Each state caps notary fees by statute (NY $2, NJ $2.50, CA $15, TX $6, FL $10, IL $5). Your fee_schedule CPT carries the right cap per state. The bot reads the signing state, applies the right cap, and quotes total based on described signatures plus any mobile or RON surcharges layered correctly on top.

RON eligibility depends on the notary's commission state and which state's law applies to the signer or document. The bot reads your roster with RON authorization flags and matches a notary commissioned in the correct state. Where law prohibits the combination, the bot refuses and offers in-person alternatives instead.

Mobile travel covers the notary's time and travel to the signer's location. Surcharges vary by zone, typically $45 urban, $75 suburban, $95 exurban. Your fee_schedule maps zones to ZIPs. The bot reads the ZIP, applies the surcharge, and confirms whether the destination is inside your mobile service area at all.

Loan signings are flat-fee packages because the document count is predictable (20 to 50 signatures plus initials). Your loan signing package field carries the rate (often $150 to $200) covering signatures, handling, printing, and return shipping. The bot quotes the flat package instead of per-signature when described in chat.

If your service offers apostille routing for international document use, that's a separate add-on with its own fee (typically $75 plus state SOS fees). The bot quotes the apostille flag, explains turnaround (5 to 10 business days for state SOS), and routes the signing to a notary whose notarization is accepted for apostille.

Yes. Each notary's availability is on a booking custom table, updated when new signings are confirmed. The bot reads availability by date and zone, proposes notaries with the slot open and qualified for the signing state, and writes a soft hold while the signer confirms. Hard confirmation goes through your scheduling intake with notary preselected.

Loan signings often require notary loan signing agent (NSA) certification. Your notary roster carries certification flags (NNA NSA, SPW certified, Loan Signing System certified). The bot only proposes certified notaries for loan signings and quotes the package only when a qualified notary is available for the closing date.

GPT-4o-mini and Claude Haiku handle state-rule lookup and quoting accurately at low cost. For complex situations involving multi-state RON eligibility, loan signing escalations, or apostille routing across SOS offices, GPT-4o or Claude Sonnet read context more carefully. You can run different models per bot per complexity.