Finder

🔍 Notary Finder & SMS Outreach

Search notaries by ZIP code and send availability SMS automatically

📋 Case Information

Case Notes (paste from FreshBooks — AI extracts case details automatically)

Case # *

Client ZIP Code *

Signer Name *

Location *

Date *

Time *

Notary Fee *

📋 Notaries Found

📱 SMS Preview

⚡ How It Works

Paste Case Notes
AI extracts case number, ZIP, signer name, date and time automatically.

Search Notaries
System searches Notary Cafe and other sources for notaries near the client ZIP code.

Select & Send
Check the notaries you want to contact and send availability SMS to all selected at once via RingCentral.

Notary Replies
Notary replies YES with available time or NO. You assign the first one that confirms.

📱 SMS Template

Hi, this is TCG DATAE. We have a signing that needs coverage. Are you available?

📋 Case #: [case]
👤 Signer: [name]
📍 Location: [location]
📅 Date: [date]
🕑 Time: [time]
💵 Fee: [fee]

Please reply YES and your available time, or NO. Thank you!

⚠️ Reminders

📌 Minimum fee is $80
📌 Above $80 requires manager approval
📌 Notary must call office before visiting client
📌 Documents do NOT require notarization — witness only
📌 Contact at least 5 notaries per case