Share your commission, insurance and W-9 with companies

Title and escrow companies usually check a notary's commission and insurance before sending work, and they want a W-9 before your first invoice. Rather than emailing them again each year, you can let the companies you work with see these on their desk, the page where they send and follow their orders. Both are off until you turn them on, and each is shared on its own.

Share your commission, bond and E&O dates

What's shared: your commission (its state, number and expiry), your bond and E&O amounts and dates, and your signing agent certification and background screening dates. Add or change them in Settings → Account: see Add your commission, bond and insurance. A date that runs out within 60 days shows the company how many days are left. A company's desk owners are also emailed about a date you share when it is within 30 days of running out — or has run out in the last 30 — once at most, and at most one letter a week about you. Each date goes as you entered it (a commission found on your state's list, with the list's date), so record a renewal in Settings → Account as soon as you have it: a renewed date more than 30 days off is nothing to tell. When a company chooses you on its desk's order form, the form shows it which of your shared dates run out before the signing — of your commissions, once it has read an address in the state of one the company can see, only that one, or, if the signing goes under another of yours, that one. Stop sharing, and companies see none of it from then on; a letter already sent stays sent.

Who sees them: companies you've given your order link to, and companies whose orders you've accepted. A company that has only found you in the directory doesn't, until you take one of its orders.

If you hold more than one commission, a company sees the one that runs longest and, with its bond and E&O, each other commission of yours in a state where an order from its desk was asked of you and is accepted or done. An order cancelled since doesn't count, nor does a commission you've let go, more than a week past its last day. A signing handed to someone else in your business still counts for you, and not for them.

Add and share your W-9

Only a company whose order you accepted yourself, or whose signing you did, sees W-9 on file on its desk and can open it. One that's only looking, or has sent you orders you haven't taken, never does. Nor does a company whose order Say yes for me accepted, until the signing is done.

You're told each time a company opens it, and Looked at last on the same card lists who opened it, and when. Replace it puts a new one in its place; Remove it deletes it (Yes — delete my W-9).

What a company sees about you

On its desk's Notaries page, a company sees your name and town, how many orders it has sent you, your record on the platform (such as Usually answers within an hour), and, if you share them, your credentials and your W-9. Until you share them, it says you haven't, and suggests asking you to turn on Share my credentials.