Getting Started
RON Approval Documents - Acceptable Submissions
Any of the following are acceptable submissions: Copy/screenshot of email received from your SOS(Secretary or State) about RON approval Photo of physical letter from your SOS about RON approval If your state doesn't offer RON approval documents, please upload your commission letter/email.PopularGetting Approved on BlueNotary
PopularDigital Certificate and eSeal - Sample Output File
In order to download a sample file to send to your SOS,use the Session Simulator feature: https://app.bluenotary.us/pdfedit/sessions/simulator You will need to add your signature and eseal to the document. The Digital Certificate will be automatically encrypted within the document upon completion. You can upload your own document (your SOS application or exemplar, for example) by clicking the upload icon: Custom UPopularWhat States Have Approved BlueNotary
Updated August 15, 2022 Approved: Alaska Arizona Colorado Florida Hawaii Idaho Iowa Kansas Kentucky Louisiana Michigan Minnesota Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island Tennessee Texas Utah Virginia Washington West Virginia WisconsSome readersWhat's the difference between a "Notary Certificate" and a "Digital Signing Certificate"
A Digital Signing Certificate is automatically embedded into your PDF File when session is completed. Each BlueNotary user has their own unique, identifiable Digital Signing Certificate that is automatically generated for you. See how to view DC on a document: https://www.youtube.com/watch?v=cZN5g-a8clk&t A Notary Certificate is a writFew readersHow would you describe BlueNotary's Technology?
BlueNotary's software can be described as Industry Standard audio/video Remote Online Notary Technology with PKI encryption. By industry standard, we mean that BlueNotary is 100% MISMO certified. The Mortgage Industry Standards Maintenance Organization is a not-for-profit subsidiary of the Mortgage Bankers Association that serves as the standards development body for the mortgage industry. BlueNotary could not create such a platformFew readersContact Info and Sample Document for your SOS
Sample Document Oregon and some other states require a sample document with seal and signature - and company address. How to create your sample document: Use the simulator feature to apply your seal and signature to the sample document there. After you've dropped your seal on the document, click 'complete session' to get the downloadable file that you can send to your SOS. Session Simulator: https://app.bluenotary.us/pdfedit/sessions/simulator (https://storage.crisp.chaFew readersHow to fill out your SoS Sample Document (Texas)
Some state sample documents can be a little bit trickier to submit. Texas is one of those states. Here's how Texas notaries have been having success with their RON applications: Download the required document from your Secretary of State website Open this document in Adobe Acrobat Reader DC. NOT Adobe Reader. You may need to download this (it's free). Add your signature to the documentFew readersCalendly Integration
Video guide on Calendly Integration This allows you to customize your schedule however you wish. Guide to Create Personal Access Token Login or Signup to your Calendly Account. Go to the Integrations Page. Select the API & Webhooks title. Select Get a token now under Personal Access Tokens. CreateFew readersAudio/Video Quality in Live Session
If the quality of your audio or video deteriorates to a level where you cannot communicate properly, hear or see the sign 100%, then you'll need to terminate the session by clicking "Terminate Session" and start a new session when you have moved to a location with stronger internet connection.Few readersTest With A Friend- How To Send An Invitation
This is a walkthrough for how to set up the “ Test with a Friend” feature. This is perfect for notaries to get comfortable with the platform. It can also be used for potential clients to get a feel for what they can expect a typical signing to be without asking them to upload any personal information. We have a video as well as a step-by-step visual guide: 1 From the Blue Notary Dashboard, click "Test With A Friend” (https://storage.crispFew readersScheduling Notary Sourced Clients
*Scheduling Notary Sourced Clients Virtual notaries are becoming more important as more transactions move online. However, scheduling a notary transaction can be challenging, especially for those new to the profession. This is generally how long each step of the process would ideally take. There are always exceptions in both directions and depends on a variety of factors so see what works best for you. The most I've ever done so far is seven in one day. Was it doable? Yes. 100%. But afterFew readersOvercoming Objections: But My Bank Does That
Discover the Benefits of Using a Notary Public for Your Document Needs: From Flexibility to Expertise, Learn Why Banks Aren't Your Only Option. Remote Online Notarization Services Available Anytime, Anywhere.Few readersFilling out a Notary Block
Filling out a Notary Block Katie Tremulis As a notary public, one of your key responsibilities is to complete a notary block for each document you notarize. The notary block is a section of the document where you, as the notary, acknowledge that the signer appeared before you, signed the document in your presence, and provided satisfactory identification. Here are some general guidelines on how to fill oFew readersEmpowering Signers to Determine the Type of Notarization
Notarization is an essential step in the authentication of various legal documents and plays a crucial role in ensuring their validity and integrity. Notaries public are appointed by the state to act as impartial witnesses and verify the identities of individuals signing these documents. While notaries possess extensive knowledge about different types of notarizations, they are not authorized to determine the specific type required for a document. Instead, it is the responsibility of the signerFew readersFilling out your BlueNotary profile
Filling out your BlueNotary profile Login to your BlueNotary account Go to Account Settings Expand BlueNotary Profile Fill out your notary profile Click save This is important to fill out because it will help you stand out and give your profile personality. Be sure to highlight if you have any relevant background that will make you a good fit for potential clients. Examples: FiFew readersEnsuring Quality Notarizations
As more and more transactions are conducted virtually, the role of virtual notaries has become increasingly important. One of the key responsibilities of a notary is to ensure the validity and completeness of the document being notarized. One area that notaries must pay particular attention to is the presence of blank spaces within the document. Blank spaces can leave room for fraudulent activity and legal disputes down the line. This is why it is crucial for virtual notaries to go over the docFew readersWhat to Do When Facing Technical Difficulties During a Virtual Notary Session
It is essential for notaries to be prepared for any technical difficulties that may arise during a session. These issues can disrupt the smooth flow of the signing process and cause frustration for both notaries and signers. To help mitigate such challenges, notaries can provide valuable guidance to their signers. In this article, we will outline a checklist of steps that notaries can advise their signers to follow when encountering technical difficulties during a virtual notary session. ChecFew readersVerbal Consent for Recording During Virtual Notarization: Why It's Necessary and How to Obtain It
Verbal Consent As a notary public, you are likely aware of the growing popularity of virtual notarization, which allows you to notarize documents online from anywhere in the world. However, with the convenience of virtual notarization comes the need for added security measures, such as obtaining verbal consent from signers before recording the notarization. Verbal consent is particularly important in states with two-party consent laws, which require all parties being recorded to giveFew readersWhat to Do When There Isn't Enough Room for All the Names of Signers
What to Do When There Isn't Enough Room for All the Names of Signers Notarizing multiple signatures on a single document is a common occurrence, especially in scenarios involving contracts, agreements, or other legal paperwork involving multiple parties. Most certificates typically provide ample space for one or two signers. However, what should you do when faced with the challenge of accommodating the names of several signers on a document where space is limited? Assess the Available SpFew readersMaximizing Your Notary Business: The Benefits of House Bill 2329 in Oregon
House Bill 2329 in Oregon allows notaries to notarize the signature of a principal on documents for the appointment of a person to make decisions concerning disposition of remains and declaration for mental health treatment. Find out how this change can benefit estate planning individuals and create new business opportunities for notaries.Few readersMastering Time Management: Unlocking Success for Your Notary Business
In the fast-paced world of notary services, effective time management is crucial for ensuring the smooth operation and growth of your notary business. BlueNotary is here to offer you practical strategies and tips that will empower you to make the most of your time and take your notary business to new heights. Embrace Technology for Efficiency: In today's digital age, leveraging technology can be a game-changer for notary professionals. By utilizing BlueNotary, you can streamline your workfloFew readersLeveraging Biometrics
The world of notarization is evolving rapidly, and virtual notaries are becoming increasingly popular. As the digital landscape expands, it is crucial for notary businesses to adapt to new technologies and cater to a broader customer base. One promising avenue to explore is leveraging the use of biometrics, such as facial recognition and fingerprint scanning, to identify customers. By shifting from traditional Knowledge-Based Authentication (KBA) methods to biometrics, virtual notaries can markFew readers
Live Sessions & Notarization
Script For Live Notarization Calls
The following script was made in reference to standard procedures for online notarization. To reference the specific script for your state please refer to your state laws. We suggest having the scripts for use during your live notarization calls. — Call Initial Welcome & Acknowledgement — Hello, my name is . I’m a commissioned remote online notary in the state of . I’m authorized to notarize documents online for use nationwide. Before we proceed do you unPopularNotarizing a Document
To begin, click Invite Signer button. Fill in the details and date/time for the notarization. You can also upload the document or a template at this stage. The signer will receive an email with instructions about how to start the procFew readersInviting a Signer
Few readersHow To Screenshot Using Snip
How To Screenshot Using Snip Click on the Search screen on your homebar From there, type in Snip. The Snipping tool will pop up as shown. Click on the Snip tool where it will open on your screen. Click on NEW. Then DragFew readersNon-Foreign Certificate Explained
Learn about Section 145 of the Internal Revenue Code, which requires Buyers of U.S. real property interests to withhold tax if the Seller is a foreign person. Discover how Sellers can provide a Section 1445 Certification to inform Buyers that withholding tax is not required and when Buyers may be exempt from this requirement. Understand the specific information and requirements that must be included in the certification and the potential consequences for noncompliance. Ensure you understand your obligations and requirements under this provision of the Internal Revenue Code.Few readersIn Session Chat Feature: Notary and Signer
Guide to In Session Chat Login or Signup to your Account. Go to the session. Select the blue chat icon in the bottom right hand corner. Select the Chat With Signer option.Few readers
GNW Open Calls
Open Calls
For Pro Hybrid plan users, you will be able to pick up open calls that come in from BlueNotary sourced leads. Open calls are first come, first serve. Open calls will appear automatically on the Dashboard. An email alert will also be sent out. To pick up the call, first confirm the details of tPopularBlueNotary Open Call Testing
BlueNotary holds any notaries working in our Open Call program to meet a certain standard out respect for our signing customers and clients. In order to participate in BlueNotary Open Calls you will be required to pass the BlueNotary Open Call Test. You will have multiple attempts to go through the process, but this is not indefinite. Here is the Testing Flow Option 1 - Pass the first on your first attempt and proceed into the Open Call Program Option 2 - If you Fail the test,Few readersWitness Open Call: What to Expect
BlueNotary offers a hassle-free process for notaries to act as witnesses during signings. By utilizing their pre-vetted pool of notaries as the witness pool, the platform eliminates the need for notaries to coordinate with third-party witnesses. This eliminates much of the legwork that might be involved in finding an available witness, making the process simpler and more convenient. (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312cFew readersQuit Claim Deed Explained
Quit Claim Deed Explained Katie Tremulis A quitclaim deed is a legal document used to transfer ownership interest in real property, also known as real estate, from one party to another. Unlike a warranty deed or a grant deed, a quitclaim deed does not make any promises or guarantees about the title to the property being transferred. As a notary, it is important to understand the basic components of a quitFew readersALTA Explained
ALTA EXPLAINED ALTA settlement statements may appear confusing at first, but don’t worry, they are much simpler than they appear. Alta settlement statements are specifically designed to organize the property selling process. It has a breakdown of costs and columns for both the buyer and seller. While this document doesn't typically need to be notarized, you will still be expected to make sure that it is properly filled out. (https://storage.crisp.chat/users/helpdesk/website/ad6f70Few readers
Billing Preferences
Notary Fee Schedule
Updated December 30, 2022 What notaries on the BlueNotary platform will get paid: GNW Signings: One notarization seal by invitation - $22 (we use $3 to cover cost of KBA+ID processing) One notarization seal by open call - $10 Additional seals - $4 Additional signer - $0 Witness as a Service - $5 Loan Signings: Closing by Invitation - $125 ClosinPopularInvoicing the client outside of BlueNotary
Pro Hybrid users have the ability to invoice their clients directly instead of using the BlueNotary billing structure. On Invite Signer page, simply click the checkbox so that you can send billing invoice separately outside of BlueNotary. We will charge the signer nothing. BlueNotary will charge any fees to you by way of pre-authorization of your credit card beforePopularAdding Session Custom Fees
Pro Hybrid Feature In the live session, you'll be able to add or modify any custom fee. The signer will get a confirmation request on their end to approve the additional charges.Few readers
Loan Signing Agents
LSA Approval Process for Loan Signing Open Calls
Points required for screening in order to get approved to service BlueNotary clients: NNA Signing Agent Certification. NNA Background check. Upload proof of LSA approval letter. Proof of Insurance and Bond of $100k E&O. Write a statement outlining your experience and qualifications for RON loan signing. Why should we trust that you will be able to deliver quality professional service for our clients? Please include as many details as possible. We hiPopularLSA Open Call Guide
General Terms BlueNotary subcontracts with loan signing agents at will to service various contracted lenders, title agencies, and associates. Qualifications Several loan closing types will be serviced: HELOC, refinance, etc. In order to apply for LSA Open Calls, you should be familiar with most common types with at least 100 closings completed. In addition, you'll need experience working with RON (either LS or GNW) at least 50 sessions. For full details of requiSome readers
Loose Leaf / Short Form / Notary Certificate Examples
These are also known as and Short Form Certificates as well as Notarial Certificates. These can be uploaded in your account settings under the Certificates & Files tab in .png, .jpg, and .jpeg format. To apply in a session, you can add an extra blank page if there is not enough room and then add the appropriate Notary Certificate. Here is a recent list of some Notary Certificate / Short Form Certificate Examples brFew readersEverything you Need to Know about Digital Certificates for your SOS
With new technology come new learnings. Here we talk about your digital certificates. You may need a copy of your digital certificate in order to submit to your SOS in order to get started and onboarded. There may be a bit of confusion around this as your Digital Certificate is not an easily viewable document. In fact, it is not a document at all. Your Digital Certificate is automatically encrypted into every document that is exported on BlueNotary. In order to obtain a copy of yoFew readersHow to Allow Pop-Ups
You will need to enable pop-ups to do a variety of tasks on BlueNotary like connecting your Payouts and Retrieving your Document after a Session Here is a Step-by-Step Guide for how to do this on Google Chrome: 1 Click on the three dots in your upper right and then click "Settings" How to Open Settings 2 CFew readersUpload Custom Document to Simulator
Go to Session Simulator and find the Upload Custom Document button next to Complete button. You can use this to upload any document - including your application for SOS. You can drop your seal and then hit Complete session. This will automatically output a file for your SOS that includes digital signing certificate. You can download the file and seFew readersIPEN (In-Person Electronic Notarization Guide)
IPEN stands for in-person electronic notarizations, which are notarizations conducted in-person. This means that the signer must be physically present with the Notary at the time of the notarization. However, the documents are presented in a digital format and signed using an electronic signature, while the Notary applies an electronic seal and signature to complete the notarization process. This whole process can take place on one accounFew readersHow do I connect my Payouts?
This section can be accessed from your Account Settings Billings/Payouts Tab. Please see the photo attached: Account Settings can be reached by clicking on your Name and then Account Settings: How to access Account Settings Having issues connecting to Payouts?Few readersUploading a Custom Document Mid-Session (Notary)
Custom/Additional Document Upload Go to Journal and then enter your Session (usually by clicking pre-tag) and find the Upload Custom Document button next to Complete button. You can use this to upload any document. After you finish notarizing this clients document, you can drop your seal and then hit Complete session. This will automatically output a file for your customer. You can download the file immediFew readersUtah Application
Download the Utah RON Application and send to the SOS office along with your sample output file.Few readersMy Session Link - How Does It Work?
Session link is your personal link to offer your clients as a way for them to create a new session with you. Any person that registers with your link will be automatically and permanently tied to you for notary session.Few readersHow to Schedule your Hours
In the event that you need to set your account up to only allow for clients to book sessions during specific timeframes, this can be set up through your Notary Account Settings. Additionally, BlueNotary has now added Calendly Integration. The video guides for this can be seen below as well. Calendly is useful for split scheduling. How to Set your Schedule (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312cFew readersHow to Rotate and Upload Documents Mid-Session
To add custom documents mid session or rotate documents click the button below your streaming video Add/Edit Document Button Location From there, to rotate or upload a document a document click at the locations shown in the image below. The 3rd and final step is to click the rotate button or upload a document and prFew readersUpload Custom Document in a Live Session
Go to your Live Session and find the Upload Custom Document button next to Complete button. You can use this to upload any document on your computer. You can upload any png, jpg, jpeg, and pdf document through this method.Few readers