Free OpenClaw Skill for Notary and Signing Services: Signing Coordinator Agent (Download)

What this skill does for your notary and signing services

• Triages new signing orders from Snapdocs, NotaryCam, Pavaso, NotaryDash, and ServiceLink portals by signing type (purchase, refinance, HELOC, seller, RON, IPEN) and routes to the right agent.
• Confirms agent eligibility per state RON law (live in 47 states by 2026), per IPEN authorization, and per title company panel before accepting the order.
• Manages the confirmation cadence with the borrower: signing-time confirm at 48 hours, ID verification reminder, parking and address note 24 hours out.
• Runs the scan-back chase after the signing: signed package scanned within 2 hours, originals dropped at FedEx within 4 hours, tracking number logged to the title portal automatically.
• Tracks payment status across SoftPro, ResWare, Qualia title company portals and chases past-due invoices at day 30, 45, 60 with the right escalation contact at each company.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: notary-signing-coordinator
description: Signing coordinator agent for mobile notaries and signing services. Handles order triage from title portals, agent panel routing, RON-state and IPEN eligibility, borrower confirmation, scan-back chase, and title-company payment chase. Integrates with Snapdocs, NotaryCam, Pavaso, SoftPro, ResWare, Qualia.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/notary-services
---

# OpenClaw Skill: Notary Signing Coordinator

## Overview

This skill turns the OpenClaw agent into a signing coordinator for your
mobile notary or signing service business. It does not replace the dispatcher
role: it amplifies it. The skill owns the title-portal order triage, the
agent panel routing, the borrower confirmation cadence, the scan-back chase,
and the title-company payment follow-up so the human dispatcher spends the
day on exceptions.

It is designed for solo NSAs (notary signing agents) running 50-200 signings
per month and for signing services running 10-50 agents and 300-2000 monthly
orders. RON (Remote Online Notarization) and IPEN (In-Person Electronic
Notarization) workflows are first-class.

## What this signing service skill does

1. Order triage from Snapdocs, NotaryCam, Pavaso, NotaryDash, ServiceLink
   title portals
2. Agent panel routing based on geography, state RON eligibility, IPEN
   authorization, and title-company-specific approval
3. Borrower confirmation cadence at 48 hours, ID-verification reminder,
   24-hour arrival note
4. Scan-back chase post-signing with FedEx tracking number logging
5. Title-company payment chase across SoftPro 360, ResWare, Qualia portals
6. Agent credential expiration alerts (commission, E&O, NNA background check,
   IPEN authorization)

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0/15 6-22 * * *"      # Every 15 minutes during business hours
    action: poll_title_portals_for_new_orders

  - type: heartbeat
    schedule: "0 7 * * *"            # Daily 7am
    action: run_morning_order_intake

  - type: heartbeat
    schedule: "0 9 * * 1"            # Mondays 9am
    action: run_payment_chase

  - type: on_event
    event: signing.confirmed
    action: enter_borrower_confirmation_cadence

  - type: on_event
    event: signing.completed
    action: start_scan_back_chase

  - type: on_event
    event: agent.credential_expiring_in_30_days
    action: alert_agent_and_dispatcher
```

## Workflow: order triage

When a new order lands on Snapdocs, NotaryCam, Pavaso, NotaryDash, or
ServiceLink, the agent:

1. Reads the order details: signing type (purchase, refi, HELOC, seller, RON,
   IPEN, debt consolidation, reverse mortgage), state, county, signing time,
   title company, fee
2. Checks the borrower address against agent territory radius
3. For RON orders: verifies the borrower's state allows RON under current law
   (47 states with permanent RON law in 2026) and that the assigned agent
   holds the right state RON commission and platform authorization
4. For IPEN orders: verifies the agent's authorization on the specific
   platform (Pavaso, Notarize, others)
5. Checks the agent's panel status with the title company
6. Drafts the accept or decline response with reasoning logged

## Workflow: borrower confirmation

After order acceptance, the agent runs the confirmation cadence:

- 48 hours before signing: confirmation message with the agent's name, the
  signing time, the location, the documents the borrower needs to bring
  (government ID, cashier's check if applicable), and the parking note
- 24 hours before signing: arrival reminder
- 2 hours before signing: final confirmation with the agent's contact number
- Day-of: agent's en-route message at 30 minutes out

For RON signings, the confirmation cadence includes the platform-specific
ID verification instructions (KBA questions, credential analysis) and the
hardware requirements (camera, microphone, government-issued ID handy).

## Workflow: scan-back chase

After the signing completes, the agent:

1. Starts a scan-back timer per the title company's SLA (typically 2 hours
   for the scanned package, 4 hours for the FedEx drop)
2. Sends the agent a reminder at the 90-minute mark with the title-company-
   specific scan-back link
3. Logs the FedEx tracking number to the title portal automatically when
   the agent submits it
4. At hour 3: if scan-back is missing, drafts the apology message to the
   title company and pings the dispatcher

Late scan-backs are the number one cause of title-company panel removal.
The skill is purpose-built to keep the SLA green.

## Workflow: payment chase

Every Monday at 9am the agent compiles the outstanding-invoice report across
SoftPro, ResWare, Qualia, and the signing platform invoices:

- 0-30 days: no action, normal payment cycle
- 30-45 days: drafted first-touch reminder to the title-company AP contact
- 45-60 days: drafted second-touch escalation with the original invoice and
  signing-completion proof attached
- 60+ days: alerted to dispatcher with the recommendation to pause new orders
  from this title company until payment

Most title companies pay reliably. The skill is for the 10-15% that need
nudging.

## Workflow: agent credential management

The skill maintains per-agent credential records and alerts at 60, 30, 14, 7
days before expiration:

- State notary commission
- E&O insurance policy
- NNA background check (annual)
- IPEN platform authorization
- Per-title-company panel approval

Expired credentials are a panel-removal event. The skill keeps them current.

## Memory keys

```yaml
memory:
  - key: agent.profile[{agent_id}]
    description: Per-agent metadata and credentials
    schema: { state: string, commission_expires: date, eo_expires: date, nna_expires: date, ipen_platforms: array, ron_states: array, panel_approvals: object }

  - key: agent.availability[{agent_id}]
    description: Per-agent calendar and territory
    schema: { calendar_id: string, territory_radius_miles: int, max_daily_orders: int }

  - key: order.state[{order_id}]
    description: Per-order workflow state
    schema: { title_company: string, signing_type: enum, signing_time: datetime, agent: string, scan_back_due: datetime, fedex_tracking: string }

  - key: title_company.payment[{title_company_id}]
    description: Title-company payment behavior
    schema: { avg_dso_days: int, last_payment: date, outstanding_invoices: array, panel_status: enum }
```

## Required integrations

| Integration              | Purpose                                        | Read | Write |
|--------------------------|------------------------------------------------|------|-------|
| Snapdocs                 | Title-portal orders                            | yes  | yes   |
| NotaryCam                | RON orders                                     | yes  | yes   |
| Pavaso                   | IPEN and RON orders                            | yes  | yes   |
| NotaryDash               | Title-portal orders                            | yes  | yes   |
| ServiceLink              | Title-portal orders                            | yes  | optional |
| SoftPro 360              | Title-company workflow (payment status)        | yes  | no    |
| ResWare                  | Title-company workflow (payment status)        | yes  | no    |
| Qualia                   | Title-company workflow (payment status)        | yes  | no    |
| Google Calendar / Calendly | Agent availability                           | yes  | yes   |
| Twilio / SMS provider    | Borrower confirmation messages                 | no   | yes   |
| OpenClaw Memory          | Agent and order memory                         | yes  | yes   |
| OpenClaw Heartbeat       | Scheduled intake and chase                     | yes  | yes   |

## RON state map

As of 2026, 47 states have enacted permanent RON law in some form. The
config block maintains a per-state authorization map that should be reviewed
quarterly. The skill refuses to route a RON order to a state in the map's
deny list.

```yaml
ron_state_map:
  alabama: enabled
  alaska: enabled
  arizona: enabled
  arkansas: enabled
  california: pending_2025_implementation   # Review quarterly
  colorado: enabled
  # ... full list maintained in config
```

## Configuration

```yaml
config:
  service_name: "Your Signing Service"
  voice: "professional-warm"
  approval_mode: dispatcher_approves_all
  scan_back_sla_hours: 2
  fedex_drop_sla_hours: 4
  payment_chase_cadence_days: [30, 45, 60]
  borrower_confirmation_cadence:
    - hours_before: 48
      channel: sms
    - hours_before: 24
      channel: sms
    - hours_before: 2
      channel: sms
  agent_credential_alerts_days: [60, 30, 14, 7]
  default_signing_fee: 150
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv notary-services.md ~/.claude/skills/notary-signing-coordinator.md
# Edit the config block to match your service
```

Launch OpenClaw and the skill is live. Run `morning intake` or
`run payment chase` to invoke it on demand, or wait for Heartbeat to fire
on the configured schedule.

## Want it wired to your stack?

The free SKILL.md is the starting point. If you want it plugged into your
specific title-company panel, your agent E&O verification process, your RON
state map, and your scan-back SLA enforcement on a fixed-price two-week
clock, the door is at https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded notary-services.md as ~/.claude/skills/notary-signing-coordinator.md (or your service-level .claude/skills/). OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect your signing platforms and title portals

   Edit the integrations block to point at your Snapdocs, NotaryCam, Pavaso, NotaryDash, ServiceLink, and ServiceLink portal credentials. Read access is enough for order triage and scan-back tracking. The skill includes adapter prompts for SoftPro 360, ResWare, and Qualia on the title side.

3. 3

   Launch in approval mode, validate, then flip to autonomous

   Start with the owner approving every order acceptance and every borrower message for the first two weeks. The skill defaults route any RON eligibility question, any agent panel question, and any payment escalation to a human. After validation, flip the standard order acceptance and confirmation messaging to autonomous.

Example conversation

Common questions

Related free skills