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How To Get Your 1st Signing Agent Assignment

How to get your first Notary Signing Agent assignment

Updated 11-1-17. The first thing every professional Notary asks themselves is, “How do I get that first assignment?” There is no single answer or one path. When starting my own career — after researching the market, developing a rock-solid business plan and networking with other Notaries — I realized that I needed to do more to land that all important first assignment. Here is what worked for me:

Identify Your Market
 

Figure out what type of businesses you want as clients. When doing your research, you will soon find that not all title and signing companies hiring Notaries for loan assignments do business the same way. For example, some companies want you to send them an invoice right after the assignment is completed; others want you to only send an invoice at the end of the month. Still others do not want you to send them an invoice at all because they use an automatic pay system. Ask lots of questions and do lots of comparisons.

With this in mind, you should get an idea of which companies would be the best fit for you. Once you have successfully identified your potential clients, the next step is a little easier. Develop two plans: One is for businesses that operate within your state; the other is for out-of-state businesses.

It is important to develop two different plans because title/signing companies use different methods to find qualified Notary Signing Agents for their needs. 

Going After Out-Of-State Clients
 

Here’s my approach for getting loan assignments from out-of-state clients:

  1. Go to websites that allow Notaries to create a professional profile like SigningAgent.com. These sites allow you to create a Notary Signing Agent profile that your potential customers will view. I would recommend new Notaries check out some of the other professional Notary profiles first to get some ideas of what to put on your profile. Always make sure to emphasize your strengths.
     
  2. Meet with other professional Notaries in your area. This will accomplish several important critical things for your business. It helps to network with other professionals in your field who may be overwhelmed with assignments and need someone to assist them (win-win). It will help you find a mentor that can help you get started.
     
  3. Attend national conferences for Notary Signing Agents. National title/signing companies are usually vendors at these events, and they often look for Notary Signing Agents who are interested in new clients.  The National Notary Association has an annual conference that is ideal for new NSAs to meet and build relationships with national companies.
     

Going After In-State Clients
 

Here are my suggestion for getting in-state loan assignments:

1. Go to your bank or other local financial institution and ask for referral to the title company they use on loan assignments. I got my first loan assignment by asking someone from a bank that I did business with to give me a referral.

2. Go to title companies in your area and take a survey. This is another very effective way of securing business from them. Show up (not at the end of the month) with a clipboard in hand to ask a couple of survey questions, such as:

  • Do you use Notary Signing Agents?
  • What do you look for in a Notary Signing Agent?
  • What has been the biggest issue using Notary Signing Agents?

3. Attend local land title functions in your area. To find out where and when the next event is go to your browser and type in “Your State Land Title Association” and your search will bring up your local land title association website. At the website you will be able to see all the local events happening in your area. Plugging into these events will give you great exposure to your marketplace.

Getting that first loan assignment might seem scary at first. Once you set your goal and go after that assignment, you will meet some of the most interesting people and make lifelong friends. Please feel free to drop me a note and tell me how you do with these suggestions or other things you have done for that first assignment. 

Daniel Lewis of Carmel, Indiana, is the founder of Lewis Notary Services Inc., a nationwide mobile service. He also teaches Notary best practices and is the NNA 2010 Notary of the Year.

 

8 Comments

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juan espinoza

15 Nov 2016

What is this?

National Notary Association

16 Nov 2016

Hello Juan. Are you having any issues with the comments section? If so, please email us at social@nationalnotary.org with a description of the problem you are having and we can try to help you resolve it.

Linda Winkenbach

12 Feb 2017

I'm a newbe and have contacted every title company in my area. They all require 2 years of experience before they'll add you to their list. Even with a referral from a loan agent...

Camelia Smith

08 May 2017

Thx for the info. it helped to put things in perspective. This is new field for me and have contacts in the escrow industry...each require approval via Fidelity and/or signing agency which ask re: experience. Can you advise re: streamlining this process? Also, I am 63 years of age! What are the chances of modest success?

Diann carreker

22 May 2018

I am having a hard time getting a contract. I have not had one client. I am getting really frustrated.

Ty Burroughs

18 Oct 2018

I recently received my Certification as a Signing Agent. I am optimistic that I will receive multiple signing requests. Hopefully, I will find corporate partners that value the experience of a Licensed Realtor!

Lauren Webber

07 Apr 2019

I have 25 years in the insurance business. What path should I take to becoming a NSA?

National Notary Association

08 Apr 2019

Hello. Please see this page for more information: https://www.nationalnotary.org/signing-agent/nsa

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