Takes a call for a notary from the quote in writing, to the client ready with ID and every signer, to the notary at the door, and closes the visit with a receipt.
Text messages in this workflow
1.Request receivedSent when a request comes in through a form or a booking page, so the client knows it arrived and that a quote is coming. Useful for notaries that take requests online.
Brennick Notary: We got your request. We'll reach out shortly. Reply STOP to opt out.
2.The quote, before the driveSent when a client asks for a notary, with the full quote, travel included, and how to book, before the notary drives. It is also the notary's record of what was agreed.
Brennick Notary: Your quote for the signing is $125. Reply STOP to opt out.
3.Job offeredGoes to the notary, not the client: offers the visit, with where and when it is, and the notary replies Y to accept it. Useful for notary offices that send visits to several notaries.Notary
Brennick Notary: New job at 118 Oak Ln - signing, Thu, Oct 8, 2:00 PM. Reply STOP to opt out.
Accepted when the notary replies YSent to the notary when they reply Y, once the app has given them the visit.Notary
Brennick Notary: The job at 118 Oak Ln is yours. Reply STOP to opt out.
Passed when the notary replies NSent to the notary when they reply N, so they know their answer went through.Notary
Brennick Notary: You passed on the job at 118 Oak Ln. Reply STOP to opt out.
Already taken when the notary replies YSent to the notary when they reply Y after the visit has gone to someone else or closed, so they know not to go.Notary
Brennick Notary: The job at 118 Oak Ln is no longer open. Reply STOP to opt out.
4.ConfirmedSent when the visit is booked, so the client has the time and the notary's name in writing and the drive is not wasted.
Brennick Notary: Your signing with Dana Ellis is set for Thu, Oct 8, 2:00 PM. Reply STOP to opt out.
MovedSent when the visit moves, often at the family's request, so the client has the new time in writing.
Brennick Notary: Your signing is now Fri, Oct 9, 10:00 AM. Reply STOP to opt out.
CancelledSent when the visit is cancelled, so the client has it in writing that the notary is not coming, with a link to book again.
Brennick Notary: Your signing for Thu, Oct 8, 2:00 PM is cancelled. Reply STOP to opt out.
Late-cancel feeSent when a visit is cancelled too late and the cancellation fee applies, with the amount and a link to the details. Useful for notaries with a cancellation policy.
Brennick Notary: A $50 cancellation fee applies to your appointment. See it at yourapp.com/fees Reply STOP to opt out.
5.What to have readySent before the visit with what to have ready, such as a valid photo ID, the unsigned papers and any witnesses, because the notary cannot stamp without them.
Brennick Notary: Your signing is Thu, Oct 8, 2:00 PM. Please have photo ID ready and the papers unsigned. Reply STOP to opt out.
6.TomorrowSent the day before the visit, so a client who booked days ahead remembers it and the drive is not wasted.
Brennick Notary: Your signing is tomorrow, Thu, Oct 8, 2:00 PM. Reply STOP to opt out.
7.On the waySent when the notary sets out, with how long until they arrive. Useful for notaries whose clients like a heads-up before the set time.
Brennick Notary: We're on the way and should arrive in about 15 min. Reply STOP to opt out.
Running lateSent when the notary will be late for the set time, so a family waiting, often at a hospital bed, has the new time.
Brennick Notary: We're running late, expected about 2:20 PM. Reply STOP to opt out.
Nobody thereSent when the notary arrives and nobody is there, so there is a record of the visit and the client has a link to book again.
Brennick Notary: We came by but missed you. Reply STOP to opt out.
8.All signedSent when the papers are signed, so whoever booked the notary, often a relative who was not in the room, hears it in writing.
Brennick Notary: We're all done, and your papers are signed and notarized. Thanks for choosing us! Reply STOP to opt out.
Bill sentSent after the visit when the client did not pay at the table, with the amount and a link to pay.
Brennick Notary: Your bill INV-4821 for $125 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
9.ReceiptSent when the client pays, so they have proof of what they paid and the notary has a record of it.
Brennick Notary: Your payment of $125 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when a card payment by link fails, with a link to pay another way. Useful for notaries that take payment by link after the visit.
Brennick Notary: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
10.How did it goSent once the visit is done, to ask the client for a review. Useful for notaries that ask for reviews by text.
Brennick Notary: Rate your visit at yourapp.com/feedback Reply STOP to opt out.
Takes a loan signing from the offer, to the signer confirmed with ID and every signer home, to the notary at the table, and tells the title company the papers are shipped and what is owed.
Text messages in this workflow
1.Job offeredGoes to the notary, not the signer: offers the signing, with where and when it is, and the notary replies Y to accept it. Useful for signing services and notary offices that send signings to several notaries.Notary
Brennick Notary: New job at 118 Oak Ln - loan signing, Oct 8, 2:00 PM. Reply STOP to opt out.
Accepted when the notary replies YSent to the notary when they reply Y, once the app has given them the signing.Notary
Brennick Notary: The job at 118 Oak Ln is yours. Reply STOP to opt out.
Passed when the notary replies NSent to the notary when they reply N, so they know their answer went through.Notary
Brennick Notary: You passed on the job at 118 Oak Ln. Reply STOP to opt out.
Already taken when the notary replies YSent to the notary when they reply Y after the signing has gone to someone else or closed, so they know not to go.Notary
Brennick Notary: The job at 118 Oak Ln is no longer open. Reply STOP to opt out.
2.ConfirmedSent when the signing appointment is confirmed, so the signer has the time and the notary's name in writing.
Brennick Notary: Your signing with Dana Ellis is set for Thu, Oct 8, 2:00 PM. Reply STOP to opt out.
MovedSent when the signing appointment moves, so the signer has the new time in writing.
Brennick Notary: Your signing is now Fri, Oct 9, 10:00 AM. Reply STOP to opt out.
CancelledSent when the signing appointment is cancelled, so the signer has it in writing, with a link to book again. Useful for notaries that tell the signer about a cancelled signing themselves.
Brennick Notary: Your signing for Thu, Oct 8, 2:00 PM is cancelled. Reply STOP to opt out.
3.What to have readySent before the signing appointment, so each signer has a matching photo ID and everyone on the papers is home, because the signing stops at the table without them.
Brennick Notary: Your signing is Thu, Oct 8, 2:00 PM. Please have every signer home with a photo ID. Reply STOP to opt out.
4.TomorrowSent the day before the signing appointment, so the signer remembers it, because a missed signing costs the drive and holds up the loan.
Brennick Notary: Your signing is tomorrow, Thu, Oct 8, 2:00 PM. Reply STOP to opt out.
5.On the waySent when the notary sets out for the signing, with how long until they arrive. Useful for notaries whose signers like a heads-up before the set time.
Brennick Notary: We're on the way and should arrive in about 15 min. Reply STOP to opt out.
Running lateSent when the notary will be late for the signing appointment, so a signer who set time aside for it has the new time.
Brennick Notary: We're running late, expected about 2:20 PM. Reply STOP to opt out.
Nobody thereSent when the notary arrives and the signer is not there, with a link to book a new time. Useful for notaries that rebook the signer themselves rather than through the title company.
Brennick Notary: We came by but missed you. Reply STOP to opt out.
6.Signed and shippedGoes to the title company, not the signer: says the signed papers are shipped, with the tracking link. Useful for notaries whose title companies want to hear it by text.Title company
Brennick Notary: Your signed loan package #4821 is on its way back to you. Track at yourapp.com/track/4821 Reply STOP to opt out.
7.The invoiceGoes to the title company, not the signer: gives the invoice number, the amount owed for the signing and the date it is due, with a link to pay. Useful for notaries that send title companies their invoices by text.Title company
Brennick Notary: Invoice INV-4821 for $125 is due Nov 7. Pay at yourapp.com/pay Reply STOP to opt out.
8.Still unpaidGoes to the title company, not the signer: says the invoice for the signing is past due, with a link to pay. Useful for notaries that follow up unpaid invoices by text.Title company
Brennick Notary: Invoice INV-4821 is now past due. Pay at yourapp.com/pay Reply STOP to opt out.