How To Become A Loan Signing Agent

Learn how to become a profitable signing agent step by step A to Z

Last updated 2022-01-10 | 4.6

- Understand what a signing agent does and how the job works.
- Understand basic notary concepts needed to handle documents.
- Learn what insurance you need and how to purchase it.

What you'll learn

Understand what a signing agent does and how the job works.
Understand basic notary concepts needed to handle documents.
Learn what insurance you need and how to purchase it.
How to get commissioned as a notary/loan signing agent
How to get higher paid signing assignments.
How to conduct a loan signing
How to explain loan documents to clients.
How to legally protect yourself as a loan signing agent.
Understand signing agent terminology.
How to market yourself to stay busy.

* Requirements

* There are no requirements for this course.

Description

This course will teach you to become a busy and profitable loan signing agent/mobile notary. We will begin with the basics by explaining what a loan signing agent is and how to become one. You will learn how much money you can make and what supplies you will need. You will also learn a few ways to save on supplies. Next, you will learn how to complete notary certificates and what insurance you need to stay protected in this business. After that, we will study the most important loan documents and how to go over them with clients. You will also learn about some of the less important loan documents as well. We also discuss some of the top mistakes that loan signing agents make so you can avoid mistakes and stand out as a top signing agent. You will also learn about the different types of signings to expect and which types of signings you may want to avoid. Finally, you will learn how to market your business and how to get direct clients so that you can receive top dollar for your work. Throughout the course, you will be given action steps to take so that you can ensure by the end of the course, you will be ready to take your first signing.


By the end of this course, you will know

1. The steps to take to obtain your notary commission.

2. What supplies you will need and where to purchase them

3. How to begin and end a loan signing

4. How to confirm appointments with clients

5. How to briefly explain important loan documents

6. How to get your first signing

7. How to protect yourself legally as a mobile notary

8. What type of insurance you need

9. How to organize your business

10. How to market your business

11. How to get direct clients and receive higher pay for signings



Included:

This course includes a 60 page workbook with sample loan documents.



Who this course is for:

  • It is for anyone who is ready to take action on becoming a mobile notary/signing agent.
  • It is for anyone who is interested in running their own business.

Course content

9 sections • 73 lectures

Introduction Preview 00:24

Beginning This Course Preview 00:43

What is a Loan Signing Agent? Preview 01:02

What are signing services? Preview 01:36

Who can I work for? Preview 00:47

How Much Do Loan Signing Agents make? Preview 00:46

How much does it cost to become a Loan Signing Agent? Preview 00:32

How to Get Your Notary Commission Preview 00:22

Surety Bond Preview 00:57

Where do I purchase a notary bond? Preview 00:24

Errors and Omissions Insurance Preview 01:33

How much Errors and Omissions Insurance Do I Need? Preview 00:47

Where do I purchase Errors and Omissions Insurance? Preview 00:31

Take Action- Gather Information about EO Policies Preview 00:05

Notary Laws and Regulations Preview 00:43

Supplies Preview 00:46

Scan Backs Preview 00:32

Scanners Preview 02:14

Dual Tray Laser Printer Preview 01:49

NNA Basic Package Preview 01:36

Notarizations Preview 00:26

Types of Notarizations Preview 00:30

How to complete an acknowledgement Preview 00:37

How to complete a jurat Preview 00:56

Verify IDs Preview 01:05

Ways to Protect Yourself During Notarizations Preview 02:21

Going Over Loan Documents Preview 02:28

Go Over These Documents First Preview 00:38

Closing Disclosure Preview 03:08

ALTA Settlement Statement Preview 00:32

Note Preview 01:24

Notice of Right to Cancel Preview 01:10

Rescission Calendar Preview 00:42

Correcting a Notice of Right to Cancel Preview 01:26

Deed of Trust Preview 00:46

Planned Unit Development Rider Preview 00:27

First Payment Letter Preview 00:17

Other Loan Documents Preview 00:19

Initial Escrow Disclosure Preview 00:43

AKA Statement Preview 01:33

Errors and Omissions Compliance Agreement Preview 00:24

1003 Preview 03:35

Affidavit of Occupancy Preview 00:39

Patriot Act Form Preview 01:58

4506T Preview 01:05

General Warranty Deed Preview 00:24

Seller Affidavit Preview 00:38

Types of Signings Preview 01:29

Refinance Preview 01:20

Buyer Loan Package Preview 00:27

Seller Loan Package Preview 00:35

Debt Settlement Preview 02:55

Loan Application + Initial Disclosures Preview 01:08

Loan Modification Preview 01:06

Disclosures Preview 01:03

EIN Preview 01:41

Attaching checks Preview 00:46

Notice of Right to Cancel Mistake Preview 01:22

Your Signature Preview 01:03

Triple Check the Documents Preview 01:13

Answering Client Questions Preview 01:00

Ask Questions Preview 01:42

Notary Identity Certification Preview 02:11

How To Get Your First Signing Preview 03:00

Shipping Supplies Preview 02:06

Confirming the Assignment Preview 01:03

Starting the Signing Preview 03:30

Safety Preview 01:15

Taxes Preview 02:22

Going Direct Preview 04:33

Getting Your First Signing Preview 01:47

Website Preview 01:23

Test Your Knowledge Preview 00:16