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🚚 Notary Dispatch
🔗 Notary Connect
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📋 Notary Portal
🎓 NCC
☕ Notary Cafe
📄 Snapdocs
⭐ Lead Pool
💵 NotaryPay & Scorecard
📧 Email Center — Notary Connect V3 (Resend)
✉️ Notary Email Generator
Generate & send case assignment email to notary automatically
⚠️
✅
Email sent!
Sent to
📋 Notary Information
📄 Case Notes & Accounts
📧 Email Preview
Subject:
⚡ How It Works
1
Fill Notary Info
Name, email, fee, appointment and location.
Name, email, fee, appointment and location.
2
Paste Case Notes
Copy notes from FreshBooks and list accounts.
Copy notes from FreshBooks and list accounts.
3
Preview & Send
AI generates the full HTML email. Review then send.
AI generates the full HTML email. Review then send.
4
Notary Receives
Full email with docs, videos & USPS label.
Full email with docs, videos & USPS label.
⚠️ Agent Reminders
📌 Min fee $80 — never promise less
📌 Include deceased info if applicable
📌 Verify notary email before sending
📌 Only one USPS label per case
📌 Notary must call office before visiting client
📌 Include deceased info if applicable
📌 Verify notary email before sending
📌 Only one USPS label per case
📌 Notary must call office before visiting client
📋 Email Includes
✅ Case details & appointment info
✅ Accounts table with totals
✅ Notary commission amount
✅ Mandatory training videos
✅ UPRA, Affirmation & Affidavit guides
✅ Document download buttons
✅ USPS prepaid label instructions
✅ Accounts table with totals
✅ Notary commission amount
✅ Mandatory training videos
✅ UPRA, Affirmation & Affidavit guides
✅ Document download buttons
✅ USPS prepaid label instructions
📲 Notary Availability Email
Ask a notary if they're available for a case — includes NCC link
✅
Availability email sent!
The agent who owns this case. Saved to the signing card and shown in the assignment email.
⚠️ This must be the heir / authorized representative (a living person), not the deceased owner.
📋 How It Works
1
Enter notary info
Name, email, case details.
Name, email, case details.
2
Email is sent
Notary receives availability request with case details.
Notary receives availability request with case details.
3
If available
Notary clicks the NCC link to complete the Code of Conduct form.
Notary clicks the NCC link to complete the Code of Conduct form.
📋 Email Includes
✅ Case number, date & location
✅ Notary fee offered
✅ Reply ACCEPT or NO instructions
✅ Direct link to complete the NCC
✅ Office contact info
✅ Notary fee offered
✅ Reply ACCEPT or NO instructions
✅ Direct link to complete the NCC
✅ Office contact info
👤 Send Client Email
Professional HTML email sent directly to the client
✅
Email sent to client!
⚡ How It Works
1
Enter Client Info
Email, name and phone.
Email, name and phone.
2
Paste Case Notes
AI extracts all info automatically.
AI extracts all info automatically.
3
Preview Email
Review the generated HTML email.
Review the generated HTML email.
4
Send to Client
One click sends directly to client's inbox.
One click sends directly to client's inbox.
📋 Email Includes
✅ Case overview & claim status
✅ Assets summary
✅ Contingency fee explanation
✅ Scope of services (7 items)
✅ Legal team information
✅ Next steps & appointment info
✅ Confirm receipt button
✅ Assets summary
✅ Contingency fee explanation
✅ Scope of services (7 items)
✅ Legal team information
✅ Next steps & appointment info
✅ Confirm receipt button
📄 Generate Postal Letter
Printable letter — download as PDF or send via Lob
⚡ How It Works
1
Enter Client Info
Full name and mailing address.
Full name and mailing address.
2
Paste Case Notes
AI generates the full letter automatically.
AI generates the full letter automatically.
3
Preview Letter
Review the printable letter format.
Review the printable letter format.
4
Print or Send via Lob
Download PDF or send automatically.
Download PDF or send automatically.
📋 Letter Includes
✅ Official Denny Borges PA letterhead
✅ Identification of held funds
✅ Institution names (no amounts)
✅ Contingency fee explanation
✅ Next steps & notary appointment
✅ Cursive signature block
✅ Confidentiality footer
✅ Identification of held funds
✅ Institution names (no amounts)
✅ Contingency fee explanation
✅ Next steps & notary appointment
✅ Cursive signature block
✅ Confidentiality footer
✉️
Generating...
Please wait
0%
Generation complete
🤖 AI-POWERED
📍 Smart Notary Dispatch
Paste case notes → AI builds the availability SMS → search Florida DB or nationwide → send to each notary one click at a time.
8,798🌴 Florida Notaries
🌎Nationwide Search
$80Default Notary Fee
📖 How to use this tool
1
Paste the case notes
Copy the full case notes from FreshBooks and paste them in the box. Click Extract & Generate SMS — the AI reads the notes and pulls the case number, address, signing date, time and fee automatically.
2
Review the message
The availability message is built for you. Read it to make sure the address, date and fee look right. The ZIP is filled in automatically for the search.
3
Pick source, search & send
Choose 🌴 Florida DB for in-state cases or 🌎 Nationwide for out-of-state. Confirm the ZIP, click Search, then Send SMS next to each notary you want to offer the case to.
💡 Good to know
- Send to several notaries for the same case — the first one to complete the NCC takes the job.
- The notary receives the case details and a link to the Notary Code of Conduct (NCC); completing it confirms they accept.
- The green ✅ means the text was sent. A red ❌ usually means that notary has no valid phone on file — just move on to the next one.
- 🌴 Florida DB = our 8,798 opt-in notaries. 🌎 Nationwide = live Google search for out-of-state cases (cold contacts — see the orange note before sending).
- If a ZIP returns no results, try a nearby ZIP in the same area or widen the radius.
- The default fee is $80. If the notes mention a different fee, the AI will use that instead.
🤖 Notary Smart Dispatch
Paste notes → AI SMS → Search & send
1Paste FreshBooks Case Notes
2SMS Message
📱 Message to send
👤 Signer Details (auto-detected — confirm or correct)
⚠️ The signer above must be the heir / authorized representative (a living person), not the deceased owner. The notary will be told this is a deceased case and which extra documents to collect.
3Find Notaries & Send SMS
⚠️ Nationwide = cold contacts. These notaries come from a live Google search and have not opted in. Contact them to coordinate the signing, but do not mass-blast — sending many cold texts can hurt our 10DLC standing (campaign CP9BWSQ). Once a notary agrees to work with us, add them to the Florida/opt-in network.
🏛
DFS Florida
Processing frontier
Now processing claims received through
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📮
USPS Tracking
Track a parcel or generate a prepaid label
📦 Shipments (completed cases)
Claim portfolio
0
Ready to ask
0
Within 30 days
0
In queue
0
Claims tracked
Tracking notes
USPSUPSFedExDHL
The carrier is detected from the number — paste any of them.
Get Label creates a prepaid USPS label for the notary.
📦 Generate Shipping Label
📬
To: DENNY BORGES PA · PO Box 226440 · Miami, FL 33222
🔒 A label has already been generated for this case. Contact TCG DATAE if you need a new one.
❌ Could not generate label. Please check your address and try again.
✅ Label generated! 📄 Open label →
Generating label...
✍️ Add New Signing
✏ Editing
1 Case Info
SMS Consent — required
Without consent this client receives no SMS at all — no confirmation, no reminder, no weekly update.
2 Notary & Schedule
Each notary carries its own fee and its own paid status — the Notary Payments panel lists them as separate payment lines. Marking Paid here stamps today's date.
One row per package. Cases with several signers or several notaries mail more than one envelope — add a tracking # for each. The note field is optional (e.g. "Notary Perez — signer 2").
3 Payment & Confirmation
$0.00
No notary assigned yet
4 Documents & Notes
Status distribution
Signings this week
Top agents this week
Process health
Active filters:
Agent Performance Score
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Signing Details
⭐ Rate cases — Notary
🔀 Merge / Rename Notary
All cases under will be moved to the notary name you choose below. The two cards become one.
Type a new name, or pick an existing notary from the list.
➕ Add case to Notary
Search an existing case and assign it to this notary. The case's notary is set (or changed) to .
✕ Cancel Case
You're cancelling case .
1 · Select the scenario — this determines the notary's pay
2 · Why did the client cancel? — optional
🚫 Claim Denied
The state denied case .
1 · Why did the state deny it? — select the closest reason
2 · Can it be appealed or refiled? — optional
🔒 Authorization Required
Deleting requires authorization from Thomas Cruz.
Please contact Thomas Cruz and enter the authorization PIN to continue.
Please contact Thomas Cruz and enter the authorization PIN to continue.
⚠️ Incorrect PIN. Deletion not authorized.
⚠ Report Missing Document
Case:
Send upload link to:
📨 What happens next: An SMS with a secure upload link will be sent to the selected recipient(s). The link is valid for 24 hours and can only be used once. When the document is uploaded, it will be saved automatically and a notification email will be sent to the team.
🗑 Remove Agent
Removing:
How should this agent be removed?
⚙ Manage Agents
Remove agents who are no longer with the team. Their existing signing records will be preserved
(case history intact), but they will no longer appear in the selector or score reports.
Add new agent
🎯 Road to $1M / Month
AI analysis of your cases measured against the $1M monthly goal
📱
SMS Sent Successfully
📊 Search Results Preview
Live preview of current filters
📲 SMS Enrollment
Weekly case updates for clients who call in and ask for them
Cases signed on or after July 1, 2026 already receive the weekly update automatically.
Use this tool for older cases, where the client called in and asked to start getting them.
Enrolling records the client's verbal consent — do it only while you have them on the line.
1 · Find the case
2 · Confirm and start
Pick a case on the left to continue.
Clients enrolled manually
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