Secure, compliant notarization for high-value financial documents—without branch visits, delays, or paper handling.
Financial institutions routinely require notarized documents, often under time pressure and with strict compliance expectations:
Customers must travel to a branch or coordinate with outside notaries
Remote or out-of-state customers cause delays and rescheduling
Paper workflows increase error rates and operational overhead
Internal teams lack a clear digital audit trail
USANotary modernizes this process while respecting the risk and regulatory environment financial institutions operate in.
Built for compliance, repeatability, and customer convenience
USANotary enables banks and financial organizations to complete notarizations digitally—without sacrificing control or oversight.
Clients, trustees, authorized agents
For internal and regulatory review
An authorized staff member (branch, trust department, loan servicing, or operations) initiates a notarization request through the USANotary portal.
They select the document type, such as:
Customers receive a secure invitation to join the notarization session.
Additional signers (co-trustees, spouses, authorized agents) can be added.
All parties can join remotely from their own devices—no branch visit required.
The notary verifies identity, witnesses signatures, and applies the digital notarial seal.
The finalized notarized document is immediately available as a secure PDF.
Records are retained to support internal audits, compliance reviews, and dispute resolution.
Serve customers remotely without in-person visits
Fewer rescheduled appointments and manual handoffs
Standardized notarization workflows across departments and locations
Clear digital records of identity verification and signing events
Complete notarizations from home, office, or while traveling
No waiting for appointments or mailing documents back and forth
Guided signing experience reduces confusion on complex documents
Clear documentation of who signed, when, and how
Role-based permissions for staff initiating or viewing notarizations
Final notarized PDFs are tamper-evident and securely stored
USANotary is built with regulated industries in mind
For every session, protecting sensitive financial data
For all signers with clear documentation
For internal staff with appropriate permissions
Retained for review and compliance purposes
We work with your compliance and operations teams to align the platform with your internal policies and procedures.
Connect with our financial services team to discuss compliance requirements, workflow integration, and how digital notarization can serve your customers and operations teams.
We understand the regulatory environment financial institutions navigate.
Custom demos focused on your workflows and compliance needs
Reduce delays, improve customer experience, and standardize notarization across your organization.
We work with your compliance teams to ensure alignment
See how we fit into your existing processes
Training and implementation guidance for your teams