Systemizing your habits after each appointment can help you avoid errors, stay organized, be more efficient (i.e. make more money) in your loan signing business. Check out these four habits after every appointment.

Episode Highlights:
1:33 The real take-away I hope you get here is the power of habits and routine. These four habits, strung together after each and every signing, have become a post-signing ritual. As far as my mind is concerned, I’ve automated and systemized my process.

7:50 You should check the documents one more time before you drop them at the closing agent or delivery service. This should be the fourth time you check the documents for errors.

11:32 When you are correcting an error on a document, you’re not only mending the transaction, but you are also strengthening the relationship you have with the people who hired you. When you take ownership of your mistakes and go out of your way (at your expense in time and resources) to resolve them immediately, this resonates with your clients. They don’t expect perfection. Errors will happen. How you get them resolved makes all the difference.

Download your free resources here

Sponsor Info:
Your journal is one of the most important components of your role as a Notary Public. When done properly, your journal serves as your memory, documenting relevant circumstances surrounding an appointment. This helps better protect you and your signers, and there are two new journals I recommend for your consideration.
In most states, including California, Jurat, Inc.’s new Notary eJournal is an exciting and more efficient way to journal. With a special add-on device, it even digitally captures fingerprints. I’ve negotiated an incredible deal for you if you’d like to try it out. Click here for details: https://www.notarycoach.com/ejournal