New Hire Notes: Employee and Independent Contractors Employee Checklist • • • • • • • •
Compact car or hybrid vehicle recommended. Current model android phone with data plan. Google Hangouts Installed. Gmail account created. Serve Manager Login and Digital Signature Completed. Install Waze for GPS assistance. Binoculars High powered flash light.
Typical work schedules • •
Weekdays 9:30am-9pm Weekend Mornings from 6-11:30 am or Weekend Evenings 5-9:30 pm
Pay Structure: (1) Courier Work and Process Serving (a) Pierce County $15.00 (b) King County $25.00 (c) Thurston County $20.00 (d) Kitsap County $35.00 (e) Outside normal service areas evaluated by time and distance ($35-85) (2) Notary & Loan Signing Agent Fees (a) Pierce County $65.00 (b) King County $65.00 (c) Thurston County $65.00 (d) Lewis County $65.00 (e) Snohomish County $75.00 (f) Skagit County $85.00 (g) Island County $100.00 Office Standards and Conditions: 1. 2. 3. 4. 5. 6.
Quick reply via instant message is paramount, delayed responses cause huge problems. All Route Scheduling is done by Google Hangouts. Process serving jobs sent by Serve Manager. Office visits will be staggered for parking. Office time restricted for signing declarations, job collection, and collaboration. Rush deliveries and title recordings are always top priority
7. 8. 9. 10. 11. 12.
Please look over the field sheet closely and be familiar with special instructions. We expect professionalism while you are in the field. Never say you have been served or use derogatory remarks. Fuel up your vehicle before you come in and always be 15 min early. The office manager is very busy. Please use Google Hangouts when able, in lieu of telephonic exchange. Always be direct when using Google Hangouts and give your questions good clarity and diction.
Procedures: 1. Take pictures of field sheets and email prior to leaving for rush jobs. 2. On a pic and serve, we need the court caption information and list of documents for billing sent. before you leave. 3. Stakeouts must be logged in SM every 30 min as an attempt to get paid. 4. Location must be enabled on your phone in Serve Manager. Field Checklist: 1. 2. 3. 4. 5.
Rush service requires 2 attempts same day Routine service is 8 attempts within 5 working days. Collect “Full Name�, Job Title, Physical Description as well as wardrobe or attire. Get Job Date, time, and license plates on all serves. Note Property Elements like a. Exterior Light Conditions b. Window Coverings, up or down c. Lawn Manicured or Neglected d. Style of home, rambler/2 story/office bldg. e. Dogs barking, garage door open, television was on etc..,
Legal Messenger Tips & Tricks: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18.
Unscrew Exterior Lights Use Toothpicks in Door Jam Move Door Matts Try the Windows Park down the Street Squat the property Talk to the neighbors Check Facebook Do a # Hashtag Search Collaborate with other drivers Search Google Images under subjects name and aliases / misspellings. Run License Plates Move quickly to property with purpose. Be confident Smile and be pleasant. Say very little and let the target make their own assumptions. If serving at a POE, use a delivery envelope. If asked, state you work for pierce county courier and have a delivery.
19. If at POE, simply say anything of value has to be signed for. 20. Process servers work in the art of deception. Notes: 1. Failure to communicate quickly and reply to messages will make your Tenure at GreyhoundLegal.com limited. 2. Invoices must be submitted before 10am on Friday to be cut within 24hrs. 3. Stakeouts must be pre-approved for payment. 4. Field printing at office supply stores needs a pre-approval.
Signature
Print Name
Date
Terms & Conditions of Service: 1. Greyhound Legal is a legal messenger service and loan signing service agency. All contractors are working independently and must pass a Criminal Background Screening. 2. Errors & Omissions Insurance. Vendor, at Vendor’s expense, will maintain professional liability insurance with a minimum of $30,000 per occurrence coverage liability. Such insurance shall cover the actions and services to be provided by Vendor hereunder. Insurance coverage required under this section shall not limit the liability of Vendor to Greyhound Legal. 3. Payment. Greyhound Legal pays for services rendered. The terms of payment are net 30 days from the Closing date of the order regardless of cancellation. Payment will be initiated on the 14th calendar day (or the next business day if it falls on a Saturday or Sunday ). 4. Confidential Information. Vendors agrees TO KEEP CONFIDENTIAL ALL, AND not to USE OR disclose any, INFORMATION about CONSUMERS, OR THE CLIENTS, CUSTOMERS AND/OR AFFILIATES OF Greyhound Legal, except as is necessary in the ordinary course of business to carry out the activities to be performed by Vendor. Vendor further agrees TO COMPLY WITH TITLE V OF THE GRAMM-LEACHBLILEY ACT AND TO TAKE NECESSARY STEPS TO ENSURE FULFILLMENT OF THESE CONFIDENTIALITY OBLIGATIONS, INCLUDING MAINTENANCE OF SUCH POLICIES AND PROCEDURES AS MAY BE NECESSARY TO ENSURE COMPLIANCE WITH THESE OBLIGATIONS. 5. Independent Contractor. It is specifically understood and agreed by the parties that Vendor is not a servant, employee, joint venture, partner, member, manager or agent of Greyhound Legal. Vendor is only under the control of Greyhound Legal in that Greyhound Legal may approve the results of Vendor’s work and terminate its association with Vendor at any time. 7. Indemnification. Vendor shall indemnify and hold harmless Greyhound Legal and its shareholders, directors, and employees from any claim, injury, damage, loss or expense caused to Greyhound Legal, its customers or other third parties by the breach or default of this Agreement and/or the negligent acts, omissions or willful misconduct of Vendor or its employees, agents, consultants or contractors arising under or in connection with this Agreement. The indemnification right shall include, but not be limited to, the payment of reasonable attorney’s fees and other expenses which may be incurred in settling the claim or other threatened action, or which may be incurred in any finally adjudicated legal proceeding.
Date:______________
_______________________________ Independent Contractor
Date:______________
_______________________________
Page 1 of 1, Terms & Conditions
GreyhoundLegal.com
Signing Agent Etiquette: At Greyhound Legal, customer service is our number one priority. In order to ensure we meet our high customer service standard, we request that you use the following rules as a code of conduct in performing the closing on behalf of Greyhound Legal. 1. Be on time. The borrowers have scheduled the closing to take place around their calendars, it is imperative that you arrive at the agreed upon time. If you feel that you will be even a minute late, call the borrower prior to the scheduled appointment time and advise them of your delay. 2. Be polite. Remember that you are being compensated for a service that you are providing, so treat the borrower with the same amount of respect and kindness that you expect from those providing services to you. 3. Be professional. A person's financial situation is very important to the individual. It is important that you show that you understand they have put a great deal of time and research in coming to the terms of the loan. 4. Do not accept calls or texts during the closing. Turn your cell phone off. The customer must have your complete attention. Do not leave the borrower alone to sign the loan documents. You must personally observe each party signing all documents as their name appears on the documents. 5. Be well dressed. Your outward appearance should reflect the same professionalism that your manner does. Take time to ensure your hair, breath and general hygiene will not offend the borrowers. 6. Inform the customer of your role. Politely inform the borrower you have been hired to witness the execution of their loan documents. Explain that while you are able to explain functions of documents, you are not able explain how the terms of the loan were deduced by the loan officer. 7. If you are a Closing Attorney, conduct the closing in a manner consistent with the legal and ethical standards in the laws and rules promulgated by the state in which you are licensed. 8. Personally observe the execution of each document provided to you and notarize each party’s signature on each document containing a notary block.
Page 1 of 2, Signing Agent Etiquette
9. Do NOT accept any cash or checks made payable to you. 10. Be knowledgeable. It is important to have a strong knowledge of the purpose and function of EACH document. It is just as important to be confident of your knowledge of these documents so that the borrower has confidence in signing the documents. 11. Be accurate. Most importantly, make sure that all of the documents are properly signed and notarized (when applicable). Re-executions are costly for both you and Greyhound Legal. If any part of the loan package is not properly executed Greyhound Legal will request that those documents be resigned by the borrowers, this may result in a delay and/or a decrease in the payment of your fee.
12. Unless otherwise advised, all agents must provide an additional set of documents to leave with the borrower, failing to do so can result in reduction of payment. If the borrower refuses to sign any document immediately contact your closing coordinator as indicated on the Scheduling Confirmation Sheet 253-230-9675 .Following these guidelines will ensure a superior and successful transaction for all parties involved. Thank you.
Date:
________________________________________ Independent Contractor
Date:
______________________________________________________ GreyhoundLegal.com
Page 2 of 2, Signing Agent Etiquette
2223 189th St E Tacoma, WA 98445 (253) 230-9675
CONFIDENTIALITY, NON-COMPETITION, NON-SOLICITATION, AGREEMENT This Confidentiality, Non-Competition, Non-Solicitation, and Intellectual Property Agreement (“the Agreement”), is between GreyhoundLegal.com, (“the Company”), and _________________________ .
and
GreyhoundLegal.com is statewide in scope, and the company solicits business from and does business with customers located throughout the United States, the Company has its headquarters at 2223 189th St E Tacoma, WA;
WHEREAS, the Company is engaged in the business of legal messenger services, process serving, courier services, loan signing services, mobile notary public, fingerprinting, translations, investigations, registered agent, apostilles, marketing for title and attorney services, and search engine optimization. (the business in which GreyhoundLegal.com is engaged will hereinafter be referred to as “the Business”); and
WHEREAS, the Company desires to employ the, Independent Contractor on an atwill basis; and WHEREAS, the, Independent Contrator desires to be employed by the Company on an at-will basis; qualified to do business, and to render services for good and valuable consideration. and
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WHEREAS, the, Independent Contractor, in the course of employment, will have access to certain confidential and proprietary business information of the Company’s, and to customers and prospective customers of the Company’s; NOW, THEREFORE, in consideration of the Company’s agreement to employ the Independent Contractor on an at-will basis, and in further consideration of the mutual covenants set forth below, and intending to be legally bound, the Company and the, Independent Contractor, hereby agree as follows: 1.
Confidentiality.
Employee’s Access to Confidential Information. The, Independent Contractor
a.
acknowledges that, during the employment with the Company, the Independent Contractor will have access to confidential and proprietary business information and trade secrets of the Company, including but not limited to information concerning customers and prospective customers; customer lists; customer contact information; customer histories and requirements; financial information; contracts; sales information; product and service pricing and pricing strategies; marketing strategies and other marketing information; computer software and codes; research and development information; and internal business policies and practices, all of which are of substantial value to the Company in its business. b.
Employee’s, Independent Contractors Obligation Regarding Company Business Information;
Injunctive Relief. The Independent Contractor understands and agrees that if, during the employment with the Company or at any time thereafter, the Independent Contractor discloses to third parties, uses for the Employee’s own benefit or for the benefit of third parties, or copies or makes notes of any confidential or proprietary information or trade secrets of the Company, except as may be required by the Independent Contractors responsibilites with the Company, such conduct shall constitute a breach of the confidence and trust bestowed upon the Independent Contractor, by the Company. The Independent Contractor 2
expressly agrees that injunctive relief, in addition to any other remedies provided by law or in equity, shall be necessary and appropriate in the event of any such conduct. c.
Covenant Not to Use or Disclose Confidential or Non-Public Business
Information of the Company’s. The Independent Contractor agrees that, all times during and after the employment with the Company, the Independent Contractor will not use or cause to be used for the Independent Contractor's own benefit or for the benefit of any third party, or disclose to any third party in any manner, directly or indirectly, any information of a confidential or proprietary nature, trade secrets or any other knowledge or information, except that which is public knowledge, of or relating to the Company’s business, without the Company’s express prior written consent. d.
Return of Company Information and Property.
The Independent Contractor, return to the Company, either before or immediately upon the termination of the Independent Contractor's employment, or at any time upon the Company’s request, any and all written information, materials and equipment which constitute, contain or relate in any way to proprietary or confidential information or trade secrets of the Company and any other documents, equipment and materials of any kind which constitute the property of the Company, whether confidential or not, including any and all copies or notes thereof which may have been made by or for the Independent Contractor. After the termination of the Independent Contractor's employment, the Independent Contractor shall not retain, in hard copy, computer, electronic, or any other form, any information which constitutes, contains, or relates in any way to proprietary, confidential, or trade secret information of the Company’s.
e.
Obligation Regarding Information Concerning Internal business matters
The Independent Contractor agrees that, during the term of the employment with the Company and at all times thereafter, and except as may be required in the performance of the Independent Contractor's duties with the Company, the Independent Contractor will not utilize for the Independent Contractors, 3
own benefit or that of any third party, and will not use or disclose to any third party, the Independent Contractors knowledge of or any information concerning the Company’s internal organization or business structure or the work assignments or capabilities of any officer or employee of the Company without the Company’s express prior written consent. 2.
Non-Competition. a.
Covenant Not to Compete During Employment Term. During the
Independent Contractors employment with the Company, the Independent Contractor will not compete directly or indirectly in any way with the Company, and will not directly or indirectly engage in the Business, other than on behalf of the Company. b.
Covenant Not to Compete After Termination of Employment. The
Independent Contractor acknowledges and agrees that the Company’s business is Statewide in scope, and that the Company solicits business from and does business with customers located throughout the United States. Accordingly, the Employee agrees that, for a period of three year's after the termination of the Employee’s employment, within fifty miles of 2223 189th St E Tacoma, WA 98445, the Independent Contractor will not, directly or indirectly, (i) engage in the Business; or (ii) consult with or have any interest in any business, firm, person, partnership or corporation, whether as employee, Independent Contracor, officer, director, agent, security holder, creditor, consultant, or otherwise, which engages the Business. c.
Customer Non-Solicitation. The Independent Contractor agrees that, for three
years after the termination of the Independent Contractors employment, the Independent Contractor will not have direct or indirect contact with any of the Company’s then-current customers, with any of the Company’s former customers, or with any prospective customers to which the Company has submitted bids or proposals, where that contact has either of the following purposes: (1) selling or otherwise providing any type of product or service that the Company is in the business of selling or 4
otherwise providing, or (2) encouraging the current, former, or prospective customer to cease doing business with the Company, or to curtail its business with the Company, or not to commence doing business with the Company. d.
Independent Contractor, Non-Solicitation. The Independent Contractor,
agrees that for three years after the termination of the Independent Contractors employment, the Independent Contractor will not, directly or indirectly, induce or attempt to induce any of the Company’s employees to leave their employment with the Company. 3.
Intellectual Property. a.
Independent Contractors Inventions and Discoveries. Any information,
Ideas, concepts, improvements, inventions, discoveries, suggestions, trademarks, service marks, trade names, copyrightable works and mask works (hereinafter referred to collectively as “Intellectual Property�) which relate to the present or anticipated business activities of the Company and which the Independent Contractor makes or conceives, either jointly or with others, at any time during the Independent Contractors employment with the Company, whether during working hours or not, shall be the property of the Company, and the Independent Contractor shall communicate promptly and does hereby assign to the Company all rights to such Intellectual Property. To the extent that the Intellectual Property consists of copyrightable subject matter, the Independent Contractor and the Company agree and acknowledge that the subject matter and any and all rights with respect to that subject matter are and shall be deemed, to the extent allowed by law, to be produced under the Agreement for the Company as a work made for hire. b. Independent Contractor Assistance with Patent, Trademark, and Copyright Registration. During and after the period of the Independent Contractors employment with the Company, the Independent Contractor shall execute all documents, and will assist the Company in every reasonable and proper way, to obtain and enforce patents, trademark registrations, service mark registrations and copyrights for
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the Intellectual Property in any and all countries. The Company will pay the expenses for obtaining and enforcing these patents, trademark registrations, service mark registrations, and copyrights, but the Independent Contractor will receive no compensation for the Independent Contractors assistance other than the base salary that the Independent Contractor receives while employed by the Company. c.
Exclusion. No provision in the Agreement is intended to require
assignment of any of the Independent Contractors rights to Intellectual Property for which no equipment, supplies, facilities, or confidential information of the Company was used; which was developed entirely on the Independent Contractors own time; which does not relate directly to the present or anticipated business activities of the Company or to the actual or anticipated research development activities of the Company; and which does not result from any work that the Employee performs for the Company.
4.
Miscellaneous. a.
Notice to Prospective Independent Contractors. The Independent
Contractor agrees that, with respect to each prospective employer with which the Independent Contractor applies or interviews for employment during the term of the Independent Contractors employ with the Company and within three years after the termination of the Independnet Contractors employment with the Company, the Independent Contractor will inform the prospective employer of the existence of this Agreement and will provide the prospective employer with a copy of this Agreement. b.
Enforceability Regardless of Reason for Separation. The
duties and obligations set forth in this Agreement shall apply regardless of whether the Independent Contractor voluntarily quits the employment with the Company or is terminated by the Company, and regardless of whether the Independent Contractors termination is with or without cause.
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d.
Liquidated Damages Clause, The Company and the Independent Contra
ctor acknowledge that the remedies at law for any breach of this Agreement will be up to five thousand dollars for actual loss caused by the breach to the Company, in addition to other available remedies, in the event of any such breach. e.
Assignability. The Company and the Independent Contractor acknowledge
that the covenants and terms of this Agreement are intended to benefit not only the Company, but also its successors, subsidiaries, and affiliates. Accordingly, the Independent Contractor agrees that the Company may assign this Agreement to any person, partnership, or corporation that purchases or is purchased by the Company, or affiliate. These persons and other entities shall succeed to the rights and obligations of this Agreement and may enforce the terms of the Agreement in their own behalf or in the name of the Company. f.
Waiver. A waiver by the Company of a breach by the Independent
Contractor of any provision or covenant of this Agreement shall not operate or be construed as a waiver of any other breach by the Independent Contractor. g.
Severability and Reformation. If a court of competent jurisdiction
determines that any term or provision of this Agreement is invalid or unenforceable, that determination shall not affect the validity or enforceability of the remaining terms and provisions of this Agreement, which shall continue to be given full force and effect. If a court of competent jurisdiction determines that any term or provision of this Agreement is invalid or unenforceable because of the duration thereof or the geographical area included therein, the parties expressly agree that the court shall have the power to reduce the duration and/or geographical area of such term or provision.
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h.
Attorneys’ Fees and Costs. The Independent Contractor agrees to
pay the company for all costs and expenses, including attorneys’ fees, that the Company incurs if the Company prevails in whole or in part in an action for breach of this Agreement or in an action by the Independent Contractor for a declaration of rights under this Agreement. i.
Choice of Law. This Agreement shall be construed in accordance
with, and the rights and obligations of the parties hereunder shall be governed by, the laws of the Washington State. j.
Captions. The captions of the paragraphs of this Agreement are for
convenience only and shall not affect in any way the meaning or interpretation of this Agreement or any of the provisions of this Agreement. k.
Independent Contractor's Knowing and Voluntary Execution of Agreement.
The Independent Contractor hereby represents that the Independent Contractor has had the opportunity to review this Agreement with an attorney; that the Independent Contractor has read and fully understands this Agreement; and that the Independent Contractor is entering into this Agreement freely and voluntarily. l.
Entire Agreement. This Agreement constitutes the entire and only
understanding and agreement between the parties with respect to the subject matter of this Agreement and, except as expressly set forth in this Agreement, may be superseded or amended only by a writing signed by each of the parties. All prior or contemporaneous understandings,
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discussions or agreements with respect to the subject matter are expressly superseded by this Agreement. IN WITNESS WHEREOF, and intending to be legally bound, the parties have executed this Agreement on the date indicated below. INDEPENDENT CONTRACTOR
Date:_____________________________
Printed Name:
GREYHOUNDLEGAL.COM
By: Name:______________________________ Title:
Date:
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