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OperationsFREE

Prep Every Loan Signing With the Right Documents and Route

Mobile notary signing agents juggle loan packages, ID requirements and drive times across appointments. Confirm each signing's documents, borrower details and route the day before.

difficulty Beginnersetup 25 minresult Every signing runs smoothly with the right package and prepared borrowers — no missing documents, no misrouted drives.—
—
  1. 1

    Log the Signing

    Record borrower, package type, location and time.

  2. 2

    Prep the Borrower

    Add a Gmail node listing required IDs and what to expect.

  3. 3

    Confirm the Day Before

    Add a Twilio node confirming time and address with the borrower.

  4. 4

    Sequence the Route

    Order the day's signings geographically with drive buffers.

  5. 5

    Activate and Test

    Activate the workflow with a test signing. Confirm prep and routing work.

Frequently asked questions

Why prep the borrower?

A borrower without the right ID means a failed signing and an unpaid trip — prep prevents the top failure cause.

Package accuracy?

Confirm the document count against the package type so nothing's discovered missing at the kitchen table.

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