Notary Ally Client Intake Form – SNW/GNW – Specialty/General Notary Work Edition

There are currently two versions of Client Intake Forms: All-In-One Edition and Specialty/General Notary Work Edition

This area is for purchasing the Specialty/General Notary Work Edition (SNW/GNW).

Here is a description of both versions:

1. Specialty/General Notary Work Edition – includes helpful questions to prompt/guide you through the initial call from a client. It helps to establish your credibility, obtain important appointment details and give you a better idea of what is being requested or needed, so that you don’t get blind-sided when you get to an appointment. This is the Intake Form that is featured throughout the best-selling book by Laura Biewer and Bill Soroka, Beyond Loan Signings. This form is 1-sided.
2. All-In-One Edition – contains appointment and contact information, as well as specifics about the documents to be notarized. Designed to work seamlessly with the corresponding Notary Ally All-In-One Journal, and makes for super speedy journaling at the table. Not only is it a reference document with appointment details, but it also has pre-printed commonly notarized document names that you can check off as you are reviewing the documents, which translates beautifully into the journal. It takes seconds to journal a document! Accommodates trust/estate planning signings, loan signings, HECM/reverse mortgage signings and Specialty/General Notary Work signings. This form is 2-sided, and contains documents to be notarized on the back side.

NOTE:

• Due to manual measurements, there may be slight measurement deviations.
• Due to different display and lighting effects, the actual color of the item may differ slightly from the color shown in the picture.
• Some photos may depict the product in use and show items not included in the sale. Only items described in the item description are included in the product sale.