Let’s plan the signing around the actual file.

Tell Trinity where each signer expects to be and the intended closing date. Avoid arranging a notary or signing appointment before the closing team confirms the requirements.

Discuss whether the file can use an in-person appointment, a coordinated mobile signing or an eligible online notarization workflow. Not every document or transaction can be completed remotely.

Identification, technology, witnesses where needed and document acceptance must be addressed for the chosen method. Availability and the exact workflow are confirmed for the individual file.