New Client Intake Form

New Client Intake Form

Welcome to Precision Signing Agency! This form will take approximately 5-10 minutes to complete. We look forward to partnering with you and your team. In order to best serve you and your company, please provide as much detail as possible so we can tailor our Signing Agent Instructions specifically to your needs.
Date*

MonthDayYear
Date
Your Name*

First NameLast Name
Company Name*
Type of Company*
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Company Phone Number*
How did you hear about PSA?*
Please Specify
Your Company's Website
Approximate number of MONTHLY remote closings you anticipate on sending Precision Signing Agency*

1-1011-2526-5051-100101-250251-500501-1,0001,001-2,5002,501-5,000
Ink Preference for your signings:*

BLUE InkBLACK InkNo Preference
Page Size preference for your signings:*

All LETTERAll LEGALMixed Page (Print by page size)
Would you like a second (blank/unsigned) copy of the document package left with your signer(s)?*

Yes, please have our Loan Signing Agent print a second copy for the signerNo, Save the Rainforest! Our team will provide a digital, executed copy.
Are any of your files underwritten by Fidelity? Precision Signing Agency IS a Fidelity-approved signing service. We like to know this in advance for FNF-specific files and clients.*

YesNo
Are you located in an attorney state?*

YesNo
If you are located in an attorney state, please list the state(s):
Are you licensed or does your company operate in a witness state?*

YesNo
How many states do you operate in or are you licensed in?
If you have operations in multiple states, please list them here:
List states your company is licensed in above
Precision Signing Agency offers a full suite of services, including Remote Online Notarization (RON), worldwide. We partner with BlueNotary. Would you like to utilize PSA's full-service RON service, in addition to in-person remote closings?*

YesNoMaybeNot right now, but in the future
See below for our comprehensive Remote Online Notary (RON) policy:
Which title software does your company or office use?*

SoftProQualiaRamQuestResWareEClosingCloser's ChoiceOther
Our platform (Snapdocs) offers free integration with the title software providers listed above. Please indicate your preference for placing orders with Precision Signing Agency*

We would like to place orders on your platform, precisionsigningagency.snapdocs.comWe would like to use the title software integration option. Please send additional details on how to set-up the integration.Unsure at this time, please provide additional details

Please list all your employees and/or emails who need access to the scheduling platform to place orders with Precision Signing Agency.

	First Name	Last Name	Email Address
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25

Does your company have multiple office locations?
We aim to streamline our Accounts Receivable process as much as possible. Please select the option you are most likely to use:*

We will mail a single check for every transactionA monthly, aggregate checkI'm willing to hold the single checks and send them once a month via FedEx or UPS to reduce shipping costs and opportunities for USPS to misplace our checks.ACH or Wire
Please provide the name, phone number, and email address of the person or Accounting Department responsible for receiving monthly statements:
Below is a copy of our standard Signing Agent Instructions. If you'd like to make any changes or suggestions to tailor this form specific to your company, please enter the changes or deletions you'd like to suggest below.
Any additions, deletions, or suggestions to customize your company's signing agent instructions?
The best way to kick-off a new partnership is to set-up a team onboarding call with your employees. Is this something you'd like to do?

Yes, let's schedule it.No thanks, I'll just start placing orders.Maybe, reach out to me to discuss further.
Below, you'll find a copy of our PSA + Snapdocs Client User Guide.
Are there any additional details our team at Precision Signing Agency should know about partnering with you and your team?
Owner & CEO Autumn Fleck's contact information
Should be Empty: