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3 Tips When Rescheduling A Notary Appointment

phone-call-resized.jpgSometimes a mobile Notary or Signing Agent needs to reschedule a notarization. You or the signer may have an unexpected schedule conflict, someone comes down with a cold, your car develops trouble or something else makes it impossible to meet at the appointed time. If you or the signer need to reschedule the appointment, remember to do the following:

1. Contact The Signer To Set Up A New Appointment

No matter what the reason is for rescheduling the appointment, the first thing you should do is speak to the signer as soon as possible to discuss a new date and time to meet for the notarization. If the signer has conflicts during the day due to work or child care, you may wish to offer to reschedule the notarization after business hours or in the evening if feasible.

2. Make Sure All Signers Will Be Present With Proper ID

When speaking with the client, if any other signers or witnesses need to be present, confirm that they can make it to the new appointment as well. Also, remind the signer that anyone having their signature notarized at the new appointment must have satisfactory proof of identity that meets your state’s requirements.

3. When Rescheduling A Loan Signing, Contact The Lender And Signing Service Immediately

If you’re a Signing Agent and it becomes necessary to reschedule a loan document signing, be sure to contact your contracting company right away to let them know. When you contact them, explain the reason for rescheduling. The contracting company will likely have to contact the lender and title company to approve the schedule change, as loan documents are time sensitive and delays can affect funding the loan. If the lender needs to reprint or resend any loan documents for the new appointment, be sure to check and confirm the dates are correct on the new documents when you meet with the signer.

David Thun is an Associate Editor at the National Notary Association.

 

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