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Notary Business Guidance

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3 contributions to Notary Business Guidance
Apps to track
What are the best apps you'd recommend to track your income, expenses, mileage, etc?
3 likes • 28d
When I started out I tracked it myself in google sheets. I now use Notary Assist and it is perfect for what I need.
1 like • 13d
@Chastity Garcia Notary Assist does not connect to a bank account, You would enter in manual and upload receipt. If you have an expense that is ongoing you can set it up as a "Recurring Expenses" and it will auto generate the expense for you. The great thing is they have an app so you can use on phone or pc.
📦 Quick Poll.
You have a Buyer Package scheduled for 3:30 PM. No delays were reported. The last FedEx pickup in your area is 7:30 PM. Do you believe that's enough time to complete the signing, scan the documents, and make the drop-off on time? Let's see where everyone stands on this one.
Poll
54 members have voted
1 like • Jun 5
It would be amazing to have a 7:30pm fed ex pick up time. It is 5pm for me.
The Note: One of the most commonly over-completed documents📄
We often see borrowers add a date next to their signature on the Promissory Note. Here's a good rule of thumb: 👉 If the document asks for a date, add it. 👉 If it only asks for a signature, don't add anything extra. The Note already contains a document date, and adding an extra handwritten date that wasn't requested can create unnecessary questions during review. ✅ Complete what the document requests. ❌ Don't add information it doesn't ask for. Have you ever had a borrower try to date every signature line in the package?
3 likes • Jun 2
I try to remember to say "Sign Here and No Date Needed" or "Sign only". Especially when the borrower is a speed signer.
1-3 of 3
Minda Leach
2
12points to level up
@minda-leach-7919
Arizona Remote Online Notary – Serving clients across the U.S. & worldwide • AZ Realtor • fintech governance by day • personable & reliable

Active 8h ago
Joined May 14, 2026
Mesa, Arizona
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