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Module 3 · ≈ 14 min
Streamlining Workflows with Automation and Checklists
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Module outline
Automate every intake touchpoint with NotaryCentral
Turn inbound emails into tracked appointments
Follow the in-app appointment checklist
Measure the impact and refine your SOPs
Learning objectives
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Module 2: Foundations: Structure, Contracts, and Risk Controls
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Module 4: Effective Marketing Strategies for Independent Notaries
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