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) or DOS (Department of State) about RON approval Photo of physical letter from your SOS/DOS about RON approval If your state doesn't offer RON approval documents, please upload your commission letter/email. How to Upload your RON Approval DocumentPopularGetting 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, fPopularWhat States Have Approved BlueNotary for their Notaries
Updated Dec 15th, 2023 Note: Online Notarization is legal to be performed in all states. If you are in a state where YOUR state's notaries, have not been approved, you can still get your documents notarized via long-standing Cross State Notarization Laws. BlueNotary recommends checking with your receiving party for clarification. Signers anywhere in the world can perform notarizations on BN. Approved: APopularHow 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 platformSome 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.Few 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 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 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. 1 From the Blue Notary Dashboard, click "Test With A Friend” In your dashboard, click "Test with a Friend" (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312c99800/twaf-110stFew 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 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 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 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 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 Navigating to your Profile 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 goodFew readersHow much E & O Insurance is required for BlueNotary?
Errors and omissions (E&O) insurance, also known as professional liability insurance, is designed to safeguard against claims arising from mistakes, negligence, or omissions in the services provided. If you're wondering how much E&O insurance you need for Bluenotary, it's important to note that while there is currently no specific requirement, you must comply with your state's regulations to ensure proper coverage. Compliance with your state's regulations is vital to ensure you are adequately pFew 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 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 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 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 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 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 readersWhy is BlueNotary asking me to create a password as a signer?
Account Security: Creating a password adds an extra layer of security to your account. It helps ensure that only authorized individuals can access your account and perform notarizations on your behalf. By requiring a password, the platform aims to protect your personal information and prevent unauthorized access to your account. User Authentication: When you log in to the virtual notarization platform, your password serves as a means of authenticating your identity. This hFew 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 readersBlueNotary Recommended Technical Training (Required for Montana)
The BlueNotary recommended Technical Training consists of the following: Creating a Digital Signature Watching ALL of the BlueNotary Training Tutorials Available within your Account BlueNotary Training Tutorials Going through Test with a Friend (/en/article/test-with-a-friend-how-to-sFew 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 doPopularNotarizing 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 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 readersInviting a Signer
Few 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
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.Some readersOption to Skip Signer KBA+ID
To Skip Signer KBA+ID, first go to Invite a Signer page. There you'll see an option that looks like this: Skip Flow Selecting this option will bypass the need for the signer to complete KBA questions and submit photo ID. The signer view will remain virtually the same - just without the KBA and ID steps.Few readersHow to Authenticate Signers on the Same Device
Here is how you can set a session up to authenticate multiple signers on the same device. This is done after a session is created.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. You can pick up the Open Call through your dashboard Pick up Open Calls when available herePopularBlueNotary 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 Step 1 - Pass the first on your first attempt and proceed into the Open Call Program Step 2 - If you Fail the test, youSome 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, 2023 GNW Signings: Notarization first seal - $5 (fee to cover the cost for KBA + ID processing/ Video Storage) Additional seals - $0 Additional signer - $4 Authenticated Witness - $4 Witness as a Service (using BN network) - $10 Closings (Loan Signings/Estate Plannings): Closing by InvitatioPopularInvoice the client on your own/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. Invoice the Client on my Own BlueNotary will charge any fees to you by way of pre-authorization of youPopularInvoices: Creating and sending payment invoices via BlueNotary
It's important to note that there are 2 primary invoicing methods on BlueNotary. The first method is Traditional BlueNotary Invoicing. This is the only method available to free members and the default method for Pro-Hybrid members unless they select to "Invoice the client on your own" during the invitation process. IFew readersAdding Session Custom Fees
Pro Hybrid Feature In a live session, you'll be able to add or modify any custom fee. Click the "3 dots" then "Add Custom Charge" The signer will get a confirmation request on their end to approve the additional charges. Add your Custom ChargeFew 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: The LSA Certification which comes from the BlueMastermind: Transformative RON + Loan Signing Agent Training & Certification or similar certifications reviewed on a case by case basis. NNA Background check. Upload proof of LSA Certification. Proof of Insurance and Bond of $100k E&O. Write a statement outlining yoPopularLSA 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 readersHow to Pick-up an Open Call
To pick up the call, first confirm the details of the session using the dropdown button on the left side of the call item. You will be able to review the document and scheduled time to decide it is agreeable for pick up. To pick up the call, firstFew 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 readersSession by Invitation
Invitation refers to clients that the notary would be inviting and sourcing themselves. You are able to send invitations by Billing through BlueNotary, Invoicing Outside of BlueNotary, or in our Test with a Friend FeatureFew 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 readersMISMO & FNF Toggles
Introduction of MISMO and FNF compliance toggles. This new functionality offers users the flexibility to adapt to specific industry standards, these are primarily for professionals in the real estate and mortgage sectors.Few 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 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 readersHow to Create your New York/Nevada/Kentucky Exemplar Document / Montana SOS Document
You can navigate to your dashboard to locate the New York/Nevada/Kentucky Exemplar Document / Montana SOS Document Generator Here is a still image of where this can be located How to Find a Create your NY Exemplar DocumentFew readersHow do I connect my Payouts?
This section can be accessed from your Account Settings Payouts Button. Please see the photo attached: How to Navigate to Payouts Account Settings can be reached by clicking on your Name and then Account Settings: Account Settings Having issues connecting to PayoutFew readersMy Session Link - How Does It Work?
"My Session Link" is your personal link to offer your clients as a way for them to create a new session with you. This tool is located in your account settings and you are even able to schedule your own times of availability. We recommend posting this on your website or social media. 👍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 readersSigner Invite Links
Signer Link / Individual Invite Links This can be useful for: Sending their link in a text Sending their link in an email if they are having trouble logging in from the browser that auto-populates from their email Here is a video guide on how to navigate to these links: Journal Unique Signer Link Location (https://storage.crisp.Few readersUtah Application
Download the Utah RON Application and send to the SOS office along with your sample output file.Few readersHow to Rotate and Upload Documents Mid-Session
To add custom documents mid session or rotate documents click the button below "document selection box" Add/Edit Document Button Location From there, to rotate or upload a document a document click at the locations shown in the image below. Select you Document to edit 3 (https://storage.crisp.chatFew readersHow to Check & Save an ID MidSession
It may be required of your usecase to save an ID (drivers license, passport, etc) for a client. Here's how:Few readersUpload Custom Document in a Live Session
Go to your Live Session and click the "+" button at the top of your page. You can use this to upload any doc, docx, png, jpg, jpeg, and pdf document. Watch a more detailed demonstration below 👇Few readersNotary Hotkeys
1 = Name 2 = Name Initials 3 = Check 6 = Notary Certificate 7 = Commission Expiration 0 = Whiteout Block d = Date s = Signatures t= Text n = Notary SealFew readersWhat to do if audio/video quality is inadequate? (as a notary)
What to do if your Screen Looks like this: There are a few things that can cause your Audio & Video check to not connect. Usually they will pertain to either your browser settings or system settinFew readersHow to Enter a Session as a Notary
This is the primary way to enter a session as a notary.Few readersAdding a Signer
Please watch the video guide below on how to Add a Signer as a Notary:Few readersSpanish Speaking Designation (For Notaries)
You can accept Spanish Speaking Open Calls by making an adjustment in your Account Settings How to Designate Yourself as Spanish Speaking How to Designate Yourself as a Spanish Speaking Notary Part 2 (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312c9Few readersSession Notes
Notes There are two ways to access session notes. In your Journal before or After Session From within the session 1 Find in Journal Select "Notes" in your Journal 2 Enter Notes and Save Enter Special Session Notes and Save 3 Alternatively, Add Notes Mid-Session Also available In-Session (https:/Few readersBlueNotary Pro-Hybrid Perks
The following three videos explaining the BlueNotary Pro-Hybrid perks Pro-Hybrid Perks Every Feature OUTSIDE of a Session on BlueNotary IN-SESSION Tools & Features on BlueNotaryFew readersGoogle Drive Integration
Here is our guide on how to integrate BlueNotary into Google Drive. Documents will be saved daily under the folder format of: PRIMARY SIGNER NAME - SESSION Step 1 Google Drive Integration Step 1 Step 2 Google Drive Integration Step 2 Step 3 Google Drive Integration SFew readersHow to Sync your Screen (As a Notary)
You can synchronize your signers screen with your own by using the Sync Screen tool:Few readers