Notary2Pro April 2025 Notary Roundtable: Top 10 Questions (cont.)
In our latest notary roundtable discussion, we continued addressing your most pressing notary questions. With 7 questions remaining from our original list of 10, we were able to discuss 3 this month. Let’s dive into what our expert panel shared on these important topics.
When and How to Administer an Oath During a Signing
Our panelists emphasized that timing and proper procedure are crucial when administering oaths.
- Verifying the signer’s identity through proper identification
- Ensuring the signer is present and aware of what they’re signing
- Having the signer raise their right hand (though this is customary rather than legally required in most states)
- Clearly stating the oath: “Do you swear (or affirm) that the statements in this document are true and correct to the best of your knowledge?”
- Waiting for a verbal affirmative response before proceeding
Remember that different documents may require different oath language, so familiarize yourself with the specific requirements for common documents in your jurisdiction.
Best Practices for Excellent Customer Service and Client Communication
Our experts agreed that clear communication is the foundation of exceptional notary service. Their top recommendations included:
- Respond promptly to all inquiries, ideally within 1-2 hours
- Set clear expectations about timing, fees, and required documentation
- Send confirmation messages with all necessary details before appointments
- Follow up after signings to ensure client satisfaction
- Maintain a professional but friendly demeanor that puts clients at ease
Efficiently Reviewing and Organizing Documents Before Signing Appointments
Document preparation can make or break a smooth signing experience. Our panel suggested:
- Request documents in advance when possible
- Create a checklist for each document type to ensure nothing is missed
- Use color-coded tabs to mark signature pages and notary certificate locations
- Review for completeness, including all required fields and signatures
- Organize documents in signing order to create a logical flow
Watch Now
Don’t miss this opportunity to learn from the best in the business. The roundtable replay is available now for all Notary2Pro members.
Access this notary roundtable and our entire library of training resources. Our free resources are designed to help you become the most successful notary signing agent you can be!
Stay tuned for our next roundtable where we’ll address more of your questions. Want to suggest topics for future discussions? Email us at contact@notaryroundtable.com.