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May 12, 2023

Scheduling Tips & Tricks for Mobile Notaries

Filed under: Beginners Corner — Tags: , , — Tom Wilkins @ 12:00 am

As a mobile notary, you’re always on the move, witnessing and verifying legal documents. But between the hustle and bustle, you must ensure your schedule is organized and efficient to keep your business booming. That’s why we’ve created this fun and informational guide to help you master your time management skills. Here are eight scheduling tips & tricks for mobile notaries to make scheduling a breeze!

Color Code Your Calendar

Add a little pizzazz to your planner by color-coding your appointments. Assign different colors to appointments, like signings, client meetings, or personal time. This visual cue will help you quickly see what’s coming up and better prioritize your time.

Set the Stage with a Pre-Scheduling Routine

Before diving into scheduling, create a pre-scheduling routine. Start with a cup of coffee or a quick workout to energize your body and mind. Then, review your emails and texts for appointment requests, and list them. Finally, check your calendar and start scheduling appointments, ensuring you have enough time to travel between locations.

Embrace Digital Tools

Ditch your paper planner and go digital! Use scheduling apps like Google Calendar, Calendly, or Doodle to manage your appointments easily, set reminders, and sync your calendar across all your devices. Some apps even allow clients to book directly, saving you time and preventing double bookings.

Schedule Buffer Time

Keep your schedule manageable. Allow buffer time between appointments to accommodate delays like traffic or document revisions. This extra time will help you stay on schedule and make your clients happy.

Prioritize Client Locations

When planning your day, prioritize appointments by location. Group clients that are close together to minimize travel time and reduce fuel costs. Use a mapping app to help you find the most efficient route and maximize your productivity.

Establish Clear Communication Channels

Ensure your clients know the best way to reach you via phone, email, or text. Establish a preferred communication method and stick to it. This will help streamline communication, making it easier for you to manage appointment requests and confirmations.

Don’t Be Afraid to Say “No”

As much as you want to accommodate every client, sometimes it’s impossible. Don’t be afraid to say “no” when you’re overbooked or the appointment is too far out of your way. It’s better to provide quality service to a few clients than to stretch yourself too thin and risk making mistakes.

Take Time for Yourself

Lastly, remember to schedule some personal time for yourself. Whether it’s a lunch break, a workout session, or a day off, you deserve some downtime to recharge and refocus. After all, a happy notary is a successful notary!

Master Your Schedule and Make Your Life a Notary Party!

By following these scheduling tips & tricks for mobile notaries, you’ll be well on your way to becoming more organized. Want to take your notary game to a whole new level? Check out these time management tips for mobile notaries. So, what are you waiting for? Get out there and start planning your notary party today!

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March 17, 2023

How to Be a Successful Mobile Notary

Filed under: Become a Notary,Beginners Corner,Notary Public 101 — Tags: , , — Tom Wilkins @ 4:17 pm

Working as a mobile notary is an attractive option for those who find the idea of clocking 8 or 9 hours daily at the same location with the same people more than a little stifling. Mobile notaries get to work with a diverse group of people and aren’t stuck at one location constantly. Of course, the drive is only one part of the answer to being a successful mobile notary. Read on for some key tips on turning that dream into a practical reality.

Develop a Plan

People don’t open a restaurant or even launch e-commerce stores without making a plan first. Being a mobile notary isn’t a traditional business, but it most certainly is a business. You should treat it that way and make a business plan.

You can find templates for business plans in many places online, such as the Small Business Administration. Minimally, you need some ideas about what services you’ll offer, the service hours you’ll keep, your expected expenses, and a fee schedule.

Give particular thought to where and how you’ll market your services. Will you get yourself listed in an online notary directory (you should) or focus more on local publications to advertise your services? You’ll probably want a mix of online and offline marketing.

Diversify Your Service Offerings

Many new mobile notaries will focus all their attention on the loan signing aspect of notary services. While these assignments can prove profitable, the payment timeline is extended. You can wait up to 45 days before you see any money.

Consider offering other services directly to consumers in your community. For example, you can offer signature witnessing or copy certification, assuming there is enough work and you can charge enough per notarization to justify it. If nothing else, these other services can help you maintain a positive cash flow

Make Strategic Alliances

New notaries often view other notaries or businesses offering notary services as their competition. There is a kernel of truth in that, but it also limits your business unnecessarily. For example, you’ll want to limit the distance you will drive to offer your services. You can set up an informal agreement to recommend that people use a different notary if they’re outside your driving radius and vice versa.

Pick Your Customers

A common mistake that many new business owners make is that they assume every customer is good. That’s not always the case. For example, a customer that wants you to make a long drive two or three times a month for a low-paying service isn’t a good fit.

As a rule, you must balance your costs and the value of your time against what you get from a customer. Spending an hour round trip for a job that only pays $25 isn’t profitable. You want customers who make it worth your while to make the trip by getting higher-paying services or bundling together several lower-paying services.

How to Be a Successful Mobile Notary

The question of how to be a successful mobile notary requires several things from you. Minimally, you need a business plan to focus your efforts. You’ll want to offer a mix of services to capture immediate profit from consumers and higher-paying work like loan signings. Think about making strategic alliances. Finally, pick customers that value your time and make it worthwhile to make the trip.

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January 6, 2023

How to Create a Mobile Notary Business Plan

Creating a mobile notary business plan is important in starting your own business. A mobile notary business offers convenience to customers who need notarization services but need help to reach a physical location. As a mobile notary, you can travel to your clients and provide notary services at their location, making it more convenient for them.

The first step in creating your business plan is researching the market. This will help you understand your area’s demand for mobile notary services and the competition you will face. You will also want to research the regulations and requirements for becoming a notary in your state. Once you have a good understanding of the market and regulations, you can start to develop your business plan. A mobile notary business plan should include the following key elements:

Executive Summary: This should provide an overview of your business and its goals. It should also include a summary of your research and your target market.
Business Description: This should include more detailed information about your business, such as your mission statement, services offered, and competitive advantage.
Market Analysis: This should include information about your target market, including demographics, needs, and buying habits. It should also include information about your competition and how you plan to differentiate yourself.
Operations Plan: This should include information about how your business will operate, acquire customers, and provide notary services.
Financial Plan: This should include financial projections, such as projected income and expenses, and a break-even analysis.
Conclusion: Summarize your business plan

Creating a successful business plan is key to setting your mobile notary business up for success. Knowing the demand for mobile notary services in your area and the competition you will face are important considerations. Moreover, understanding the regulations and requirements of becoming a notary in your state is paramount. Additionally, understanding your target market, operations details, and plans for financial gains can help build a complete business strategy. Ultimately, this approach will provide more insight into setting goals, achieving objectives, and becoming a successful business owner.

Once you have completed your business plan, reviewing it and making any necessary revisions is important. You may also consider seeking feedback from a mentor, business advisor, or other notaries who are experts.

To be successful in the mobile notary business, it’s important to have a solid mobile notary business plan in place. This plan will serve as a roadmap for your business, outlining your goals, strategies, and financial projections. By taking the time to research your market, create a comprehensive business plan, and seek feedback from experts, you will be well on your way to starting a successful mobile notary business.

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January 27, 2016

Best Resources for New Signing Agents & Beginners

Are you starting out as a mobile notary and don’t know which direction to turn? We know where you should turn and what you should read. So, indulge yourself in this reading list.

The 123notary 30 point course
http://blog.123notary.com/?cat=3442

Signing Companies that hire new Notaries
http://blog.123notary.com/?p=7059

How to become a successful mobile notary from scratch
http://blog.123notary.com/?p=13340

Is having an NNA background check necessary for work?
http://blog.123notary.com/?p=10385

How to write a notes section if you have no experience
http://blog.123notary.com/?p=4173

5 or 6 reviews doubles your business
http://blog.123notary.com/?p=8484

Signing Agent Best Practices
http://blog.123notary.com/?p=4315

Basic technical information for new Notaries
http://blog.123notary.com/?p=10472

Cattle Call Notary Offers
http://blog.123notary.com/?p=9841

$30 loan signings — is it worth it?
http://blog.123notary.com/?p=10456

2014 excerpts from great notes sections
http://blog.123notary.com/?p=13613

What’s your monthly marketing plan?
http://blog.123notary.com/?p=9683

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August 29, 2014

Notary Information for Beginners – Best Posts

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General
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What is a Notary Public?
http://blog.123notary.com/?p=6498

What makes a mobile notary a mobile notary?
http://blog.123notary.com/?p=8302

Notary Journals from A to Z
http://blog.123notary.com/?p=8348

Everything you need to know about journals
http://blog.123notary.com/?p=70

Identification requirements for being notarized
http://blog.123notary.com/?p=4299

Notary Certificates, Notary Wording & Notary Verbiage
http://blog.123notary.com/?p=1834

—————————————
Become a Notary
————————————–

Notary Oath of Office information
http://blog.123notary.com/?p=2545

——————————
Notary Acts
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What is a Jurat?
http://blog.123notary.com/?p=6937

Everything you need to know about Acknowledgments!
http://blog.123notary.com/?p=1199

Optional info on Acknowledgment Certificates
http://blog.123notary.com/?p=4407

Information about various notary procedures
http://blog.123notary.com/?p=2268

Interesting and uncommon notary acts
http://blog.123notary.com/?p=483

———————————
Additional Info
———————————

Industry standards in the notary business
http://blog.123notary.com/?p=4370

Fraud and forgery related to the notary profession
http://blog.123notary.com/?p=2294

Which states allow e-notarizations?
http://blog.123notary.com/?p=2528

Notarizing your foreign language document!
http://blog.123notary.com/?p=2768

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