Transcription
Tech Tools Needed to Succeed as aMobile Notary, Loan Signing AgentA Loan Signing Agent Guide to All Things TechPhotoHere 2019 National Notary AssociationMark RoyOwner, NotaRoy, LLC
PRESENTED BYMark Allen RoyIntroduction and BackgroundMark Roy Owner, NotaRoy, LLC Notary Public and loan signingagent (Fall 2013) 3rd NNA Conference Network consultant, 30 years intechnology industry Married for 27 years, 4 boys Cardiac arrest 7-11-18, back fromthe dead and ready to roll 2018 National Notary Association
PRESENTED BYMark Allen RoyOverview & ObjectivesIntroduce tools, tips and tricks that make youthe preferred mobile Notary Signing Agent tolenders, title companies and signingagencies. Find out which printers and scanners work best for loansignings and scan backs. Understand how to maintain a cloud-based filing systemfor your entire office. Learn how to integrate email, customer relationshipmanagement (CRM), records management system(RMS) and accounting. Must have tech tools ―the survivors guide for mobileNotary professionals. How to maintain security for your business. 2018 National Notary Association
PRESENTED BYMark Allen RoyCheaper, Faster, Better – Pick Any TwoThe myth that you can have it all Cheap is fun, but not necessarilyeffective. Good is great when it’s fast, butthis comes at a cost. Fast is always preferred, but beweary of quality when skirtingprice. 2018 National Notary Association
PRESENTED BYMark Allen RoyAll Things Tech ― Integration Is the KeySoftware programs shouldtalk to each other Does your customer relationshipmanagement software (CRM) allowyou to see invoice history in realtime? Can your records managementsystem (RMS) accept files directlyfrom any device (laptop, mobile,web)? Does your accounting software allowfor third-party integration? 2018 National Notary Association Do all of your critical apps(Accounting, CRM, RMS, OrderEntry) integrate with your email?
PRESENTED BYMark Allen RoyWhere Do I Start? / What Do I Need?Pick a Software Universe Today, there are (3) softwareuniverses Apple, Google, Microsoft. Two of these platforms are opensystems (Microsoft, Google). One ofthese platforms is a closed system(Apple). Open systems allow for third-partyhardware, closed systems do not. Open systems invite malware / viruses. 2018 National Notary Association
PRESENTED BYMark Allen RoyPrinting & Scanning with the ProsHewlett Packard PrintersHP M402dn - 219256M RAMCartridge 22/5K pagesUp to 40ppmDuty Cycle: 80K/moCheaper / Better 2018 National Notary AssociationHP M506dn - 549512M RAMCartridge 30/12KpagesUp to 45ppmDuty Cycle: 150K/moFaster / BetterHP M607dn - 840512M RAMCartridge 30/12KpagesUp to 55ppmDuty Cycle: 250K/moFaster / Better
PRESENTED BYMark Allen RoyPrinting & Scanning with the ProsFujitsu ScannersFujitsu iX500 - 300Up to 25ppmCloud EnabledFaster / Better 2018 National Notary AssociationFujitsu iX500 - 475Up to 30ppmCloud EnabledSmart Touch ScreenFaster / Better
PRESENTED BYMark Allen RoyOrder Entry via Snapdocs Snapdocs for Order Entry Scales across all platforms (CPU/ Tablet / Phone) Secure portal for clientcommunications Direct deposit via ACH andVendor Pay Notary profile scoring Get more work It’s Free! 2018 National Notary Association Snapdocs Future Roadmap Digital Closing Platform Support for traditional, hybrid,and full e-Signing transactions. Automated QC & Recording Post Signing Surveys
PRESENTED BYMark Allen RoyRecords Management System (RMS) viaEvernote Why Evernote for RMS? Get organized Find everything fast Sync across devices(CPU/Tablet/Phone) Clip web pages, images, PDFfiles Search for text inside ofimages Share notes with friends andcolleagues Cost - 5.99/mo. or 60/year 2018 National Notary Association Evernote Integrates with . Email CRM software Scanning software(CPU/Tablet/Phone) Internet via Web ClippingService Colleagues via collaborativeshare
PRESENTED BYMark Allen RoyCustomer Relationship Management (CRM)via Insightly Why Insightly for CRM? Comprehensive contactmanagement Automatically populate socialprofiles Mobile CRM app Email tracking Lead management Workflow automation Cost - 29/mo. 2018 National Notary Association Insightly integrates with. Email (Google & Microsoft) Apple mail (customaddressing) Web forms RMS software (Evernote, OneNote, etc.) Mailchimp
PRESENTED BYMark Allen RoyAccounting via QuickBooks Online (QBO) Why QBO for Accounting? Simple, easy to use. Scales across all devices (CPU /Phone / Tablet). Connect bank accounts, creditcards and investment accounts. Create personalized invoices. Snap photo of receipts and sendto QBO for expenses. Run reports and share withaccountant. Cost ― 20/mo. 2018 National Notary Association QBO Integrates with. CRM via Insightly 1099 E-File service Your accountant
PRESENTED BYMark Allen RoyMust Have Tech Tools – Website Manager Go Daddy for Website Largest domain name registrar Website builder and manager Email subscription services Contact forms Appointment scheduling Photo gallery Social media integration Online store Excellent customer support Cost ― 120/year 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Smartphone ScannerTurboScan for Mobile Phone Turns smartphone into powerfulmobile scanner for docs, receipts,photos, etc. Integrates with Email, AirPrintEvernote, DropBox, iCloud Drive,Google Drive. Compact files with adjustable sizing. Automatic edge detection andperspective correction. Ultra-fast processing (4-sec/page). Cost ― 6, one time fee! 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – PDF ManagerPDF Merger (Free) Merge multiple files into onePDF Merge password protectedPDF files Sort alphabetically Support drag and drop Link’s individual files and/orfolders Cost ― 0,Yes it’s free! 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Virtual Machine SWVMware Fusion for MAC Run any operating system on a MAC. Support for Windows 7, 8 and 10. Powerful graphics. Integrated experience, share filesbetween MAC and Windows. Print with Adobe via Windows;support for dual tray printers. Unity allows windows apps to launchdirectly from within MAC desktop. Cost ― 79 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Notary ActNotary Act Scan - The Notary scans, observes andverifies the identification of signer(s). Sign – NotaryAct securely archives proofof the physical presence and identity ofpeople whose signatures have beennotarized. Save – NotaryAct records are retrievableanytime, anywhere from any device forcompliance, reporting and risk mitigationservices. Cost ― 3.00/mo. 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Apple Watch 3/4Freedom Calls Notifications – Receive new orderalerts right from your wrist. Cellular ― Stay connected when youare away from your phone. Makecalls and send texts with just yourwatch. Siri – Ask Siri to set reminder, send acalendar invitation, or give youdirections all without your phone. Streaming Music / Workout Apps Cost – iWatch3 299- 399 / iWatch4 399-499 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Password ManagerDashlane Password Manager Store – Keep all your passwords andpersonal info in one place. Secure – Protect sensitive information withpatented security architecture and real timealerts. Access – Securely auto fill forms and loginswith your stored passwords and personalinfo, anywhere you go. Synchs across multiple software universes. Breach Alerts & Protection VPN service w/Premier Plan Cost ― 59/yr. Premium Version 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Apple Air PodsWireless Headphones - Untangled Clear, superior sound. 24-hour battery life. 5-hr talk/listen time per charge / 15-mincharging equals 3-hr talk/listen time. Tap into Siri – double-tap either AirPod toactivate Siri, without taking phone out ofpocket. Automatic setup, seamless switching. Cost ― 159 2018 National Notary Association
PRESENTED BYMark Allen RoyMust Have Tech Tools – Apple iPad Pro 2/3Mobile Tablet for e-Signings High resolution retina display 10.5” (Mod-2) or 11.0” (Mod-3) screens (4) stereo speakers Support for Apple pencil 4K video support Pro-Motion technology supports fasterscreen refresh Works flawlessly with Pavaso digital loanclosing platform. Cost – Mod-2, 879 for 256GB w/cellular 2018 National Notary Association
PRESENTED BYMark Allen RoyEmail Automation TipsSignatures & Rules Create custom signatures for. First-time introduction New client Critical files update Scan backs Create custom rules for New Orders New Customers Payments 2018 National Notary AssociationEmail Integration Evernote ― custom mailaddress forwards to specificfolders. Insightly ― custom mailaddress forwards to specificorganizations, persons and/orprojects. IMAP compliant, syncs mailacross all devices (CPUTablet-Phone).
PRESENTED BYMark Allen RoyTips & Tricks for Cyber Security – Part 1Security is Never Free No free email / webmail No free websites / domains No free storage services No free data sharing services No free lunch 2018 National Notary Association
PRESENTED BYMark Allen RoyTips & Tricks for Cyber Security – Part 2Process is Prudence – email Never open an email attachment froman unknown sender. Never open an email attachment froma known sender that you are notexpecting. Never open URL web link fromunknown or unexpected source. Never open attachment or web linkfrom FedEx / UPS / USPS. Never provide info. to bank/financialemail link. 2018 National Notary Association
PRESENTED BYMark Allen RoyTips & Tricks for Cyber Security – Part 3Protect your Online Shopping Eliminate use of credit cards; usedebit cards with fixed limits for onlinepurchases. Never verify user ID and/orpasswords online. Contact customerservice if you receive a digitalmessage to verify accountinformation. Apple Pay, Google Pay eliminate thepresence of digital cards. PayPal stores account information viaoffline servers. Square Cash / Zelle / Venmo providesecure personal and business mobilepayment services. 2018 National Notary Association
PRESENTED BYMark Allen RoyWhat Does It All Cost?Monthly Operating Fees 600 QuickBooks Online - 20 Evernote Premium - 5 NotaryAct - 3 Insightly - 29 or free Credentials (NNA, E&O, bond, BG check) - 20 Paper/Ink - 75 Gas - 275 Comms - (phone, web, internet) - 165 Acquisition Costs 1,700 / 3,300 Printer - 275 / 750 Scanner - 300 / 475 Phone - 450 / 900 Tablet - 600 / 1,200 2018 National Notary Association
Questions? 2019 National Notary Association
Contact InformationMark Roy, OwnerNotaRoy, LLCmarkroy@notaroy.com 2019 National Notary Association
Rate ThisWorkshopPlease tap the NNA 2019 App to rate thispresentation. If you have questions aboutthe app, visit us at the NNA Hub.Thank you for attending! 2019 National Notary Association
Tips & Tricks for Cyber Security -Part 2 Process is Prudence -email Never open an email attachment from an unknown sender. Never open an email attachment from a known sender that you are not expecting. Never open URL web link from unknown or unexpected source. Never open attachment or web link from FedEx / UPS / USPS.
