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Invoicing
Posted by NVLSlady/MD of MD on 9/23/22 6:05pm Msg #642447
Yes!! Always a system.
If an atty or lender called me direct, one of my first questions was, "Who should I invoice for services?"
If they needed to pass the buck to TC, that was fine just so long as my confirmation with HIRING party info was formally accepted.

I had a good system where I had them complete the job requirements, fee, terms, shipping preference, closing date, their order no., etc. on a Google form online. And it worked really well. If the same TC requested me (as happened during the pandemic), I would sometimes just fill in the form myself and email to them to check and confirm details to save them time.

What I didn't so much like was when ALL involved parties cc'd me on all the emails back and forth!!
Yuck
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Messages in this Thread
 Notary Services for loan closing - Shelly Mathis on 9/21/22 4:09pm
 Re: Notary Services for loan closing - ananotary on 9/21/22 4:33pm
 Re: Notary Services for loan closing - Shelly Mathis on 9/27/22 7:08am
 Re: Notary Services for loan closing -  Yoli/CA on 9/21/22 4:57pm
 Re: Notary Services for loan closing - PaigeTurner on 9/22/22 8:36am
 Contacting local Bar Assoc. always works. n/m - Lee/AR on 9/22/22 8:50am
 Re: Notary Services for loan closing - Paula Stoops on 9/23/22 12:32pm
 Re: Notary Services for loan closing - PaigeTurner on 9/25/22 5:03pm
 Re: Notary Services for loan closing -  JanetK_CA on 9/27/22 12:40am
 Assuming, you're referring to 9-8, it's only a little over 2 -  MW/VA on 9/21/22 5:51pm
 Re: Assuming, you - SC/CA on 9/22/22 10:45am
 Re: Assuming, you - SC/CA on 9/22/22 12:16pm
 Invoicing - NVLSlady/MD on 9/23/22 6:05pm
 Re: Invoicing - PaigeTurner on 9/25/22 5:05pm
 Re: Notary Services for loan closing - Shelly Mathis on 10/5/22 6:57am



 
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