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

Notary Fundamentals

Glossary of Terms

Notarial Certificates

Identification Practices

NO ID: Credible Identifying Witness | Affidavits

Power of Attorney Guide

Oaths and Acknowledgments

Notary Signing Agent | Real Estate

Glossary of Terms - Real Estate

Closing Disclosure

Notary Signing Agent | Estate Planning

Glossary of Terms - Estate Planning

Avoiding Probate

Ethics – Role Play

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