Best on desktop.
Bulk CSV upload involves a file picker, a wide preview table, and editing in a spreadsheet. It works on a phone but isn't designed for it. For a single order on mobile, use the standard intake form instead.
How this works
- 1. Download the template — CSV with the exact columns we need (sample rows cover all four client types).
- 2. Fill it in — one row per order. Copy/paste from your closing software, case management, or CRM is fine.
- 3. Upload or paste below. We'll validate every row before anything saves.
- 4. Preview & confirm. See exactly what we'll create, fix any errors, hit submit.
- 5. Confirmations sent for each order (when emails are configured).
— or paste CSV content below —
CSV column reference
| Column | Required | Format / Example |
|---|---|---|
| client_type | — | title_company | law_firm | lender | business (defaults to title_company) |
| title_company | ✓ | Firm / company name — e.g. "Independence Title — Westlake" or "Smith & Garcia PLLC" |
| contact_name | ✓ | Sarah Mendez |
| contact_email | ✓ | sarah@independencetitle.com |
| contact_phone | ✓ | 512-555-0123 |
| signer_name | ✓ | Robert Johnson |
| signer_phone | — | 512-555-0182 |
| signing_address | ✓ | 2401 Pecos St |
| signing_city | ✓ | Austin |
| signing_zip | ✓ | 78703 |
| scheduled_date | ✓ | 2026-05-26 (YYYY-MM-DD) |
| scheduled_time | ✓ | 15:00 (24-hour HH:MM) |
| doc_type | ✓ | Loans: refinance, purchase, heloc, reverse_mortgage, loan_mod, second_mortgage, forbearance · Estate/legal: will, trust, power_of_attorney, healthcare_directive, affidavit, probate, divorce_papers, settlement_agreement, quitclaim_deed, beneficiary_designation · Cross-cutting: apostille, general_notary, ron, business_doc, other |
| package_count | — | 1 (default), 2 = dual (e.g. borrower + seller copies), 3 = triple |
| loan_number | — | LN-2026-04421 (or law-firm matter #, lender loan #, etc.) |
| fee | — | e.g. 150 — if blank, defaults by client_type: $150 title/lender, $95 law_firm, $85 business |
| notes | — | Gate code 1234, bilingual signer, etc. |
Need help? Email dispatch@itsofficialnotary.com.