How to Turn Signatures Into Six Figures?
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How to Become a Notary Public (VIDEO)
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Get your notary commission, Bond and Errors and Omissions Insurance
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Purchase stamp, notary journal
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Create Professional email and/or establish a dedicated phone line,
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Learn how to confirms the identity of the borrower,
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Witnesses the signing
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Getting Bonded/Errors & Omission Insurance
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Ensure documents are signed correctly
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Proper notary journal entries
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Administer oaths or affirmations (if applicable) then notarizes the required documents.
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List yourself on multiple notary sites.
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Get certified as a Signing Agent through the National Notary Association
Next Level - Becoming a Notary Loan Signing Agent (VIDEO)
The notary's responsibilities as a Loan Signing Agent.
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Various types of loan documents
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Wet/Hybrid signings
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Remote Online Agent
Understanding the Loan Documents (VIDEO)
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Basic Knowledge of Loan Documents. Step-by-Step walk through of a loan package (Structured Settlements, Fixed/Adjustable Rate, HELOC, Reverse Mortgage, and Seller Package)
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Note
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Deed of Trust
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Truth in Lending
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Right to Cancel
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Hud-1 (Good Faith Estimate)
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Closing Statement
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Borrower Signatures, Dates and Initials on the Loan Documents
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Proper Handling of the "Right to Cancel"
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Mistakes to Avoid
Preparing For Your First Loan Signing (MOCK VIDEO)
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Appointment "Check List
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Understanding loan appointment requirements (basic questions to confirm appointment)
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What type of closing is it?
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Will it require faxbacks/scanbacks?
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How many signers are there?
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What is the contact information for the signers?
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Are there written instructions from the signing company or client?
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Show the proper procedures in setting the appointment.
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Presenting Loan Documents to the Borrower
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instructed on the proper way to go through the loan package with the buyer(s).
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Checking the documents for completeness
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Giving the Borrower/s copies before leaving
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Learn How to Package Loan Documents & return documents to title or escrow company properly.
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Email and Online eDocuments
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Checking the Loan Package
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Call-in after order is complete
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When borrower fails to shop-up for signing
Business Essentials (VIDEO)
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Setting up your office
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Software Recommendations
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Expense Spreadsheet (Logging & Reporting Income)
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What’s in Your Notary Bag
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Professional Behavior and Appearance
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Signing fees and travel charges
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Safety ... Using Good Judgment
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Mistakes to Avoid
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NSA Certification (background check)
$395
