Any applications that are successfully completed through our partnered online notary service will be automatically routed to your portal for final review and approval.
While we do our best to ensure the accuracy of each application, we still encourage you to take a moment to review all submitted documents.
As the final decision-maker, it's important that you are fully satisfied with the application and have accepted all necessary documents.
To approve a customer application, follow these steps:
From your Dashboard, there are two boxes for ATMB and Direct applications.
Click on the box that shows a number notification, this means an application is ready for your final review
You should see a list of the application(s) pending your review, simply click on the customer's name.
Scroll and review the details, and click on the customer’s documents to view and download them (if needed), taking the time to review them thoroughly.
If you are satisfied, click Approve Application at the bottom.