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 reject 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 not satisfied with the application, simply add Notes to your Renter. Here, you can tell your customer what they need to modify or add to the documents that they submitted. The notes that you added will be sent to the customer.
Then, click on Reject Application at the bottom
Please note, that rejecting a customer's application does NOT reject them entirely from your location and/or delete their application.
It simply means that their account is still not fully verified and will require the customer to upload additional documents in order to be approved.
Once the customer has submitted what has been requested via the notes you added, the application will be sent to you once again for approval