150 US dollars
50 US dollars
60 US dollars
Transactional Services (TC Services) – In Detail
1. Document Intake & Review
- Collect client documents (contracts, forms, IDs, supporting records).
- Check for missing signatures, dates, initials, and required attachments.
- Flag inconsistencies or gaps before anything is submitted or signed.
2. Scheduling & Coordination
- Arrange appointments for signings, consultations, and follow-ups.
- Coordinate with all parties (clients, agents, lenders, attorneys, etc.).
- Send confirmations, reminders, and updates so everyone stays on track.
3. Contract & Form Preparation Support
- Prepare standard forms and templates based on your instructions.
- Organize addenda, disclosures, and supporting documents.
- Ensure all required fields are completed before execution.
4. Timeline & Deadline Management
- Track key dates, milestones, and contingencies.
- Monitor due dates for signatures, payments, and required responses.
- Prompt stakeholders when action is needed to avoid delays.
5. Communication & Status Updates
- Serve as a central point of contact for routine questions.
- Provide clear, timely status updates to clients and partners.
- Document all key communications for your records.
6. Recordkeeping & File Organization
- Create and maintain organized digital files for each matter.
- Store signed documents, correspondence, and confirmations.
- Prepare summary packets or closing files for easy reference.
7. Billing & Basic Payment Follow-Up
- Generate and send invoices based on agreed services.
- Track payments received and outstanding balances.
- Send polite reminders and basic payment confirmations.
Notarial Services – In Detail
1. Identity Verification
- Confirm the identity of each signer using valid, acceptable ID.
- Compare photos, signatures, and personal details carefully.
- Refuse notarization if identity cannot be reliably confirmed.
2. Signer Willingness & Awareness Check
- Confirm that each signer is acting willingly and not under duress.
- Ensure signers understand what they are signing at a basic level.
- Stop the process if there are signs of confusion or coercion.
3. Document Review for Notarial Completeness
- Check that documents are complete (no blank critical sections).
- Confirm names, dates, and capacities are consistent.
- Verify that the notarial certificate wording is appropriate.
4. Administering Oaths & Affirmations
- Administer oaths or affirmations when required by the document.
- Clearly state the oath/affirmation and receive the signer’s response.
- Record that an oath or affirmation was given, when applicable.
5. Witnessing Signatures
- Observe each signer personally sign the document.
- Ensure all required signers are present and sign in the correct places.
- Add any required initials or marginal signatures as instructed.
6. Completing the Notarial Certificate
- Fill in the notarial certificate accurately (date, venue, names, etc.).
- Indicate the type of notarization (acknowledgment, jurat, etc.).
- Sign and apply the notary seal in compliance with state law.
7. Maintaining a Notary Journal (Where Required)
- Record each notarization in a secure journal, if required.
- Note date, type of document, type of ID, and signer details.
- Keep records secure and available for lawful inspection.
8. Document & Information Security
- Safeguard original documents during the appointment.
- Protect personal and financial information from unauthorized access.
- Follow best practices and state rules for storing or returning documents.