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How to Do a Loan Signing as a Notary Signing Agent

Prepare for your first loan signing by following the steps below.

1. Explain the process

When you first meet the signer in their home, you'll want to introduce yourself and explain your role as a Notary Signing Agent. Let the borrower know there are to be no markings on documents other than where indicated and describe how the borrower should sign their name and date the documents.

2. Execute the documents

Present the most relevant documents that answer the most common questions. Common loan signing documents to present include:

  • Settlement Statement (HUD-1)
  • Note
  • Deed of Trust
  • Notice of Right to Cancel
  • Signature Affidavit and AKA Statement
  • Customer Identification Verification

Direct the borrower where to sign and notarize the documents.

3. Review for blanks

Look at all of the documents and check for missing signatures, initials, dates and Notary seal imprints. Provide the borrower copies of the documents.

4. Contact your contracting company

Contact the lender or title company you're working with and notify them the notarization step of the loan signing is complete.

5. Drop the package

Send the loan document package to the contracting company by mail or in person.

6. Invoice the customer

Send your invoice to the customer.



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