New Client Intake Form
  • 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 FNF or its affiliated brands?*

  • 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)?*
  • Do any of your transactions occur in states that require witness signatures at singing?*

  • Anticipated Signing 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?

  • Expected Signing Types

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

  • 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 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 a second (blank/unsigned) copy of the document package left with your signer(s)?*

  • 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:

  • Calibration Call

    This brief virtual meeting allows us to align on workflows, communication preferences, escalation procedures, and any special requirements unique to your business. We recommend including anyone who will be placing, managing, or overseeing signing orders
  • To help ensure a smooth and successful partnership, who should be included in your Strategic Signing Partner Calibration Call?*

  • Billing & Accounting

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

  • Order invoices become available in Snapdocs 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.

  • Payment Source

  • 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 takes place directly within the order platform to maintain a centralized and transparent record. We may occasionally reach out by email, phone, or text for urgent operational matters, account updates, and client success or partnership communications. Please let us know your communication preferences below.
  • How do you prefer to be communicated with for follow-up and additional information?*
  • How often would you like to hear from us outside of active orders?*
  • Would you like to receive occasional updates, industry insights, and best practices from Precision Signing Agency?*

  • Feedback

    We care about your experience, and we want to continuously improve.
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