How JB&B Capital Streamlined Remote Closings Across All 50 States
JB&B Capital built its reputation on fast decisions and a simple path to funding. As the company expanded nationwide, the final step in the process (collecting notarized documents) became the one part of the workflow that did not match the speed of everything else. Proof helped JB&B modernize this step with remote online notarization that works for every customer in every state without adding friction to the deal.
In-person notarization did not scale
Most of JB&B’s lending workflow is designed for efficiency. Documents generate with one click. Closing packages move through familiar digital tools. Customers can review and sign from anywhere. Notarization was the exception. Customers often had to track down a local notary, pay unexpected fees, or interrupt their day to get paperwork completed. As JB&B entered more markets, including its first transactions in Hawaii and Alaska, these delays became more noticeable. Beth Plane, Director of Operations, saw the pattern in deal after deal: “Customers were having trouble getting in front of a notary, and it slowed everything down.” It was a small step that created outsized delays, and it did not reflect the level of service JB&B wanted to deliver. Plane and her team needed a way to make notarization as simple and consistent as the rest of the closing process.
Remote notarization built into their existing workflow with Salesforce
JB&B integrated Proof’s remote online notarization directly into Salesforce, where the closing workflow already lives. The team continues to generate documents the same way it always has, sending packages through its existing eSign vendor and triggering Power of Attorney forms through Proof. Both document sets return automatically to Salesforce, creating one continuous flow from creation to completion. Plane described the shift as immediate. “Customers do not have to go searching for a notary. It is right there on their computer, and everything comes straight back to us through Salesforce.” What once felt unpredictable is now a reliable part of every closing.
Faster closings and a better customer experience
With Proof, JB&B completes notarized documents in minutes and supports closings in all 50 states. A process that used to take weeks can now be fully processed in days. Remote notarization sessions average ~3 minutes, and with more than 3,100 transactions completed to date, JB&B Customers get a consistently fast experience regardless of their location or equipment type. For JB&B’s operations and title teams, the workflow is cleaner and more reliable. Documents return automatically. Exceptions are easier to resolve. The entire process aligns more closely with JB&B’s commitment to fast and straightforward service. Abby Church, Lead Title Specialist, sees this impact every day. She explained that title workflows can shift dramatically depending on the state and even the county. “Every state handles titles differently, and sometimes every county does too, so our work can get complicated fast,” Church said. “Proof gives us something we can count on. It keeps the documents moving, even when everything around the process feels unpredictable.” Church and Plane both emphasized how remote notarization has become a natural extension of their digital workflow, not a separate task that slows customers down.
Bringing Speed and Simplicity to Every Closing
JB&B Capital replaced an unpredictable manual step with a modern digital workflow that scales with their national footprint. With Proof’s remote online notarization, the team delivers faster closings, a smoother customer experience, and a process that keeps pace with their growth.
Want to modernize notarization and accelerate your closing workflows?