Automated workflows for notaries and loan signing pros
Automated workflows for notaries and loan signing pros
Streamline mobile notary marketing, confirmations, reminders, and remote online notarization setup, all in one platform.
Streamline mobile notary marketing, confirmations, reminders, and remote online notarization setup, all in one platform.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How Cal.com Workflows help notaries work faster
How Cal.com Workflows help notaries work faster
Set up reliable, repeatable scheduling that fits how you notarize. Cal.com centralizes booking links, intake, compliance steps, reminders, and follow-ups, so every client moves from inquiry to completed notarization without friction. Use simple no-code flows or our API for advanced routing across mobile, office, and remote online notarization appointments.
Set up reliable, repeatable scheduling that fits how you notarize. Cal.com centralizes booking links, intake, compliance steps, reminders, and follow-ups, so every client moves from inquiry to completed notarization without friction. Use simple no-code flows or our API for advanced routing across mobile, office, and remote online notarization appointments.
01
Create your booking and intake flow
Publish a single link or embed on your site to capture appointments. Add custom intake fields for identification, documents, location, and a notarization checklist. Route signers to mobile, office, or RON options with routing forms. Connect payments and rescheduling rules to reduce no-shows.
02
Automate reminders and compliance steps
Trigger email, SMS, or WhatsApp reminders for ID requirements, witnesses, and e-notary platform access. Build a loan signing workflow that confirms documents are uploaded, sends prep instructions, and alerts your calendar and Slack. Use holds, buffers, and travel time for mobile jobs.
03
Sync, track, and follow up
Sync Google, Outlook, iCloud, or CalDAV calendars to avoid conflicts. Use webhooks to push data to your CRM or notary software. After the meeting, auto-send completion receipts, review requests to support mobile notary marketing, and follow-up links. See everything in your Cal.com dashboard.
Why notaries choose Cal.com
Why notaries choose Cal.com
Purpose-built automation helps solo notaries, loan signing agents, and multi-notary teams run a consistent, compliant process across every appointment type, in person and remote.
Purpose-built automation helps solo notaries, loan signing agents, and multi-notary teams run a consistent, compliant process across every appointment type, in person and remote.
01
Reduce no-shows and last-minute cancellations
Automated confirmations, time-based reminders, and clear instructions reduce errors and missed meetings. Add travel buffers and cut-off windows to protect your day, whether you are mobile or in-office.
02
Close more appointments from every channel
Turn mobile notary marketing into booked meetings with shareable links, QR codes, and embeds. Route leads to the right time slots and services without back-and-forth messaging.
03
Standardize your loan signings
Guide borrowers and escrow officers with a clear loan signing workflow. Capture documents, send step-by-step notary appointment tips, confirm IDs, and ensure signatures happen on time.
04
Be ready for remote online notarization
Use templates that prepare clients for remote online notarization setup. Send platform access instructions, device checks, and KBA reminders. Track completion and reschedule if steps are missed.
Features built for professional notaries
Features built for professional notaries
Open-source, API-first scheduling gives you control, flexibility, and ownership. Self-host to meet policy or jurisdictional needs, or use our hosted cloud. Extend with apps and integrations for payments, video, storage, and CRM.
Open-source, API-first scheduling gives you control, flexibility, and ownership. Self-host to meet policy or jurisdictional needs, or use our hosted cloud. Extend with apps and integrations for payments, video, storage, and CRM.
Routing forms and leads
Qualify clients by location, urgency, document type, and RON eligibility, then route them to the right availability or team member automatically.
Custom intake and checklists
Collect IDs, addresses, documents, witnesses, and a notarization checklist before the meeting. Store securely and sync to your tools.
Multi-channel reminders
Send branded email, SMS, and WhatsApp reminders with directions, parking notes, e-notary links, and payment receipts.
Payments and invoices
Collect fees and travel charges upfront or on completion. Generate confirmations and receipts automatically for bookkeeping.
Open-source and self-hosting
Deploy Cal.com on your own infrastructure for privacy and compliance. Review code on GitHub and customize with confidence.
Developer ready API and webhooks
Use the Cal.com API to manage events, workflows, and attendees. Stream data to your CRM, e-notary platform, or Slack in real time.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
Can Cal.com handle mobile, office, and remote online notarization in one system?
Yes. Create separate event types for mobile visits, in-office appointments, and RON. Use routing forms to place clients in the right path with travel buffers and location rules.
How do I build a notarization checklist into my booking flow?
Add custom fields and required steps to your intake form. Then create a workflow that reminds clients to upload documents, bring ID, and arrange witnesses before the appointment.
Can I integrate my loan signing workflow with title and escrow tools?
Yes. Use webhooks and the API to push appointment details to your CRM or document platform. Notify escrow teams in Slack or email and include meeting links and files.
Is Cal.com suitable for remote online notarization setup?
Yes. Send automated device checks, platform access instructions, and KBA guidance. Trigger reminders with links to your chosen RON provider and reschedule if steps are incomplete.
How does Cal.com reduce no-shows for notary clients?
Time-based reminders, confirmations, buffer rules, and payment collection reduce drop-offs. You can require confirmation or auto-cancel if clients do not respond by a set time.
Can I self-host Cal.com for compliance or enterprise policies?
Yes. Cal.com supports self-hosting. See self-hosting docs and our GitHub repo. Enterprises can combine SSO, audit logs, and custom data retention policies.
What internal resources help me get started quickly?
Explore docs at cal.com/docs, apps at cal.com/apps, pricing at cal.com/pricing, and help at help.cal.com. For strategy, visit cal.com/blog and cal.com/faq.
Can Cal.com handle mobile, office, and remote online notarization in one system?
Yes. Create separate event types for mobile visits, in-office appointments, and RON. Use routing forms to place clients in the right path with travel buffers and location rules.
How do I build a notarization checklist into my booking flow?
Add custom fields and required steps to your intake form. Then create a workflow that reminds clients to upload documents, bring ID, and arrange witnesses before the appointment.
Can I integrate my loan signing workflow with title and escrow tools?
Yes. Use webhooks and the API to push appointment details to your CRM or document platform. Notify escrow teams in Slack or email and include meeting links and files.
Is Cal.com suitable for remote online notarization setup?
Yes. Send automated device checks, platform access instructions, and KBA guidance. Trigger reminders with links to your chosen RON provider and reschedule if steps are incomplete.
How does Cal.com reduce no-shows for notary clients?
Time-based reminders, confirmations, buffer rules, and payment collection reduce drop-offs. You can require confirmation or auto-cancel if clients do not respond by a set time.
Can I self-host Cal.com for compliance or enterprise policies?
Yes. Cal.com supports self-hosting. See self-hosting docs and our GitHub repo. Enterprises can combine SSO, audit logs, and custom data retention policies.
What internal resources help me get started quickly?
Explore docs at cal.com/docs, apps at cal.com/apps, pricing at cal.com/pricing, and help at help.cal.com. For strategy, visit cal.com/blog and cal.com/faq.
Can Cal.com handle mobile, office, and remote online notarization in one system?
Yes. Create separate event types for mobile visits, in-office appointments, and RON. Use routing forms to place clients in the right path with travel buffers and location rules.
How do I build a notarization checklist into my booking flow?
Add custom fields and required steps to your intake form. Then create a workflow that reminds clients to upload documents, bring ID, and arrange witnesses before the appointment.
Can I integrate my loan signing workflow with title and escrow tools?
Yes. Use webhooks and the API to push appointment details to your CRM or document platform. Notify escrow teams in Slack or email and include meeting links and files.
Is Cal.com suitable for remote online notarization setup?
Yes. Send automated device checks, platform access instructions, and KBA guidance. Trigger reminders with links to your chosen RON provider and reschedule if steps are incomplete.
How does Cal.com reduce no-shows for notary clients?
Time-based reminders, confirmations, buffer rules, and payment collection reduce drop-offs. You can require confirmation or auto-cancel if clients do not respond by a set time.
Can I self-host Cal.com for compliance or enterprise policies?
Yes. Cal.com supports self-hosting. See self-hosting docs and our GitHub repo. Enterprises can combine SSO, audit logs, and custom data retention policies.
What internal resources help me get started quickly?
Explore docs at cal.com/docs, apps at cal.com/apps, pricing at cal.com/pricing, and help at help.cal.com. For strategy, visit cal.com/blog and cal.com/faq.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Get started with smarter notary scheduling
Sign up free, connect your calendar, and launch your first workflow in minutes. Book a demo for advanced routing, team scheduling, and API use cases. Turn more notary inquiries into completed signings with Cal.com.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
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Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources