In this article, I will provide you with some useful information and a pro tip to help you get started smoothly as a new notary. Additionally, I’ll share a valuable method for practicing tests with friends without relying on family members or close acquaintances. Let’s dive in!
Mock Sessions for Testing:
One of the essential aspects of becoming a notary on the BlueNotary platform is familiarizing yourself with the system’s features and understanding the process from both the signer’s and notary’s point of view. To achieve this, it’s recommended to conduct mock sessions or tests. If you don’t want to involve family or friends, you can follow a simple trick.
Using a Spare Email Account:
First, set up a spare email account that you can use solely for this purpose. It could be an existing email lying around or a new random email you create. This way, you can send the mock session or test to yourself and experience the process from start to finish.
Benefits of Mock Sessions:
Engaging in mock sessions offers several advantages. As a notary, it allows you to familiarize yourself with the different features of the Blue Notary platform. By going through the process as if you were the signer, you’ll gain valuable insights into the user experience and identify any potential issues that may arise. This knowledge will enable you to better assist signers and resolve any difficulties they may encounter during the actual signing process.
Hands-On Training:
While Blue Notary provides tutorials on their YouTube channel and comprehensive help desk articles for step-by-step guidance, hands-on training can be an effective way to solidify your understanding of the platform. By actively participating in mock sessions, you can develop a deeper familiarity with the interface and the specific actions required. For example, you might learn that to proceed to the next step on a page, you need to scroll down and click the blue button labeled “Next.”
Enhancing Client Communication:
As a notary, it’s essential to be able to provide prompt and efficient support to your clients. By thoroughly familiarizing yourself with the Blue Notary platform through mock sessions, you’ll be better equipped to answer client questions and guide them through the process. This method ultimately saves time, enabling you to provide excellent customer service over the phone and address any concerns effectively.
Further Learning Resources:
In addition to the mock session method, Blue Notary offers various learning resources to help you succeed. Our YouTube channel provides tutorials that cover different aspects of the platform, and their help desk articles offer step-by-step instructions for various procedures. These resources, combined with hands-on training, can solidify your knowledge and confidence as a notary on the Blue Notary platform.
Becoming a notary on the Blue Notary platform opens up opportunities to serve clients efficiently and professionally. By utilizing mock sessions and testing methods, you can familiarize yourself with the platform’s features and gain insights from both the signer’s and notary’s perspectives. This approach allows you to provide better assistance to signers and deliver excellent customer service. Remember to explore the various learning resources available, including tutorials on the Blue Notary YouTube channel and help desk articles. If you have any questions, feel free to reach out and follow Blue Notary for more tips and tutorials. Good luck on your journey as a notary with Blue Notary!