Find a Notary Workflow

Find a Notary Workflow

The Notary Directory helps you find qualified notaries for your signing orders.

Table of Contents

1. Accessing the Directory
2. Searching for Notaries
3. Filtering Results
4. Viewing Notary Profiles
5. Assigning to Orders
6. Managing Favorites

Accessing the Directory

Navigation Paths:

• Dashboard → Notary Directory
• Orders → Create Order → Select Notary
• Direct URL: /notary-directory

Searching for Notaries

Basic Search

Enter any of the following:

• City name - "Los Angeles"
• State - "California" or "CA"
• Zip Code - "90210"
• County - "Orange County"

Advanced Search

Use the advanced search form to find notaries by:

Filtering Results

Available Filters

Applying Filters

1. Run your search
2. Click "Show Filters"
3. Select your criteria
4. Results update automatically

Viewing Notary Profiles

Click any notary to view their full profile:

Profile Information

Understanding Ratings

Assigning to Orders

Quick Assign from Directory

1. Find your notary in the directory
2. Click "Assign to Order"
3. Select the order from the list
4. Add any special instructions
5. Click "Send Assignment"

Assign from Order Details

1. Open an existing order
2. Click "Assign Notary"
3. Search or browse the directory
4. Select the notary
5. Click "Confirm Assignment"

Assignment Notification

The notary receives:

• Email notification with order details
• SMS notification (if opted in)
• Mobile push notification
• Order appears in their dashboard

Managing Favorites

Adding to Favorites

1. View a notary's profile
2. Click ⭐ Add to Favorites
3. Notary appears in your Favorites list

Viewing Favorites

1. Go to Notary Directory
2. Click "My Favorites" tab
3. See your saved notaries

Creating Notary Groups

Organize favorites into groups:

1. Go to My Favorites
2. Click "Create Group"
3. Name the group (e.g., "Spanish Speakers", "Weekend Notaries")
4. Add notaries to the group
5. Use groups for quick filtering

Assignment Best Practices

Finding the Right Notary

Consider:

• Location - Closer notaries respond faster
• Specialization - Match to loan type
• Rating - Prioritize high-rated notaries
• Availability - Check their typical hours
• Fee - Balance cost with quality

Red Flags:

• Low completion rate (<90%)
• Poor rating (<3 stars)
• Slow response time
• No recent activity

Building Your Notary Network

1. Start Small - Work with 5-10 notaries initially
2. Test Performance - Assign small orders first
3. Expand Gradually - Add new notaries as needed
4. Reward Excellence - Give best notaries more orders
5. Provide Feedback - Help notaries improve

Workflow: Order to Notary Assignment

┌─────────────┐
│ Create      │
│ Order       │
└──────┬──────┘
       │
       ▼
┌─────────────────────┐
│ Go to Notary        │
│ Directory           │
└──────┬──────────────┘
       │
       ▼
┌─────────────────────┐
│ Search by Location  │──────┐
│ & Filters           │      │
└──────┬──────────────┘      │
       │                     │
       ▼                     │
┌─────────────────────┐      │
│ Review Profiles     │      │
│ & Ratings           │      │
└──────┬──────────────┘      │
       │                     │
       ▼                     │
┌─────────────────────┐      │
│ Select Notary       │      │
└──────┬──────────────┘      │
       │                     │
       ▼                     │
┌─────────────────────┐      │
│ Send Assignment     │      │
│ Notification        │      │
└──────┬──────────────┘      │
       │                     │
       ▼                     │
┌─────────────────────┐      │
│ Notary Accepts      │      │
│ (or decline)        │◄─────┘ If declined,
└─────────────────────┘       search again

Mobile Access

Notaries can access their assignments through:

• Mobile App - Download from app stores
• Mobile Browser - Go to /onthego
• Email Links - Quick access to order details

Related Topics

• Order Management
• Notary Assignment
• Mobile On-The-Go
• Reviews & Ratings

Need Help?

• Press Ctrl+/ for context help
• See Notary Directory Help