New Client Intake Form

New Partner Intake Form

Welcome to Precision Signing Agency. This intake form allows us to document your operational preferences and establish alignment prior to launch. Estimated completion time: 5–10 minutes.
Date:*

MonthDayYear
Date
Your Name:*

First NameLast Name
Your Email:*
example@example.com
Your Title*
Organization Information
Company Name*
Type of Company:*
Company Physical Address:*

Street Address

Unit / Suite / Building

CityState

Postal / Zip Code
Is the mailing address the same as above?*

YesNo
Company Mailing Address

Street Address / P.O. Box

Unit / Suite / Building

CityState / Province

Postal / Zip Code
Company Phone Number:*
Company Website:*
"N/A" if none
How did you hear about PSA?*
If you were referred to PSA, who can we thank?*
Please enter name or company who referred you.
Monthly Volume
Estimated monthly remote closing volume you anticipate sending to PSA:*

1 - 45 - 1011 - 2526 - 5051 +

Remote Signing Type
Do you anticipate utilizing Remote Online Notarization (RON) services through PSA’s BlueNotary partnership?*

Yes, RON onlyHybrid, both RON and in-person signingsNo, in-person signings onlyUnsure / would like information on both options

Standards & Alignment
PSA Signing Execution Standards establish the baseline requirements for all appointments coordinated by Precision Signing Agency.
If your organization has any additional requirements or preferences that should be documented for your transactions, please provide them below:
The additional instructions listed here will be visible to PSA & LSA on every order placed within your organization
PSA conducts a Strategic Signing Partner Calibration Call to align expectations, workflows, and service standards prior to launch. Please indicate how you would like to proceed:*

Yes, please send scheduling detailsUnsure, please provide additional informationNot at this time

Remote Online Notary Signings
See below for our comprehensive Remote Online Notary (RON) policy:
Precision Signing Agency provides Remote Online Notarization (RON) services through our BlueNotary partnership. RON transactions are subject to PSA’s RON Standards and state-specific compliance requirements.*

I acknowledge that RON transactions must comply with PSA’s RON standards and applicable state requirements.

Operational Setup
How would you prefer to submit orders to Precision Signing Agency?*

Place orders directly through PSA’s Snapdocs portal (precisionsigningagency.snapdocs.com)Utilize title software integration (please send setup details)Unsure at this time — please provide additional information
Which title or closing software platform does your office use?*
PSA is able to utilize software integration with most platforms.
Please provide the information for all team members who require access to PSA’s scheduling platform for order placement and management. *
*Users granted Manager Access may view and manage all orders submitted within your organization.

Please provide the information for all team members who require access to PSA’s scheduling platform for order placement and management. *Users granted Manager Access may view and manage all orders submitted within your organization.*

	First Name	Last Name	Email Address	Manager*
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Billing & Finance
To ensure efficient billing and reconciliation, please indicate your preferred payment method:*

Single check per transactionMonthly consolidated checkACH or wire transfer
Is there a centralized accounting contact or department responsible for receiving invoices and monthly statements?*

YesNo (invoices will be sent directly to the submitting user)
Accounting Contact Name*

First NameLast Name
Contact Title
Contact Email*
example@example.com
Accounting Phone Number
Please enter a valid phone number.

Additional Details
Is there anything else our team should know to ensure a smooth partnership?
Owner & CEO Autumn Fleck's contact information
Should be Empty:

New Partner Intake Form

Organization Information

Monthly Volume

Regulation Specifications

Remote Signing Type

Remote In-Person Signing Specifications

Standards & Alignment

Remote Online Notary Signings

Operational Setup

Billing & Finance

Additional Details