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Course Overview
PRO Academy
Welcome aboard!
The PRO Academy Commitment
Assumption of Goodwill Policy
Independent Contractor Agreement
Notary Commission | E&O | Surety Bond | Digital Signature & Seal
Our Approach to Problem Solving
What to Do When You Don't Know What to Do Policy
Module 1: PRO Academy Overview
Notary Node: Vision | Mission | Values | Principles
PRO Notary: Outlining the path from Cadet to PRO Notary.
Sandbox Registration
Module 2: The Core Principles | CAPE
Clarity: Communication with signers.
Accuracy: Attention to detail to ensure accuracy.
Proficiency: Qualities of a proficient RON.
Efficiency | Execution: Executing an efficient RON
Module 3: Technical Training
The Sandbox: Platform Familiarity
Security and Confidentiality: How RON platforms ensure digital security and respect signer confidentiality.
Troubleshooting: Basic problem-solving steps for common technical issues.
Practice: How to role play.
Module 4: CAPE: Progressive Role Plays
ACCURACY: Required Notarial Elements & Scripts
Single Signer | Medical Release
Single Signer | Affidavit
Multi Signer | Corporate Resolution
Multi-Signer | Home Owner & Contractor Affidavit
Single Signer | Witnesses | POA Revocation
Multi-Signer | Witnesses | Non-Durable POA
Module 5: Signer Experience Mastery
Empathy: Understanding the emotions of signers.
Scenario-based Role-Playing: Common challenges and practicing exceptional service delivery.
Feedback Interpretation: Learning how to understand and act on signer feedback.
Module 6: Ethics | Unauthorized Practice of Law
Ethics in Notarization: Maintaining the highest standard of professional ethics.
Ethics - Role Play
Unauthorized Practice of Law (UPL) Awareness: What we won't do makes us valuable.
UPL - Role Play
Module 7: CLARITY | EXECUTION: Soft Skills, Hard Consequences
Communication: Effectively conveying information and understanding signer needs.
Conflict Resolution: Handling difficult signers or issues with poise.
Role Play 3 - Disagreements.
Role Play 4 - Conflict.
Feedback Session: Constructive feedback provided to each Cadet based on their performance.
EXECUTE: Final Evaluation and Certification
Written Examination: A test on technical knowledge, regulations, and the CAPE principles.
Estate Package: Final Role Play
Feedback Session: Constructive feedback provided to each Cadet based on their performance.
PRO Notary: Induction Ceremony!
PRO Notary Induction Ceremony: A formal event, to celebrate you!
PRO Notary Kit: Special tools, badges, or platform privileges exclusive to PRO Notaries.
Continuous Learning and Growth
Monthly Webinars: Updates on industry trends, tools, and regulations.
Peer-to-Peer Learning: Encourage collaboration and knowledge sharing among PRO Notaries.
Annual Refresher Courses: Ensuring all PRO Notaries maintain the high standards set by the academy.
Role Play Documents
General Notarization
Powers of Attorney
Estate Documents | Trusts | Healthcare Directives
Wills
Notary Fundamentals
Glossary of Terms
Notarial Certificates
Identification Practices
NO ID: Credible Identifying Witness | Affidavits
Power of Attorney Guide
Oaths and Acknowledgments
Affidavits
Depositions
Notary Signing Agent | Real Estate
Glossary of Terms - Real Estate
Quitclaim Deed
Closing Disclosure
Notary Signing Agent | Estate Planning
Glossary of Terms - Estate Planning
Avoiding Probate
Avoiding Probate
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