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Setting Up Your Signing Service Account

This article walks you through what to expect after signing up for NotaryDash as a signing service and how to get your account configured so you can start placing and managing orders.

The Onboarding Fee

Getting started with NotaryDash requires a one-time onboarding fee of $399. This covers your account setup and access to the full platform. After that, you're billed $7.50 per closed order, with a minimum of 10 orders per month.

What to Expect After Signup

Once your account is created and your onboarding fee is processed, you'll receive an email with instructions to set your password and log in for the first time. From there, you'll complete your account configuration before you can begin placing orders.

[Screenshot: Welcome email with login link]

Initial Account Configuration

When you first log in, you'll want to work through these setup steps:

  1. Set your company profile. Fill in your company name, contact information, and address. This information is used on orders and communications sent through the platform.

  2. Configure your signing products. Signing products define the types of signings you handle — for example, loan closings, refinances, or reverse mortgages. Set these up so you can assign the correct product type when creating orders. [NEEDS VERIFICATION: exact steps for adding signing products]

  3. Set up your clients. Clients are the title companies, escrow companies, or lenders you work with. Adding your clients to the platform allows you to associate orders with the correct client when creating them. [NEEDS VERIFICATION: exact steps for adding clients]

  4. Add your team members. Invite the schedulers and staff who will be creating and managing orders. See the section below on adding users, or refer to Understanding User Roles & Permissions for details on what each role can do.

  5. Configure pricing. NotaryDash supports customized pricing for the notaries you work with. [NEEDS VERIFICATION: specific steps for pricing configuration]

[Screenshot: Account settings or configuration screen]

Adding Users to Your Account

Only account admins can invite new users. To add a team member:

  1. Go to your account settings.
  2. Navigate to the Users section. [NEEDS VERIFICATION: exact menu location]
  3. Enter the new user's email address and select their role.
  4. Send the invitation. They'll receive an email with instructions to set up their login.

For details on what admins and standard users can each do, see Understanding User Roles & Permissions.

Before You Place Your First Order

Make sure you've completed the following before creating your first order:

  • Company profile is filled out
  • At least one client is added
  • Signing products are configured
  • Any team members who need access have been invited

Once these are in place, you're ready to start placing orders and searching for notaries.

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