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We review the most common and critical documents in a loan package and include scripts to help you briefly describe them. Plus, we review many different loan scenarios and how to communicate with hiring companies for clarity and questions.
Episode Highlights:
0:24 Depending on the type of loan signing, the loan document package can have anywhere from 30-300 pages in it, most of which will have to be signed or addressed by the borrower.
1:18 The best thing I ever did for myself, and my business is come up with a script for each one of these documents. This helped me systemize my signings, which freed up brain space, so I could stay present with my signers.
4:16 The order in which you start your signing will have a significant impact on how smooth and efficient this goes. Remember, we want the signer to be comfortable and confident in our abilities. So, it’s best to start with the documents that are going to address the majority of their questions or concerns
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
By Bill Soroka, founder of NotaryCoach.comWe review the most common and critical documents in a loan package and include scripts to help you briefly describe them. Plus, we review many different loan scenarios and how to communicate with hiring companies for clarity and questions.
Episode Highlights:
0:24 Depending on the type of loan signing, the loan document package can have anywhere from 30-300 pages in it, most of which will have to be signed or addressed by the borrower.
1:18 The best thing I ever did for myself, and my business is come up with a script for each one of these documents. This helped me systemize my signings, which freed up brain space, so I could stay present with my signers.
4:16 The order in which you start your signing will have a significant impact on how smooth and efficient this goes. Remember, we want the signer to be comfortable and confident in our abilities. So, it’s best to start with the documents that are going to address the majority of their questions or concerns
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