Requirements
Before You Refer
Please have the following details ready to ensure a smooth transition and professional delivery for your clients.
Client Name
Legal first and last name as listed on ID.
Matter Type
General scope of documents requiring notarization.
Best Contact Info
Direct phone number and email for scheduling purposes.
Timeframe
Requested date and time for mobile execution.
Partner Resources
Keep our referral requirements offline with our easy-to-scan PDF guide.
Ready to Connect?
Submit your partner referral request online for priority coordination and fast status alerts.
01
Share Referral
Submit client details through our professional portal.
Our Referral Process
A structured five-step sequence ensuring professional coordination and seamless document execution.
02
We Connect
We coordinate scheduling with your client directly.
03
Confirm Details
Final review of document scope and ID requirements.
04
Signing Completed
Mobile execution of official notarial acts.
05
Partner Notified
Immediate delivery of status confirmation back to you.
Ready to Start a Referral?
Professional Resources
Ensure a seamless process by having these key details ready for your referral request.
Client full name and best contact information
Overview of the general matter type
Preferred timeframe for notarial execution
Specific attorney instructions or guidelines
List of documents requiring notarization
01
Share Referral
Submit client details through our partner portal or email.
5-Step Referral Sequence
A clean, professional workflow for our trusted partners to start and track client introductions.
02
We Connect
We initiate contact with your client for a professional introduction.
03
Confirm Details
Coordination of schedule, location, and document requirements.
04
Signing Completed
Our notary performs the official execution at the client's location.
05
Partner Notified
We send immediate confirmation of the completed referral to you.