Best Practices for ProNotary Clients: Ensuring a Smooth Remote Online Notarization Experience
Remote online notarization (RON) is a convenient and efficient way to notarize documents, but it can be unfamiliar territory for many clients. As a ProNotary client, following these best practices will help ensure that your notarization sessions run smoothly and successfully.
Pre-Session Preparation:
- Confirm the Appointment:
- Why It Matters: Reaching out to your client in advance to confirm the appointment details is crucial. This step ensures that your client is aware of the session timing and is prepared, reducing the chances of last-minute cancellations or delays.
- Action: Contact your client via phone, email, or text a day before the session to confirm the appointment and address any initial questions they may have.
- Inform and Educate the Client:
- Why It Matters: Many clients may be unfamiliar with the remote online notarization process. Providing them with a brief overview helps set expectations and ensures they come prepared with everything needed for a successful session.
- Action: Explain the basics of RON, such as the need for a valid ID (e.g., Passport or US Driver License), a stable internet connection, and a compatible device like a laptop. This will help minimize technical issues and ensure a smoother process.
- Send a Preparation Email:
- Why It Matters: While verbal confirmation is important, sending a follow-up email serves as a written reminder of the session details. This step reinforces what was discussed and gives the client a reference point if they have any last-minute questions.
- Action: Draft an email that includes the appointment time, a list of what the client needs to prepare (e.g., ID, device, internet connection), and a contact number for immediate assistance if any issues arise.
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