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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.
Part 2 of this course is all about being a remote online notary. In this part of the course, you will learn the basics of being a RON. You will learn the steps to become a RON, the materials needed, how to choose a platform to work with, and understand the flow of a signing. We will discuss how to begin and end a signing and what happens in between.
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
12. RON basics
13. How to become a remote online notary.
14. What materials/tools you need to do a remote notarization
15. What to do before a remote signing
16. How to begin and end a signing and what to do during a signing
17. How to choose a RON platform
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.

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.

How to become a remote online notary

How to choose a RON platform

How to conduct a remote signing

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
11
1.1-Introduction
1.2-Beginning This Course
1.3-Disclaimer
1.4-Accessing the Resources
1.5-What is a Loan Signing Agent?
1.6-Escrow States Vs. Attorney States
1.7-What are signing services?
1.8-Who can I work for?
1.9-How Much Do Loan Signing Agents make?
1.10-Negotiating Your Rates
1.11-How much does it cost to become a Loan Signing Agent?
2-Section 2: Getting Started
13
2.1-How to Get Your Notary Commission
2.2-Surety Bond
2.3-Where do I purchase a notary bond?
2.4-Errors and Omissions Insurance
2.5-How much Errors and Omissions Insurance Do I Need?
2.6-Where do I purchase Errors and Omissions Insurance?
2.7-Take Action- Gather Information about EO Policies
2.8-Notary Laws and Regulations
2.9-Supplies
2.10-Scan Backs
2.11-Scanners
2.12-Dual Tray Laser Printer
2.13-NNA Basic Package
3-Acknowledgements and Jurats
7
3.1-Notarizations
3.2-Types of Notarizations
3.3-How to complete an acknowledgement
3.4-How to complete a jurat
3.5-Verify IDs
3.6-Ways to Protect Yourself During Notarizations
3.7-Notary Course
4-The Most Important Documents in a Loan Signing Package
12
4.1-Going Over Loan Documents
4.2-Go Over These Documents First
4.3-Closing Disclosure
4.4-ALTA Settlement Statement
4.5-Understanding the Alta Settlement Statement
4.6-Note
4.7-Notice of Right to Cancel
4.8-Rescission Calendar
4.9-Correcting a Notice of Right to Cancel
4.10-Deed of Trust
4.11-Planned Unit Development Rider
4.12-First Payment Letter
5-Other Loan Documents
10
5.1-Other Loan Documents
5.2-Initial Escrow Disclosure
5.3-AKA Statement
5.4-Errors and Omissions Compliance Agreement
5.5-1003
5.6-Affidavit of Occupancy
5.7-Patriot Act Form
5.8-4506T
5.9-General Warranty Deed
5.10-Seller Affidavit
6-Types of Signings
8
6.1-Types of Signings
6.2-Refinance
6.3-Buyer Loan Package
6.4-Seller Loan Package
6.5-Debt Settlement
6.6-Loan Application + Initial Disclosures
6.7-Loan Modification
6.8-Disclosures
7-Avoid These Mistakes
8
7.1-EIN
7.2-Attaching checks
7.3-Notice of Right to Cancel Mistake
7.4-Your Signature
7.5-Triple Check the Documents
7.6-Answering Client Questions
7.7-Ask Questions
7.8-Notary Identity Certification
8-Getting Started
6
8.1-How To Get Your First Signing
8.2-Shipping Supplies
8.3-Confirming the Assignment
8.4-Starting the Signing
8.5-Safety
8.6-Taxes
9-Marketing Strategies
4
9.1-Going Direct
9.2-Getting Your First Signing
9.3-Website
9.4-Test Your Knowledge
10-Remote Online Notarizations
3
10.1-The Basics
10.2-Materials
10.3-Digital Materials
11-RON Platforms
1
11.1-Choosing a Platform
12-Completing a Remote Online Notarization
6
12.1-Identifying signers
12.2-Before the Signing
12.3-Beginning, Middle, and End
12.4-Final Thoughts
12.5-Closing Disclosure
12.6-Closing Disclosure