Our Current Work

Automating the full order management lifecycle for mobile notaries and loan signing agents

Our Current Project

The Challenge

Mobile notaries are constantly receiving new work invitations, managing current work, and are buried in paperwork. Mobile notaries are a large population of on-the-road professionals with a large segment specifically servicing real estate transactions by presenting documents for signing and certifying for real estate agencies and their clients across the US. Yet, mobile notaries are always on the road and their calendars must always be up-to-date to confirm their availability for a future job. This is so mobile notaries can accept job orders from signing agencies, such as Snapdocs, Mortgage Connect, or NotaryGO, in a timely manner. If the response is too late, these jobs are passed along to others in the field, meaning they miss income opportunities.

As most agencies want to know immediately whether a mobile notary is available or not, if a decision cannot be quickly made, they move on. At some point, mobile notaries must recap their assignments and update their calendars in real time. However, double bookings, lack of time between back-to-back appointments, and misplaced appointments can occur. This means the mobile notary must navigate through piles of emails to find the misplaced information to update their calendar, while disorganization can be crippling to the professional’s reputation for future jobs.

Once a new order is accepted, mobile notaries must manually manage paperwork, update personal calendars, handle bookkeeping, track payments, and record income in spreadsheets/save receipts for end-of-year tax filing purposes. Thus, there is great demand for a seamless management application that can help mobile notaries organize daily workloads, secure more jobs, manage communication and appointments, and more.


The Opportunity

Automate the order management process. Recognizing the inefficiencies of existing solutions, where every aspect of the mobile notary job still requires excessive manual work. From securing jobs on the road to staying organized, recording a multitude of orders, to getting paid on time, the current mobile notary process is ineffective and time-consuming. To compound the issue, existing mobile notary management platforms fail to resolve these bottlenecks due to their own issues, namely focusing on one aspect of a mobile notary’s daily tasks (i.e., bookkeeping).

These factors are easily resolved through a user-friendly application streamlining the entire mobile notary experience. Our application seeks to address and mitigate these prevailing pain points for mobile notaries across the US, specifically those with a heavy influx of assignments.


The Solution

With the ability to optimize schedules/calendars, jobs, invoices, communication, and more, our solution was born and will automate and assist the full signing and order management lifecycle for mobile notaries. Now more than ever in the competitive market for jobs, demand is projected to remain graduated in coming years.

Our software solutions will “ease” the entire process for the mobile notary; instead of spending hours daily on back office or administrative duties, mobile notaries can now focus on maximizing their billable hours and delivering notarial services effectively and efficiently.

“Being an innovator and process improvement strategist, I knew something had to be done about this laborious job. Thus, after years of developing, and refining, I came up with a solution that I knew I would love to use!”

Jeffrey M. Freeman,
Founder and CEO