business plan for a mobile notary service

• Business Plan for Investors
• Bank/SBA Business Plan
• Operational/Strategic Planning Services
• L1 Visa Business Plan
• E1 Treaty Trader Visa Business Plan
• E2 Treaty Investor Visa Business Plan
• EB-1 Business Plan
• EB-2 NIW Business Plan
• EB-5 Business Plan
• Innovator Founder Visa Business Plan
• Start-Up Visa Business Plan
• Expansion Worker Visa Business Plan
• Manitoba MPNP Visa Business Plan
• Nova Scotia NSNP Visa Business Plan
• British Columbia BC PNP Visa Business Plan
• Self-Employed Visa Business Plan
• OINP Entrepreneur Stream Business Plan
• LMIA Owner Operator Business Plan
• ICT Work Permit Business Plan
• LMIA Mobility Program – C11 Entrepreneur Business Plan
• USMCA (ex-NAFTA) Business Plan
• Franchise Business Plan
• Landlord business plan
• Nonprofit Start-Up Business Plan
• USDA Business Plan
• Cannabis business plan
• Ecommerce business plan
• Online boutique business plan
• Mobile application business plan
• Daycare business plan
• Restaurant business plan
• Food delivery business plan
• Real estate business plan
• Business Continuity Plan
• Pitch Deck Consulting Services
• Financial Due Diligence Services
• ICO whitepaper
• ICO consulting services
• Confidential Information Memorandum
• Private Placement Memorandum
• Feasibility study
• Fractional CFO
• How it works
• Business Plan Examples

Mobile Notary Business Plan Example

AUG.02, 2021

Mobile notary business plan for starting your own business

Even with all the modernization and the availability of biometric verification and digital signature services, the importance of good old notary publics cannot be neglected. In this mobile notary business plan pdf, we will walk you through everything, from start to end, that is involved in creating a franchise business plan for mobile notary services.

If you stick around till the end of this sample business plan for a mobile notary service, you can also get a business plan for green house that you can use if you don’t want to make a living seeing people sign boring documents.

Executive Summary

2.1 the business.

Walker Mobile Notary will be a notary public services business based in Cleveland, Ohio. It will provide all the services form document attestation to signature verification and from contract registration to affidavit registration.

2.2 Management of Mobile Notary Business

No sample business plan mobile notary can be complete without talking about the management structure that will be used to effectively run the business. Here, the business will be headed by the owner and CEO Paul Walker. Walker, who is a retired attorney, will hire a manager to handle the business and will employ five notary publics to provide the services. An accountant will also be hired to keep track of the money moving into and out of the business.

Just like starting a micro winery , this business will need to have a strong management structure to be run efficiently and to make profit.

2.3 Customers of Mobile Notary

We need to determine the customers this business will be serving. This is one of the most important part of writing business plan for investors . The main customers will be the following:

• People who want to get a contract verified.
• People who want to get an agreement registered.
• People who want to sign an affidavit in the presence of a notary public.
• People who are obligated by the law to get documents verified by a notary.

2.4 Business Target

The target of this business is to make a lot of money by providing notary services to people at their doorstep. To meet that target, the goals of the business will be divided into the following:

• Making a reputable name for the business.
• Expanding the services to the whole city of Cleveland and then the nearby areas.
• Making as much money as possible.
• Getting permanent clients for the business.

Company Summary

3.1 company owner.

The owner is one of the most important things in any sample notary public business plan. The owner of Walker Mobile Notary is Paul Walker. He is a retired district attorney and knows in detail how to make and execute a notary signing agent business plan. Let’s now see the next part of this free notary business plan.

3.2 Why the Mobile Notary Business is being started?

The next thing that we need to touch in this mobile notary business plan pdf is the reason why this business is being started. When Walker retired from his position as the district attorney, he felt that there was no mobile notary services provider in the whole city. He wanted to start a business of his own before all this. He went through a business plan for janitorial services and a business plan for the cyber security but finally decided that he needed to do something related to his field of experience and that turned out to be opening a mobile notary business.

3.3 How the Mobile Notary Business will be started?

Step1: Planning

The first thing that needs to be done to start a mobile notary business is planning. This was easy for Paul as he was in the same industry for a long time and knows how to plan and execute this business. He has carried out a survey and planned the feasibility of starting this business in the area.

Step2: Registration

The next thing that needs to be done is to register with the local law-enforcing authorities and justice system. A notary can only carry out notarial services if they are registered with the local justice department. This will also not be a problem for Paul.

Step3: Establishing an Office   

The next thing to do is to establish an office where the business will be based. Paul is looking to make the office in a place near the district courts so that he can provide mobile and on-the-spot notarial services.

Step4: Marketing  

Making the business known to the people who are expected to be customers will also be one of the most important things in starting the business. Paul plans to spare no expense in advertising and marketing the business.

The next topic that we need to touch in this notary public business plan pdf template is the nature of services that this business aims to provide. This is just about the most important part of writing a business plan notary service. Here are the services that will be provided by this business:

Document Attestation

We will provide document attestation services to people in Cleveland who cannot get to a notary’s office.

Contract Validation

People who want to sign a contract and get it registered by a notary will also be given the services where they can call us and get the contract validated.

Signature Verification

There are some documents that are only valid when signed in the presence of a notary public. We will provide these signature validation services too.

Agreement Validation

If someone wants an agreement to be registered at a notary’s office, we will offer the services for that.

Marketing Analysis of Mobile Notary

The next important thing in the mobile notary business plan examples is the marketing analysis of the market we are going to enter. This is the most important part of any law firm sample business plan as we need to be clear about what services we intend to provide and who is already providing the services. The difference between the availability and demand of these services is what makes the business profitable. Let’s now have a look at the market trends as they are also a very important part of this notary business plan.

5.1 Market Trends

Before making this notary business plan template, we ran a complete analysis of the market trends. It was evident from our surveys for this sample business plan for a mobile notary service that the demand for mobile notary services has been on a steady rise since the last 5 years. More and more people want mobile notary services, and the service providers are not increasing at the same rate as the demand. That makes this business more profitable than anything like a judgement recovery business plan .

5.2 Marketing Segmentation

The customers of Walker Mobile Notary will be from the following Segments:

UK Start-Up Visa Business Plan

5.2.1 corporate clients.

Big corporations where hundreds of agreements and contracts are signed on a regular basis will be a profitable market segment for us.

5.2.2 Small Businesses

The need for signing contracts and getting them attested by a notary public is also there in small businesses. These will not be very high-paying clients but will still be a considerable market segment for the business.

5.2.3 Private Customers

Private customers who want a sale deed or any other agreement signed and verified by a notary will also be a market segment for us.

5.2.4 Government Agencies

Government agencies can also sometimes need the services of a mobile notary and we will provide them just that.

5.3 Business Target

• To become a well-reputed name in the business.
• To make as much money as possible.
• To deliver notary services at the doorstep of those in need.
• To provide all sorts of notary services to all market segments.

5.4 Product Pricing

Walker Mobile Notary will price the services twice as much as other notaries are charging. This will be done because there are no other mobile notary services providers in the area, and we can use that to our advantage. We will offer discounts to repeat customers and corporate clients.

Marketing Strategy

Another important thing that we need to touch in this notary public business plan is the marketing strategy that will be used for the business. To make a complete and actionable marketing strategy for any notary business plan pdf it is necessary to run a complete competitive analysis and then make a sales strategy according to the prevailing circumstances in the industry. Paul has done just that and here is the result of his research and working.

6.1 Competitive Analysis

• We have gathered intel and have come to know that the area does not have any mobile notary service provider.
• The notary publics working in the area are not sufficient for the needs of the are and people often have to wait for hours to get their documents attested.
• There is an overwhelming demand for mobile notary services in the area with some people even saying thy are willing to pay 5 times the fee of a notary public if thy can get them to visit them at home.

6.2 Sales Strategy

• Walker Mobile Notary will offer discounted rates for the first six months.
• The business will be advertised using all available media outlets.
• Free private attestation services will be provided to corporate clients.

6.3 Sales Monthly

6.4 Sales Yearly

6.5 Sales Forecast

Personnel plan

Another part of enterprise due diligence is the assessment of manpower that will be needed to run the company. As this is a services business and not a products one, this business plan for notary public will need a lot of manpower to run. To make this mobile notary business plan a success, it is imperative that you hire the right people and the right number of people.

7.1 Company Staff

The following people will be needed to run the business:

• Paul Walker will be the owner and CEO of the business.
• 2 managers for operations and marketing.
• 4 Mobile Notary Publics.
• 1 Email correspondent.
• 2 Office Assistants.
• 1 reception clerk.
• 1 telephone operator.

7.2 Average Salary of Employees

Financial plan.

The last part of any notary public business plans is the discussion of the finances involved in starting and running the business.  This business will not require a lot of investment. However, the person starting the business will have to arrange for the following expenses:

• The cost of getting the business registered.
• The salary of employees.
• The cost of establishing the business.
• The money needed to buy furniture and other things for the office.
• The cost of establishing an online presence.
• The cost to buy cars for visiting notaries.

8.1 Important Assumptions

8.2 break-even analysis.

8.3 Projected Profit and Loss

8.3.1 profit monthly.

8.3.2 Profit Yearly

8.3.3 Gross Margin Monthly

8.3.4 Gross Margin Yearly

8.4 Projected Cash Flow

8.5 Projected Balance Sheet

8.6 business ratios.

Mobile Notary Business Plan Sample in PDF

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

Add comment

E-mail is already registered on the site. Please use the Login form or enter another .

You entered an incorrect username or password

Comments (0)

mentioned in the press:

Search the site:

OGScapital website is not supported for your current browser. Please use:

Notary Public Business Plan Template

Written by Dave Lavinsky

Notary Public Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their notary public companies. 

If you’re unfamiliar with creating a notary public business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a notary public business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your notary public business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

If you’re looking to start a notary public business or grow your existing notary public company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your notary public business to improve your chances of success. Your notary public business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Notary Public Businesses

With regards to funding, the main sources of funding for a notary public business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for notary public companies.

Finish Your Business Plan Today!

How to write a business plan for a notary public business.

If you want to start a notary public business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your notary public business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of notary public business you are running and the status. For example, are you a startup, do you have a notary public business that you would like to grow, or are you operating a chain of notary public businesses?

Next, provide an overview of each of the subsequent sections of your plan. 

• Give a brief overv iew of the notary public industry. 
• Discuss the type of notary public business you are operating. 
• Detail your direct competitors. Give an overview of your target customers. 
• Provide a snapshot of your marketing strategy. Identify the key members of your team. 
• Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of notary public business you are operating.

For example, you m ight specialize in one of the following types of notary public businesses:

• General Notary : this type of notary business involves general notary work where you travel to clients to notarize documents that are not related to real estate transactions. This can include powers of attorney, trust documents, healthcare-related documents, auto title transfers, etc.
• Loan Signing Notary: this type of notary business usually requires additional certifications specific to the mortgage industry in order to become a Signing Agent. As a Signing Agent, you will receive assignments from signing services, such as title companies and mortgage companies to conduct signings for mortgage and real estate transactions.
• Non-Notary Services: this type of notary business is to add additional sources of revenue to your notary public business. This can involve fingerprinting services, inspections, courier services, and apostille services. 

In addition to explaining the type of notary public business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of clients served, the number of notaries with positive reviews, reaching X number of clients served, etc.
• Your legal business structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the notary public industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the notary public industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your notary public business plan:

• How big is the notary public industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential target market for your notary public business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your notary public business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: homebuyers, individuals needing legal or medical documents notarized, real estate agents, and title companies.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of notary public business you operate. Clearly, title companies would respond to different marketing promotions than individuals needing medical documents notarized, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

Finish Your Notary Public Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are othe r notary public businesses. 

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes title company employees, postal service notaries, or real estate company notaries. You need to mention such competition as well.

For each such competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

• What types of clients do they serve?
• What type of notary public business are they?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide service where you travel to the client?
• Will you offer products or services that your competition doesn’t?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a notary public business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type o f notary public company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide apostille services, inspections, officiatiate weddings or fingerprinting services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of yo ur plan, yo u are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your notary public company. Document where your company is situated and mention how the site will impact your success. For example, is your notary public business located in a busy retail district, a business district, a standalone office, or purely online? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your notary public marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

• Advertise in local papers, radio stations and/or magazines
• Reach out to websites 
• Distribute flyers
• Engage in email marketing
• Advertise on social media platforms
• Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your notary public business, including answering calls, scheduling notary appointments, traveling to clients and/or notarizing, etc. 

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your notary public business to a new city.  

Management Team

To demonstrate your notary public business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally, you and/or your team members have direct experience in managing notary public businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a notary public business or successfully running a small real estate or title company practice.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance s heet, and cash flow statements.  

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you see 5 clients per day, and/or offer additional services ? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.  

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your notary public business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.  

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a notary public business:

• Cost of notary certifications and notary supplies
• Payroll or salaries paid to staff (if any)
• Business insurance
• Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of services you plan to offer.  

Writing a business plan for your notary public business or mobile notary business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the notary public industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful notary public business.  

Notary Public Business Plan Template FAQs

What is the easiest way to complete my notary public business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your notary public business plan.

How Do You Start a Notary Public Business?

Starting a notary public business is easy with these 14 steps:

• Choose the Name for Your Notary Public Business
• Create Your Notary Public Business Plan
• Choose the Legal Structure for Your Notary Public Business
• Secure Startup Funding for Your Notary Public Business (If Needed)
• Secure a Location for Your Business
• Register Your Notary Public Business with the IRS
• Open a Business Bank Account
• Get a Business Credit Card
• Get the Required Business Licenses and Permits
• Get Business Insurance for Your Notary Public Business
• Buy or Lease the Right Notary Public Business Equipment
• Develop Your Notary Public Business Marketing Materials
• Purchase and Setup the Software Needed to Run Your Notary Public Business
• Open for Business

Learn more about how to start your own notary business .

Don’t you wish there was a faster, easier way to finish your Notary Public business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how a Growthink business planning consultant can create your business plan for you.

Other Helpful Business Plan Articles & Templates

• Customer Reviews
• Net 30 Account
• Wise Services
• Steps & Timeline
• Work at a Glance
• Market Research at a Glance
• Business Plan Writing Services
• Bank Business Plan
• Investor Business Plan
• Franchise Business Plan
• Cannabis Business Plan
• Strategic Business Plan
• Corporate Business Plan
• Merge and Acquisition Business Plan (M&A)
• Private Placement Memorandums (PPM)
• Sample Business Plans
• Professional Feasibility Study
• PowerPoint Presentations
• Pitch Deck Presentation Services
• Business Plan Printing
• Market Research
• L-1 Business Plan
• E-2 Business Plan
• EB-5 Business Plan
• EB-5 Regional Centers
• Immigration Attorneys
• Nonprofit Business Plan
• Exit Business Planning
• Business Planning
• Business Formation
• Business License
• Business Website
• Business Branding
• Business Bank Account
• Digital Marketing
• Business Funding Resources
• Small Business Loans
• Venture Capital
• Net 30 Apply

• Frequently Asked Questions
• Business Credit Cards
• Talk to Us 1-800-496-1056

Mobile Notary Business Plan

Are you looking to start your own mobile notary business? Becoming a mobile notary can be a rewarding and profitable venture. With the flexibility to work on your own schedule and the opportunity to assist individuals with their legal documentation needs, this profession offers great potential. In this article, we will guide you through the essential steps to create a successful mobile notary business plan.

Executive Summary

Market analysis, business description, services offered, marketing and promotion, pricing and revenue model, operational plan, legal and licensing requirements, technology and tools, financial projections, risk assessment, growth strategies.

The executive summary provides a brief overview of your mobile notary business plan. It should outline the key points and goals you aim to achieve. This section is typically written after the entire business plan is completed, as it summarizes the main highlights.

• Business Name and Location: Start by mentioning the name of your mobile notary business and the area where you plan to operate. This helps establish your presence and target market.
• Mission Statement: Clearly state the mission of your business. What is the purpose of your mobile notary services? Highlight how you aim to provide reliable, efficient, and convenient notary services to clients.
• Market Opportunity: Briefly discuss the market opportunity for mobile notary services in your target area. Explain the demand for such services and how you plan to capitalize on this opportunity.
• Unique Selling Proposition: Emphasize the unique aspects of your mobile notary business that differentiate you from competitors. Highlight any specialized services, expertise, or technology you bring to the table.

Want to write a business plan?

Hire professional business plan writers now!

Performing a thorough market analysis is essential before starting any business. Research the demand for mobile notary services in your target area. Identify the existing competition and analyze their strengths and weaknesses. Determine the market trends, potential growth opportunities, and any barriers to entry.

• Demand Assessment: Research the demand for mobile notary services in your target area. Analyze factors such as real estate activity, legal transactions, and population density to gauge the need for notary services.
• Competitor Analysis: Identify competitors in the market and evaluate their strengths, weaknesses, and unique offerings. Understand their pricing, service quality, and customer satisfaction levels.
• Market Trends: Stay informed about current trends in the notary services industry, such as remote online notarization and changes in legal regulations. Adapt your business strategy to align with emerging trends.
• Growth Opportunities: Identify potential areas for growth, such as targeting underserved niches or forming partnerships with complementary businesses. Assess emerging industries or demographics with increased notary service needs.
• Barriers to Entry: Understand any regulatory requirements, licensing processes, and certifications necessary to enter the market. Overcome these barriers to establish a legally compliant and trustworthy business.

In this section, provide a detailed description of your mobile notary business. Explain the nature of your services and the benefits you offer to clients. Highlight what sets you apart from competitors and emphasize your unique selling points.

In this section, provide a detailed description of your mobile notary business. Explain the nature of your services and the benefits you offer to clients. Highlight what sets you apart from competitors and emphasize your unique selling points. Outline the services you will offer as a mobile notary. This may include notarizing legal documents, administering oaths, and witnessing signatures. Specify the geographical area you will cover and any limitations on your services. SwiftSign Notary Services is proud to offer a comprehensive range of mobile notary services to meet the diverse needs of our clients throughout the United States. Our experienced and professional notaries are committed to delivering efficient, reliable, and confidential services. Here are the key services we provide:

• Notarization of Legal Documents: We specialize in notarizing various legal documents, including:
• Real estate contracts, leases, and deeds
• Loan agreements, promissory notes, and mortgages
• Powers of attorney, affidavits, and consent forms
• Trusts, wills, and estate planning documents
• Business agreements, contracts, and partnership documents
• Oath Administration: Our skilled notaries are authorized to administer oaths and affirmations. We can assist with executing affidavits, depositions, and other legal documents that require a sworn statement.
• Signature Witnessing: We offer witnessing services for the signing of important documents. Our notaries verify the identity of the signatories and witness the signing process to ensure its validity.
• Mobile Services: As a mobile notary service, we understand the value of convenience for our clients. We are pleased to travel to their preferred locations, including homes, offices, hospitals, or any other mutually agreed-upon venue within the United States.
• Geographical Coverage: SwiftSign Notary Services operates nationwide, covering all states within the United States. We are dedicated to serving clients in every state, ensuring prompt and accessible notary services regardless of location.
• Limitations: While we strive to provide exceptional service, it’s important to note certain limitations:
• We are not licensed attorneys and cannot provide legal advice or guidance.
• Notarization requires the presence of all signatories and valid identification documents.
• We reserve the right to refuse notarization if the documents are incomplete, improperly prepared, or violate any legal requirements.
• Target Market Identify your target market based on demographic, geographic, and psychographic factors. Determine who your ideal clients are, such as real estate professionals, law firms, or individuals in need of notary services. Tailor your marketing efforts to reach this specific audience effectively.
• Real Estate Professionals: This includes realtors, brokers, property managers, and developers who require notarization services for real estate transactions.
• Legal Firms and Attorneys: We serve law firms and attorneys needing accurate notarization for legal documents.
• Small Business Owners: We cater to small business owners in need of notary services for their contracts and agreements.
• Individuals Needing Notary Services: We provide notarization for personal documents, such as wills, trusts, and medical directives.

Hire professional who can help write a business plan!

Develop a comprehensive marketing and promotion strategy to reach your target market. Consider utilizing online platforms, social media, and traditional advertising methods. Build a professional website and create informative content to establish yourself as an authority in the field.

Professional Website: A user-friendly website will be developed to showcase the services, expertise, and resources offered by SwiftSign Notary Services.

Search Engine Optimization (SEO): The website will be optimized with relevant keywords to improve search engine rankings and increase online visibility.

Social Media Engagement: Platforms such as Facebook, Twitter, and LinkedIn will be utilized to engage the target audience through informative content and industry updates.

Content Marketing: Valuable content in the form of blog articles, guides, and videos will be created to position SwiftSign Notary Services as a trusted authority.

Online Advertising: Targeted online ads on platforms like Google and social media will be used to effectively reach the desired target market.

Partnerships and Referrals: Strategic partnerships will be established with real estate agencies, law firms, and other businesses to generate referrals and facilitate mutual growth.

Online Reviews and Testimonials: Clients will be encouraged to provide positive reviews and testimonials, enhancing trust and credibility in the services provided by SwiftSign Notary Services.

Determine your pricing structure and revenue model. Research the average rates for mobile notary services in your area and set competitive prices. Decide whether you will charge a flat fee or hourly rate and establish any additional charges for travel or document handling.

Market Research: We researched average rates in the local area to set competitive prices.

Flat Fee Pricing: We offer a flat fee pricing model for clarity and simplicity.

Additional Charges: Additional charges may apply for travel or document handling, communicated upfront.

Competitive Rates: We aim to provide competitive pricing while ensuring profitability.

Value-added Services: Optional value-added services, like expedited processing, may be available at an additional cost.

Revenue Generation: Revenue is generated through the provision of notary services.

Regular Evaluation: We periodically review and adjust pricing to remain competitive.

Outline the day-to-day operations of your mobile notary business. Define your working hours, appointment scheduling process, and customer service procedures. Consider the tools and resources you will need to operate efficiently, such as a reliable vehicle, notary supplies, and appointment management software.

Working Hours: Monday to Friday, 9:00 AM to 5:00 PM, with flexible scheduling options available.

Appointment Scheduling: Clients can schedule appointments online, by phone, or via email using our appointment management system.

Customer Service: Our responsive and knowledgeable team assists clients throughout the notarization process, addressing inquiries and concerns promptly.

Tools and Resources: We have a reliable vehicle, notary supplies, and utilize appointment management software for efficient service delivery.

Mobile Service: We travel to clients’ preferred locations, ensuring convenience and providing all necessary notary supplies.

Document Handling: We prioritize document security and confidentiality throughout the notarization process.

Continuous Improvement: We regularly evaluate and refine our processes, adopting industry best practices and incorporating client feedback.

Understand the legal and licensing requirements for mobile notaries in your jurisdiction. Research the qualifications, certifications, and any continuing education necessary to practice as a notary public. Ensure compliance with state regulations and obtain the required licenses and permits.

Research and Compliance: We thoroughly research and comply with the legal requirements specific to our jurisdiction.

Qualifications and Certifications: Our notaries meet the necessary qualifications and maintain up-to-date certifications.

Continuing Education: We prioritize ongoing professional development to stay updated on changes in laws and best practices.

Licenses and Permits: We obtain the required licenses and permits to operate as a mobile notary.

Recordkeeping and Compliance: We maintain meticulous recordkeeping practices and comply with all recordkeeping regulations.

Insurance Coverage: We consider obtaining professional liability insurance coverage for added protection.

Obtain appropriate insurance coverage to protect your business and clients. Consider professional liability insurance and general liability insurance to safeguard against potential claims or damages.

Professional Liability Insurance: We consider errors and omissions insurance to safeguard against potential claims or damages resulting from errors, omissions, or negligence during the notarization process.

General Liability Insurance: We evaluate the need for general liability insurance, which covers bodily injury, property damage, or personal injury claims that may occur during our mobile notary operations.

Coverage Limits: We carefully assess the appropriate coverage limits for both professional liability and general liability insurance based on our business needs and potential risks.

Insurance Provider Selection: We research and select reputable insurance providers with experience serving notary businesses, considering coverage options, policy terms, customer service, and pricing.

Regular Review: We periodically review our insurance coverage to ensure it remains adequate and up-to-date, adjusting as our business evolves or regulations change.

Utilize technology and tools to streamline your operations and enhance your professionalism. Invest in a reliable laptop or tablet for document management and communication. Consider using electronic signature software and secure cloud storage for efficient and secure record-keeping.

Laptop or Tablet: We use reliable devices for document management and communication on the go.

Electronic Signature Software: We employ electronic signature software for convenient and secure document signing.

Secure Cloud Storage: We utilize cloud storage for efficient and secure document management.

Appointment Management Software: We employ scheduling tools to optimize our calendar and appointment booking process.

Communication Tools: We leverage email, messaging apps, and video conferencing platforms for effective client communication.

Create realistic financial projections for your mobile notary business. Estimate your startup costs, including notary supplies, marketing expenses, and insurance premiums. Project your monthly and annual revenue based on the anticipated number of clients and average service fees.

Startup Costs: Estimate initial expenses, including notary supplies, marketing, insurance premiums, and necessary equipment or software.

Revenue Forecast: Project monthly and annual revenue based on anticipated client numbers and average service fees.

Expenses: Calculate operational costs such as marketing, office supplies, transportation, insurance, and professional fees.

Profitability: Assess the profitability of the business by subtracting expenses from projected revenue.

Financial Milestones: Set goals and milestones to track progress and guide financial decisions.

Review and Adjustment: Regularly review projections, comparing them to actual performance and making necessary adjustments.

Identify potential risks and challenges that may affect your mobile notary business. Develop contingency plans for situations such as canceled appointments, equipment failure, or legal issues. Mitigate risks by implementing proper security measures and maintaining professional conduct.

Canceled Appointments: Mitigate risks through clear communication, appointment policies, and efficient rescheduling.

Equipment Failure: Maintain backup equipment, conduct regular maintenance, and have contingency plans in place.

Legal Issues: Stay updated on regulations, maintain proper documentation, and seek legal advice when necessary.

Data Security and Privacy: Implement security measures and comply with privacy regulations to protect client information.

Professional Conduct: Uphold ethical standards, provide exceptional service, and prioritize client confidentiality.

Market Competition: Differentiate through exceptional service, client relationships, and effective marketing strategies.

Outline your strategies for business growth and expansion. Consider offering additional services, such as loan signing or remote online notarization, to diversify your revenue streams. Explore partnerships with other professionals in related industries to broaden your network and reach.

Diversify Services: Expand offerings to include loan signing and remote online notarization.

Market Expansion: Target new areas to reach a wider customer base.

Partnerships: Collaborate with professionals in related industries for referrals and networking.

Online Presence: Establish a strong digital presence for brand visibility and client acquisition.

Client Retention: Prioritize customer satisfaction for positive referrals and repeat business.

Continuous Learning: Stay updated on industry trends and regulations for expertise and credibility.

Free: Business Plan Examples

Checkout our free sample business plan.

Starting a mobile notary business can be a rewarding venture with careful planning and execution. By following the steps outlined in this business plan, you can establish a successful and thriving mobile notary practice. Stay committed, continuously adapt to market trends, and provide exceptional service to build a strong reputation in the industry.

Earnings as a mobile notary can vary depending on factors such as the demand for services in your area, the number of clients you serve, and the fees you charge. On average, mobile notaries can earn between $30 and $100 per appointment.

The qualifications to become a mobile notary can vary by jurisdiction. In most cases, you will need to meet the minimum age requirement, complete a notary education course, and pass a state-administered exam. Some states may also require a background check.

To market your mobile notary services effectively, create a professional website, establish a strong online presence through social media, network with local professionals in related industries, and consider targeted advertising in real estate or legal publications.

It is essential to have professional liability insurance and general liability insurance for your mobile notary business. These policies can provide financial protection in case of errors or omissions during the notarization process or any other unexpected incidents.

Yes, operating a mobile notary business on a part-time basis is possible. Many mobile notaries begin their business as a side venture while maintaining other employment commitments. However, it is crucial to manage your schedule effectively to ensure availability for clients.

Leave a Reply

Your email address will not be published. Required fields are marked *

Quick Links

• Investor Business Plans
• M&A Business Plan
• Private Placement
• Feasibility Study
• Hire a Business Plan Writer
• Business Valuation Calculator
• Business Plan Examples
• Real Estate Business Plan
• Business Plan Template
• Business Plan Pricing Guide
• Business Plan Makeover
• SBA Loans, Bank Funding & Business Credit
• Finding & Qualifying for Business Grants
• Leadership for the New Manager
• Content Marketing for Beginners
• All About Crowdfunding
• EB-5 Regional Centers, A Step-By-Step Guide
• Logo Designer
• Landing Page
• PPC Advertising

• Business Entity
• Business Licensing
• Virtual Assistant
• Business Phone
• Business Address
• E-1 Visa Business Plan
• EB1-A Visa Business Plan
• EB1-C Visa Business Plan
• EB2-NIW Business Plan
• H1B Visa Business Plan
• O1 Visa Business Plan
• Business Brokers
• Merger & Acquisition Advisors
• Franchisors

Proud Sponsor of

• 1-800-496-1056

• (613) 800-0227

• +44 (1549) 409190

• +61 (2) 72510077

10 Steps to Launching a Successful Mobile Notary Business

Related blogs.

• The Lucrative Business of Mobile Notary: Why it's a Profitable Venture worth Pursuing
• From 1K to 10K: The Real Cost of Starting a Mobile Notary Business
• 7 Must-Track KPIs for Mobile Notaries: Stay Ahead of the Competition!

1. Research Mobile Notary Financial Model & Business Plan

Before starting any business, it is essential to research and comprehend its financial model and business plan. The same goes for a mobile notary business, which provides notary services in the client's location, making it more convenient for the customers. In this chapter, we will discuss the critical elements of a financial model and a business plan for a mobile notary business.

Financial Model

A financial model is a projection of a company's financial performance for a given period. It includes income statement, balance sheet, and cash flow statement. Here are some vital elements to consider while developing a financial model for a mobile notary business:

• Revenue Streams: Determine the sources of revenue, such as travel fees, notarial fees, and printing fees.
• Costs: Estimate the expenses, including transportation, marketing, insurance, and supplies.
• Pricing: Set competitive prices based on market research and target audience.
• Profit Margin: Calculate the profit margin to ensure a positive cash flow.

Business Plan

A business plan outlines the company's goals, mission, vision, strategy, and operational details. It serves as a roadmap to guide the business's growth and development. Here are some key components of a business plan for a mobile notary business:

• Executive Summary: An overview of the company's services, target market, and financial projections.
• Market Analysis: Define the target market, competitors, and marketing strategies.
• Service Offering: Describe the types of notary services offered and pricing.
• Financial Projections: Include a financial model with estimated revenue and expenses.
• Operational Plan: Define the process flow, scheduling, and customer service.
• Risk Management: Identify potential risks and develop mitigation strategies.

Tips & Tricks

• A mobile notary business can be operated as a part-time or full-time venture, depending on personal preferences and demand for services.
• Networking with local real estate agents, law firms, and businesses can help expand the client base.
• A local online presence such as creating social media profiles and listing the business on Google MY Business can increase visibility and attract clients.

Developing a comprehensive financial model and business plan is crucial for a successful mobile notary business. It can help identify potential challenges before they occur and provide a roadmap for growth and profitability.

2. Locate Potential Client Base

Identifying your target audience or potential clients is crucial for the success of any business, including a mobile notary business. In order to effectively market and promote your services, you need to know who your ideal clients are and where to find them. Here are some steps to help you locate your potential client base:

• Research your local area: Start by looking up the number of real estate agents, attorneys, and other professionals who may require notary services in your local area. Check the phonebook, online directories, and local business listings of your city or town.
• Create a client profile: Based on your research, identify the characteristics of your ideal clients, such as demographics, income, education, profession, etc. Use this information to create a client profile.
• Join online directories: Register with online business directories such as Google My Business, Yelp, and others. This helps potential clients to find your services more easily.
• Attend networking events: Attend networking events organized by local business groups and professional associations that your potential clients are likely to attend. This will provide you with opportunities to introduce yourself and your services to potential clients.
• Develop partnerships: Partner with other professionals who often require notary services, such as real estate agents, mortgage brokers, accountants, and attorneys. By establishing a good working relationship with these professionals, you can gain access to their clients and build your client base.
• Advertise your services: Use advertising methods such as flyers, signs, business cards, social media, and other online marketing platforms to reach your target audience. Ensure that your advertising material is appealing and informative to attract potential clients.
• Use social media platforms, such as Facebook, Twitter, and LinkedIn, to promote your services and connect with potential clients.
• Offer referral programs to encourage existing clients to refer new clients to your business.
• Provide high-quality and reliable services to your clients to build a good reputation and earn repeat business.

By following these steps, you can successfully identify your potential client base and effectively market your services to them. Remember to constantly evaluate and improve your marketing strategies to ensure continued success in your mobile notary business.

3. Research Notary Laws & Necessary Permits

Before starting a mobile notary business, it is crucial to research the notary laws and obtain the necessary permits. This will ensure that you are running a legitimate and legal business. Here are the steps to research notary laws and necessary permits:

• Check your state's notary requirements: Each state has its own notary laws, so it is important to research the requirements in your state.
• Complete notary training: Many states require notary training before operating as a notary. Consider taking courses through the National Notary Association or your state's notary commission.
• Apply for a notary commission: Contact your state's notary commission to apply for a notary commission and receive your notary seal.
• Obtain necessary permits: Depending on your location, there may be additional permits required such as a business license or home occupation permit. Check with your local government to ensure compliance.

Tips & Tricks:

• If you plan on offering services outside of your state, research that state's notary laws as well.
• Set up an appointment to meet with your state's notary commission to ask any questions and ensure that you have completed all necessary steps.
• Keep track of notary law updates and renewals to stay compliant with the law.

4. Obtain Funding & Start-Up Capital

Starting a mobile notary business will require adequate funding to cover initial expenses such as licensing, insurance, equipment, marketing, and other overhead costs. Here are ten steps to help you obtain funding and start-up capital:

• Determine your start-up costs: Before you begin searching for funding, you need to determine how much money you will need to start your business. You should consider all expenses, such as licensing, equipment, insurance, branding, and marketing.
• Consider self-funding: You might be able to fund your start-up yourself by using savings, personal loans, or credit cards. This option is ideal for entrepreneurs who have a strong credit score.
• Consult with a business consultant: A business consultant can help you identify funding sources. They can help you develop a business plan and a cash flow forecast to present to potential lenders.
• Look for grants: Some small business grants are available for entrepreneurs looking to start their own mobile notary business. You can search for grants offered by the federal government, state, or local government agencies, and private foundations.
• Explore small business loans: You can apply for a small business loan from a bank or credit union. These loans can provide you with the necessary start-up capital to get your mobile notary business off the ground. However, be prepared to provide collateral.
• Crowdfunding: Crowdfunding platforms can also be a source of start-up funding. You can create a crowdfunding campaign to raise funds from individual investors who believe in your business idea.
• Seek investors: You can seek out investors who are willing to provide start-up capital for your mobile notary business. However, you will need to create a solid business plan and demonstrate a viable revenue stream.
• Consider purchasing a franchise: If you don't want to start a mobile notary business from scratch, you might consider purchasing a franchise. Most franchises offer start-up funding as part of the initial investment.
• Think outside the box: You can also explore alternative funding options such as bartering services or getting a line of credit from a supplier.
• Make sure you're prepared to repay any loans: Regardless of the funding source, it is important to have a plan for repaying the money. You should have a clear understanding of the terms and conditions of any loans and be prepared to repay them in a timely manner to avoid penalties.
• Research your options: There are a variety of funding sources available, so be sure to do your research and find the one that works best for you.
• Have a solid business plan: Having a detailed business plan will help you secure funding. Make sure your business plan includes your mission, target market, marketing plan, and financial projections.
• Be prepared to negotiate: When seeking funding, be prepared to negotiate the terms of the loan. This can help you get better interest rates and repayment terms that work for your business.

By following these steps and exploring different funding options, you can secure the funding you need to start your mobile notary business. Remember to have a solid business plan and be prepared to repay any loans you take out to avoid penalties.

5. Purchase Required Equipment & Software

Once you have completed the legal formalities and marketing research, it's time to start setting up your mobile notary business. The most important step is to purchase the necessary equipment and software that will help you run your business. Here are some essential things you will need:

• A reliable laptop or desktop computer to manage your business operations, such as bookkeeping, record-keeping, and communication. You can also use a tablet, but it might be inconvenient to use as your primary device.
• A printer that can handle legal size documents as most notary signings require notarization of legal papers. Therefore, you must purchase a high-quality laser printer that can handle legal-sized documents efficiently.
• High-speed internet connectivity, whether it is at an office or home. You can't have glitches in communication while dealing with critical legal documents.
• A dedicated cellphone for business communication, emails, and scheduling appointments. You should also invest in a separate business phone line to make your professional image more credible.
• A notary seal and journal for recording your notarial acts. You must purchase a journal to record all the activities performed by you as a notary public.
• A cloud-based document storage system such as Google Drive or Dropbox to store all sensitive legal documents such as background checks and client data.
• Notary-specific software to manage your appointments, invoices, and client data such as NotaryGadget, NotaryAssist, or NotaryCam.
• TIP 1: Look for package deals that include software, printer, and notary seal. Some vendors provide comprehensive packages that have essential business equipment altogether, giving discounts on individual deals.
• TIP 2: Don't skimp while purchasing equipment. Always invest in high-quality hardware, especially when it comes to printers and computers.
• TIP 3: Don't forget to buy general supplies such as pens, paper, and post-it notes. You will also require paperclips, staplers, rubber bands, and file folders to keep everything organized.

After purchasing equipment and software, don't forget to subscribe to an e-notary service provider that will enable you to perform notarial duties electronically. Depending on which state you operate in, this might be mandatory. Before choosing a service provider, make sure to check your state's legal requirements and guidelines.

In conclusion, purchasing equipment and software is an essential step in starting your mobile notary business. As a mobile notary, you need to stay organized and ensure that you have all the necessary tools available at all times. Therefore, take the time to purchase the right equipment to establish a successful mobile notary business.

6. Design A Brand Identity & Collateral Material

Designing a strong brand identity is crucial to stand out from the competition and establish a professional image. Collateral materials such as business cards, brochures, and flyers can help promote the mobile notary business and attract potential clients. Follow these steps to create a memorable and effective brand identity and collateral material:

• Define the target audience: Identify the ideal customer and tailor the brand image and collateral material to their preferences and needs. Consider factors such as age, gender, income, and location.
• Create a logo: A logo should be simple, memorable, and relevant to the business. Hire a professional designer or use online logo makers to create a high-quality logo that represents the brand.
• Choose brand colors and fonts: Consistent use of colors and fonts across all collateral materials creates visual cohesion and brand recognition. Use colors and fonts that evoke the desired tone and emotions.
• Design business cards: Business cards should include the business name, logo, contact information, and a tagline if applicable. Use high-quality paper and consider adding a professional headshot.
• Create brochures and flyers: Brochures and flyers can be used to detail the services offered, pricing, and contact information. Use attention-grabbing headlines and images to make the material stand out.
• Create a website: A website is a powerful marketing tool that can expand the reach of the business. Hire a web designer or use website builders such as Wix or Squarespace to create a professional website. Include the logo, brand colors, and contact information on the website.
• Use branded stationery: Use branded stationery such as letterheads and envelopes to create a consistent brand image. Print the logo and contact information on the stationery.
• Create social media profiles: Social media platforms such as Facebook, Instagram, and LinkedIn can be used to promote the business and connect with potential clients. Use the same brand image and messaging across all social media profiles.

Design Tips & Tricks

• Keep the logo simple and avoid complicated designs that may be difficult to reproduce or recognize.
• Choose colors and fonts that are legible and easy on the eyes. Avoid using too many colors and fonts that may clash.
• Make sure the website is mobile-friendly and easy to navigate on a small screen.

By following these steps and tips, a mobile notary business can create a professional and memorable brand identity that will help attract and retain clients.

7. Establish Notary Bonds & Insurance Coverage

As a mobile notary business owner, it is important to establish notary bonds and insurance coverage to protect yourself and your clients. Notary bonds provide a layer of protection for your clients in the event that you make an error while performing a notarial act. Insurance coverage can help protect you from liability if you are sued by a client.

Notary Bonds

To establish notary bonds, you will need to find a reliable surety company. Notary bonds are typically required by state law and can vary in amount depending on your state. These bonds are purchased annually and can range from $5,000 to $25,000.

• Research surety companies
• Check state requirements for bond amount
• Purchase notary bond annually

Insurance Coverage

Insurance coverage can protect you in the event of a lawsuit. It is important to find an insurance policy that specifically covers notary public services. Factors to consider when selecting insurance coverage include coverage limits, deductibles, and premiums.

• Find insurance policy that covers notary public services
• Consider coverage limits, deductibles, and premiums
• Purchase insurance policy
• Consider obtaining an errors and omissions insurance policy to provide additional protection.
• Be sure to read and understand the terms and conditions of your notary bond and insurance policy.
• Review your notary bond and insurance policy annually to ensure that you have adequate coverage.

Establishing notary bonds and insurance coverage is a crucial step in starting a mobile notary business. By obtaining these protections, you can operate your business with peace of mind and provide professional notarial acts to your clients knowing that they are protected.

8. Form Legal Entity & Register For Taxes

One of the crucial steps to launching your mobile notary business is to form a legal entity and register for taxes. This is important for protecting your personal assets, setting up your business structure, and ensuring compliance with relevant regulations.

Chapter 1: Choosing Your Business Structure

One of the first decisions you need to make is choosing the right business structure for your mobile notary business. Here are the most common options:

• Sole proprietorship: This is the simplest and easiest structure. You are the only owner and are personally responsible for all aspects of your business.
• Limited Liability Company (LLC): This structure provides protection of your personal assets and separates your personal finances from your business finances. You can also choose to be taxed as a sole proprietor or a corporation.
• Corporation: A corporation is a separate legal entity from its owners. It provides the highest level of protection for your personal assets.

Chapter 2: Registering Your Business

Once you have chosen your business structure, you need to register your business with the appropriate state and local agencies. This may include registering with the Secretary of State, obtaining business licenses and permits, and registering for sales tax.

Chapter 3: Obtaining an EIN

An EIN, or Employer Identification Number, is a unique identifier for your business that is used for tax purposes. Even if you don't plan on hiring employees, you still need to obtain an EIN. You can apply for an EIN online through the IRS website.

Chapter 4: Filing Taxes

As a mobile notary business owner, you will need to file taxes on a regular basis. This may include income taxes, payroll taxes, and sales taxes. It's important to keep detailed records of all your business expenses and income throughout the year to make tax filing easier.

• Consider consulting with a tax professional to advise you on tax compliance regulations for your business.
• Keep all your business records organized and in one place to make tax filing easier and efficient.
• Don't forget to file your taxes on time to avoid penalties and to maintain your good standing with the IRS and other government agencies.

By following these steps, you can ensure that your mobile notary business is set up for success and that you are complying with all legal and regulatory requirements. Forming a legal entity and registering for taxes can be time-consuming and confusing, so don't hesitate to get professional help if you need it.

9. Investigate & Implement Marketing Strategy

Marketing is a critical element for any business, and your mobile notary business is no exception. Without an effective marketing strategy, it will be challenging to attract customers and grow your business. Here are some chapters to help you investigate and implement a marketing strategy for your mobile notary business:

Chapter 1: Identify Your Target Market

The first step in developing an effective marketing strategy is to identify who your target market is. As a mobile notary business, you can serve a variety of clients, from individuals who need documents notarized to businesses that require notary services. Identify your target market, and then tailor your marketing efforts to reach them.

• Research the demographics of your target market, including their age, gender, income, and location
• Understand the needs and pain points of your target market
• Identify where your target market spends most of their time, both online and offline

Chapter 2: Establish Your Brand

Your brand is your business's identity, and it is what sets you apart from your competition. Building a strong and recognizable brand is crucial for building trust with your target audience.

• Create a logo and visual identity that reflects your brand values
• Develop a strong brand message that communicates your value proposition
• Ensure that your brand is consistent across all marketing channels

Chapter 3: Develop Your Marketing Channels

Once you have identified your target market and established your brand, the next step is to develop your marketing channels. There are several channels you can use to reach your target audience effectively.

• Create a mobile-friendly website that highlights your services, rates, and contact information
• Utilize social media to connect with potential clients and promote your services
• Partner with other businesses to reach their clients
• Consider advertising through Google or Facebook
• Be consistent in your messaging across all channels to build brand recognition
• Utilize local SEO to increase visibility in local search results
• Stay up to date on industry trends and adjust your marketing strategy accordingly

Chapter 4: Measure Your Results

Measuring your marketing efforts is crucial to determining what works and what doesn't. Without measurement, you won't be able to refine your marketing strategy to ensure continued growth.

• Utilize Google Analytics to track website traffic and user behavior
• Track leads and conversions using a CRM system
• Collect feedback from clients to gauge satisfaction and adjust your services accordingly

By following these chapters, you will be able to investigate and implement a marketing strategy that will help you attract and retain clients for your mobile notary business. Remember that marketing is an ongoing effort and requires regular adjustments to meet the changing needs of your target market.

10. Create Operations Process & Procedures

Creating a streamlined operations process is essential for the success of any business, including a mobile notary business. This process will ensure consistency and efficiency in your day-to-day operations, which will lead to happier clients and increased profits. Here are the steps to create a successful operations process:

• Define your services: Start by creating a comprehensive list of the services you will offer as a mobile notary business. Be specific about the type of documents you will notarize and any additional services such as loan signing or document translation.
• Create a pricing structure: Determine how much you will charge for your notary services. Make sure to include any extra fees for travel or rush service.
• Establish business policies: Set expectations for your clients by creating policies for cancellations, rescheduling, and payment. Make sure to clearly communicate these policies to clients.
• Develop standard operating procedures: Create a step-by-step guide for your daily operations, including scheduling appointments, preparing documents, and handling payments.
• Choose technology tools: Consider using software or mobile apps to help with scheduling, invoicing, and document management. This will help you stay organized and save time.
• Train employees: If you plan to hire employees, make sure to train them on your operations process and policies. This will ensure consistency in your services and avoid any confusion or mistakes.
• Consider outsourcing your administrative tasks such as bookkeeping, taxes, and marketing to a freelancer or virtual assistant to free up your time.
• Create a client database or CRM to keep track of appointments, contact information, and notes about each client.
• Regularly review and update your operations process to ensure it remains current and effective.

By following these steps, you will be able to create a solid operations process for your mobile notary business. This will help you streamline and standardize your processes, leading to greater client satisfaction, increased efficiency, and ultimately, more business success.

5-Year Excel

MAC & PC Compatible

Immediate Download

Related Articles

The surprising truth about profitability in the appliance store industry: a deep dive into the numbers, why investing in an alcohol treatment center is more profitable than you think, counting the profits: a closer look at the profitability of accounting agencies, the art of boosting profits in your a la carte restaurant: a comprehensive guide, airbnb: unpacking the profitability of one of the world's most successful companies., the untold story of how car washes are making a fortune: discover the profit potential today, pedaling to profit: unveiling the lucrative world of bicycle couriers, thirsty for success discover the untapped profit potential of running a beer bar, the beauty within profits: discovering the lucrative world of beauty salons, unlocking the profit potential: how to make your beach hotel more profitable, leave a comment.

Your email address will not be published. Required fields are marked *

Please note, comments must be approved before they are published

7 Strategies to Building a Successful Mobile Notary Business

Are you tired of the same old boring desk job? Do you have a passion for paperwork and a love for legally binding signatures? Well, my friend, you’re in luck! In this article, we’re going to dive deep into the world of mobile notary businesses. So grab your pen and prepare to take some notes, because we’re about to unveil the 7 key strategies for building a successful mobile notary business . Get ready to notarize your way to success!

Table of Contents

Strategize for Success in Your Notary Business

Starting a mobile notary business is no small feat. It takes careful planning, dedication, and, of course, a sense of adventure. Before you embark on this thrilling journey, let’s take a look at some essential steps for starting your notary business.

Essential Steps for Starting Your Notary Business

The first step in any successful endeavor is preparation. And starting a mobile notary business is no exception. Here are a few crucial steps to set you on the path to notarial greatness:

1. Get the necessary training and certification.

Before you can become a mobile notary, it’s important to acquire the proper training and certification. This will ensure that you have the knowledge and skills needed to perform your duties effectively. Look for reputable training programs and courses that cover the legal requirements and best practices for notaries in your area.

2. Obtain the required licenses and permits.

To operate your notary business legally, you’ll need to obtain the necessary licenses and permits. The requirements may vary depending on your location, so it’s essential to research and comply with the regulations set forth by your state or local government. This will help you avoid any legal issues and establish your business as a trustworthy and reliable service provider.

3. Invest in the right notary supplies.

As a mobile notary, you’ll need to have the right tools and supplies to perform your duties efficiently. This includes items such as notary stamps, seals, journals, and any other equipment required by your state. Investing in high-quality supplies will not only enhance your professionalism but also ensure that you are able to provide accurate and reliable notary services to your clients.

4. Create a professional website and brand.

In today’s digital age, having a professional website and brand presence is essential for any business. It allows you to showcase your services, provide information to potential clients, and establish credibility in the industry. Consider hiring a web designer or using website-building platforms to create a visually appealing and user-friendly website that reflects your brand identity.

5. Develop a solid business plan.

A well-thought-out business plan is the foundation of a successful notary business. It helps you define your goals, identify your target market, and outline strategies for growth and profitability. Your business plan should include a detailed analysis of your competition, marketing strategies, financial projections, and contingency plans. It will serve as a roadmap to guide you through the various stages of your business journey.

Now that you’ve laid the groundwork for your notary business, it’s time to face one of the trickiest parts – setting your notary and service fees . But fear not! We’ll guide you through the process of navigating state laws and finding that sweet spot where your pricing is both fair and profitable.

Navigating State Laws to Set Your Notary and Service Fees

State laws regarding notary fees can be as confusing as reading a doctor’s handwriting. But don’t let that deter you from setting reasonable fees for your services. By doing thorough research and taking into account the specific rules and regulations in your state, you can find the perfect balance between making a living and providing affordable notary services to your clients.

When determining your notary and service fees, it’s important to consider factors such as the complexity of the documents you’ll be notarizing, the time and effort required for each assignment, and the market rates in your area. You’ll also need to familiarize yourself with any statutory fee caps or limitations imposed by your state. This will ensure that you comply with the law while still charging a fair and competitive price for your services.

Additionally, it’s worth exploring different pricing models to find what works best for your business. Some notaries charge a flat fee per signature, while others may charge an hourly rate or offer package deals for multiple documents. Consider the unique needs and preferences of your target market when determining your pricing structure.

Remember, setting your notary and service fees is not a one-time decision. As your business grows and evolves, you may need to adjust your pricing to reflect changes in market conditions, overhead costs, and the value you provide to your clients. Regularly reviewing and updating your fee structure will help you stay competitive and ensure the long-term success of your notary business.

Thriving as a Notary Signing Agent

Being a mobile notary is great, but being a notary signing agent takes your notarial adventures to a whole new level. As a signing agent, you’ll have the opportunity to work with mortgage lenders, title companies, and borrowers during the exciting process of closing real estate transactions. So how can you maximize these opportunities and diversify your workload? Let’s find out!

Maximizing Opportunities as a Notary Signing Agent

As a notary signing agent, networking is your secret weapon . Attend conferences, join professional associations, and connect with other industry professionals. The more you put yourself out there, the more opportunities will come knocking on your notary stamp. And remember, don’t be afraid to step out of your comfort zone. You never know when a random conversation at a coffee shop might lead to a life-changing signing gig.

Diversifying Your Notary Signing Agent Workload

Variety is the spice of life, and the same goes for your notary signing agent workload. If you want to keep things exciting, expand your horizons and seek out diverse signing assignments. From loan signings to general notarizations, the more types of documents you can handle, the more clients you’ll attract. So, strap on your notary cape and embrace the diversity!

Collaborating with Fellow Notaries for Mutual Success

In a world full of competing notaries, it’s important to remember that unity is strength. Collaborating with fellow notaries can lead to brilliant partnerships, increased credibility, and a supportive community that will cheer for your notarial victories. So let’s explore the power of networking with other notaries and building a supportive community.

The Power of Networking with Other Notaries

Networking with fellow notaries is the key to unlocking a world of opportunities. Attend local events, join online forums, and connect with notaries who share your passion. Not only will you expand your professional circle, but you’ll also gain valuable insights, learn from their experiences, and maybe even make some lifelong friends. Networking has never been so notariously fun!

Building a Supportive Community of Notaries

When the notarial going gets tough, having a supportive community can make all the difference. Reach out to fellow notaries and create a support system that can celebrate your successes, offer advice, and lend an empathetic ear when needed. Together, you can conquer any notarial challenges that come your way. Remember, there’s strength in numbers, especially when those numbers are armed with ink-stained fingers!

Effective Marketing Strategies for Your Notary Business

Now that you’ve mastered the art of networking and collaboration, it’s time to focus on effective marketing strategies for your notary business. After all, the best notary services in the world can’t thrive if nobody knows about them. So let’s dive into the world of marketing and learn how to promote your notary services with authenticity .

Promoting Your Notary Services with Authenticity

Authenticity is the secret ingredient to successful marketing. Show potential clients who you truly are – a passionate notary ready to conquer their notarial needs with dedication and a dash of humor. Utilize social media platforms, create engaging content, and don’t be afraid to let your notary personality shine through. Your clients will appreciate your authenticity, and your notary business will reap the rewards.

Leveraging Online Platforms for Notary Business Growth

The digital world is a goldmine for notaries. Creating an online presence for your notary business can open doors to clients from all corners of the globe. Utilize online platforms like BlueNotary or your professional website to offer remote notarization services and attract a wider customer base. Embrace the wonders of technology and let the virtual ink flow!

Continuous Learning for Notary Professionals

In the ever-evolving notarial world, continuous learning is essential. Staying updated with notary education and training will not only enhance your skills but also demonstrate your commitment to providing top-notch notary services to your clients. So grab your reading glasses and let’s dive into the world of lifelong learning for notary professionals.

Staying Updated with Notary Education and Training

The notary world is constantly changing, and it’s your duty as a dedicated notary to keep up with the latest industry trends. Attend seminars, participate in webinars, and stay informed about any updates to notary laws and regulations. The more knowledgeable you are, the more confident your clients will feel in your abilities to notarize their documents.

Expanding Your Notary Knowledge and Skills

Being a notary is not just about stamping papers and collecting signatures. It’s about becoming a well-rounded notarial expert. Expand your knowledge and skills by exploring different areas of notarial expertise. From estate planning to immigration documents, the more niche areas you can cover, the more valuable you’ll become to your clients. So let your thirst for knowledge lead you down the notarial rabbit hole!

The Key to Success as a Notary: Hard Work and Dedication

At the end of the day, the true key to success as a notary lies in the sweat on your brow and the ink stains on your fingertips. Hard work and dedication are the magic ingredients that transform a mobile notary into a notarial superhero. So roll up your sleeves, grab that stamp, and prepare to conquer the notarial world!

The Importance of Putting in the Effort as a Notary

Being a notary is not for the faint of heart. It requires discipline, perseverance, and the willingness to go the extra mile. Whether it’s working late nights, traveling long distances, or dealing with difficult clients, putting in the effort will pay off in the form of a successful mobile notary business. So embrace the challenges, overcome the obstacles, and let your dedication shine!

Now that you’ve learned the 7 key strategies for building a successful mobile notary business, it’s time to put your newfound knowledge into action. So go forth, brave notary, and conquer the world, one notarized document at a time. The notarial universe is waiting for you!

General Question About Mobile Notary Business

1. how do you handle competition in densely populated areas where multiple mobile notaries offer similar services.

Handling competition in densely populated areas with multiple mobile notaries offering similar services requires innovation, specialization, and personalized customer service. Specializing in specific notarial services , offering exceptional customer care, and building a strong online presence can help mobile notaries stand out and attract more clients.

2. What are the common challenges or pitfalls new mobile notaries face and how can they be avoided or overcome?

New mobile notaries commonly face challenges such as client acquisition, pricing strategy, and managing fluctuating demand. Overcoming these challenges involves proactive networking, market research for pricing, and diversifying services to maintain a steady workflow while maintaining service quality.

3. Can you provide case studies or examples of mobile notaries who have successfully implemented these strategies?

Successful mobile notaries have implemented strategies like building a strong brand identity, leveraging technology for efficiency, obtaining niche certifications , and engaging with their communities through workshops or informational sessions. These examples highlight the importance of adaptability, continuous learning, and customer-centric approaches for success in the mobile notary business.

Integrate your Business, Title Company, or Law Firm to  Satisfy your Customers and Decrease Turnaround

Get a document  Notarized/Sign-up

Join the  Remote Online Notary Masterminds Facebook Group

• 24 hour notary near me
• Become an Online Notary
• best crm for small business
• business efficiency tips
• client management software
• digital notarization
• online loan closings
• Online Notarization
• Become a Notary
• Business Efficiency
• Mobile Notary
• Notary Near Me
• Remote Online Notarization
• State by State Notarization
• Types of Notarization
• Uncategorized

What You Need for Notarizing Signatures in Multiple Counties

• Business Tips
• Digital Certificate
• Digital Signature
• Legal Technology

The Landscape of Notary Services in 2024: Trends and News

• Online Closing
• Online Notary
• Online Notary Tips

4 Effective Strategies to Find New Notary Customers

• How to Become a Notary
• How to Become an Online Notary

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Entrepreneurs & Small Business

Accelerators & Incubators

Business Consultants & Advisors

Educators & Business Schools

Students & Scholars

AI Business Plan Generator

Financial Forecasting

AI Assistance

Ai pitch deck generator

Strategic Planning

See How Upmetrics Works  →

• Sample Plans
• WHY UPMETRICS?

Customers Success Stories

Business Plan Course

Small Business Tools

Strategic Canvas Templates

E-books, Guides & More

• Sample Business Plans

Notary Business Plan

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

How to Write a Notary Business Plan?

Writing a notary business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section of the business plan intended to provide an overview of the whole business plan. Generally, it is written after the entire business plan is ready. Here are some components to add to your summary:

Start with a brief introduction:

Market opportunity:, mention your services:, management team:, financial highlights:, call to action:.

Ensure you keep your executive summary concise and clear, use simple language, and avoid jargon.

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

2. Business Overview

Depending on what details of your business are important, you’ll need different elements in your business overview. Still, there are some foundational elements like business name, legal structure, location, history, and mission statement that every business overview should include:

About the business:

Provide all the basic information about your business in this section like:

• The name and type of your notary business: mention whether your clientele focuses on real estate agents, escrow officers, or title agents. Maybe, you serve all of them—so mention it.
• Company structure of your notary business, whether it is an LLC, partnership firm, or something else.
• Location of your notary business and why you selected that place.

Mission statement:

Business history:, future goals:.

This section should provide an in-depth understanding of your Notary business. Also, the business overview section should be engaging and precise.

3. Market Analysis

Market analysis provides a clear understanding of the market in which your Notary business will run along with the target market, competitors, and growth opportunities. Your market analysis should contain the following essential components:

Target market:

Market size and growth potential:, competitive analysis:, market trends:, regulatory environment:.

Some additional tips for writing the market analysis section of your business plan:

• Use various sources to gather data, including industry reports, market research studies, and surveys.
• Be specific and provide detailed information wherever possible.
• Include charts and graphs to help illustrate your key points.
• Keep your target audience in mind while writing the business plan

4. Products And Services

The product and services section of a Notary public business plan should describe the specific services and products that will be offered to customers. To write this section should include the following:

List the services:

• Create a list of services your notary business will offer, including document authentication, legal advice, administering oaths and affirmations, notarizing real estate transactions, etc.
• Describe each service: Provide a detailed description of what it entails, the time required, and the qualifications of the professionals who will provide it. A notary signing agent, for instance, ensures that all documents are signed and notarized correctly during a real estate closing.

Transparency and confidentiality:

Overall, a business plan’s product and services section should be detailed, informative, and customer-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Develop your unique selling proposition (USP):

• Determine what sets your business apart from the competition and what benefits your target market.

Determine your pricing strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, the sales and marketing strategies section of your business plan should outline your plans to attract and retain customers and generate revenue. Be specific, realistic, and data-driven in your approach, and be prepared to adjust your strategies based on feedback and results.

6. Operations Plan

When writing the operations plan section, it’s important to consider the various aspects of your business processes and procedures involved in operating a business. Here are the components to include in an operations plan:

Hiring plan:

Operational process:, technology & software:.

By including these key elements in your operations plan section, you can create a comprehensive plan that outlines how you will run your Notary business.

7. Management Team

The management team section provides an overview of the individuals responsible for running the Notary business. This section should provide a detailed description of the experience and qualifications of each manager, as well as their responsibilities and roles.

Key managers:

Organizational structure:, compensation plan:, board of advisors:.

Describe your company’s key personnel and highlight why your business has the fittest team.

8. Financial Plan

When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial projections for the first few years of your business.

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:, financing needs:.

Remember to be realistic with your financial projections and provide supporting evidence for your estimates.

9. Appendix

When writing the appendix section, you should include any additional information that supports the main content of your plan. This may include financial statements, market research data, legal documents, and other relevant information.

• Include a table of contents for the appendix section to make it easy for readers to find specific information.
• Include financial statements such as income statements, balance sheets, and cash flow statements. These should be up-to-date and show your financial projections for at least the first three years of your business.
• Provide market research data, such as statistics on the size of the legal industry, consumer demographics, and trends in the industry.
• Include any legal documents such as permits, licenses, and contracts.
• Provide any additional documentation related to your business plans, such as marketing materials, product brochures, and operational procedures.
• Use clear headings and labels for each section of the appendix so that readers can easily find the information they need.

Remember, the appendix section of your Notary business should only include relevant and essential information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

This Notary business plan sample will provide an idea for writing a successful Notary plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready notary business plan to impress your audience, download our notary business plan pdf .

Related Posts

Bookkeeping Business Plan

400+ Sample Business Plans

Investment Company Business Plan

Holding Company Business Plan

Tips for Creating Business Plan

Business Plan Template Google Docs

Frequently asked questions, why do you need a notary business plan.

A business plan is an essential tool for anyone looking to start or run a successful notary business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your notary business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your notary business.

How to get funding for your Notary business?

There are several ways to get funding for your notary business, but one of the most efficient and speedy funding options is self-funding. Other options for funding are:

• Bank loan – You may apply for a loan in government or private banks.
• Small Business Administration (SBA) loan – SBA loans and schemes are available at affordable interest rates, so check the eligibility criteria before applying for it.
• Crowdfunding – The process of supporting a project or business by getting a lot of people to invest in your notary business, usually online.
• Angel investors – Getting funds from angel investors is one of the most sought options for startups.
• Venture capital – Venture capitalists will invest in your business in exchange for a percentage of shares, so this funding option is also viable.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your Notary business?

There are many business plan writers available, but no one knows your business and idea better than you, so we recommend you write your notary public business plan and outline your vision as you have in your mind.

What is the easiest way to write your Notary business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any notary business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

Popular Templates

Create a great Business Plan with great price.

• 400+ Business plan templates & examples
• AI Assistance & step by step guidance
• 4.8 Star rating on Trustpilot

Streamline your business planning process with Upmetrics .

Notary Public Business Plan Template

Written by Dave Lavinsky

Notary Public Business Plan

You’ve come to the right place to create your Notary Public business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Notary Public businesses.

Below is a template to help you create each section of your Notary Public business plan.

Executive Summary

Business overview.

One-Day Notary Public Service is a startup notary public business located in Pierre, South Dakota. The company is founded by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Many businesses in Pierre have come to rely solely on Kathy for all notary public needs.

One-Day Notary Public Service will provide a wide selection of services from which customers may choose, including notarizing legal documents, affidavits, contracts, and more. As a result of the growth rate of clients who request her services, Kathy determined that it is the right and best time to launch her own business and capture the eager audience she already has slated as potential customers. Many of these same businesses and individuals have already committed to following Kathy to her new startup company.

Product Offering

The following are the services that One-Day Notary Public Service will provide:

• One-day service guarantee
• Mobile service within city and surrounding areas of Pierre
• Notarizing legal documents
• Legal contracts
• Identity verification
• Administration of oaths and affirmations
• Certifying copies of documents

Customer Focus

One-Day Notary Public Service will target all residents and businesses in Pierre and the surrounding areas of the city. They will target attorneys and law firms. They will target businesses who require legally-binding contracts. They will target individuals who are purchasing a home or traveling internationally. They will target residents who are required to verify their identity or affirm legal proceedings or documentation.

Management Team

One-Day Notary Public Service will be owned and operated by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Many businesses in Pierre have come to rely solely on Kathy for all notary public needs. Kathy has recruited Nahul Jahim and Cristy Baker to join her business.

Kathy Porporia holds a bachelor’s degree from the University of South Dakota in business management. She has fifteen years of experience as a notary public and has an extensive background in management and scheduling within a notary public as a result of her last ten years of employment. Kathy was often placed in temporary management positions when her employers traveled extensively; as a result, her management skills were developed and well-positioned to lead her own company.

Nahul Jahim is a graduate of Pierre College, where he obtained a bachelor’s degree in marketing. He has been a notary public for five years and formerly worked with Kathy at the same business. His role will be as a Senior Notary Public, assisting in both serving as a notary public and managing the business on behalf of Kathy and her staff.

Cristy Baker is certified as an administrative assistant and formerly worked with Kathy. She is adept at booking clients, understanding the legal or documentation needs of each client and running a smooth operation. Her role will be as the Senior Administrative Associate.

Success Factors

One-Day Notary Public Service will be able to achieve success by offering the following competitive advantages:

• Friendly, knowledgeable, and highly-qualified team of One-Day Notary Public Service
• Notarize legal documents, including contracts, affidavits, wills, and power of attorney documents.
• Verifying identity through identification checks and document verification.
• Administering oaths and affirmations for affidavits and statutory declarations.
• Providing certified copies of documents.
• Mobile notary services, offering on-site notarization for clients unable to visit our office.
• One-Day Notary Public Service offers the best pricing in town. Their pricing structure is the most cost effective when compared to the competition.

Financial Highlights

One-Day Notary Public Service is seeking $200,000 in debt financing to launch its One-Day Notary Public Service. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and marketing costs. The breakout of the funding is below:

• Office space build-out: $20,000
• Office equipment, supplies, and materials: $10,000
• Three months of overhead expenses (payroll, rent, utilities): $150,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph outlines the financial projections for One-Day Notary Public Service.

Company Overview

Who is one-day notary public service.

One-Day Notary Public Service is a newly established, full-service notary public service in Pierre, South Dakota. One-Day Notary Public Service will be the most reliable, cost-effective, and efficient choice for residents and businesses in Pierre and the surrounding communities. One-Day Notary Public Service will provide a comprehensive menu of notary services for any resident or business to utilize. Their full-service approach includes a comprehensive set of services relating to legal documentation, oaths, verifications and certifications.

  One-Day Notary Public Service will be able to serve customers with one-day service and mobile service. The team of professionals are highly qualified and experienced in all notary services and the legal documents needed for completion. One-Day Notary Public Service removes all headaches and issues of finding and getting to a notary public and ensures all issues are taken care of expeditiously while delivering the best customer service.

One-Day Notary Public Service History

One-Day Notary Service is owned and operated by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Kathy Porporia holds a bachelor’s degree from the University of South Dakota in business management. She has fifteen years of experience as a notary public and has an extensive background in management and scheduling within a notary public as a result of her last ten years of employment. Kathy was often placed in temporary management positions when her employers traveled extensively; as a result, her management skills were developed and well-positioned to lead her own company.

Since incorporation, One-Day Notary Public Service has achieved the following milestones:

• Registered One-Day Notary Public Service, LLC to transact business in the state of South Dakota.
• Has a contract in place to lease a 10,000 square foot office in a midtown office building in Pierre.
• Reached out to numerous contacts to include One-Day Notary Service as their primary notary public service.
• Began recruiting a staff of three and two office personnel to work at One-Day Notary Service.

One-Day Notary Public Services

The following will be the services One-Day Notary Public Service will provide:

Industry Analysis

The notary public industry is expected to grow over the next five years to over $700 million. The growth will be driven by an increasing number of legal and regulatory requirements The growth will be driven by an increasing number of real estate transactions The growth will be driven by an increasing complexity of international transactions Costs will likely be reduced as paper and printing costs are eliminated Costs will likely be reduced as communication expenses drop Costs will likely be reduced as travel expenses drop

Customer Analysis

Demographic profile of target market, customer segmentation.

One-Day Notary Public Service will primarily target the following customer profiles:

• Businesses and residents within the city of Pierre and its surrounding communities
• Law firms, attorneys, real estate agents, mortgage companies
• Travelers or others who need identity verification
• Residents settling wills or trust funds

Competitive Analysis

Direct and indirect competitors.

One-Day Notary Public Service will face competition from other companies with similar business profiles. A description of each competitor company is below.

SwiftNotary Company

SwiftNotary Company is established in a conveniently located office, where the sole proprietor, Jake Roberts, offers a range of notary services, including notarizing legal documents, affidavits, contracts, and more. With his commitment to accuracy, efficiency, and exceptional customer service, he aims to become the go-to notary public service provider in the Pierre area.

SwiftNotary Company was started in 2019 to provide a quick response for individuals who needed notary public service during the global pandemic. Jake used his vehicle to travel from homes to businesses and back again during several months before eventually opening an office in downtown Pierre. The one-man operation caters to a wide range of clients, including individuals requiring notarization for personal documents, real estate professionals, law firms, financial institutions, and businesses in need of notarized contracts and agreements.

Premier Notary Public

Premier Notary Public is owned and operated by Nick and Claus Swanson, brothers who went through notary public training at the same time with the intention to open a business that would provide their income for several years. They divided the business into two segments, one serving individuals and the other serving business clients. They do not have other employees and they provide primarily mobile service, with a home office serving as the place for administrative tasks. Nick and Claus Swanson network extensively throughout Pierre by joining community groups and philanthropic committees and both are dedicated to helping the residents of Pierre by acts of service on behalf of its residents

Attorney’s Public Notary

The Attorney’s Public Notary Company is known as the “Attorney’s Choice” for notary services. It is owned and operated by Tina Essex who started the specialized notary public dedicated to serving attorneys exclusively in 2020. The claim of the business is that it serves “the unique needs of legal professionals and the critical role notarization plays in their practice”. The claim of the company is that it provides efficient and dependable notary services tailored specifically to attorneys, ensuring their documents are properly authenticated and legally binding.

Attorney’s Notary Public offers an in-depth understanding of the state’s legal requirements and regulations, with notaries who understand the specific nuances of notarizing legal documents in South Dakota. We offer a comprehensive range of notary services exclusively to attorneys, including notarizing legal documents such as contracts, agreements, affidavits, and other vital legal instruments. The company will attest to the authenticity of signatures, and verify identities. They claim to prioritize accuracy and attention to detail to ensure the utmost validity and legality of each notarized document.

Competitive Advantage

One-Day Notary Public Service will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

One-Day Notary Public Service will offer the unique value proposition to its clientele:

• Highly-qualified team of skilled employees who are able to provide a comprehensive set of notarized legal documents, including contracts, affidavits, wills, and power of attorney documents.
• Verify identity through identification checks and document verification.
• Administer oaths and affirmations for affidavits and statutory declarations.
• Provide certified copies of documents.
• Offer unbeatable pricing to its clients; they will offer the best pricing in town.

Promotions Strategy

The promotions strategy for One-Day Notary Public Service is as follows:

Word of Mouth/Referrals

One-Day Notary Public Service has built up an extensive list of contacts over the years by providing exceptional service and expertise to all clients. Former clients will follow her to her new company and help spread the word of One-Day Notary Public Service.

Professional Associations and Networking

Community and national associations will be joined and networking will continue in all forums. Attendance and active participation when needed will be offered.

Print Advertising

Two weeks prior to the launch, One-Day Notary Public will send a direct-mail piece to all residents and businesses in Pierre county. The piece will announce the launch of the company, describe the services, and offer a discount on products or services purchased.

Website/SEO Marketing

One-Day Notary Public Service will fully utilize their website. The website will be well organized, informative, and list all the services that One-Day Notary Public Service provide. The website will also list their contact information and list their available appointment times for One-Day overnight service. Customers can set their appointment times with confidence that One-Day Notary will show up on-time, every time. The website presence will utilize SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Notary company” or “notary service near me”, One-Day Notary Public Service will be listed at the top of the search results.

The pricing of One-Day Notary Public Service will be moderate and on par with competitors so customers feel they receive excellent value when purchasing their services.

Operations Plan

The following will be the operations plan for One-Day Notary Public Service. Operation Functions:

• Kathy Porporia will be the Owner and President of the company. She will oversee all staff and manage client relations. Kathy has spent the past year recruiting the following staff:
• Nahul Jahim will become the Senior Notary Public and will manage the office administration when Kathy is not available.
• Cristy Baker will be the Senior Administrative Associate, overseeing the day-to-day management of filing, phone calls, emails, etc.

Milestones:

One-Day Notary Public Service will have the following milestones completed in the next six months.

• 5/1/202X – Finalize contract to lease office space
• 5/15/202X – Finalize personnel employment contracts for the One-Day Notary Public Service
• 6/1/202X – Prepare direct-mail piece for One-Day Notary Public Service clients
• 6/15/202X – Begin networking at industry events
• 6/22/202X – Begin moving into One-Day Notary Public Service office
• 7/1/202X – One-Day Notary Public Service opens its office for business

Cristy Baker is certified as an Administrative Assistant and formerly worked with Kathy. She is adept at booking clients, understanding the legal or documentation needs of each client and running a smooth operation. Her role will be as the Senior Administrative Associate.

Financial Plan

Key revenue & costs.

The revenue drivers for One-Day Notary Public Service are the fees they will charge to clients for the notary services they provide.

The cost drivers will be the overhead costs required in order to staff One-Day Notary Public Service. The expenses will be the payroll cost, rent, utilities, office supplies, and marketing materials.

Funding Requirements and Use of Funds

One-Day Notary Public Service is seeking $200,000 in debt financing to launch its notary public business. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and association memberships. The breakout of the funding is below:

Key Assumptions

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

• Number of Customers Per Month: 600
• Average Revenue per Month: $120,000
• Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, notary public business plan faqs, what is a notary public business plan.

A notary public business plan is a plan to start and/or grow your notary public business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Notary Public business plan using our Notary Public Business Plan Template here .

What are the Main Types of Notary Public Businesses? 

There are a number of different kinds of notary public businesses , some examples include: General Notary, Loan Signing Notary, and Non-Notary Services.

How Do You Get Funding for Your Notary Public Business Plan?

Notary Public businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Notary Public Business?

Starting a notary public business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Notary Public Business Plan - The first step in starting a business is to create a detailed notary public business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your notary public business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your notary public business is in compliance with local laws.

3. Register Your Notary Public Business - Once you have chosen a legal structure, the next step is to register your notary public business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your notary public business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Notary Public Equipment & Supplies - In order to start your notary public business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your notary public business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful notary public business:

• How to Start a Notary Business

12 Essential Steps to Start Your Mobile Notary Business

By henry sheykin, resources on mobile notary.

• Financial Model
• Business Plan
• Value Proposition
• One-Page Business Plan
• SWOT Analysis
• Business Model
• Marketing Plan

Introduction

Mobile notary businesses are becoming an increasingly popular way to document important financial and legal documents. With the convenience of mobility, individuals and businesses have the opportunity to receive notary services regardless of where they are located. In fact, the mobile notary services industry is one of the fastest growing industries in the US, with an average annual growth of 6%. This growth has undoubtedly accelerated with the COVID-19 pandemic, as people search for more convenient means of carrying out their transactions.

Starting a mobile notary business requires a lot of preparation, licensing, and planning. This guide will provide a checklist of the 12 steps to take when launching a mobile notary business

Research The Legal Requirements For Mobile Notary Business

Before launching any business, it is essential to research the relevant laws, regulations and requirements for a mobile notary business. This will ensure all legal obligations are taken into consideration when setting up, and will also protect your business from liabilities and conflicts with customers.

Here are some tips to help you complete this important step in opening a mobile notary business:

• Check the legal requirements of your specific state, as these can vary from state to state.
• Familiarize yourself with the Notary Public Code and any other applicable laws.
• Understand any important state and federal regulations.
• Determine any taxes or permit fees that you may be responsible for.
• Find out if there are any specific bond requirements.
• Decide which area you will serve, and research the laws in that area.

Research the legal requirements for becoming and operating a mobile notary business thoroughly. Knowledge of the relevant laws and regulations will ensure that you comply with all the requirements, and begin your business with confidence.

$169.00 $99.00 Get Template

Write A Business Plan And A Financial Model

Creating a business plan and a financial model are essential early steps when opening a mobile notary business. A business plan is necessary to capitalize on available resources and define the steps you'll need to take to reach success. Likewise, a financial model provides insight into how well the business will perform in the future and how to adjust operations accordingly.

Here is a checklist for crafting both a business plan and a financial model for your mobile notary business:

• Identify target market.
• Assess opportunities and competition.
• Set realistic financial goals.
• Create operational and financial projections.
• List potential funding sources.
• Comments on proposed tax and accounts structure.
• Identify management competencies.
• Create a timeline and contingency plan.
• Outline entrance, exit, and status of ownership.
• Describe internal controls.
• Identify the break-even point.
• Prepare risk mitigation strategies.

To ensure that your business plan and financial model accurately reflect the state of the business and its prospects for the future, all financial data should be up-to-date and as accurate as possible. You'll also need to revisit and adjust these documents as needed over time, particularly if the financial performance of the business falls short of expectations.

By creating a comprehensive and accurate business plan and financial model, you'll have a better understanding of the current and future financial situation of your mobile notary business, as well as a plan to reach success.

Find The Right Location

When starting a mobile notary business, finding a location for the business is key. Here are some tips to consider:

• Research state laws for requirements of mobile notaries.
• Choose a prime spot in a high-traffic area.
• Consider renting an office space to meet clients.
• Work from home if this is an option for you.
• Be mindful of the parking convenience for clients.
• Find a facility with necessary notarial tools and supplies.

Renting an office space is a great option if you plan on having clients visit you. You need to make sure that the space is convenient enough to accommodate both you and potential clients. Additionally, be mindful of the parking area and other general requirements, such as the availability of necessary notarial tools and supplies.

If you prefer to work from home, make sure that you have a designated area that is separate from the rest of your home. This will give your clients a level of professionalism and reassurance that the business is credible.

Gather The Necessary Permits & Licenses

Starting a notary business requires gathering various state and local permits and licenses to ensure you operate within the law. The specific permits and licenses you need vary from state to state, and even from county to county. These requirements may include state notary commission, business license, employer identification number (EIN), and general liability insurance.

Here are some tips and tricks to help you on your way:

• Check with your local government to determine which permits and licenses are needed in your state.
• Determine if any additional special licenses are needed to meet state and county regulations.
• Contact the state's licensing department to inquire about the process to receive a notary public commission.
• Consult with your local County Clerk's office for more information about any other specific requirements.
• Submit your application for each required permit or license to your state or local agencies.
• Follow up periodically to ensure your application and all necessary documents have been received.
• Be aware of any deadlines for renewal or expiration of your permits and licenses.

Gathering the necessary permits and licenses for your mobile notary business is an important step in launching your business. Taking the time to do your research and submit the necessary paperwork can save you time and money in the long run.

Acquire Funding For The Business

Starting and running a mobile notary business requires capital for employee compensation, marketing and an initial advertisement budget. You may be able to fund the start-up costs and ongoing operations yourself or may need to seek out external financing, depending on the size of your business.

The most common options for funding include:

• Banks and credit unions
• Small business loans
• Crowdfunding campaigns

Regardless of the financing option you choose, make sure that you have a solid business plan and financial model in place before applying. Banks and lenders will review these documents to determine your eligibility for funding.

When applying for a loan or line of credit, you will need to provide the lenders with ample evidence that your business is viable, including your business plan and financial projections. You should also provide personal financial information that can show lenders that you’ll be able to make loan payments.

If you’re considering investors or crowdfunding to finance your business, you should create a compelling business pitch and business profile that outline the potential benefits of investing in your business. You can also offer potential investors equity stakes in exchange for their financial support.

Finally, be aware of any registration or licensing fees needed for your business. You may need to set aside additional funds to pay these fees, so make sure that you factor this into your budget and financial plan.

Secure Liability And Malpractice Insurance

Every business must have adequate liability and malpractice insurance to protect and secure the business, its assets and its employees . It is important to understand the legal ramifications and implications of notary services. Unlike other businesses, notary services come with the potential for errors that can cause costly mistakes that can result in business losses and damages. Preventing and protecting the business from such results is paramount, so securing a liability and malpractice insurance policy is essential.

First, it is important to understand what kind of liability and malpractice policies are available and what is covered under the policies. Generally, a business liability or malpractice policy will provide protection for potential losses due to negligence, mistakes, or errors. It is likely to be one that covers any potential claims for damages or injury arising in the course of business operations.

Second, it is important to find the right insurance provider. Different companies, agents and brokers offer different packages and rates, so it’s important to do your research and shop around before settling on one provider. Consider the company’s reputation and any customer reviews available.

Third, when signing up for the policies, verify the terms and conditions to ensure that the coverage is applicable to the business. It is important to ensure that the business operations and activities are covered and risks are adequately mitigated. Understanding any exclusions or limitations to the coverage is also important.

Lastly, understand the types of claims that can be made under the policy. Many policies have specific exclusions for types of claims, such as fraud or misrepresentation. These should be clearly outlined to the business owners in order for them to make informed decisions.

Buy The Necessary Supplies And Equipment

Starting a mobile notary business requires investing in several pieces of equipment . Most states require having the necessary tools for document verification and authentication, such as a camera, scanner, and printer. You should also subscribe to an electronic notary (eNotary) system, and get a laptop, smartphone, debit card reader, and other supplies. Below are some tips for purchasing the equipment you will need.

Know the Legal Requirements Before buying any equipment, make sure it meets the state and local regulations for mobile notaries. In some states, a dedicated notary seal is required, while other requires both a notary stamp and seal. Some states also require you to use a specific type of printer or camera.

Look for Special Deals on Supplies and Equipment Checking office supply stores and online retailers can save you time and money when it comes to purchasing necessary supplies and equipment. Many online retailers offer discounts during special times and holidays. Read through customer reviews and compare prices to make sure you are getting the best deal.

Rent or Lease Expensive Items If you do not want to buy the expensive technology required for the business, you can consider renting or leasing it from a supplier. This would be an ideal option for mobile notaries with a limited budget, who will not be using the same item for long periods of time.

Ask for Recommendations Check with other mobile notaries in your area to ask what brands and models they use. Connecting with other experienced proffessionals in the industry can help you find the right supplies and equipment, as well as understand the legal requirements.

Design A Website And Begin Marketing

Once the business plan is complete, the next important step is to design a website that showcases the company’s services and helps establish an online presence. Having a website is important for a mobile notary business to reach potential clients, promote their services and generate new clientele. Here are some tips and tricks to design a website and begin marketing.

• Choose a website builder platform (Wix, Squarespace, Weebly, etc.) and register a domain.
• Include your business’s contact information on the website.
• Create a list of services and include a pricing page.
• List certifications and include a portfolio of documents.
• Include photos of you and other members of your company.
• Create a blog to detail your services and events.
• Include frequently asked questions and answers about your services.
• Optimize the website for organic search engine rankings.
• Advertise on social media and other relevant websites.
• Create an email marketing campaign to reach out to clients.
• Send out newsletters and press releases to promote your business.
• Partner up with other companies and form alliances.

Create A List Of Services And Fees

Creating a list of services and fees is an important step when starting a mobile notary business. Outlining what services are offered and what the respective fees are can help potential clients make a decision about which mobile notary business to choose. Here are some tips on what to include in the list of services and fees.

Services When creating the list of services, it's important to consider what type of notarizations clients may need. Typical services offered by mobile notary publics include loan signings, form notarizations, affidavits, deeds, powers of attorney, and other document acknowledgements. Additionally, you may decide to offer special services that may be in demand in the area. Examples of these services may include estate planning, court document filing, or witness services.

Fees When setting fees, be sure to research the going rate of other mobile notaries in the area. The fees you charge should reflect the services being offered and the particular market. You may decide to offer multiple tiers of services that come with different fees, or you may decide to charge a flat fee for all services. In either case, be sure to clearly outline the fees on the list of services and fees page.

Add Other Details In addition to defining the services and fees for your mobile notarial business, you should also add other relevant details such as the availability of rush services or a dislocated services fee (if you are willing to travel outside the local area to provide services). You should also include information on payments and cancellation policies to ensure clients are aware of these policies before scheduling a session.

Build A Network Of Partners And Resources

Partnerships are essential in the mobile notary business; creating a network of relevant contacts and resources will help to grow your business and open up new opportunities. Here are some tips for building a successful network of partners and resources for your mobile notary business:

• Create a list of potential contacts - Aim to create a list of community leaders, local attorneys, real estate agents, and banks that offer notary services. Once you have a list of contacts, contact them and introduce yourself and your business.
• Develop relationships - If a contact doesn’t need your services right away, stay connected with them and remind them of your services periodically. Offer free tips or advice when appropriate so they recognize your value.
• Join notary and real estate groups - Joining groups is a great way to meet potential contacts and stay up to date on the industry. Search online for groups in your area or attend virtual meetings and network with other notaries and professionals from the comfort of your own home.
• Partner with other professionals - Ask for referrals or form alliance partnerships with real estate agents and attorneys who can provide your services to their clients. This can be a great form of advertising and can help to build your client base.
• Develop relationships online - Creating a presence online will help to establish your business and make networking easier. Stay active on social media sites, start a blog and create an online portfolio on your website.

Connecting with other professionals and developing a network of resources can help to grow your business and promote your services. With some effort and a bit of creativity, you can create a wide network of contacts and resources to help your business succeed.

Complete Training And Any Notary Exams

One of the essential steps toward launching a successful mobile notary business is to complete all required training and exams. Here are some tips and tricks for successfully getting through the process:

• Research the requirements for a notary in your state. Requirements will vary from state to state, so be sure to understand what is expected of you.
• Take the necessary classes to become a notary. These classes will cover the rules and regulations specific to your state.
• Pass the notary exam. In all states, you must pass an exam in order to become a notary public. Most states require a test with a passing rate of at least 70%.
• Consider additional certifications. There are a variety of advanced certifications that may be beneficial to a mobile notary business. For example, a loan signing certification or additional state-specific certifications may provide additional credibility and competitiveness.
• Maintain your notary status. Many states require continuing education and/or re-certification every few years, so it’s important to keep this in mind and plan for enough time to complete the relevant requirements.

By following the necessary steps to complete training and all notary exams, you will be able to confidently launch and maintain a successful mobile notary business.

Keep The Business Up-To-Date With Technology

Clients love convenience and technology has made it possible to provide this convenience. By utilizing modern tools, mobile notaries can provide quick, accurate, and secure services to customers while remaining competitive in the current business climate. Some of the ways mobile notaries can keep the business up-to-date with technology include:

• Utilizing digital document management software to securely store and track documents.
• Investing in electronic notary software for secure electronic notarizations and e-signatures.
• Accepting online payments through secure payment solutions.
• Using online conferencing solutions like Zoom or Skype to meet remotely with clients and document signers.
• Having a customer electronic records management (ERM) software to easily share documents with clients and manage their records.
• Implementing customer relationship management (CRM) software solutions to streamline customer inquiries, job scheduling, and billing.
• Utilizing advanced mapping and routing software to improve customer service and efficiency.

By keeping the business up-to-date with technology, mobile notaries can provide the digital convenience that customers demand and stay a step ahead of the competition. Keeping up with the latest trends in technology can also help mobile notaries become more efficient and improve the customer experience.

The journey to launching a mobile notary business may seem lengthy and challenging, but with a solid plan, patience, and dedication, you can get started in no time. The tasks and steps above will provide a general overview of getting a mobile notary business up and running; however, you will want to research your local state regulations for additional details.

Finally, be sure to market your business. The more people know about what you offer and the services you provide, the better chances you have of gaining customer support. As your business grows, stay up-to-date with technology and the changing industry trends so that you can continue to provide quality services to customers.

Related Blogs

• KPI Metrics
• Running Expenses
• Startup Costs
• Pitch Deck Example
• Increasing Profitability
• Sales Strategy
• Rising Capital
• Valuing a Business
• Writing Business Plan
• Buy a Business
• How Much Makes
• Sell a Business
• Business Idea
• How To Avoid Mistakes

Leave a comment

Your email address will not be published. Required fields are marked *

Please note, comments must be approved before they are published

How to Start a Mobile Notary Business: A Step-by-Step Guide

• 11 minutes read

Are you intrigued by the idea of a career that offers both personal satisfaction and professional flexibility? Starting your own mobile notary business could be the perfect avenue for you. As a mobile notary, you’ll have the opportunity to play a vital role in legal transactions, serving individuals and businesses with your expertise, all while relishing the autonomy of managing your schedule. In this comprehensive guide, we’ll lead you through the intricacies to start a thriving mobile notary business from the ground up.

Understanding the Role of a Mobile Notary

Before delving into the journey of establishing your own mobile notary business, it’s essential to have a clear grasp of what the role entails. Here are some major roles that you have to play as a mobile notary:

• Verifying and authenticating signatures on a variety of legal documents.
• Handling documents such as contracts, deeds, affidavits, and power of attorney forms.
• Providing the convenience of traveling to clients’ chosen locations, whether it’s their homes, offices, hospitals, or other specified places.

Crucial to your business’s success is grasping your role as a mobile notary. This basis builds your reputation as a trusted legal service provider. This understanding empowers smoother navigation of launching and running your mobile notary business.

Read this article to know 20 Profitable Notary Business Ideas you can start today.

10 Steps to Start a Mobile Notary Business

Here is the step by step guide that will help you start a successful mobile notary business:

1. Researching Your Local Legal Requirements

Before you dive into the mobile notary business, it’s crucial to understand the legal requirements in your state or jurisdiction. Each region has its distinct set of regulations and licensing protocols for notaries. Carefully researching these guidelines and criteria is essential to guarantee full compliance and the ability to operate within the legal framework. Furthermore, remember to keep up with any new rules or changes so that your mobile notary business stays legal and successful.

Here are four ways to understand the legal requirements in your area:

• Research Online: Look up official government websites or resources that provide information about notary rules in your region.
• Consult Professionals: Reach out to legal experts or local officials who can give you accurate advice on what you need to do.
• Attend Workshops: Participate in workshops or seminars that focus on notary regulations, as they can provide valuable insights.
• Join Forums or Groups: Online forums or local groups for notaries might have discussions about legal requirements, helping you learn from others’ experiences.

2. Getting the Right Education and Training

When stepping into the world of mobile notary business, acquiring the right education and training is a key foundation. This step ensures you’re equipped with the knowledge and skills needed to perform your role effectively and professionally.

To excel in your mobile notary business, you need:

• Formal Notary Education: Enroll in a recognized notary education course to understand the legal aspects, procedures, and regulations of notarization.
• Signature Verification Skills: Learn how to accurately verify signatures on various types of documents to ensure their authenticity.
• Legal Knowledge: Gain insight into the legal significance of notarized documents and the role of a notary public in certifying them.
• Ethical Standards: Understand the ethical responsibilities of a notary, including confidentiality and impartiality in notarization.
• Best Practices: Acquire knowledge of industry best practices for efficient and accurate notarization services.
• Real-World Scenarios: Participate in training that simulates real-life situations to be better prepared for practical challenges.
• Regulatory Awareness: Stay updated on the latest changes in notary laws and regulations to ensure compliance and accuracy.

Remember, continuous learning is essential in staying updated with any changes in notary laws and practices. As you venture into this business, the right education and training will be your guiding compass to success in the realm of mobile notary services.

3. Obtaining the Necessary Supplies

Setting up a mobile notary business requires gathering the essential tools and supplies to conduct your duties efficiently and professionally. These supplies are instrumental in ensuring the accuracy and authenticity of notarized documents, while also portraying a credible image to your clients.

Some of the indispensable supplies you’ll need include:

• Notary Stamp and Seal: These tools are used to imprint your official seal onto documents, confirming your role as a certified notary.
• Logbook or Journal: A logbook helps you keep a record of all the notarizations you perform, serving as a crucial reference for future verification.
• Notary Certificates: These certificates are attached to documents you notarize, providing information about the notarization process.
• Pens and Supplies: High-quality pens and other writing tools are vital for filling out notary certificates and recording information accurately.
• Identification Materials: Keep copies of valid identification documents, as you may need them to verify the identities of signers.
• Seal Embosser (Optional): While not mandatory, a seal embosser can add an extra layer of authenticity to your notarized documents.
• Travel Bag or Case: Since you’re a mobile notary, having a well-organized bag or case to carry your supplies is essential for on-the-go notarizations.

By ensuring you have these necessary supplies, you’re well-prepared to provide professional notary services to your clients, whether you’re meeting them at their homes, offices, or any other location. These tools not only enhance the reliability of your services but also reinforce your credibility as a trusted mobile notary professional.

4. Setting Up Your Business Structure

Establishing a solid foundation for your mobile notary business begins with choosing the right business structure. This decision impacts how your business is legally organized and how it will operate.

There are different business structures to consider:

• Sole Proprietorship: Operating as a sole proprietor is the simplest option. You’re the sole owner, responsible for all business decisions and liabilities. This is a good choice if you’re starting small and want full control.
• Partnership: If you’re starting with someone else, a partnership might be suitable. It involves sharing ownership, responsibilities, and profits with a partner or partners.
• Limited Liability Company (LLC): Forming an LLC offers personal liability protection. Your personal assets are separate from the business’s, shielding you from legal and financial risks .
• Corporation: Creating a corporation provides the highest level of liability protection. However, it involves more complex legal and financial obligations.

Choosing the right structure depends on factors like the size of your business, your long-term goals, and your level of comfort with legal responsibilities. Consider consulting with a legal professional or business advisor to make an informed decision.

Setting up the appropriate business structure lays the groundwork for how you’ll manage operations, taxes, and legal obligations. It’s a crucial step that impacts your business’s growth and sustainability as a mobile notary entrepreneur.

4. Registering Your Business

Once you’ve decided on a business structure, the next step to start a successful mobile notary business is to register it officially. This process involves notifying the government and other relevant authorities about your business’s existence and structure.

The registration process varies depending on your chosen business structure and your location. Generally, it includes:

• Choosing a Business Name: Select a name that reflects your business and is unique to avoid conflicts with existing businesses. Read this guide of SBA to know more about business name registration.
• Filing Required Documents: Prepare and file the necessary paperwork with the appropriate government agency. This paperwork can include articles of organization (for an LLC) or articles of incorporation (for a corporation).
• Paying Fees: There might be fees associated with registering your business, so be prepared to cover these costs.
• Obtaining Permits and Licenses: Depending on your location and the nature of your business, you may need specific permits or licenses to operate legally.
• Getting an Employer Identification Number (EIN): This is like a social security number for your business and is required for tax purposes. You can apply through online to get an EIN .

Registering your business not only legitimizes your operations but also helps you avoid legal issues down the road. It establishes your business’s official identity and allows you to operate within the bounds of the law. By completing this step, you’re setting the stage for a legitimate and trustworthy mobile notary enterprise that clients can rely on for their notarization needs.

5. Creating a Business Plan

A well-thought-out business plan is a roadmap that provides clarity and direction for your mobile notary venture. In addition to defining your goals, target market, services, pricing, and marketing strategies, it also helps you anticipate challenges and opportunities.

By including detailed financial projections, you’ll be better equipped to manage your budget and allocate resources effectively. This plan becomes an indispensable tool for making informed decisions, setting achievable milestones, and demonstrating your business’s potential to prospective clients and investors.

6. Defining Your Services and Pricing

As you start your mobile notary business, clearly defining the services you offer and setting appropriate pricing is important for your business and clients. This step ensures that both you and your clients understand what you provide and what they can expect.

Service Definition: Outline the types of notarization services you will offer. This could range from general document notarization to more specialized services like loan signings or medical affidavits. Specifying your services helps clients know exactly what you can assist them with.

Pricing Strategy: Determine how you will charge for your services. Factors to consider include the complexity of the document, the time it takes, and any travel involved. Research market rates in your area to ensure your pricing is competitive while reflecting the value of your expertise.

Transparency: Be transparent about your pricing structure. Clearly communicate your fees to clients upfront, so there are no surprises. This builds trust and establishes a professional relationship from the start.

Customization: Consider offering different service packages to cater to various client needs. For example, you might offer a basic package for simple document notarizations and a premium package for complex legal documents.

By defining your services and setting fair pricing, you provide clarity to your clients and position yourself as a reliable and professional mobile notary service provider. This step lays the foundation for transparency and satisfaction in your client interactions.

7. Building an Online Presence

In today’s interconnected world, an effective online presence is an essential tool for reaching your target audience. Designing a professional website not only displays your services, contact details, and client testimonials but also allows potential clients to easily reach out and inquire about your offerings.

Additionally, incorporating interactive features like appointment scheduling and a frequently asked questions (FAQ) section can enhance user engagement and streamline the information-seeking process.

Your website acts as a 24/7 storefront, enabling you to establish credibility, build trust, and cultivate a strong online presence in the competitive realm of mobile notary services. To start a successful mobile notary business a great online presence if crucial.

8. Marketing and Advertising Strategies

The next step to start a Promoting your mobile notary business effectively is essential to attract clients and establish your presence in the market. Developing robust marketing and advertising strategies helps you reach your target audience and build a strong customer base.

Online Presence: Utilize social media platforms, create informative blog posts about notary services, and engage with potential clients through online forums. This digital outreach enhances your visibility and positions you as an expert in your field.

Search Engine Optimization (SEO): Implement SEO techniques to ensure your website appears prominently in online searches related to notary services in your area. This increases the likelihood of potential clients discovering your business when they need your services.

Local Advertising: Collaborate with local businesses, such as real estate agencies or law firms, to establish partnerships. Distribute business cards and brochures in community centers, libraries, and other local hotspots to capture the attention of those in need of notary services.

Networking Events: Participate in local networking events, trade shows, and seminars to connect with potential clients face-to-face. Building personal relationships can lead to valuable referrals and repeat business.

Online Advertising: Consider pay-per-click (PPC) advertising campaigns that target specific keywords related to notary services. These ads can appear on search engines and relevant websites, directing interested individuals to your website.

Content Marketing: Regularly publish informative content that addresses common notary-related questions. This not only establishes your authority but also encourages readers to choose your services when they require notarization.

Remember, a combination of online and offline strategies tailored to your target audience will yield the best results. Effective marketing and advertising strategies will ensure your mobile notary business gains visibility and remains top-of-mind when clients are in need of your expertise.

Also read: 10 Effective Homestay Business Marketing Strategies

9. Handling Appointments and Travel

Efficiently managing appointments and travel is essential for running a successful mobile notary business. This step involves careful organization and communication to ensure smooth interactions with your clients.

• Appointment Scheduling: Implement an organized scheduling system that accommodates both your availability and your clients’ preferences. Clear communication about appointment times and locations helps avoid misunderstandings.
• Confirmations and Reminders: Send confirmation messages once appointments are scheduled and follow up with reminders closer to the appointment date. This reduces the chances of missed appointments and ensures both parties are prepared.
• Travel Planning: Optimize your travel routes to minimize time and maximize efficiency between appointments. This strategic approach reduces travel-related stress and allows you to serve more clients in a day.
• Contingency Planning: Have contingency plans in place for unexpected delays, traffic, or other unforeseen circumstances. Being prepared to adapt to changes ensures you maintain professionalism and meet clients’ expectations.
• Professionalism on the Go: Maintain a professional appearance and demeanor during travel and appointments. Being punctual, courteous, and well-prepared enhances your reputation as a reliable mobile notary.
• Documentation and Records: Keep thorough records of appointment details, including dates, times, and locations. This information is essential for your records, future references, and any necessary follow-ups.
• Client Communication: Communicate clearly with clients about your arrival time, required documents, and any additional instructions. This proactive approach fosters a positive client experience.

Efficiently managing appointments and travel demonstrates your commitment to providing exceptional service. By streamlining this aspect of your business, you create a positive impression on clients and maximize your overall productivity.

10. Maintaining Proper Record-Keeping

Accurate record-keeping is the backbone of a well-run mobile notary business. Maintaining meticulous records goes beyond the basics; include information about any additional identification verification steps taken during the notarization process.

This comprehensive documentation not only ensures legal compliance but also assists in resolving any future discrepancies and reinforces your commitment to providing trustworthy notary services.

How Much Does it Cost to Start a Mobile Notary Business?

The cost to start a mobile notary business can vary depending on factors such as location, equipment, marketing expenses, and licensing fees. On average, you might expect to invest anywhere from $500 to $1,000 for initial setup costs, including notary supplies, business registration, marketing materials, and any required education or training.

Starting a mobile notary business can be a fulfilling venture with the right preparation and dedication. By following these steps, you can lay a strong foundation for a successful and rewarding career as a mobile notary.

Remember, the journey may have its challenges, but the satisfaction of providing crucial services while enjoying the freedom of a flexible schedule is worth every effort you invest. Your commitment to excellence will shape a trusted and sought-after mobile notary enterprise.

FAQs (Frequently Asked Questions)

The role of a mobile notary is to verify signatures on legal documents, providing a convenient service by traveling to clients’ preferred locations, such as their homes, offices, or hospitals, to perform notarizations.

The educational requirements for becoming a mobile notary vary by location. In many places, you’ll need to complete a notary education course and pass an exam to become certified. Check your local regulations to determine the specific educational prerequisites in your area.

Yes, you can expand your mobile notary business beyond your local area. As long as you adhere to the legal requirements of the regions you operate in, you can offer your services in broader geographic areas. This expansion may involve additional travel and logistical considerations, but it can potentially open up new opportunities and a larger client base.

• Do Google Reviews Help SEO and Search Ranking?
• Top 10 Booking Software for Small Businesses
• 6 Free Accounting Apps For Small Business

Share this:

• #mobile notary
• #start a business
• #start a mobile notary business
• 500+ Crochet Business Names Ideas
• 300+ Nail Salon Business Name Ideas and Slogans
• 650+ E-commerce Business Name Ideas | From A to Z
• 800+ Aesthetic Business Names and Ideas | From A to Z
• 7 Best Loksewa (PSC) Preparation Institutes in Kathmandu Nepal

Related Article

• 9 minutes read

How to Choose the Perfect Bakery Location | Consider 16 Factors

• 6 minutes read

5 Ways To Know If Your Business Name Is Spiritually Aligned

• 7 minutes read

10 Effective Marketing Strategies for an Art Business

10 Advantages and Disadvantages of Starting an Art Business

How to Start a Notary Business

A notary public acts as a certified and legal witness, providing their signature in exchange for proof of identification. Standard notarized legal documents include contracts, mortgages, and property deeds. Notary public businesses serve customers either from a home office, brick-and-mortar establishment, mobile, or online.

Learn how to start your own Notary Business and whether it is the right fit for you.

Ready to form your LLC? Check out the Top LLC Formation Services .

Start a notary business by following these 10 steps:

• Plan your Notary Business
• Form your Notary Business into a Legal Entity
• Register your Notary Business for Taxes
• Open a Business Bank Account & Credit Card
• Set up Accounting for your Notary Business
• Get the Necessary Permits & Licenses for your Notary Business
• Get Notary Business Insurance
• Define your Notary Business Brand
• Create your Notary Business Website
• Set up your Business Phone System

We have put together this simple guide to starting your notary business. These steps will ensure that your new business is well planned out, registered properly and legally compliant.

Exploring your options? Check out other small business ideas .

STEP 1: Plan your business

A clear plan is essential for success as an entrepreneur. It will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

What will you name your business?

• What are the startup and ongoing costs?
• Who is your target market?

How much can you charge customers?

Luckily we have done a lot of this research for you.

Choosing the right name is important and challenging. If you don’t already have a name in mind, visit our How to Name a Business guide or get help brainstorming a name with our Notary Business Name Generator

If you operate a sole proprietorship , you might want to operate under a business name other than your own name. Visit our DBA guide to learn more.

When registering a business name , we recommend researching your business name by checking:

• Your state's business records
• Federal and state trademark records
• Social media platforms
• Web domain availability .

It's very important to secure your domain name before someone else does.

Want some help naming your notary business?

Business name generator, what are the costs involved in opening a notary business.

Training and licensure fees range from $90 to $225, depending upon the state in which you reside and its specific requirements. Bonds average $125 and last the life of your certification, which is typically four years.

In some cases, a notary mentor is required and may charge a fee for advising you. If this is the case, the NNA's LinkedIn discussion group is a great resource for finding a qualified mentor.

If your vision includes a brick-and-mortar establishment, you will incur the standard expenses that come with leasing a building. If yours is a mobile business, be sure you have reliable transportation and the insurance required to do so.

Regardless of which path you choose, a website should be included in your initial budget. A simple site should be sufficient, unless you wish to host an online notary business . Simple sites can be built for less than $1,000, while more complicated and secure websites can run $3,500 or above.

What are the ongoing expenses for a notary business?

If you decide to open a brick-and-mortar business, budget for the standard overhead expenses that come with leasing an office.

The following are expenses you should budget for on a monthly basis:

• Fuel costs - mobile notaries spend much of their time traveling from customer to customer
• Website maintenance
• Marketing materials
• Fees for local and national associations
• Payroll and taxes
• Continuing education requirements vary from state to state - the standard is every four years

Who is the target market?

Notary businesses are cautioned against pigeonholing themselves into serving just one type of client. There are a number of different types of documents that require a notary; it is recommended that you target as many as possible when marketing to the public.

How does a notary business make money?

A notary business charges a fee for each document they notarize. Building a relationship with organizations that require a notary regularly is a great way to ensure a steady flow of income.

This depends upon what type of document you are signing and who your client is. Banks and credit unions often make their notary services available to customers free of charge, while you might charge $5-$10 for the same service. Loan signing agents earn $75 to $200 per appointment.

How much profit can a notary business make?

Once you have built a referral base and are getting regular signings each week, the business can be very profitable. Full-time notary signing agents work an average of forty to forty-five hours a week, including driving to appointments. This works out to fifteen signings per month. If your fee is $100 per signing, you will bring in an average of $6,000 per month or $78,000 annually. Since your overhead is low, much of those earnings turn into profit. To maximize profits, carefully consider your fee structure and payroll costs before bringing on another team member.   

How can you make your business more profitable?

Implement the following strategies to maximize your profits:

• Offer bilingual notary public services
• Make your services available 24/7
• Offer additional services such as photocopying and printing
• Diversify to include as many specialties as possible. A few options are:
• Unclaimed assets
• Foreign documents
• Working with attorneys
• Working with structured settlement firms

Want a more guided approach? Access TRUiC's free Small Business Startup Guide - a step-by-step course for turning your business idea into reality. Get started today!

STEP 2: Form a legal entity

The most common business structure types are the sole proprietorship , partnership , limited liability company (LLC) , and corporation .

Establishing a legal business entity such as an LLC or corporation protects you from being held personally liable if your notary business is sued.

Form Your LLC

Read our Guide to Form Your Own LLC

Have a Professional Service Form your LLC for You

Two such reliable services:

You can form an LLC yourself and pay only the minimal state LLC costs or hire one of the Best LLC Services for a small, additional fee.

Recommended: You will need to elect a registered agent for your LLC. LLC formation packages usually include a free year of registered agent services . You can choose to hire a registered agent or act as your own.

STEP 3: Register for taxes

You will need to register for a variety of state and federal taxes before you can open for business.

In order to register for taxes you will need to apply for an EIN. It's really easy and free!

You can acquire your EIN through the IRS website . If you would like to learn more about EINs, read our article, What is an EIN?

There are specific state taxes that might apply to your business. Learn more about state sales tax and franchise taxes in our state sales tax guides.

STEP 4: Open a business bank account & credit card

Using dedicated business banking and credit accounts is essential for personal asset protection.

When your personal and business accounts are mixed, your personal assets (your home, car, and other valuables) are at risk in the event your business is sued. In business law, this is referred to as piercing your corporate veil .

Open a business bank account

Besides being a requirement when applying for business loans, opening a business bank account:

• Separates your personal assets from your company's assets, which is necessary for personal asset protection.
• Makes accounting and tax filing easier.

Recommended: Read our Best Banks for Small Business review to find the best national bank or credit union.

Get a business credit card

Getting a business credit card helps you:

• Separate personal and business expenses by putting your business' expenses all in one place.
• Build your company's credit history , which can be useful to raise money later on.

Recommended: Apply for an easy approval business credit card from BILL and build your business credit quickly.

STEP 5: Set up business accounting

Recording your various expenses and sources of income is critical to understanding the financial performance of your business. Keeping accurate and detailed accounts also greatly simplifies your annual tax filing.

Make LLC accounting easy with our LLC Expenses Cheat Sheet.

STEP 6: Obtain necessary permits and licenses

Failure to acquire necessary permits and licenses can result in hefty fines, or even cause your business to be shut down.

State & Local Business Licensing Requirements

Certain state permits and licenses may be needed to operate a notary public business. Learn more about licensing requirements in your state by visiting SBA’s reference to state licenses and permits .

Most businesses are required to collect sales tax on the goods or services they provide. To learn more about how sales tax will affect your business, read our article, Sales Tax for Small Businesses .

Certificate of Occupancy

A notary public business is generally run out of an office. Businesses operating out of a physical location typically require a Certificate of Occupancy (CO).  A CO confirms that all building codes, zoning laws and government regulations have been met.

• If you plan to lease a location :
• It is generally the landlord’s responsibility to obtain a CO.
• Before leasing, confirm that your landlord has or can obtain a valid CO that is applicable to a notary public business.
• After a major renovation, a new CO often needs to be issued. If your place of business will be renovated before opening, it is recommended to include language in your lease agreement stating that lease payments will not commence until a valid CO is issued.
• If you plan to purchase or build a location :
• You will be responsible for obtaining a valid CO from a local government authority.
• Review all building codes and zoning requirements for your business’ location to ensure your notary public business will be in compliance and able to obtain a CO.

STEP 7: Get business insurance

Just as with licenses and permits, your business needs insurance in order to operate safely and lawfully. Business Insurance protects your company’s financial wellbeing in the event of a covered loss.

There are several types of insurance policies created for different types of businesses with different risks. If you’re unsure of the types of risks that your business may face, begin with General Liability Insurance . This is the most common coverage that small businesses need, so it’s a great place to start for your business.

Another notable insurance policy that many businesses need is Workers’ Compensation Insurance . If your business will have employees, it’s a good chance that your state will require you to carry Workers' Compensation Coverage.

FInd out what types of insurance your Notary Business needs and how much it will cost you by reading our guide Business Insurance for Notary Business.

STEP 8: Define your brand

Your brand is what your company stands for, as well as how your business is perceived by the public. A strong brand will help your business stand out from competitors.

If you aren't feeling confident about designing your small business logo, then check out our Design Guides for Beginners , we'll give you helpful tips and advice for creating the best unique logo for your business.

Recommended : Get a logo using Truic's free logo Generator no email or sign up required, or use a Premium Logo Maker .

If you already have a logo, you can also add it to a QR code with our Free QR Code Generator . Choose from 13 QR code types to create a code for your business cards and publications, or to help spread awareness for your new website.

How to promote & market a notary business

Regardless of how you structure your business there are a number of affordable options for marketing your business. Social media is a great way to educate the public on the services you offer.

Online directories such as Yelp are another option for ensuring consumers in your community are aware of your presence, location, fees, and hours. Additionally, associations such as The American Society of Notaries offer members free professional profiles.

Once your marketing materials are printed, get out and network within the community. Visit local banks, mortgage companies, title companies, real estate offices, government offices, charitable organizations, and professional organizations, and notify them of your services. Attend small business events through your local Chamber of Commerce and community service enterprises. Building a referral base takes time, but is typically the foundation of every successful small business.

How to keep customers coming back

Your focus should be on delivering quality and timely service to each and every customer you serve. Keep in mind that your job is to notarize private and sensitive documents. If word travels that you were anything but professional, your business could take a permanent hit.   

STEP 9: Create your business website

After defining your brand and creating your logo the next step is to create a website for your business .

While creating a website is an essential step, some may fear that it’s out of their reach because they don’t have any website-building experience. While this may have been a reasonable fear back in 2015, web technology has seen huge advancements in the past few years that makes the lives of small business owners much simpler.

Here are the main reasons why you shouldn’t delay building your website:

• All legitimate businesses have websites - full stop. The size or industry of your business does not matter when it comes to getting your business online.
• Social media accounts like Facebook pages or LinkedIn business profiles are not a replacement for a business website that you own.
• Website builder tools like the GoDaddy Website Builder have made creating a basic website extremely simple. You don’t need to hire a web developer or designer to create a website that you can be proud of.

Recommended : Get started today using our recommended website builder or check out our review of the Best Website Builders .

Other popular website builders are: WordPress , WIX , Weebly , Squarespace , and Shopify .

STEP 10: Set up your business phone system

Getting a phone set up for your business is one of the best ways to help keep your personal life and business life separate and private. That’s not the only benefit; it also helps you make your business more automated, gives your business legitimacy, and makes it easier for potential customers to find and contact you.

There are many services available to entrepreneurs who want to set up a business phone system. We’ve reviewed the top companies and rated them based on price, features, and ease of use. Check out our review of the Best Business Phone Systems 2023 to find the best phone service for your small business.

Recommended Business Phone Service: Phone.com

Phone.com is our top choice for small business phone numbers because of all the features it offers for small businesses and it's fair pricing.

Is this Business Right For You?

The individual who has the drive and ambition to work hard at building a reputable and profitable career as their own boss.

Want to know if you are cut out to be an entrepreneur?

Take our Entrepreneurship Quiz to find out!

Entrepreneurship Quiz

What happens during a typical day at a notary business?

When not notarizing documents for clients, business owners spend their time networking and implementing ideas defined in their marketing strategy. Mobile business owners spend a portion of each day traveling to meet their customer’s needs.

What are some skills and experiences that will help you build a successful notary business?

Notary publics must complete a state training course and pass the state exam (specific rules vary from state to state). Once you have done so, you will need to mail your application in, along with a fee, to the state notary commission. Upon acceptance, you will swear the oath and purchase any required bonds. Some states also require a notary seal. The National notary Association (NNA) provides details regarding each state’s notary requirements, as well as real-life examples of situations you could be faced with in your public servant position.

What is the growth potential for a notary business?

Before opening your business, research other notary services in the area. Is there a demand for it? What other services do they offer? What hours are they available? Is your area in need of a mobile service? How many online notaries are available in your state? Tailor your services and hours around what your community is lacking to ensure your company grows to meet your business goals.    

TRUiC's YouTube Channel

For fun informative videos about starting a business visit the TRUiC YouTube Channel or subscribe to view later.

Take the Next Step

Find a business mentor.

One of the greatest resources an entrepreneur can have is quality mentorship. As you start planning your business, connect with a free business resource near you to get the help you need.

Having a support network in place to turn to during tough times is a major factor of success for new business owners.

Learn from other business owners

Want to learn more about starting a business from entrepreneurs themselves? Visit Startup Savant’s startup founder series to gain entrepreneurial insights, lessons, and advice from founders themselves.

Resources to Help Women in Business

There are many resources out there specifically for women entrepreneurs. We’ve gathered necessary and useful information to help you succeed both professionally and personally:

If you’re a woman looking for some guidance in entrepreneurship, check out this great new series Women in Business created by the women of our partner Startup Savant.

What are some insider tips for jump starting a notary business?

Notary public business owners offer the following professional advice:

• Join a local or national notary association. Attend workshops. This membership will help you stay current on new laws, network within the community, and tweak your marketing strategy.
• Make yourself available when other notaries are not. After five, on weekends, and during holidays are the perfect times to land business your competition is missing out on.
• If you choose to have a physical location, make your business more profitable by offering additional services.
• Diversify - Look into the various notary specialties and expand your services to include as many as possible.

How and when to build a team

If you plan on having a physical location, there are a few questions you will need to consider: Do you want to be a notary or would you rather hire someone to take on that responsibility? What hours do you want the notary available? What other services do you plan to offer? Do you want to be in charge of the additional services or would you rather oversee the enterprise? In many cases, notary public business owners choose to start small, hiring more employees as the business grows. If this is the case, however, prepare yourself for long hours.

Mobile and online notaries have a little more flexibility, as they do not have the added pressure of higher overhead costs. In this case, you could hire additional employees as the need arises. Before hiring anyone, check with your state to ensure they meet the notary guidelines.  

Useful Links

Industry opportunities.

• National notary Association
• American Society of Notaries

Real World Examples

Further reading.

• How to become a notary public in Michigan
• How to start a notary public business
• Creating a successful Mobile notary Business

Have a Question? Leave a Comment!

Notary Business Plan Template & Guidebook

Starting a notary business can seem like an intimidating process, but it doesn't have to be. With the right tools and guidance, you can create the perfect business plan to ensure your new notary business is successful from the start. The #1 Notary Business Plan Template & Guidebook offers an easy-to-use framework and comprehensive advice that will help you make your vision a reality.

Get worry-free services and support to launch your business starting at $0 plus state fees.

• How to Start a Profitable Notary Business [11 Steps]
• 10+ Best & Profitable Notary Business Ideas [2023]
• 25 Catchy Notary Business Names:

How to Write a Notary Business Plan in 7 Steps:

1. describe the purpose of your notary business..

The first step to writing your business plan is to describe the purpose of your notary business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a notary business:

Our mission is to provide efficient, accurate, and professional notary services with the highest level of integrity and quality customer service. We strive to build lasting relationships with all our clients by delivering reliable and automated services while ensuring the proper execution of important documents.

2. Products & Services Offered by Your Notary Business.

The next step is to outline your products and services for your notary business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

• What is my business?
• What are the products and/or services that I offer?
• Why am I offering these particular products and/or services?
• How do I differentiate myself from competitors with similar offerings?
• How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your notary business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your notary business includes the following elements:

Target market

• Who is your target market?
• What do these customers have in common?
• How many of them are there?
• How can you best reach them with your message or product?

Customer base 

• Who are your current customers? 
• Where did they come from (i.e., referrals)?
• How can their experience with your notary business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

• How does it work, what features does it have, and what are its benefits?
• Can anyone use this product or service regardless of age or gender?
• Can anyone visually see themselves using this product or service?
• How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

• Which companies are competing with yours today (and why)? 
• Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
• What specific advantages does each competitor offer over yours currently?

Marketing channels

• Which marketing channel do you intend to leverage to attract new customers?
• What is your estimated marketing budget needed?
• What is the projected cost to acquire a new customer?
• How many of your customers do you instead will return?

Form an LLC in your state!

4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

• The equipment and facilities needed
• Who will be involved in the business (employees, contractors)
• Financial requirements for each step
• Milestones & KPIs
• Location of your business
• Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a notary business?

• Notary Certificates, Seals and Embossers
• Notary stamp and/or journal
• Knowledge of state laws and protocol
• Bonds, insurance, and a notary public commission from the state
• Computer software and/or mobile app for managing notary services
• Photo identification for clients
• Forms necessary to perform specific types of notarial acts
• An updated knowledge of the document services field

5. Management & Organization of Your Notary Business.

The second part of your notary business plan is to develop a management and organization section.

This section will cover all of the following:

• How many employees you need in order to run your notary business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
• The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
• How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Notary Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a notary business varies based on many different variables, but below are a few different types of startup costs for a notary business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your notary business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your notary business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your notary business plan:

• Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
• Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
• Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
• Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
• Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
• Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

Frequently Asked Questions About Notary Business Plans:

Why do you need a business plan for a notary business.

A business plan for a notary business is needed to outline the necessary steps to start, grow and maintain the business. It helps to identify target markets, develop strategies for reaching them, and create a budget for the startup costs and ongoing expenses. Finally, it allows potential investors and lenders to evaluate the potential success of the business.

Who should you ask for help with your notary business plan?

You should consult with a business consultant, financial advisor, and/or an accountant to help with your notary business plan. Additionally, you can contact your local or state department of commerce for information about notary regulations and licensing requirements, as well as resources for creating a business plan.

Can you write a notary business plan yourself?

Yes, you can. Creating a notary business plan is similar to creating a business plan for any other type of business. The process typically involves researching the current market, making an analysis of your competitors, creating a budget, outlining company goals and objectives, preparing a marketing plan, and detailing financial projections for the coming years. The time and effort required to create a business plan may vary depending on the complexity of the venture and your experience in writing such plans.

Related Business Plans

Home Inventory Business Plan Template & Guidebook

Home Inspection Business Plan Template & Guidebook

Home Decor Business Plan Template & Guidebook

Health And Wellness Business Plan Template & Guidebook

Hauling Business Plan Template & Guidebook

Hardware Business Plan Template & Guidebook

Handyman Business Plan Template & Guidebook

Hair Extension Business Plan Template & Guidebook

Handbag Business Plan Template & Guidebook

I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.

How to start a mobile Notary business… and what do you need?

How to start a mobile notary business, if you’re looking for how to start a mobile notary business , i want you to know i created mine from scratch and will tell you everything i know.

Notary Signing Agent Blueprint even has tons of FREE Resources to help you on your journey!

Want to learn about my mobile Notary business? Learn how to make Six Figures through loan closings!

We have a Facebook group, take a look at Notary Signing Agent Blueprint on FB.

Mobile Notaries make great money…. as long as you run it as a business! Keep in mind you can part-time or full-time. You choose!

I recommend you learn how to start a mobile Notary business and start part-time , and simply migrate into full-time when you have enough business rolling it. I’ll show you everything! You can certainly be full-time, but I want to make sure you’re getting “enough calls” first!

By now you may be aware of the process of how to become a Notary (Florida’s total cost to become a Notary is only $79) and then getting certified as a Notary Signing Agent or Loan Signing Agent. You’re going to need some supplies and there is likely a few things you may be unaware of!

This post may contain  affiliate links . If for any reason you buy something,  you won’t pay any more and we may get a small commission, plus it helps us run our program. Thank you!

To be a Notary Signing Agent, it is one of the least costly businesses to start!

Everything is not required, but you’ll need some things along the way to help you make the absolute most though… here is a guide.

Find some Notary classes ! I have several here. The courses I teach will help you learn how to make the absolute most when starting your mobile Notary business! Does $75-$175 per signing sound good to you? YES that is why I still am a full time Notary Signing Agent myself!

The course prices make up for themselves since you will be getting MORE business sooner than you can get on your own! Plus I show you exactly where to get the highest paying clients near you!

What items will you need on your journey with how to start a mobile Notary business?

You’re going to need a background check done, E&O insurance, and 30 states require a Notary Bond when you become a Notary.

Notary stamp, printer , toner , paper , cellphone , and laptop is also a good start!

Don’t forget your pens , business cards , and a GPS to get to all your clients!

How about your image… you’ll want a great inexpensive logo and website to separate yourself from the pack!

If I had to learn from scratch again how to start a mobile Notary business… I would  get ramped up correctly  right from the start.

I made some mistakes starting out. I’ll admit it!

I didn’t have a mentor, I didn’t have an LLC, I didn’t have a separate business line, I was getting checks sent to me personally. In my course I tell people to never “slow themselves down”! People before you have been successful, you just need to information they are willing to provide to fast track your career!

I’ll show you how to make money as a Notary and get more business! Isn’t that what you’re here for?

Don’t forget… your invited! See how I get consistent $75-$200 paying clients .

You can easily start this business where you can make $75-$175 per signing, for less than $1000 depending on which printer you buy . Technically you don’t even need a printer if you work directly for title companies, but I recommend having one so you offer the most VALUE possible.

Pro tip! More VALUE you provide = More PAY.

Keep in mind every state is different when it comes to fees for becoming a Notary. It is difficult for me to pinpoint for each state due to the fact that some require training and some do not. Some require an exam and some do not, and some require a Notary bond and some do not.

Whats the most efficient way with how to start a mobile Notary business?

I would love to be your guide and mentor. My Blueprint Course explains exactly which products and companies I use to run my mobile Signing Agent business everyday here in Pinellas County Florida! I’ll teach you what you need, what you don’t need, and other valuable money saving tips before you start from scratch and do things yourself.

I’ll personally teach you how to beat the competition around you, and show you 15 Real Estate specific business streams, along with 15 Non Loan Signing business streams to round out your business! I’ll teach you what you need to know to get the phone calls and emails for orders coming in regularly!

I have over 10 years of experience, so trust me when I tell you I can save you lots of money and make you more money by doing things a certain way…

Other Frequently Asked Questions!

What are the benefits to becoming a Notary Signing Agent? How can I become a Notary?

1) Great money in little time. Does $75-$175 per signing sound good? They take less than an hour once you’re trained and are close by where you live. 2) No experience or degrees required. 3) You can be full-time or part-time. 4) Work when and where you want… turning down jobs is never an issue. 5) Notarial income is NOT subject to self-employment tax (consult your tax advisor). 6) The more you work = the more you get paid. 7) Very low startup costs! Consider a  used printer  or  certified refurbished  to keep costs down. 8) YOU can give yourself raises working for better paying clients! So I’ll ask what you think….  Is being a Notary worth it?

How much can I make as a Notary Signing Agent per month or per closing?

Usually it starts with “How do you become a Notary” … then it doesn’t take long to see that Notary Signing Agents make between $75-$175 per closing! Closings take less than an hour once you’re trained. The most closings I’ve ever done in one day was…….. SEE HERE . Soon, the questions become “how to start a mobile Notary business” or “what is a Notary Signing Agent salary?” Let me explain. The more signings you do, the more money you make, period! How many closings or how much you make per month all depends on a few important things…

How to become a successful notary signing agent? Are there any Notary Public classes? What about Notary Public courses?

You need to understand… there is always another deal around the corner! I’ll show you where to find it, or better yet… have it find YOU. You’ll become more successful when: you get ramped up and treat this as a business (yes I’ll show you how creatively with my 5% cash back business credit card I use), get a great mentor who has been in this industry for over a decade, market yourself on the best notary directory websites, pickup every phone call if you can, be professional, and have the best…

What are the steps to get on my path to success? How to start a mobile Notary business?

Meet clients, sign papers, get paid! Repeat!

The best thing I can say it to read my articles, watch videos, and do your homework, here or otherwise! If you feel this is something for you, I really recommend taking my Blueprint Course. The specific reason is I outline EVERYTHING and break down my personal Notary Signing Agent business so you get a behind the curtains look at… 

How do I become a Notary? and … How to become a Notary Public?

A Notary and Notary Public are the same thing! To become a Notary Public, you are commissioned through the Secretary of State where you live. Generally you have to be over 18 years old and usually are given a 4-10 year term. Believe it or not… most states you don’t need training or even an exam! When you get setup as a Notary and as a certified Notary Signing Agent, you can make more money doing closings as a …

Notary, Notary Public, Certified Signing Agent, Loan Signing Agent, Real Estate Notary, Certified Signing Specialist, and Notary Signing Agent…. What’s the difference?

Let me start by saying a Notary and a Notary Public are the same thing! As far as the other titles of Certified Signing Agent, Loan Signing Agent, Real Estate Notary, Certified Signing Specialist, and finally Notary Signing agent or certified Notary Signing Agent…. these are all the same thing too! Notaries work more on General Notary Work or GNW, and the latter usually work more on Loan Signings, or …

How do I become a Notary Signing Agent? Sure… I’ll show you how to become a Notary Signing Agent!

Our Courses explain it all, and once you become a Notary for your state, you are then eligible to become a Notary Signing Agent by going through the process of being background screened, and get E&O Insurance. When you are ready to know how to start a mobile Notary business …. I have you covered with my…

What’s the difference between a Notary and a Notary Signing Agent?

All Notary Signing Agents are Notaries… but not all Notaries are Notary Signing Agents! A Notary Signing Agent title and credential allows anyone to facilitate mortgage documents for the lending industry. Even though notarizing a document is the exact same process, Notary Signing Agent’s get paid much more because they need to…

What are some tools or equipment needed to be a Notary Signing Agent?

To run this mobile Notary business, you’ll need more than just “a stamp”! Remember the more VALUE you can provide to the hiring parties (lenders, realtors, title companies, signing service companies) the more PAY you will receive! My Blueprint Course and Notary training details EXACTLY what you need to… 

Can you be a Notary Signing Agent in all 50 states?

YES, you can be a Notary or Notary Public, and Notary Signing Agent or Loan Signing Agent in all 50 states. There are only 6 states out of 50 where Notary Signing Agents are not allowed to do closings for properties in that specific state, they are: Delaware, Georgia, Massachusetts, South Carolina, Vermont, and West Virginia.

Notary Signing Agents residing in those states can still do all general Notary work, plus they can close loans for people within those states, but only for transactions of…

What do signing service companies do? And how do I work for them?

Signing Service companies are created to help facilitate the scheduling of Notaries when it comes to Real Estate transactions. Simply put, the lender works with the title company, and when its ready to close… the title company gets to pick if they want to use their own Notary in their database, or many times they can use a signing service company. My Notary Signing Agent training actually shows you where to find 120…

What do title companies do? And how do I work for them?

The escrow officers at the title company: 1) do a title search verifying ownership of a property 2) issue title insurance and 3) process the paperwork to get to closing! Lastly, they usually hire a “third party” Notary Signing Agent or Loan Signing Agent to facilitate the paperwork with the borrower for their closing. If you are looking for “Notary jobs near me” … you’re getting warmer, and direct from Title Company business is the best paying… 

Are there any Licenses required to do this job?

Becoming a Notary or becoming a Notary Signing Agent is a very similar path in all 50 states, however it is not the same. Yes you need to become a Notary, but there is just a little bit more! How to start a mobile Notary business requires getting your Notary commission!

In order to make the most… you’ll want 1)  Notary Signing Agent Training , 2) certification 3) background screened and 4) have E&O Insurance as well! For a more exhaustive list… 

What are the startup costs associated with become a Notary Signing Agent? How to start a Notary Business?

You’ll need your Notary commission, background check, and E&O insurance. Some states require a bond too. You’ll want to factor in your Notary Signing Agent training and Notary classes so you can more quickly recoup your startup costs, and put you on a faster path to the higher paying orders. Isn’t that what your here for? Remember… the more VALUE you provide, the more PAY you will… 

Are there any notary jobs near me? What about part time Notary jobs? How to start a Notary Business?

The loan signings are actually right in front of you, and you may not even know it! Look I was there too… so let me help you out! YES, you can do this job part-time, its not a problem at all! Maybe a couple a month, couple a week, or couple a day…  I’ll show you everything you need to … 

How do I become a Notary Public in my state?

Keep in mind that I recommend taking my Blueprint Course before going through the process to become a Notary, and a Notary Signing Agent. A few important reasons…

• My Blueprint Course walks you through the entire process of how to start a mobile Notary business along with who is involved… so you feel comfortable from day 1! I even recommend one specific location to work with, so you don’t need to talk to multiple companies or departments for this! Make it easy on yourself! Did you know… Not all 50 states even allow you to work directly with your Secretary of State to become a notary!
• When you become a Notary, you will have a waiting period before its official! I could be several weeks… This is valuable time you can maximize when learning how to start a mobile Notary business. I personally teach you everything you need to know to get started so you don’t waste any additional time or money on things you don’t need!
• My course goes over specific information on setting up your business, making sure you are able to hit the ground running when you feel the time is right.

ALL 50 STATE’S LINKS TO BECOME A NOTARY HERE

How To Start A Mobile Notary Business

Starting a mobile notary business requires acquiring the appropriate notary certification, setting up a mobile office with necessary tools and technologies, marketing your services effectively, and navigating local and state laws to ensure compliance.

• Last Update: November 23, 2023

• Steps in this Guide: 11

Starting a mobile notary business can be a lucrative and fulfilling venture for individuals who are looking for a flexible and independent career. As a mobile notary, you will have the opportunity to provide critical services to individuals and businesses in need of notarized documents, all while operating on your own schedule and within your own parameters. In this blog post, we will explore the essential steps and considerations involved in starting a mobile notary business, providing you with the knowledge and guidance you need to embark on this exciting entrepreneurial journey. So, if you’re ready to learn how to turn your notarial skills into a successful mobile business, keep reading!

How To Start A Mobile Notary Business: Step-by-Step

Step 1: business planning,.

The business plan, serving as a roadmap, should clearly define the mobile notary business’s objectives, target audience, operational strategy, launch schedule, and financial forecasts, providing a solid foundation for success.

Step 2: Legal Registration,

Registering your business is essential for legal protection and often requires obtaining state-specific permits or licenses, such as one for operating as a notary.

Step 3: Notary Commission,

To become a notary in your state, fill out the application, undergo a background check, and pass an examination on notary laws. Each state has varying requirements, so make sure to check the specific guidelines.

Step 4: Purchase Necessary Equipment,

Having the necessary equipment such as notary seals, certificate forms, receipt books, and a ledger is essential for efficient notary work. Invest in these tools to ensure smooth operations and accurate record-keeping.

Step 5: Create a Mobile Office,

Creating a mobile office setup is essential for operating a mobile business. Equip your car with a laptop, printer, and other office necessities to ensure productivity and efficiency on the go.

Step 6: Pricing Structure,

When determining your rates for notarial services, it is important to factor in your time, any travel expenses incurred, and the complexity or nature of the documents being notarized. This will help establish a fair and appropriate pricing structure.

Step 7: Get Insured,

Protect your business with professional insurance, like Errors and Omissions (E&O) Insurance. It’s vital for notaries, shielding you from potential legal claims resulting from mistakes, ensuring your business remains safeguarded.

Step 8: Marketing Strategy,

Develop a comprehensive marketing strategy by integrating various tactics such as an optimized professional website, effective social media campaigns, strategic networking with local businesses, and additional methods to actively draw in potential clients and maximize business growth.

Step 9: Build a Network,

Building a strong professional network is essential in gaining referrals for notary services. Connect with lawyers, real estate agents, car dealerships, loan officers, and other professionals who frequently need notary services in order to expand your client base and increase opportunities for referrals.

Step 10: Client Servicing,

Providing exceptional customer service, being punctual, diligent, and confidential is crucial for success. Maintaining a strong reputation will enable you to retain customers and attract new ones through repeat business and referrals.

Step 11: Continual Learning,

As laws and notary requirements evolve, stay current by taking continuing education. Additionally, adjust your business plan to reflect growth or market shifts. Adaptation and refinement are vital for success.

Starting a mobile notary business can be a lucrative and fulfilling venture for those who possess the necessary skills and are willing to put in the effort to succeed. As discussed in this blog post, careful planning, obtaining the required certifications and licenses, investing in essential equipment, and effective marketing strategies are key elements to ensure a successful start-up. Remember to focus on providing excellent customer service, fostering strong relationships with clients, and staying updated with changing regulations in the industry. With these steps in place, you can confidently embark on your journey to starting and running a successful mobile notary business. Good luck!

Get our first toolkit for FREE!

Including a detailed  step-by-step 📋 guide ,  a ready to use 📊 template and curated 📚 information .

404 Not found

• Back to stores
• Find a Verizon Store
• Request a Store Appointment
• Australia (eng)
• Deutschland (de)
• France (fr)
• Great Britain (eng)
• Netherlands (eng)
• Singapore (eng)

Mobile plans for business

Get the domestic mobile plans, international services, device protection and more that fit your business needs.

Get started

• Explore more

Business devices

Affordability.

Get pricing that works for your business, with mobile plans as low as $30/mo. Per line with 5 lines on Business Unlimited Start 5G smartphone plan. Select customer agreement required. Includes Auto Pay and paper-free billing discount. Taxes, fees and Economic Adjustment Charge apply.

Keep teams connected with coverage virtually anywhere you do business.

Reliability

Keep work flowing with mobile devices your business can rely on. On the network America relies on.

Take advantage of value-added security services to help defend against cyber threats.

Business Unlimited

Switch and get truly unlimited data, plus double the premium hotspot data with select plans. Compared to Business Unlimited 2.0 plans.

Bring your own device

Have a device you love? Save $600 when you switch to Verizon 
and bring your compatible smartphone and number. New line w/month-to-month agmt & Business Unlimited Plus 5G or Unlimited Pro 5G plan req’d. Cust must transfer smartphone & number to VZ; new line activation & number transfer must be completed in one transaction. Smartphone must be compatible w/VZ network. $600 credit applied to acct. over 24 mos; promo credit ends when eligibility requirements are no longer met. Credits begin in 1-2 bills, will include appropriate credit amounts from order date & do not appear in Biz Unlimited 5G plan fee section of your bill. Biz Unlimited 5G plan fee increases in month 25. Cust must retain smartphone & remain on selected plan in order to receive credit(s). Cannot be combined with other device offers. Business Unlimited 5G plan terms apply. Limited time offer.

You may also be interested in

Device protection.

Don’t let a lost, stolen or damaged device destroy productivity. Because your business can’t wait. Verizon device protection options are available for eligible Verizon business wireless lines and devices. You must enroll within 30 days of device activation or during another qualifying event. Certain benefits are available with select plans. Claims limitations, line limits, deductibles, taxes, fees and terms apply.

International services

Whether you're traveling outside the U.S. for business or calling a vendor in another country, our international business plans are built to meet your needs.

Smartphones

Choose from a range of cutting-edge smartphones from top brands, and give your business a boost.

Help your teams stay productive where work takes them with lightweight, portable tablets and 2-in-1s.

Explore a variety of devices designed to meet your business needs.

Get a 5G phone on us. When you switch.

Taxes & fees apply. New line w/device payment purchase agmt & Business Unlimited Pro plan req’d. 0% APR. Up to $1,000 (iPhone 15 Pro Max, Pixel Fold, Galaxy S24 Ultra or Galaxy Z Fold5) credit, varying by smartphone trade-in, applied to acct over the term of your agmt (up to 36 mos); promo credit ends when eligibility requirements are no longer met. Credit will not exceed device price. Monthly credits begin 2-3 bills after trade-in is received by VZ. Smartphone trade-in must be received by VZ w/in 90 days & meet program requirements. Most trade-in device conditions accepted; exclusions apply. 10-line trade-in limit per order. Cannot be combined with other device offers. Limited time offer.

New Verizon customers can get $100 off a new smartphone.

New line w/device payment agmt & $34.99 or higher price plan req’d. 0% APR. $100 credit applied to acct after 2-3 bills. Can be combined with select offers. VZ reserves the right to charge back to your acct all or a portion of the value of any promotional credit you received as part of this offer in the event you no longer meet the eligibility requirements. Any such charge back may be subject to the terms of your VZ agmt. Offer available online only for a limited time.

Switch with your phone and number. Save $600.

New line w/month-to-month agmt & Business Unlimited Plus 5G or Unlimited Pro 5G plan req’d. Cust must transfer smartphone & number to VZ; new line activation & number transfer must be completed in one transaction. Smartphone must be compatible w/VZ network. $600 credit applied to acct. over 24 mos; promo credit ends when eligibility requirements are no longer met. Credits begin in 1-2 bills, will include appropriate credit amounts from order date & do not appear in Biz Unlimited 5G plan fee section of your bill. Biz Unlimited 5G plan fee increases in month 25. Cust must retain smartphone & remain on selected plan in order to receive credit(s). Cannot be combined with other device offers. Business Unlimited 5G plan terms apply. Limited time offer.

Let’s connect.

Ready to buy Shop devices

Chat with us Start live chat

Call if you need 10+ devices 800-526-3178

Have us contact you Request a call

Already have an account?    Log in Explore support

An official website of the United States Government

• Kreyòl ayisyen
• Search Toggle search Search Include Historical Content - Any - No Include Historical Content - Any - No Search
• Menu Toggle menu
• INFORMATION FOR…
• Individuals
• Business & Self Employed
• Charities and Nonprofits
• International Taxpayers
• Federal State and Local Governments
• Indian Tribal Governments
• Tax Exempt Bonds
• FILING FOR INDIVIDUALS
• How to File
• When to File
• Where to File
• Update Your Information
• Get Your Tax Record
• Apply for an Employer ID Number (EIN)
• Check Your Amended Return Status
• Get an Identity Protection PIN (IP PIN)
• File Your Taxes for Free
• Bank Account (Direct Pay)
• Payment Plan (Installment Agreement)
• Electronic Federal Tax Payment System (EFTPS)
• Your Online Account
• Tax Withholding Estimator
• Estimated Taxes
• Where's My Refund
• What to Expect
• Direct Deposit
• Reduced Refunds
• Amend Return

Credits & Deductions

• INFORMATION FOR...
• Businesses & Self-Employed
• Earned Income Credit (EITC)
• Child Tax Credit
• Clean Energy and Vehicle Credits
• Standard Deduction
• Retirement Plans

Forms & Instructions

• POPULAR FORMS & INSTRUCTIONS
• Form 1040 Instructions
• Form 4506-T
• POPULAR FOR TAX PROS
• Form 1040-X
• Circular 230

Get ahead of the tax deadline; act now to file, pay or request an extension

More in news.

• Topics in the News
• News Releases for Frequently Asked Questions
• Multimedia Center
• Tax Relief in Disaster Situations
• Inflation Reduction Act
• Taxpayer First Act
• Tax Scams/Consumer Alerts
• The Tax Gap
• Fact Sheets
• IRS Tax Tips
• e-News Subscriptions
• IRS Guidance
• Media Contacts
• IRS Statements and Announcements

IR-2024-88, April 2, 2024

WASHINGTON — With the April 15 tax deadline approaching, the IRS reminds taxpayers there is still time file their federal income tax return electronically and request direct deposit.

Filing electronically reduces tax return errors as tax software does the calculations, flags common errors and prompts taxpayers for missing information. Most people qualify for electronic filing at no cost and, when they choose direct deposit, receive their refund within 21 days.

Free electronic filing options

Taxpayers with income of $79,000 or less in 2023 can use IRS Free File guided tax software now through Oct 15. IRS Free Fillable forms , a part of this program, is available at no cost to taxpayers of any income level and provides electronic forms for people to fill out and e-file themselves.

IRS Direct File is now open to all eligible taxpayers in 12 pilot states to decide if it is the right option for them to file their 2023 federal tax returns online, for free, directly with the IRS. Go to the Direct File website for more information about Direct File pilot eligibility and the 12 participating states.

Through a network of community partnerships, the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free tax return preparation to eligible people in the community by IRS certified volunteers.

MilTax , a Department of Defense program, generally offers free return preparation and electronic filing software for federal income tax returns and up to three state income tax returns for all military members, and some veterans, with no income limit.

Use Where's My Refund? to check refund status

The Where's My Refund? tool will normally show a refund status within 24 hours after e-filing a 2023 tax return, three to four days after e-filing a 2021 or 2022 return and four weeks after filing a tax return by mail. To use the tool, taxpayers need their Social Security number, filing status and exact refund amount. Taxpayers can also check Where's My Refund? by downloading our free mobile app, IRS2Go , from an iPhone or Android device. The tool updates once a day, so people don't need to check more often.

Taxpayers that owe on their tax return

IRS reminds people they can avoid paying interest and some penalties by filing their tax return and, if they have a balance due, paying the total amount due by the tax deadline of Monday, April 15. For residents of Maine or Massachusetts, the tax deadline is Wednesday, April 17, due to Patriot’s Day and Emancipation Day holidays.

Payment options for individuals to pay in full

The IRS offers various options for taxpayers who are making tax payments :

• Direct Pay – Make a payment directly from a checking or savings account without any fees or registration.
• Pay with debit card, credit card or digital wallet – Make a payment directly from a debit card, credit card or digital wallet. Processing fees are paid to the payment processors. The IRS doesn’t receive any fees for these payments. Authorized card processors and phone numbers are available at IRS.gov/payments . 
• Electronic Federal Tax Payment System (EFTPS) – This free service gives taxpayers a safe, convenient way to pay individual and business taxes by phone or online. To enroll and for more information, taxpayers can call 800-555-4477 or visit eftps.gov .
• Electronic funds withdrawal – Taxpayers can file and pay electronically from their bank account when using tax preparation software or a tax professional. This option is free and only available when electronically filing a tax return.
• Check or money order  – Payments made by check or money order should be made payable to the “United States Treasury.”
• Cash  – Make a cash payment through a retail partner and other methods. The IRS urges taxpayers choosing this option to start early because it involves a four-step process. Details, including answers to frequently asked questions, are at IRS.gov/paywithcash .

Payment options for individuals unable to pay their taxes in full

Taxpayers that are unable to pay in full by the tax deadline, should pay what they can now and apply for an online payment plan . They can receive an immediate response of payment plan acceptance or denial without calling or writing to the IRS. Online payment plan options include:

• Short-term payment plan – The total balance owed is less than $100,000 in combined tax, penalties and interest. Additional time of up to 180 days to pay the balance in full.
• Long-term payment plan – The total balance owed is less than $50,000 in combined tax, penalties and interest. Pay in monthly payments for up to 72 months. Payments may be set up using direct debit (automatic bank withdraw) which eliminates the need to send in a payment each month, saving postage costs and reducing the chance of default. For balances between $25,000 and $50,000, direct debit is required.

Though interest and late-payment penalties continue to accrue on any unpaid taxes after April 15, the failure to pay penalty is cut in half while an installment agreement is in effect. Find more information about the costs of payment plans on the IRS’ Additional information on payment plans webpage.

Unable to file by the April 15 deadline?

Individuals unable to file their tax return by the tax deadline can apply for a tax-filing extension in the following ways:

• Individual tax filers, regardless of income, can electronically request an automatic tax-filing extension through IRS Free File by filing a Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return PDF .
• Make an electronic payment using Direct Pay, debit card, credit card or digital wallet and indicate the payment is for an extension.
• Mail Form 4868 by the tax deadline.

Things people should know when requesting a tax-filing extension:

• Tax-filing extension requests are due by the tax deadline date, and it does not give an extension of time to pay the taxes.
• Avoid some penalties by estimating and paying the tax due by the tax deadline.
• Special rules for tax deadlines and automatic tax-filing extensions may apply for taxpayers serving in a combat zone or qualified hazardous duty areas , living outside the United States , and people living in certain disaster areas . They may not need to submit a tax-filing extension; however, people should check to see if they qualify before the tax deadline.

Use IRS.gov for the quickest and easiest information

Taxpayers can visit IRS.gov 24 hours a day for answers to tax questions , more tips and resources by visiting the Let us help you page.

•  Facebook
•  Twitter
•  Linkedin