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Notary Business Guidance

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Pro Tax Zone Community

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4 contributions to Notary Business Guidance
A situation that happens more often than you think 👇
Client deletes docs and uploads a new set… ❌ Doesn’t notify anyone Notary downloads the original set, completes the signing… ❌ Never sees the updated documents Signing service also doesn’t catch the update… ❌ No one flags the change Now the question is: Who’s responsible here? 👀 👉 The client for not notifying? 👉 The notary for not double-checking before the appointment? 👉 The signing service for not catching the update? 👉 Or all of the above? This is one of those gray areas where communication (or lack of it) can cause real problems. Quick reminder: Before heading to a signing, it’s always a good habit to do a last-minute check for any updates or new documents. It can save you from a big headache later. 👉 What do YOU think? Who’s responsible in this situation? Let’s discuss 👇
Poll
5 members have voted
1 like • 2d
I understand that initially there wasn’t a clear line of communication but based on an experience I had that was just like the one Melina describes, I always check an hour or two beforehand—if the assignment was given to me days in advance—to avoid wasting time, my supplies, and gas. Now, if the assignment is given on the same day, changes are made on the same day, and we aren’t notified even hours in advance, the client is entirely to blame, since the signing agency follows the client’s instructions.
Would YOU Charge a Print Fee in This Situation?
Before printing documents, do you verify that the signer’s name on the documents matches the name on the order? Now imagine this… You receive a package, print the documents, and THEN realize the documents are for a completely different person (wrong borrower/signer, not just a typo). Would you request a print fee? 🔘 Yes🔘 No🔘 Depends If YES, how much would you charge? 👉 25-page seller package🔘 $15🔘 $20🔘 $25🔘 Other (comment below) 👉 150-page buyer package🔘 $25🔘 $35🔘 $45🔘 Other (comment below) Drop your answers and explain your reasoning 👇
Poll
4 members have voted
1 like • 9d
My job and responsibility is to verify that all the order information is correct before printing, and if it is not correct, it is my duty to report it so that the error can be corrected...
Let me share a quick real situation that happened recently 👇
A notary completed a signing for a Warranty Deed, everything seemed fine. The documents were signed, notarized, and sent back without any issues… or so it seemed. A few days later, the document was rejected. The reason? The notary seal was missing the notary’s name. That one detail, something easy to overlook, meant the entire document couldn’t be accepted. The signing had to be corrected, causing delays for the client and extra work for everyone involved. Situations like this are a reminder that in this industry, it’s often the smallest details that make the biggest difference. Before completing any signing, take a moment to double check your stamp and ensure it meets all state requirements. 👉 In your state, is the notary’s name required on the seal? 👉 Have you ever seen a document rejected for something small like this? What happened?
0 likes • 9d
A stamp that does not include the notary's name is simply invalid; the name and commission number are essential for notarization. It is essential to verify that the stamp has enough ink to leave a clear impression when applied... In my state, the notary's name must appear on the stamp... Attention to detail is what makes the difference
Show up for yourself!
Real talk, the people who hit their goals aren't superhuman. They just don't quit on themselves. You're probably dealing with the same stuff as everyone else. Life's messy. Progress is slow sometimes. You doubt yourself. Whatever. That's all normal. What matters is that you keep moving. Even when it doesn't feel like much. Even when you can't see the finish line yet. Some of you are killing it right now. Some are starting over. Some have no idea what's next. I get it. But you're all here doing the work, and that's what counts. For those just starting: You need to be seen. Send those emails. Make those calls. Earn the "preferred" title. I know it's not easy, but it's the only way to actually start. The invisible work doesn't move the needle, visibility does. So this week, do something that gets you closer. One thing. Then come back and tell us what it was. What's your one move this week? Drop it below, let's keep each other honest.
3 likes • 9d
Wow, Melina, those are such beautiful words. You have no idea what an inspiration you are to me... This is a very long journey, because it requires dedication and constant learning, but it’s not impossible. I thank God for your life and for using you to teach us and share everything you’ve learned. That’s a gift not everyone has. The opportunity to be here and learn from you and Mark is a blessing in my life...
1-4 of 4
Kenia Calderon
2
15points to level up
@kenia-calderon-6966
Florida Notary Public & LSA Certify, NNA Membership, Owner of Kopeks Worldwide Multiservices and Kopeks Academy, CAA and Tax Preparer

Active 2d ago
Joined Mar 23, 2026
Jacksonville Florida