Getting Started

• RON Approval Documents - Acceptable Submissions

  Any of the following are acceptable submissions: Copy/screenshot of email received from your SOS(Secratery 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.Popular

• Getting Approved on BlueNotary

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• Digital 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 can upload your own document (your SOS application or exemplar, for example) by clicking the upload icon: Custom Upload for Simulator When you have dropped your seal onPopular

• What States Have Approved BlueNotary

  Updated August 15, 2022 Approved: Alaska Arizona  Colorado Florida Hawaii Idaho Iowa Kansas Kentucky Minnesota Missouri Montana Nevada New Hampshire New Jersey New Mexico New York North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island Tennessee Texas Utah Virginia Washington West Virginia Wisconsin Wyoming PendinFew readers

• What'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 readers

• How 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 readers

• Contact 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 readers

• Audio/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 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 unPopular

• Notarizing 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 readers

• Inviting a Signer

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ID Proofing, KBA, & Biometrics

• Choosing when to require the identity Authentication (KBA or Biometrics) flow

  Auth Mode Selection We offer 2 options for running Identity Authentication (Knowledge-based authentication or Biometrics + ID analysis) for signers: In Session Auth Flow - this flow allows signer to enter the live meeting first. Then, if required, the signer will be able to complete KBA/Biometrics+ID in the live session. Skip Auth Flow - this allows to skip the KBA/Biometrics+ID process completely. *Please only use this if you are certain of your local laws.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 tPopular

Billing Preferences

• Invoicing 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 beforePopular

• 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 ClosinPopular

• Adding 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

Multiple Signers

• How does multi-signer session work from Notary View?

  If you have a need for a secondary signer, you can easily add them to your session. When creating the session invitation, click the Add Multiple Signers box. Then add the email address of the secondary signer(s). Secondary signer(s) must pass perform required ID + KBA or Biometrics (unless you have chosen to SKIP KBAID) analysis using their own separate device and acFew 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 hiSome readers

• LSA 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 requiFew readers

Witnesses

• Adding a Witness

  In some sessions, a witness other than the notary is required. To add a witness in session, find the Add Witness button on the left. You will be presented with 3 options: Choose from previously saved witnesses - My Witnesses. Invite a new witness from your own network. Invite a witness from the BlueNotary network (a BN notary). (https://storagFew readers

• Everything 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 readers

• Upload 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 readers

• Utah Application

  Download the Utah RON Application and send to the SOS office along with your sample output file.Few readers

• Uploading 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 readers

• How 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 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 readers

• How 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 readers

• My 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 readers

• Upload 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

• How 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 readers