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hey guys it's francis harry here with notary to notary and in this video i'm going to show you guys how to build a successful profile on snapdocs we're going to go over what snapdocs is how to actually sign up with them and a bonus tip at the end of the video i'm gonna teach you guys how to make snapdocs profitable for you i've always heard on social media and through my students that they're on snapchats but they're not getting orders and they're not getting the volume that they were expecting i'm gonna tell you why that is i'm gonna give you helpful tips and tricks to turn your snapdocs profile into a money making mechanism for you okay ready to get started [Music] so what is snapdocs snapdocs is not a signing service snapdocs is a technology platform that you would go on and sign up as a notary signing agent to help you get closing opportunities in your area so basically it connects lenders and title companies with no resigning agents and it allows them to work on one platform together to complete loan closings so snapchat's actually actually been around for quite a while i've been watching them and they've been growing leaps and bounds over the years i've been on their platform for a couple years now and i really love how it's user friendly i love how they've upgraded the system and i love that it makes the closing experience so much more easier for both the notary signing agent and for the title or the lender or signing company that you're working with on the platform so it does have a really cool um option down here that i thought i wanted to show you guys i thought it would be really cool it's the find a notary public feature they have on their website where anyone can come onto snapdocs plug in a city or state or a zip code and find no republics near them so let's try it out my new york is showing i know okay so i just put in a basic zip code so i just put in a basic zip code and it's bringing up notaries that are in my area you can also filter it out by a verified commission and if they have you know insurance that i always talk about guys in the training so let's just click on a random profile so when you look at her profile you can see her name her bio here the zip codes that she services you can also see information about her how many signings she said on the platform when she was last seen was today so information like that which is really cool and she has a professional picture posted let's try another one let's see if we put in okay so this one here is actually closer to me the richmond virginia area oh look there i am okay and let's see if we can scroll to it's so cool when i come up here because i can see all of my students all over the place and it's like super awesome like i love her she's super awesome she always um provides helpful content she's always reaching out so i absolutely love her profile let's see i actually know barbara as well let's just try i know one i know quite a few people on here and then notary especially the ones that are close to me so let's just click a random profile let's try kristen so she has a professional picture a professional picture here she has the area she services and then some information about her she has completed over 200 240 signs on the platform and she is willing to travel so she has information there so that's a really cool feature that snapdocs does have i think it's super cool and exciting so let's go ahead and make our profile okay so let's go ahead and hop in and make our profile so we're going to click sign in i already created an account but it's really simple actually let me go back let me show you what it looks like to create an account you would basically click get started choose which one you would be well for this video would be a notary signing agent and then put your name first and last name and your email address and they're gonna send you a link to verify your email and then you would on board from there so it's gonna take you right to the sign in page when you um click that link to verify your email and so you'll sign in and then we'll build our profile so i'm gonna go ahead and sign in okay so i went ahead and logged in i made a fake account um just so we could show i could show you how it works so once you log in this is your dashboard when you have appointments they will be set here you'll be able to see your client the signer's name the appointment date and time how much you're being paid is the fee if you've been paid already if docs have been uploaded and the status of the closing so like pending or open closed those things will show there okay so as you see it says credentials to be updated i am unverified i don't have a picture i have anything a really cool thing right here is the signing notifications when you click that you can see if there are signings in your area that have been sent out to you you can respond right on here your response rate is super important too so even if you get a notification that you can't take you definitely want to respond because that will affect your response rate so let's go ahead and look at the credentials portion so when you get to the credentials this is what snapchat is looking for to have you 100 verified there's an id verification where you just put your id information in it's going to verify id actually take a picture of it and it actually does like a photo face recognition identification process and that's how you get approved for that the notary commission you'll fill in this information and upload a clear copy of your actual commission certificate here okay background check you would add as well we could just click that really quick that goes to the nna typically you would put in the company name hit agree um when you receive the certification and then you also upload a copy of that as well please note that it does say it'll take several business days to verify your document so it doesn't happen instantly guys eno insurance is the same thing putting the company name policy number all that information here upload your document here as well okay so the only thing we're going to talk about is the nna certification because a lot of people say well i am not a certified but it's not showing up as certified on snapdocs what you need to do is go log into your n a profile on your credentials page your profile page just there's a little link there that says upload commission certificate upload your commission certificate there and then it will have n a showing you as certified as long as you've also taken your exam and background check so you need all three of those things you need your exam and background check done with the nna that 70 package i talk about all the time and also uploading your certificate commission directly to the nna's platform then that will be checked off as verified okay so all five of these things need to be verified you also want to complete your w9 form you will do it on here this is basically how you get paid so you want to put in if you're doing an llc put that in if you're just doing a separator put that in your social your mailing address this is where they're going to mail your checkout to so the companies will have this information from you automatically and that's what they're going to mail your checks out to as well as your end of year forms okay they have a really cool thing on here too for um what is it called like an easy pay auto pay thing where you put in your banking information and they will pay you automatically right from there so it's super cool it's vendor um vendor pay that's what it is and so the vendors that are on here that are enrolled into vendor pay with snapdocs can pay you automatically on here as well so the first thing you want to do is complete all of your credentials listed here and make sure they are submitted give them a couple of days to go ahead and approve your profile okay so let's go back that's the dashboard companies you can add the companies that you're working with as well if you want to um so they can go on snapdocs make it a little bit easier for you if you choose to do that it'll also have the companies that you've actually been working with the accounting piece is really cool but i use i don't typically use it you can i use notary assist for all of my accounting but it will show you all the payments you've received on the snapdocs profile okay so this is another another important piece this is your your actual profile so you would upload a picture so let's see if we can just add a photo okay went ahead and added a professional photo this photo actually gets sent directly to the client when you're when you're confirmed for a loan appointment so when the title company or signing company hires you for a job they will send your photo out to the signer so that way they know who's actually coming to their home okay so you want to make sure you have a professional photo there no photo at all is just as bad so you want to make sure that you have a professional photo there okay you can also turn off notifications like you're going out of town you can turn it off like so you won't get text messages for that time frame just make sure it's on when you want to have it on you can also turn your profile off of public i don't do that i think it should be public so you get the most um as many jobs as possible okay you can put a bio here you put your name your email if you speak any additional languages you can add that as well so i am a dual um i speak two languages english and spanish which is very good if you speak more than language definitely add it to all of your profiles okay if you're an attorney you can put that see that laserjet dual trade printer that i'm always talking about go ahead and check that out that you have that your company name is just your name if you have a company if you have a website you can put that up there your address so payment address is different from this address here because sometimes you have companies that want to ship you your loan documents that's what that address is for so you have a regular address for shipping and then a payment address if it's the same thing just use the same address okay but they will let you know if they're shipping docs out to you and that's usually like if you have a mail away closing where there was a signer already on on one half of the closing with the other signers another state it's called a mail away closing and then sometimes a lot with reverse mortgages they'll have they'll actually mail the documents to you so you want to make sure your phone numbers are accurate here as well you can put an emergency contact if you want to and this is what i was talking about with the vendor pay so it's it gives you the option to actually set up vendor pay you put in your banking information it's direct deposit and that way and they update it on the platform as well when the payment has been sent out snapdocs also sends you email notifications when payments have been sent out for any signings you have done so it's actually a really cool feature i would definitely turn that on snapdragons also has this quiz here oh let's go here so the signing agent basics quiz it's about 10 questions i think yep 10 questions it's pretty simple um go ahead and take that quick quiz and that just helps your profile even more they do also have a help center so when you first start off you see my ranking says low because i have it i don't have any credentials on here and i haven't completed my profile and i haven't responded to any post i mean to any request yet okay so this is a general idea of how you set that snapbox page up and so once you're set up and you're verified you're gonna start receiving text messages for signing orders in your area okay you could accept them decline them or negotiate on them it actually gives you a feature where you can put no and ask you why and if it's like the distance is too far it's like okay if it's too far how much money would you like to go that far you can put in how much if you need a different time you can put that is ways you can negotiate on the text messages as well so that is super cool instead of just saying no you can say um different ways that you can negotiate to get that job okay so that's the basics as far as setting up your profile and making sure that um it can be seen also i want to point out one more thing let's go back to our profile so i told you guys before that i was going to give you helpful tips and tricks to help you grow your profile if you have a profile on snapdocs and you're not making money there's a few reasons why that can happen so let's get started with that [Music]