🚨 12 Things to Double Check Before You Leave a Loan Signing! 🚨 Attention, Signing Agents! 🖋️ Before you walk away from any loan signing appointment, make sure you’ve covered these 12 critical checkpoints to avoid mistakes that could delay the process or damage your reputation. 1. Signer’s Identification: Ensure that you have correctly verified the signer’s ID and that it matches the information on the documents. 2. Document Accuracy: Check that all documents are present, complete, and free of errors or omissions. 3. Signatures: Verify that all required documents have been signed and signatures are in the correct places on each document - missing a signature could mean a return trip! 4. Initials: Confirm that all required pages have been initialed by the signer(s) where necessary. 5. Date Accuracy: Ensure that all dates, including the signing date, are correctly filled in. Make sure documents that do not require a date have no date written by the signer(s). 6. Notary Certificates: Make sure all notary certificates are accurately completed, signed, and stamped. 7. Document Order: Ensure that all documents are in the correct order as specified by the lender or title company. 8. Scanbacks: If scanbacks are required, check that you have scanned or are prepared to scan the necessary documents before shipping. Review the scan for cut-off or missing pages. 9. Notary Journal: Ensure that you have completed your notary journal with all required entries for the signing. 10. Signer’s Copies: Provide the signer(s) with copies of all documents, as required. 11. Shipping Instructions: Confirm the shipping instructions, and make sure documents are dropped off on time for next business day delivery. 12. Notary Supplies: Make sure you have gathered up all your notary supplies, especially your notary stamp and journal, so you don't accidentally leave anything behind! Missing even one of these can be costly! 💼 Stay on top of your game and ensure every signing runs smoothly. 💡 Want to master these skills and build a successful notary loan signing business? Enroll in my Signing Agent Advanced Training Program today and get the tools, tips, and training you need to thrive!
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