them handy:
Notary lists
Client information
Standard signing instructions
Fee details
(If not, no worries—we’ll help you gather what you need.)
We’re always here:
Email: [email protected]
24/7 In-App Communication
Comprehensive Help Center
A quick, 4-step guide for escrow officers to create new signing orders in Notary Everyday
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Notary Everyday simplifies the way escrow officers create and manage signing orders. In this article, we’ll guide you step-by-step through the entire scheduling process, highlighting the smart automations designed to save you valuable time and prevent common errors.
A comprehensive guide to optimizing your Notary Everyday profile, enhancing visibility and credibility to attract more signing opportunities
A guide to Notary Everyday Inc.'s pay-as-you-go pricing, billing process, and payments for Signing Services via Stripe Checkout.
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At Notary Everyday Inc., we’ve designed our billing process to be both transparent and effortless. Our pay-as-you-go model is fully automated and powered by Stripe Checkout, ensuring that every transaction is secure, accurate, and straightforward. This guide will walk you through what to expect from your monthly invoice email to the final confirmation of payment.
First Impressions Count: Your profile is often the initial touchpoint for signing services. A polished and professional profile sets a positive tone and establishes credibility.
Showcase Your Expertise: With the Profile Builder, you can display your certifications, skills, and signing history. This comprehensive overview differentiates you from other notaries.
Document Your Journey: From your first signing to significant milestones (like earning $4,000 in a month), your profile reflects your growth and accomplishments in the notary profession.
Your Personalized Website: Your profile isn’t just a listing—it’s a shareable webpage that acts as your professional website, making it easy for clients to find and connect with you.
Enhanced Visibility: A complete, well-maintained profile boosts your visibility in local searches, ensuring you receive signing opportunities in your service area.
Consistent Branding: The Everyday Profile Builder helps you control your professional image, providing a consistent look across all your communications.
Regularly updating your profile is essential to maximize your success on Notary Everyday. Follow these step-by-step instructions to keep your profile current and professional.
Access Your Profile: At the top of your contact card, click the green "Edit Profile" button.
Customize Your Website Link:
In the "My Website" section, your unique URL appears as www.notaryeveryday.com/notary/[your-name]. Claiming your name early ensures that potential clients can easily find and share your profile.
Write Your Bio: Update the "About" section with a concise, compelling description that highlights your availability, services, and qualifications. Click "Save" once you’re done.
Remember to keep your bio concise, straightforward, and honest. Highlight your relevant experience, qualifications, and unique qualities while demonstrating your commitment to the profession and ability to handle various loan signing tasks efficiently.
Update Essential Fields:
Mobile and alternate phone numbers
Fax, email, and alternate email
“Check Payable To” name
Document Shipping Address
Save Your Changes: Click "Save" after updating your contact information.
"Document Shipping Address" is crucial:
It determines your official location in our system. The zip code from this address defines your primary service area as a notary.
Select Your Skills: In the "Experience and Capabilities" section, check the boxes that match your qualifications (e.g., Notary, Apostille, Dual Tray Printer, Smart Phone Email, E&O Insurance Over 500k, Wills, Trusts, and Estate Planning).
Save Your Selections: Click "Save" to update your experience and capabilities.
Background Check: Upload a new file if necessary, enter the company name and date of the check, then click "Save."
Notary Commission: Enter your commission number, expiration date, and state. Upload your commission document and click "Save."
E&O Insurance: Provide the amount, expiration date, and company name. Upload your insurance document if needed, then click "Save."
W9 Document: Upload your W9 file and click "Save."
Enter Your Rates: In the "Fees" section, input your rates for various signing types such as Cash Deal, Reverse Mortgage, Loan Signing, etc.
Save Your Fees: Click "Save" after entering your fee details.
Add Certifications: In the "Certification Tracker" section, click "+ Add" to upload certifications (e.g., LSS Certified, NNA Certified). Follow the prompts to enter relevant information and upload necessary documents.
Regularly updating your profile not only enhances your professional image but also maximizes your chances of being discovered for signing opportunities. If you encounter any issues or need assistance using the Profile Builder, please contact Notary Everyday support for help.
Once a signing agent is assigned, no further notifications are sent.
Special Instructions
Signing Service Contact Information (Name, Phone, Email)
Log In: Visit www.notaryeveryday.com and sign in to your account.
Select an Order: From your dashboard, click on the specific order you want to manage. This opens the order view.
Open the Docs Page: In the top right corner, click "Docs" to access the documents page for that order.
The documents page is divided into two main sections:
Documents: Displays the status of documents related to the order. If no documents have been uploaded by the signing service or escrow officers, you'll see a message stating, "No documents uploaded."
Scanbacks: The area where you upload the signed documents and/or IDs after completing a signing.
Follow these steps to upload your scanbacks:
Locate the Upload Area: In the "Scanbacks" section, you'll see the prompt: "Drag and drop files here."
Upload Files:
Drag and Drop: Simply drag your scanback files into the designated area.
File Browser: Alternatively, click the upload area to open a file browser and select your files.
Monitor Upload Progress: A progress indicator will show the status of each file as it uploads. Successfully uploaded files will appear in the Scanbacks section.
Complete the Process: Once all required scanbacks have been uploaded, click the "Mark Scanbacks as Complete" button to notify the signing service that your submission is finalized.
URGENT NOTICE: Once all required scanbacks have been successfully uploaded, click the "Mark Scanbacks as Complete" button immediately. This final step is critical—not only does it notify the signing service that your submission is complete, but escrow is often emailed the completed scanbacks and may begin funding based on these scans.
Delays in marking your scanbacks as complete can jeopardize the certainty of closing, potentially impacting both escrow and lenders. Make sure to complete this step as soon as possible to ensure a smooth and timely closing process.
After uploading, you can manage your scanbacks with the following options:
Add a Description: Provide context or additional details for any document by adding a description.
Delete a Document: If a file was uploaded in error, you may delete it. Use this option sparingly, especially after marking the scanbacks as complete.
Look for the relevant icons or buttons next to each document to access these options.
Editing vs. Deleting: While you can delete a document, it’s generally preferable to upload a corrected version and add a comment explaining the change—particularly if you’ve already marked your scanbacks as complete.
Document Availability: All uploaded scanbacks, which are copies of signed documents and IDs, will be available to the signing service and the escrow officers to review or fund off of.
File Naming: Use clear, descriptive names for your files to simplify management.
Add Context: Include descriptions where necessary to provide helpful context for each upload.
Double-Check Your Files: Review all documents carefully before marking your scanbacks as complete.
Prompt Corrections: If you need to delete and re-upload a file, do so quickly and notify the signing service of the change.
Maintain Confidentiality: Always ensure that your documents are handled securely and remain confidential.
URGENT NOTICE: Before clicking the "Mark Scanbacks as Complete" button, take a moment to carefully review all your uploaded scanbacks. Common errors such as missing signatures, initials, or other required markings are often overlooked and can lead to delays in the closing process, jeopardizing the certainty of close for escrow and lenders. Ensuring that every document is complete and accurate is crucial for a smooth and timely closing.
For further support and to refine your skills as a notary loan signing agent, consider exploring resources like the Loan Signing System course, which offers expert guidance on best practices to avoid these common mistakes.
Properly managing your scanbacks is crucial for ensuring successful signings. If you encounter any issues during the upload or management process, please contact Notary Everyday support for assistance.
First, log in to your Notary Everyday account. From your main dashboard, click on Schedule Order located in the top-left corner to begin a new order.
After clicking Schedule Order, you'll land on the Signing Contacts page. Here, Notary Everyday automatically fills in essential details, including:
Your primary signing service information
Your personal contact details
Your primary title company information
Escrow officer contact information
If you're working with multiple signing services, simply select the appropriate one from the drop-down menu. If you regularly use just one signing service, Notary Everyday conveniently remembers and auto-fills the data from your previous order.
You can also easily add more contacts, such as:
A second escrow officer: simply enter their name, phone number, and email.
An observer (typically an escrow assistant): they will be copied on all communications related to this signing.
Once done, click Next to proceed.
The next step brings you to the Signing Details page, divided into five clear sections:
Enter your file number.
Choose the signing type provided by your signing service (associated fees will display automatically).
Indicate if scanbacks or Remote Online Notarization (RON) are required.
Select your desired signing date.
Choose the time, with flexible options including:
Specific time
To Be Determined (TBD)
As Soon As Possible (ASAP)
A selected time range
Provide the signer’s name, phone number, and optionally their email address.
Add non-borrowing spouse, co-signer, or additional contact information as needed.
Enter the property address for the signing.
As you type, Notary Everyday integrates with Google to suggest matching addresses.
If the signing location differs from the property address, uncheck the option and add the alternate address separately.
Finally, add optional but useful information, such as:
The e-signing platform used (e.g., DocVerify, SignX).
Document delivery method (portal download, overnight shipping, electronic delivery, etc.).
Language requirements.
Optional lender details.
Invoice instructions (who receives the invoice and how).
Any special instructions for the notary.
Carefully review your entered details. When everything looks correct, click Create Order.
A quick confirmation screen (complete with celebratory confetti 🎉) will confirm your order was successfully created.
If you have questions or need additional help at any point, our team is ready to assist:
Email: [email protected]
Phone: (602) 341-3602
Thanks for choosing Notary Everyday to simplify your signing orders!
When It Arrives: On the first of every month, you’ll receive an email from our billing team ([email protected]) summarizing the previous month’s orders. For example, an email sent on March 1st covers all orders processed in February.
Email Highlights:
Invoice Overview: A detailed breakdown of your order processing fees based on the orders processed.
Secure Payment Link: A clearly marked “Pay this invoice” link that directs you to a secure Stripe Checkout page.
Downloadable Invoice: An attached PDF copy of your invoice for your records.
Support Information: Contact details are provided if you have any questions about your bill.
When you click the “Pay this invoice” link, you are taken to our dedicated payment page. Here’s what to expect:
Branded Invoice Overview:
The Notary Everyday Inc. logo is displayed at the top
A status message, such as “Invoice paid”, is shown along with the total amount (for example, "$0.00" if the balance has already been settled).
Detailed Payment Information:
Invoice Number: A unique identifier for your transaction (e.g., #00000000).
Payment Date: The date when the invoice was paid (e.g., January 01, 2025).
Download Options:
Download Invoice: Save a copy of your invoice for future reference.
Download Receipt: Obtain a receipt that confirms your payment.
Finalizing the Process:
After reviewing your invoice and payment details, click “Close invoice and payment details” to exit the page.
Notary Everyday Inc. partnered with Stripe, the global leader in online payment processing, to ensure your transactions are seamless, secure, and reliable. Here’s why this partnership matters to you:
1. Unmatched Security: Stripe is trusted by millions of businesses worldwide for its robust security measures. Your payment data is encrypted and protected with industry-leading technology, so you can rest assured your information is safe.
2. Flexibility and Convenience: Stripe supports a wide range of payment methods, including major credit cards, debit cards, and ACH transfers. This flexibility ensures you can pay how and when it’s most convenient for you.
3. Automated Accuracy: Our integration with Stripe eliminates manual errors by automatically calculating your order volume and generating invoices at the end of each billing cycle. This means no guesswork just accurate, timely billing every time.
4. Instant Confirmation: Once your payment is processed, you’ll receive an immediate confirmation email with a downloadable receipt. This provides a clear, professional record of your transaction for your peace of mind.
If you have any questions about your invoice or the payment process, our dedicated support team is here to help. Please contact us at [email protected] for prompt assistance.
Thank you for choosing Notary Everyday Inc. We are committed to providing a billing experience that is secure, efficient, and user-friendly. Enjoy the peace of mind that comes with knowing your transactions are managed with the utmost care.
When an order is marked complete, an invoice is automatically emailed to you.
The email is sent from your signing service and typically includes:
Subject: Invoice for [File Number / Signer Name] from [Signing Service]
Body:
Hi,
Attached is the invoice for [File Number / Signer Name] from [Signing Service].
Thanks for the order. Your business is much appreciated.
Best regards,
Signing service contact details at the bottom.Comment
A PDF invoice attachment for the order.
A signing service may choose to send an invoice manually.
While the email format may vary, it generally includes:
Subject: [File Number / Signer Name] from [Signing Service]
Body:
Attached is the invoice for [File Number / Signer Name] from [Signing Service].
Thank you for the order. Your business is much appreciated.
Signing service contact details at the bottom.
A PDF invoice attachment for the order.
Escrow officers can quickly download invoices directly from the system by following these steps:
Search for the Order
Use the search bar (top-left of your dashboard) to find the order.
Search by invoice number, signer name, order number, or other relevant details.
Access the Order Page
Click on the order to open its Order Page.
Download the Invoice
In the top-right corner, click the Invoice button.
The invoice will automatically download as a PDF.
With these options, escrow officers and signing services have flexible and efficient ways to access invoices as needed.
Here we will provide a step-by-step guide for notary publics to create an account and set up a comprehensive profile
Notary Everyday / Notaries / Creating & Setting Up Notary Profile
To get started as a Notary Signing Agent on Notary Everyday, you can create your free signing agent account. Your Notary Everyday Signing Agent account will instantly connect you to Signing Services and Title Companies searching for notaries in your area.
Go to to begin the account creation process. And choose Notary Public as your account user type to begin.
Fill in the following fields:
First Name
Last Name
Password
Enter your address. This is required to be discovered by signing services.
Check the boxes for:
"I accept the terms and conditions & privacy policy"
"I agree to receive SMS messages. Reply STOP to unsubscribe."
Important Note: Please make sure to read and understand our terms and conditions and privacy policy before accepting. If you don't agree with something in our terms, please do not accept them.
After filling in all required fields and accepting the terms, click the "Sign Up" button to create your account.
After creating and verifying your account, you'll need to set up your profile to start receiving signing opportunities.
Use your email and password to log in to your newly created account.
Look for an option like "Complete Your Profile" or "Edit Profile" after logging in.
Upload and provide information for:
Background Check Report (Company, Issue Date, Report file)
Notary Commission License (State, Commission Number, Expiration, Document file)
Errors & Omission Insurance (Company, Policy Number, Amount, Expiration, Document file)
Electronic Notary State License (State, Commission Number, Expiration, Document file)
Include certifications for:
Loan Signing System (LSS) Certificate of Completion
NNA Certification
Any additional certificates you may have
Fill in the following information:
Upload a Profile Picture
Set up your personal website URL - this is also known as a Slug Name. (e.g., )
Full Name (required)
Bio (up to 150 characters)
Select all languages you're fluent in.
Check all that apply from the list, including:
Notary
Reverse Mtg. Experience
E-Sign Experience
Remote Online Notary (RON)
Specify your asking fees for various services, such as:
Loan Signing
Full Purchase
Reverse Mtg.
Extra for EDOCS
After filling out all the necessary information, click "Save Profile" or "Save Changes" to update your account.
Keep your profile up-to-date: Regularly review and update your profile information.
Respond promptly to signing offers.
Maintain high-quality service to receive positive reviews.
Stay informed about platform updates and new features.
If you need assistance during the signup process or have questions about using Notary Everyday, contact our support team at [email protected].
A step-by-step guide to help signing services import their approved and preferred notaries to Notary Everyday
Notary Everyday / Signing Services / How to Import Preferred & Approved Notaries
Transitioning your trusted notaries to a new platform can seem daunting, but we're here to make it easy! We've created an interactive, step-by-step demo that guides you through the entire process of transferring your approved and preferred notaries from signingorder.com to Notary Everyday.
This hands-on demo allows you to:
See each step in action
Experience the platform in real-time
Learn at your own pace
This guide contains detailed instructions, helpful tips, and explanations based on our experience importing hundreds of notaries successfully. For those who prefer a traditional approach, we've also included a video demonstration at the end of this article.
Let's get started with your notary transfer journey!
Make sure you have:
An active signingorder.com signing service account
A Notary Everyday signing service account
First, we'll need to export your notary list from Signing Order. Don't worry—this will not affect your Signing Order account at all.
Head to signingorder.com and log in
Look for "Export" at the top right of your dashboard
Download two separate files:
Your approved notaries list
PRO TIP:
When you export your "Preferred" and "Approved" notary lists, the downloaded file will have a name like "Notaries-2024-11-20-673e7c6396283". We recommend renaming it to clearly indicate its contents (e.g., "Preferred Notaries 2024" or "Approved Notaries 2024")
Log in to your Notary Everyday signing service account
Navigate to the left navigation bar and click → "Import Notaries"
Choose your import type:
Click "Import Approved Notaries" for your approved list
Review the automatic column mapping
Match any unmatched fields manually:
Click the dropdown next to each field
Select the corresponding column from your CSV
Review the import summary showing:
Total notaries to be imported
Missing information warnings
Click "Import Notaries"
You can go to the "Notary Hub" to verify all notaries were imported correctly
Common issues and solutions:
Format Errors: If your CSV isn't formatted correctly, try exporting a fresh copy from SigningOrder
If you encounter any issues during the import process:
Email [email protected]
Call our support team at: (602) 710-3221
Message us through our Help Bot at the bottom right corner of any Notary Everyday page.
Remember to keep your notary lists up to date by regularly syncing between platforms.
Learn how order notes are displayed and tracked.
Step 1: Introduction to New Notes 0:01
This video provides a walkthrough on how to handle new notes added to an order in Escrow OfficeLike.
By the end, you will understand how to review and respond to these notes.
Step 2: Notification of New Note
When a new note is added, you will receive an email with the subject line 'New note on order'.
The email will include the signer name and file number.
Step 3: Email Content Overview
The body of the email confirms that a new note has been added.
It displays:
Signer name
Property location
Step 4: Accessing the Order Page
You can read the note directly in the email.
To respond, click the green 'Click here to view order' button at the bottom of the email.
Step 5: Viewing the Message Center
Clicking the button takes you to the order page.
The note will appear in the message center, located at the center of the page.
Step 6: Reading Notes in the Message Center
Inside the message center, you can:
Read any notes that have been sent.
See the sender name, recipient, date, and time.
Step 7: Responding to Notes
You can reply with your own message.
Include attachments if necessary.
Select the recipient for your note.
Step 8: Understanding Order Status
Note that adding or receiving a note does not change the order status.
All notes will always be visible within the message center.
Step 9: Conclusion and Support
You now know how to review and respond to new notes on your orders.
For help, reach out at [email protected] or call 602-341-3660.
This article outlines Notary Everyday’s role as a platform connecting notaries with signing services, clarifies that all payments are handled by the hiring company, and explains the importance of upl
Notary Everyday / Notaries / Payment Policy and Responsibilities on Notary Everyday Inc.
URGENT NOTICE: Notary Everyday is not responsible for processing, issuing, or distributing payments for any notary services facilitated through its platform. All financial obligations, including payment amounts, schedules, and disbursement, are the sole responsibility of the client, signing service, or hiring company. Notary Everyday assumes no liability for payment disputes, delays, or non-payment. To avoid payment disruptions, notaries must upload a valid W-9 to their Notary Everyday profile or provide it directly to the hiring company upon request. All payment-related inquiries must be directed to the client, signing service, or hiring company, as Notary Everyday does not intervene in payment matters.
Notary Everyday is solely a technology platform that facilitates connections between notaries and signing opportunities. Notary Everyday does not determine, process, or distribute payments for services rendered by notaries. All financial obligations, including but not limited to payment amounts, schedules, and disbursement, are the exclusive responsibility of the client, signing service, or hiring company that contracts the notary’s services.
By using Notary Everyday, notaries acknowledge that all payment-related matters must be handled directly with the hiring party. Notary Everyday assumes no liability for payment disputes, delays, non-payment, or any financial discrepancies.
When a notary completes an assignment through Notary Everyday, the client or signing service is fully responsible for:
Setting the payment amount for each signing.
Determining the payment schedule and processing method.
Issuing payments directly to the notary.
Notary Everyday does not process or track any payments. All payment-related inquiries, including delayed or missing payments, must be directed to the client or signing service that issued the order.
To assist signing services and hiring companies in processing payments efficiently, notaries are required to upload their W-9 form to their Notary Everyday profile.
The W-9 form is a standard tax document used by hiring companies to issue payments to independent contractors, including notaries. Failure to provide a valid W-9 may result in delayed or withheld payments as companies are required to have this documentation before issuing compensation.
Notaries must upload their W-9 form directly within their Notary Everyday profile. Doing so ensures that hiring companies have access to the required documentation, which helps facilitate prompt payments.
If a W-9 is not uploaded to the Notary Everyday platform, the notary is responsible for providing it directly to the signing service or hiring company upon request. If the hiring party does not have a W-9 on file, they may not be able to issue payment.
Notary Everyday does not issue payment confirmations or notifications.
Any payment-related updates, including processing and status, are handled exclusively by the client or signing service.
It is the notary’s responsibility to monitor email and communication channels for payment updates.
If a notary experiences a delay, discrepancy, or non-payment, the following steps should be taken:
Confirm that your W-9 is uploaded to Notary Everyday or has been sent directly to the hiring company.
Check for email or other communications from the signing service regarding payment status.
Contact the client or signing service directly to inquire about the payment.
Keep a record of all correspondence regarding payment issues for documentation.
Notary Everyday does not intervene in payment disputes and is not responsible for enforcing or facilitating payment resolutions. All financial matters must be resolved directly between the notary and the hiring party.
By using the Notary Everyday platform, notaries acknowledge and agree to the following:
Notary Everyday does not process, issue, track, or guarantee payments for services performed through the platform.
All payments are determined, scheduled, and processed by the client, signing service, or hiring company.
If a W-9 is not uploaded to the Notary Everyday platform, it is the notary’s responsibility to provide it directly to the hiring company upon request to facilitate payment.
All payment-related inquiries, including disputes and delays, must be directed to the client or signing service responsible for issuing the payment.
Notary Everyday is strictly a facilitator of signing opportunities and does not participate in financial transactions between notaries and hiring companies.
Payments are managed solely by the client or signing service.
Failure to upload a W-9 may result in payment delays or non-payment.
All financial matters must be handled directly between the notary and the hiring party.
By ensuring that your W-9 is properly uploaded and maintaining clear communication with hiring companies, you can help facilitate a smooth payment process.
If you have general questions about the Notary Everyday platform, you may contact our support team. However, for payment-related concerns, notaries must communicate directly with the client or signing service responsible for issuing payments.
Let's go over setting up clients, importing notaries, configuring settings, and managing orders to get your service running efficiently.
Notary Everyday / Signing Services / Complete Signing Service Onboarding
We've created a seamless onboarding experience that gets you up and running with minimal effort. Our team handles the heavy lifting – from importing your notaries to configuring your settings – so you can focus on what matters most: growing your business.
Skip the reading and book your 30-minute Fast-Track Account Setup Meeting, where we'll handle everything for you.
Getting started takes just a couple of minutes. Visit and select "Signing Service" to begin. We'll ask for some basic information here:
Signing service name
Business address
Your full name
Business email
During your 35-minute setup meeting, our founding team will work with you to fully set up your account. Here's what we'll accomplish together:
We'll optimize your platform settings for maximum efficiency:
Customize account preferences to match your workflow
Set up professional invoice templates
Configure time-saving automation rules
Personalize email notifications
Your existing business data transfers smoothly into the platform:
Import your notary network
Set up your client companies
Transfer signing instructions
Configure your fee structures
Learn the essential features that will power your daily operations:
Streamlined order creation process
Efficient notary management
Powerful reporting capabilities
Custom workflow optimization
To make your setup session as productive as possible, we recommend having these items ready:
Current notary list (if available)
Client company information
Standard signing instructions
Preferred fee structures
⚡ Ready to skip ahead?
You can get your account fully configured in 35 minutes. Our team handles everything, from importing notaries to setting up automations.
Let's go ahead and get you set up for success.
Choose your path:
Your success extends beyond the initial setup. Our support system includes:
Responsive email support: [email protected]
Live platform chat during business hours
Extensive help center with searchable guides & comprehensive interactive guides
Regular check-ins
Transform your signing service operations today. Visit to begin your journey to more efficient notary management.
Remember, we're not just providing software – we're delivering a complete solution backed by real people committed to your success.
Explore how scanned documents are handled and reflected in your order updates.
Step 1: Receive Email Notification 0:01
You will receive an email notification when the notary uploads scan backs.
The subject line will state: "Scan BACs uploaded for order" along with the file number and signer's name.
The email may come from either [email protected] or directly from the signing service.
Step 2: Review Email Message
The email message will inform you that the scan backs are ready for review and download.
Look for a large green button labeled "Click Here to View Order".
Step 3: Access the Order Page
Click the green button to be taken directly to the documentation.
You will land on the Documents page for that specific order within Notary Every Day.
Step 4: Locate Scan Backs Section
On the order page, find the Documents section where you uploaded the original documents.
Look for the Scan Backs section.
Step 5: Check Scan Backs Status
Scan backs will be marked as either Incomplete or Complete based on the notary's status.
To download, click the Download button next to each uploaded file.
Step 6: View Scan Backs from Dashboard
Alternatively, check the scan backs status from your dashboard.
Look for the red or green Scan Back icon:
Green check mark indicates Complete.
Red X indicates Incomplete.
Step 7: Get Support if Needed
If you have questions or need immediate assistance, contact the support team at [email protected] or call directly.
Step 8: Conclusion
You now know how to receive, review, and download scan backs efficiently.
In this article, we’ll walk you through exactly how to enter an order into your Notary Everyday account.
Notary Everyday / Signing Services / Entering Orders as a Signing Service
Creating a signing order in Notary Everyday is quick, intuitive, and designed to save you time by remembering your preferences. In this article, we'll walk you through the entire process, from logging in to submitting the order, so your team can start sending signings with confidence.
Once you're logged into your Notary Everyday account, head to your Dashboard.
In the top-left corner, click “Schedule Order” to begin the order creation process.
You’ll be taken to Page 1 of 2: Signing Contacts.
At the top, you’ll select the Client Company, which refers to your Title Company.
If your title companies haven't been imported yet, you can:
Create a new title company on the spot, or
Use the dropdown to select from previously saved companies.
Once selected, Notary Everyday will auto-populate the title company's information—saving you time and reducing errors.
You can also add additional contacts by expanding the Additional Contacts section. Here, you can:
Enter a second escrow officer’s name, phone number, and email
Save the contact to your address book
Add an Observer, who will be CC’d on all order-related communications
Click Next to continue to the next step.
The Signing Details page captures everything else needed to finalize and send your order.
File Number
Signing Type (selected from a dropdown)
Scanbacks Required: Yes or No
Remote Online Notarization (RON): Yes or No
Select the Date from the calendar
Choose a Time Option:
At – specific time
TBD – to be determined
Name and Phone Number
(Optional) Email Address
You can also add:
A Non-Borrowing Spouse
Now, input the Property Address. If the Signing Address is different from the property address, check the box to enter both.
Notary Everyday integrates with Google Maps to help autocomplete addresses. You can choose from the suggested results or enter one manually.
Expand the Additional Details section to add more context:
eSigning Platform (e.g., DocVerify, SIGNiX)
Document Delivery Method (if not using the portal)
Language Requirements
Lender Information (optional)
Once all required fields are completed, click “Create Order.” You’ll get a quick confirmation, plus a little celebratory confetti 🎉 letting you know the order was submitted successfully.
If you have any questions or run into issues, we're here for you:
📞 Support Line: (602) 341-3660 📧 Email: [email protected]
This guide outlines best practices for notaries to protect signer privacy, secure sensitive information, prevent data breaches, and comply with legal and industry security standards.
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At Notary Everyday, we're committed to maintaining the highest standards of security and privacy for all parties involved in notary transactions. This comprehensive guide will help you, as a notary, understand and implement crucial practices to safeguard Nonpublic Personal Information (NPPI) and uphold data protection standards.
Notary Everyday's and
Notary Everyday is not liable for any non-payment, late payment, or payment discrepancies arising from engagements facilitated through the platform.
Phone number
Secure password
W9 (W9 File, Pay To Name, Tax ID)
Contact Information:
Mobile Phone #
Alternate Phone #
Fax #
Email (required)
Alternate Email
Additional Contact Info
Availability
Check Payable To
Payment Address (required)
Document Shipping Address (required)
City, Zip Code, and State (based on document shipping address)
And many more options...
Cash Deal
Other Fees
Consider expanding your skills with additional certifications.
Your preferred notaries list
Click "Import Preferred Notaries" for your preferred list
Upload your CSV file when prompted
Verify all required fields are mapped correctly
Click "Confirm Mapping"
Wait for the confirmation message
Full contents of the note for your convenience.
ASAP – as soon as possible
Range – between two times
A Co-Signer
Any additional contacts using a free-form input box
Invoice Recipient (e.g., Title Company)
Special Instructions for the notary
This section is designed for escrow officers.
Purpose: To show how to check the status of a new order created by a signing service.
Step 2: Expectation After Order Submission 0:10
By the end of this walkthrough, you will understand:
What to expect when a new order is submitted to your title company.
Step 3: Email Notification Details 0:16
You will receive an email with the subject line: "New Order Created."
The email includes:
Signer name
Signing date
File number
Step 4: Key Details in the Email Body 0:25
In the body of the email, you will find:
Title company
Signing service
Order ID
File number
Property address
Signing date
All these details are tied to the specific order.
Step 5: Accessing the Order Page 0:37
At the bottom of the email, click the green "View Order" button.
This action will take you directly to the order page.
Step 6: Viewing Order Details and Status 0:47
Once you open the order, you will see:
Full order details
Current status of the order.
Step 7: Understanding the Status Tracker 0:56
The status tracker will indicate:
Current status as "New."
The first box in the tracker will be checked, confirming that the order has been created.
Step 8: Conclusion and Support Information 0:56
You now know how to view and confirm when a new order has been submitted.
If you need help, contact:
Email: support.google support at notaryeveryday.com
Phone: 602-341-3660
Thank you for watching!
NPPI refers to any information that is not publicly available. In the context of notary services, this includes:
Phone numbers
Loan amounts
Interest rates
Email addresses
The fact that someone is refinancing
Lender information
Understanding what constitutes NPPI is the first step in protecting it. Always err on the side of caution if you're unsure whether something is NPPI, treat it as such.
Your mobile device can be a powerful tool, but it's also a potential security risk. Follow these guidelines:
Never store NPPI on your phone's standard apps or notes
Only photograph IDs when explicitly requested by the client or signing service (this is common for real estate transactions and is often required by many title companies)
Use the Notary Everyday app's secure features to upload document scanbacks and IDs.
Immediately delete any images of sensitive documents after confirming the successful upload.
Proper document management is crucial for maintaining security:
Always use the Notary Everyday platform for document uploads – it's designed with security in mind
If faxing is necessary, use it as a secondary option only
Never email sensitive documents, even if requested by the client
Double-check all recipient information before sending any documents
Tip: Set up a dedicated work email for your notary business to separate personal and professional communications.
Be alert to potential email threats:
Always verify sender addresses and signatures, especially for unexpected communications
Be wary of urgent requests or unusual instructions (working in real estate is a very demanding business, so always be careful when communicating with emails you may not be familiar with)
When unsure about an email's authenticity, call the sender using a known, trusted number – not one provided in the suspicious email.
Example: If you receive an email claiming to be from "Notary Everyday Support" asking for immediate action, log into your account directly through our official website instead of clicking any links in the email.
Strong passwords are your first line of defense:
Use a unique, complex password for each of your professional accounts
Include a mix of lowercase, uppercase, numbers, and special characters
Enable password protection on all your devices
Consider using a reputable password manager to help maintain strong, unique passwords
Protect your internet connection:
Avoid using public Wi-Fi for any work-related tasks
Use a secure, private internet connection for all notary-related activities
Example: When meeting a client at a coffee shop, resist the urge to use the free Wi-Fi. Instead, use your phone's secure hotspot for any necessary online activities.
Proper handling of physical documents is just as important as digital security:
Store physical documents in a secure, lockable location
Never leave printed documents in your car overnight
Shred unnecessary documents promptly
Stay informed and compliant:
Adhere to all applicable laws and regulations related to notary services
Always obtain explicit consent before collecting or storing any client data
Regularly check the Notary Everyday platform for updates on compliance requirements
As a notary, you are responsible for protecting the privacy and security of your client's information. Failure to comply with these guidelines may result in severe consequences, including:
Termination of your notary commission
Potential legal repercussions
Loss of client trust and damage to your professional reputation
If you suspect a security breach or have any concerns about data protection:
Act quickly, but don't panic
Immediately change the email password you suspect is at risk
Contact our support team at [email protected]
Document everything – what happened, when you noticed, what steps you've taken
Remember, we're here to help. Don't hesitate to reach out with any questions or concerns about security practices.
By following these guidelines, you play a crucial role in maintaining the trust and integrity of the notary profession in the digital age. Security might seem complex, but it's about developing good habits and staying vigilant.
At Notary Everyday, we're committed to providing the tools and support you need to secure your notary practice. Together, we can ensure the highest privacy and security standards for all parties involved in notary transactions. Stay secure, stay professional, and know that Notary Everyday is here to support you.
Get an overview of all order statuses in one centralized view.
1. Introduction to Order Status Updates 0:01
Welcome to Notary Every Day.
Overview of the video: Walkthrough of order status updates from an escrow officer's perspective.
Purpose: To help track each step of the closing process with confidence.
2. Customizing Email Notifications
Signing service partners can customize email notifications.
If you prefer not to receive certain emails, communicate your preferences.
Preferences can be updated in Client Management under Email Preferences.
3. Event Types for Notifications
Notifications are triggered by specific event types:
New Order
New Order Note
Notary Availability Check
4. New Order Notification
When a new order is created, you receive an email titled 'New Order created'.
Email includes:
Signer name
Date
5. Notary Assigned Notification
When a notary is assigned, you receive an email with:
File number
Signer name
Assigned notary details.
6. New Note Added Notification
When a note is added to your order, you receive an email showing:
Signer details
Location
7. Order Confirmation Notification
When a notary confirms the appointment, you receive an email with:
Confirmation details: date, time, file number, scan back requirement, delivery status, comments.
Includes a 'View Order Assignment page' button.
8. Order Complete Notification
When a notary marks an order complete, you receive an email with:
Result details: signing date, shipping time, funds collected, trip made, comments, shipping company, tracking number.
9. Scanbacks Uploaded Notification
When Scanbacks are uploaded, you receive an email stating 'Scanback Documents Complete'.
Email includes:
Order number
10. Conclusion and Support
Summary of key status notifications from start to finish.
For help, reach out via email or phone.
Thank you for watching!
This article outlines the complete lifecycle of a notary signing order on Notary Everyday—from order acceptance to payment.
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This guide provides a detailed, step-by-step overview of the entire signing process on Notary Everyday; from receiving orders to completing signings and managing payments. Whether you’re new to the platform or a seasoned professional, these streamlined procedures will help you maximize efficiency and success.
Notary Thank You
Order Assigned
Order Completed
Order Confirmation
Order Documents Completed
Order Documents Uploaded
Order Invoice Completed
Scanbacks Uploaded
Focus on the most popular status email notifications.
File number
Key details: Title Company, Signing Service, Property Address, Signing Date, Signer Name.
Includes a 'View Order' button for tracking.
Order status updates to 'Assigned' automatically.
Message content.
Includes a 'Click Here to View Order' button to access the Message Center.
Filename
Signer details.
Includes a 'View Order' button to access the Orders Documents page.
When a signing opportunity arises, you’ll be notified through three channels:
SMS
In-app Notification (via the Notification Hub)
Each order notification includes:
Signing Date/Time
Signing Location and Type
City/State details
Offered Pay
Options to respond: "I'm Available", "I'm Not Available", or "Counter" (to negotiate pay)
Signing Service Information
To Accept an Order: Simply select "I'm Available." If negotiation is needed, choose the "Counter" option.
After accepting an order, confirm the signing details by following these steps:
Navigate to the "Confirm Order" section in your dashboard.
Review any existing confirmation history.
Click "Submit Confirmation" and provide:
Date Called
Status: Confirmed, Left Message, or Other (see comments)
Document Delivery Expectation: Will signed documents be delivered the next day? (Yes/No)
Contact Name: Who you spoke with
This confirmation ensures that all parties are aligned on the signing details.
On the day of the signing:
Arrive promptly and prepared.
Conduct the signing professionally, adhering to all notarial procedures.
Collect any funds or checks as specified in the order details.
After completing the signing, submit a Completion Report with the following details:
Completion Result:
Completed – Closing Successful
Did Not Close – No Show
Did Not Close – Refused to Sign
Failed ID Verification
Other
Date/Time Documents Signed: (if different from the scheduled time)
Document Delivery:
Confirm whether documents were or will be delivered in time for next-day pickup, or provide alternate details.
Funds Collection Status:
No Funds Due
Cashier’s Check Collected
Personal Check Collected
Comments: (if any)
Package Return Details:
Method of return (e.g., FedEx, UPS, hand delivered, left with signer)
Tracking Number (if applicable)
If required:
Upload clear, legible scans of the notarized documents.
Include scans of the signers’ IDs.
Ensure all documents are complete before submitting.
Our payment policy is crystal clear: Notary Everyday acts solely as a platform to connect you with signing opportunities. The responsibility for determining payment amounts, schedules, and processing rests entirely with the client or signing service. Here’s what you need to know:
Payment Determination: The client or signing service sets the payment amount and schedule. These details are agreed upon in your contract and outlined in the order specifics.
Processing Frequency: Payments are typically processed every other week, though this can vary. Always review the specific payment terms provided with your order.
No Direct Notifications: Notary Everyday does not send payment notifications. It is your responsibility to monitor your email or other communication channels for updates directly from the client or signing service.
Your Responsibility: If you encounter any payment delays, discrepancies, or issues, you must contact the client or signing service immediately. Keep a record of all related communications and refer back to the agreed payment terms.
Our Policy: Notary Everyday is not responsible for payment processing or issues related to payments. Any disputes or concerns regarding payments must be resolved directly with the client or signing service. We are here to support your use of the platform, but we do not intervene in payment matters.
IMPORTANT NOTICE: Notary Everyday is purely an intermediary that connects you with signing opportunities. All payment terms; including amounts, schedules, and processing—are determined exclusively by the client or signing service.
By following these guidelines, you ensure a transparent and accountable payment process. If you have questions about payment terms, review your order details or reach out to the appropriate party directly.
At Notary Everyday, we’re committed to continually enhancing your experience. Your feedback is invaluable:
If you have suggestions or encounter any issues, please reach out to our support team.
By consistently delivering excellent service and following these procedures, you not only satisfy clients but also improve your ranking and unlock more opportunities.
Remember, your success is our success. Follow this comprehensive walkthrough to navigate signings with ease and build a thriving notary business on Notary Everyday.
Explore every order status update from an Escrow Officer's viewpoint, seeing how each step is tracked and managed for a seamless closing experience.
Notary Everyday / Escrow Officer / Order Status Updates
Follow the creation of a new order and see how the initial notification is presented.
Discover how the assignment of a notary is reflected on the order page.
Understand the confirmation process and review key details that verify the order's status.
Learn how order notes are displayed and tracked.
See how the platform indicates when an order has been marked complete.
Explore how scanned documents are handled and reflected in your order updates.
Step-by-step process for an Escrow Officer to receive and manage scanbacks from a notary.
Other
When a notary uploads scanbacks, you'll immediately receive an email notification:
Sender: Typically from [email protected] or directly from your signing service.
Subject Line: The email will clearly be labeled as either:
"Scanbacks Uploaded for Order – [File Number] – [Signer’s Name]", or
"Scanback Documents Completed for Order – [File Number] – [Signer’s Name]"
Contents: This email confirms that scanbacks are uploaded and ready for your review. It provides instant access with a clearly visible, green "Click Here to View Order" button.
Clicking the email’s "Click Here to View Order" button takes you directly to the Scanbacks & Documents page within Notary Everyday:
View All Scanbacks: Uploaded scanbacks appear clearly listed at the bottom of the page under the "Scanbacks" section.
Download Instantly: Easily download the files directly for your review and records.
Important Note: Some signing services use the "Scanback Approval" feature. In this case, the signing service must first approve the scanbacks before they're accessible to you. However, as an escrow officer, you have the convenient option to override this approval if immediate access to the scanbacks is required. This ensures you can access crucial documents without unnecessary delays.
For an even faster way to manage your scanbacks, you can easily check their status directly from your Notary Everyday dashboard using clear status indicators:
Green Scan Icon (✓): Indicates scanbacks and IDs are complete and ready for immediate review.
Red Scan Icon (✗): Indicates the scanbacks have not yet been marked as complete.
Simply click the icon to go straight to the order’s Scanbacks & Documents page.
Need Additional Help?
If you have questions or require immediate assistance, our dedicated support team is always here to help:
Email: [email protected]
Phone: (602) 341-3602
Thanks for choosing Notary Everyday, your partner in making the escrow process easier, faster, and more reliable.
Discover how the assignment of a notary is reflected on the order page.
Step 1: Introduction to the Process 0:00
Welcome to Notary Everyday.
This video is designed for escrow officers.
Purpose: To show how to check the status of an order when a notary has been assigned.
Step 2: Understanding Notary Assignment
Importance of tracking the status of the order.
Understand the confirmation process and review key details that verify the order's status.
Step 1: Introduction to the Process 0:01
Welcome to Notary Everyday.
This video is aimed at escrow officers.
Purpose: To show how to check the status of an order once confirmed by the notary.
Step 2: Email Notification of Confirmation
When a notary confirms the signing, you will receive an email.
Subject line: 'Order Complete'.
Email will include:
Order number
Step 3: Details in the Email Body
Important details included in the email body:
Order number
Property address
Date and time of the call
Step 4: Accessing the Order Assignment Page
At the bottom of the email, click the green 'View Order Assignment Page' button.
This action takes you directly to the order page.
Step 5: Confirmed Status on Order Page
On the order page, the status will be marked as confirmed.
The order tracker will reflect this change, moving to the next stage after notary assignment.
Step 6: Review Confirmation Report
Scroll down to find the confirmation report.
Key details in the report include:
Date and time confirmed
Step 7: Conclusion and Support Information
You now know how to check when an order is confirmed by a notary.
For assistance, reach out via:
Email: [email protected]
Phone: 602-341-3660
Signer name
Confirmation status
Scan backs requirement
Next-day delivery applicability
Comments from the notary
Who was contacted
Delivery expectations
Additional notes
