How we handle your closings.

Built around title-industry expectations for secure document handling, vendor accountability, and protection of non-public borrower information.

• Vendor packet ready →

  W-9, certificate of insurance, signed independent-contractor agreement, rate sheet, and net-15 terms — assembled for your onboarding team on request.
• Background-checked notary network

  Every signing agent is reviewed at onboarding — active commission, E&O, current background screening, coverage area, and signing experience — with expirations monitored.
• Secure document intake

  Loan docs, IDs, and borrower data move through an encrypted portal with access logging. Email is for coordination only — never a plain email thread.
• Written privacy + information-security program →

  Published privacy notice plus GLBA-Safeguards-aligned controls. A written security summary is shared during vendor onboarding.
• E&O coverage on file

  Errors-and-omissions coverage carried by every notary in the network, verified at onboarding. Certificate of insurance available to onboarding teams on request.

These are operational standards we maintain in-house and document below. We don't claim third-party certification (such as an ALTA Best Practices assessment); independent review is on our roadmap as we scale.

Secure document intake

Loan documents, IDs, scanbacks, and borrower information are handled through secure upload, never a plain email thread. Email is used for coordination and order requests only.

Access control

Role-based access, with each portal separated so access to one cannot reach another. Privileged actions are authorized on the server.

Encrypted storage

Documents and data are encrypted, in transit and at rest, in access-controlled storage.

Document access logging

Every document access is logged, and files are served only to authenticated, authorized users.

Retention + deletion

Documents are retained only as long as needed for order completion, QC, billing, and client requirements, then removed per our retention schedule. Title-company deletion requests are honored, subject to records we are legally required to keep.

Credentialed notaries

Notaries are vetted at onboarding — active commission, errors-and-omissions insurance, and a current background check — with credentials tracked and expirations monitored.

Package QC

Every executed package is quality-checked, with findings reviewed internally before the title company receives it.

Contractor document handling

Network notaries are contractually bound to handle documents only on the platform or approved channels — no personal cloud storage, no texting or unauthorized sharing of loan docs, no subcontracting without approval, secure printing, and shredding of spoiled pages.

Incident response

We maintain an incident-escalation process and notify affected title-company customers of material security incidents without unreasonable delay, and within contractual notice periods where applicable.

GLBA Safeguards-aligned vendor controls

We support title-company and lender vendor-security expectations with written controls for borrower NPI — access control, document handling, and incident escalation. A written security summary is available during vendor onboarding.

Texas Data Privacy + Security Act (TDPSA)

Privacy notice describes categories of NPI collected, purposes, retention, and rights. We don't sell or share data for cross-context behavioral advertising.

Texas notary law (Gov. Code Ch. 406)

We do not interpret documents, select certificate language, or provide legal advice. UPL disclaimer appears on every title-co milestone email. Notary journal records are retained for 10 years per Ch. 406.

Wire instructions

We do not receive, change, verify, or transmit wire or funding instructions. Any wire or funding question is directed back to the title company, lender, or settlement officer.

Correction authority

Packages are reviewed before release and identified issues are escalated for correction before shipment when correction is permitted. Some issues cannot be resolved by the notary without title or lender approval.

No legal advice

Notaries do not interpret documents, select certificate language, or provide legal advice. A UPL disclaimer appears on every title-company milestone email.