Notary: a guide for pros

What customers ask, how to win the job, and what to put on your profile.

Offering notary

Notary clients value reliability and care with identity checks. Clear information about what you can and cannot do prevents delays.

What customers ask

  • What ID do I need?
  • Can you come to me?
  • Can you notarize this kind of document?
  • Do I need witnesses?
  • Can I sign before you arrive?

How to win the job

  • Tell the customer what ID and conditions you need when you confirm the appointment
  • State that you cannot give legal advice or choose the type of notarization
  • Explain your travel area and how travel is charged, in words
  • Ask the customer to leave signature lines blank until you meet
  • Offer evening and weekend slots if you serve them
  • Keep a journal as state rules require, and say so

What to put on your profile

  • Your commission state and signing types you handle
  • Travel area and hours
  • Mobile service and loan signing experience if any
  • Languages spoken

Follow-up that helps the customer

  • Remind customers to keep copies of notarized documents
  • Offer to notarize related documents at the same visit
  • Share how to find the right office for filing or recording

Licenses and permits

You must hold a current notary commission from the state and follow its rules on journals, fees and identification. Check renewal dates and any extra requirements for remote notarization.

Questions

Can I notarize a document I did not witness being signed?

No. Follow the rules on witnessing or acknowledgment.

Can I help someone choose the type of notarization?

Generally no. That could be legal advice. Ask the signer or the agency which one is required.

Pro reviewers

Pros who offer notary remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.

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