• New Partner 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: 10 - 15 minutes.
  • Format: (000) 000-0000.

  • Organization Information

  • Type of Company (select all that apply):*
  • Format: (000) 000-0000.

  • We love sending handwritten snail mail from time to time...

  • Is the mailing address the same as above?*
  • Does your company conduct transactions in multiple states?*

  • Operational Setup

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

  • *Users granted Manager Access may view and manage all orders submitted within your organization.

  • Regulation Specifications

  • Fidelity National Financial

    Precision Signing Agency is an approved Fidelity vendor
  • Are any of your files underwritten by Fidelity National Financial (FNF) or its affiliated brands?*
  • Are all of the orders you intend to send to Precision Signing Agency underwritten by Fidelity National Financial (FNF) or one of its affiliated brands?*

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    Fidelity National Financial (FNF) Requirements

    If Precision Signing Agency will receive both FNF-underwritten and non-FNF-underwritten orders from your company, your team is responsible for clearly identifying any order requiring a Fidelity-approved Signing Agent before assignment and at the time the order is submitted by including this requirement in the Special Instructions.

    Failure to communicate this requirement prior to assignment may result in reassignment and delays in scheduling.

  • Witness Requirements

    Witness requirements vary by state, document type, and client preference. Capturing this information upfront allows us to prepare signing agents appropriately and coordinate witnesses when needed.
  • Do any of your signings require witnesses?*
  • Please indicate the reason(s) the witness requirement applies:*
  • Which states(s)?*

  • Attorney Requirements

  • Do any of your signings require active attorney involvement?*
  • What type of attorney involvement is required?*
  • If yes, which states(s)?*

  • Signing Projections

  • Anticipated Signing Types

  • Which signing services do you anticipate using? (Select all that apply.)*

  • Anticipated Volume

  • Approximately how many signing appointments / orders do you anticipate sending to Precision Signing Agency each month?*
  • Do you anticipate this volume to increase seasonally or over time?

  • Remote Online Notary Signings

  • Estimated Monthly RON Volume

  • Approximately how many Remote Online Notarization (RON) orders do you anticipate sending each month?*

  • Witness Requirements

  • Do your Remote Online Notarization (RON) transactions require witnesses, and if so, would you like Precision Signing Agency to provide them?*

  • PSA Remote Online Notarization (RON) Policy

    Precision Signing Agency provides Remote Online Notarization (RON) services through our partnership with BlueNotary, as well as through our in-house RON specialists and a carefully vetted preferred panel for additional coverage and scalability. All RON transactions are performed in accordance with PSA’s RON Standards and applicable state-specific compliance requirements.

  • In-Person Signing Specifications

  • Workflow Customizations

    The questions below help us tailor our processes, communication, and signing instructions to align with your team’s unique workflow and service expectations. Your responses allow us to configure your account and train our team to deliver a more consistent and seamless experience.
  • Ink color preference for your signings:*
  • Will the Loan Signing Agent (LSA) need to print documents for your signings?*

  • Printing Expectations

  • Print page size preference for your signings:*
  • Would you like the signing agent to provide the signer(s) with a second printed copy of the document package?*

  • Standards & Alignment

  • LSA Order Instructions

    These instructions will be tailored based on your answers above and included in every in-person signing order. What is displayed below is our standard template for real estate signings and we are happy to further customize it all based on your needs.

  • If your organization has any additional requirements or preferences that should be documented for your transactions, please provide them below:

  • Which carrier do you use for original document return?*
  • Will all packages be returned to the same location?*
  • Do originals need to be sent back to your office for seller documents on cash deals?*

  • Billing & Accounting

    To help ensure accurate billing, reconciliation, and smooth payment processing, please provide your organization’s billing preferences below.

  • Order invoices become available on our platform after a Loan Signing Agent (LSA) is appointed to the order and are also emailed upon order completion.

    Monthly statements are emailed around the 8th of each month for reconciliation purposes.

  • Is payment typically issued by the ordering party, or does it vary by transaction?*

  • Invoice Recipients

  • Who should receive order invoices and monthly statements? (Check all that apply)*

  • Preferred Payment Method

  • How does your organization typically remit payment?*

  • Important: Please include your team’s file number entered at the time of order submission with all payments and remittance details. Precision Signing Agency uses your file number as the primary reference for payment application and reconciliation.

  • Accounting Department

  • Does your organization have a centralized accounting department?*
  • Format: (000) 000-0000.

  • Billing Inquiries Contact

  • Format: (000) 000-0000.

  • Partnership

    Help us understand what matters most to your team so we can tailor our service to best support your workflow and deliver the experience you expect.
  • What do you value most in a signing partner (check all that apply)?*

  • Communication Preferences

    Our primary communication regarding active signing orders occurs within the order platform to maintain a centralized and transparent record of each transaction. Outside of active orders, we may communicate by email, phone, or text regarding account updates, operational information, educational resources, and opportunities to strengthen our partnership.

  • Preferred Communication Method

  • How do you prefer Precision Signing Agency to communicate with your team outside of active signing orders? (Select all that apply.)*

  • Commuinication Frequency

  • What type of ongoing communication would you find most valuable from Precision Signing Agency?*

  • Stay Connected

    Precision Signing Agency periodically shares operational updates, industry insights, best practices, and service enhancements designed to help our partners operate more efficiently and stay informed.
  • Would you like to receive these communications?*

  • Our goal is to communicate intentionally, not excessively. Your preferences help us provide timely, relevant information while respecting your team's time and communication style.

  • Partnership Launch Calibration Session

  • Based on the information you've shared, we'd like to begin our partnership with a brief virtual calibration session to ensure we're aligned before your first signing.

    Investing 45 minutes together now helps prevent miscommunication, unnecessary follow-up, and workflow disruptions later.

    This is a collaborative conversation, not a presentation. We want to understand how your team works, answer questions, and establish shared expectations so we can represent your organization consistently and confidently from the very first signing.

  • How would you like to proceed with your Partnership Launch Calibration Session?*

  • Feedback

    We care about your experience and we strive to continuously improve.
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  • The information provided helps us understand what matters most to your team so we can deliver a signing experience that is seamless, professional, and aligned with your expectations. We are honored by the opportunity to support your business and look forward to serving as an extension of your team. Please click “submit” and we will follow up with next steps within one business day.
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