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Notary Guide

How to Automate Lead & Client Tracking as a Notary

Mobile notaries lose billable hours chasing title companies for new signings. Between driving to the Kim residence and managing the Garcia reschedule, you forget to follow up with Pacific Title about next week's volume. Manual tracking means missed revenue.

The Current Reality

The Manual Way

Scrawling company names on napkins or sticky notes, then trying to remember who to call while driving between signings.

3-4 hours per week
  1. Write down 'Pacific Title - ask about March volume' on a post-it during the Chung signing.
  2. Lose the note under the passenger seat while driving to the Wallace appointment.
  3. Try to recall contact details from memory while waiting in the bank lobby.
  4. Manually dial numbers and leave voicemails that go unanswered.
  5. Forget to log which companies promised future work in your paper journal.

With Christine AI

The Christine Way

Voice-note leads right after a signing; Christine logs them to Sheets, schedules follow-ups, and drafts outreach emails for you.

You

Voice note: 'Just left the Chen signing at Pacific Title. Sarah said they have 5 more loans closing next week. Follow up Tuesday morning.'

Christine

Logs 'Pacific Title - Sarah' to your Lead Tracker Sheet with date, location, and potential volume. Sets a reminder for Tuesday 9 AM.

You

Text: 'Draft an email to Sarah at Pacific Title thanking her for the Chen referral and asking about availability for next week's closings.'

Christine

Writes a professional email draft referencing the specific Chen loan ID and sends it via Gmail for your review.

Time Saved Per Week

4.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just finished the Garcia POA signing. They mentioned their cousin needs a notary for a trust next month. Can you log that?
9:41 AM
Logged 'Garcia Referral - Trust Signing' in your Leads Sheet. I've set a reminder to text Maria Garcia on the 1st of next month to check on dates. Want me to draft a thank-you note now?
9:41 AM
Yes, keep it brief. Also, did I ever send that invoice to Pacific Title for the Chen job?
9:42 AM
Checking... No, the invoice for Chen (Job #248) is still marked 'Pending Send' in your tracker. Shall I generate the PDF with your $150 travel fee and email it to [email protected]?
9:42 AM
Go ahead. And add a note to follow up if they don't pay in 14 days.
9:43 AM
Done. Invoice sent. I've added a task for March 21st to follow up on payment if not received. Your total outstanding invoices are now $450.
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

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