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How To Get More Assignments on Snapdocs for your Notary Business


"It's a tale as old as time... true as it can be... barely even friends... then somebody bends..." That's from Tale as Old as Time by London Music Works which was sung by Celine Dion for Beauty and the Beast by Disney. I'm out of breath giving credits here so no one sues us for quoting. If you got left out, please just let us know. The reason we started this blog article off with the theme of Beauty and the Beast is actually kind of perfect when discussing how to get more Notary Business Snapdocs.com. We actually recently took a tour of the online scheduling system with one of our partners and boy do we have some Tea for you! If you are looking for how to get more business using Snapdocs then we'll cover that too but please make sure read this entire article because you know we don't fluff things up for you here at Notary Stars. There are ways to get more business on Snapdocs but it's nowhere as easy as it is on its rival SigningOrder.com for Notaries to really get noticed. Lots of training companies have posted articles, videos, and podcasts about and with Snapdocs but we did some real research about the program itself and want to let you know what we really think. And of course, a lot of other sources are more fluffed up with what you want to hear verses containing all the facts. But if you've had problems getting signings on Snapdocs it's time someone tells you the truth: YOU AREN'T CRAZY, A BAD NOTARY, AND NOTHING IS WRONG WITH YOU! First things first, the back end of Snapdocs really dumbs down finding a Notary to basically a cattle call as it does not apparently display any pertinent or important information about the Notaries for the scheduling or assigning party. There are a lot of important factors about Notaries that Title Agencies and Signing Services should be able to see without having to dig for it when selecting a Notary for a signing- but Snapdocs just doesn't supply that information easily. Now, this may be because Snapdocs sales pitch seems to be all about "streamlining." Which we as Notary Loan Signing Agents know is the wrong approach to our careers or sector of the Loan Signing Business. You can only streamline customer service and find a great Notary so far until the entire process starts to suffer. It really made us wonder how they could be charging clients so much for this product. From what we were able to see is that the Title Agencies and Signing Services have to manually build their list and it really doesn't make it easy for them to discover new talent. So, if they aren't looking for talent at the moment- you might be out of luck. No matter what other articles might be telling you. With that said, you may be asking yourself how does one get more work from Snapdocs? And that's a great question! The key to getting more work from Snapdocs is no different than any other platform available today. You do the following and then you knock it out of the park every time you can: #1) Have a Profile Photo, not a Logo!- Please use your name and profile photo when signing up for Snapdocs because the onlookers are looking to hire one single Notary (not a company that might manage out their file). They also want to see who they are sending to their client's homes. #2) Write a Unique, Concise, Meaningful Bio- Please do not put the statement "I do not miss "initials, dates, signatures, etc," as anyone reading it knows that it's a lie. And, there are so many who put this in their profiles that it isn't unique anymore. Start with writing about what training you've taken (all of it because it's competitive out there). Then list companies you like to work with (but try to stick to big names like Amrock, Mortgage Connect, etc). Do not list local Signing Agencies as you might be accidentally warding off competing Signing Services. List how many closings you've realistically done and what type of transactions you are comfortable performing. Remember: There's more to this industry than Buyer's, Seller's, and Refinances. Notary Stars can help you with all the transactions btw! #2) Make Sure Your Credentials Are Up to Date!- You must keep all of your credentials up to date including your annual background check and W9 form. One of the biggest reasons Notaries miss out on business is not keeping their profiles up to date. When Title Agencies or Signing Services are scheduling orders, they don't have time for you to jump in and update your profile. They will just hope you have it updated the next time they send and order out. #3) Your Profile Needs to Be Verified by Snapdocs- You will have to be verified by Snapdocs before your profile shows to anyone. PS- when you enter your Social Security Number you are locking yourself in to any damage you do as a new Notary. You will not be able to deactivate and start a new profile so easily. Your information will come back, and your old profile will be tied to your new one! This is why you should also start out of the gate well-trained! #4) You Will Need to Get Likes and Keep Your Score Up! - You will need to ask for likes from companies who use you but you have to be careful not to look desperate. Banging on the door too loudly could get you unfavorited really quick. The best way to approach this is to work with a company a few times and mention to them you like working with them (if you are doing a good job) and let them know you hope to hear from them again. If you get to know schedulers with companies on Snapdocs they'll remember you if you are doing a good job. It only takes a few good signings. You should put most of your interest into companies that are sending offers in your area often. If they don't send a lot, don't take the risk of getting negative feedback for being too pushy to be their top Notary. Marketing can be a double edge sword. Now for the kicker... Snapdocs attends large conferences for Title and Escrow, not just for Notaries. That is because Title and Escrow are their ultimate clients. There is a feature within Snapdocs that allows you to invite your Direct Clients to use it. And you never should because if they ever switch you might be out of business really quick as you'd be introducing the entire pool of Notaries in your area to your client. The only real way to compete on or with Snapdocs is to educate Title and Escrow Companies about how you should be hired directly if they can (and lots of smaller companies still do). And if they are a large Title Company- start explaining to them how they should start investing in Notaries with the best training! You can start by supporting your local State's Escrow Association and/or the National Escrow Association. The National Notary Association and all other Notary Conventions should be secondary to your budget in 2023 unless you are brand new to the industry. This is the year to get involved and start making some noise to be heard! We are talking about a lot of these topics this year at Notary Stars Unlimited. If you think you don't have a voice, you are wrong! Together We Are Unlimited!

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