The Importance of Running Practice RON Sessions Before Working With Clients

Remote Online Notarization (RON) is a professional service that requires confidence, precision, and familiarity with the technology involved. Yet many notaries attempt their first live session without adequate preparation. Just as no musician would perform publicly without rehearsal, notaries should not approach their first online notarization without practice.

While ProNotary is built to be intuitive and user-friendly, practicing before your first client session is essential—especially when handling legal documents and time-sensitive transactions.

Mock Sessions: Your Professional Rehearsal

Mock sessions provide a safe, low-pressure environment where you can learn the system, test your equipment, and refine your approach without the stakes of a real appointment. These sessions allow you to:

• Become fully comfortable navigating the ProNotary platform
• Upload, tag, and prepare documents efficiently
• Understand the ID verification steps and what signers experience
• Practice delivering clear, professional communication
• Identify and resolve potential technical issues in advance

To build a strong foundation, we recommend conducting at least five practice sessions before your first official RON appointment. A structured approach ensures you experience a variety of common scenarios.

Recommended Practice Session Framework

• Basic walkthrough: Conduct a simple session with a friend or family member to learn the core features.
• Real estate simulation: Use a typical signing package (refinance documents, seller forms, etc.) to mirror real-world workflows.
• Two-party session: Practice with signers in separate locations to understand multi-participant coordination.
• Mobile signer scenario: Test the signing experience on a phone or tablet to understand what mobile users encounter.
• Unexpected challenge: Simulate a delayed signer, document update, or last-minute change to strengthen your adaptability.

Why Preparation Matters

Each practice session enhances your readiness, reduces hesitation, and helps you deliver a smooth, confident experience for your clients. That preparedness directly influences trust—and trust is the foundation of every successful notarization.

If you need guidance on how to structure these sessions or what to focus on, ProNotary is here to support you every step of the way.