Your Cookies are Disabled! NationalNotary.org sets cookies on your computer to help improve performance and provide a more engaging user experience. By using this site, you accept the terms of our cookie policy. Learn more.

How Notary Signing Agents can stay in control of loan signings and prevent disruptions

How to keep a Signing Agent appointment under control

In the fast-paced world of loan closings, a successful appointment depends on more than just showing up with documents. The Notary Signing Agent must keep the appointment on track and ensure that distractions and other issues do not disrupt the loan document signing process. This guide explains how to stay in control during a signing.

Take control of the signing from the start

Control doesn’t mean being rigid or bossy — it means the Signing Agent should guide the appointment to keep it professional, efficient, and accurate.

New Notary Signing Agents often lose control due to environmental distractions: children running through the space, pets running around or jumping on the table, signers taking unrelated phone calls, or even a loud TV in the background. When the environment becomes chaotic, errors increase, the signing takes longer, and frustration builds for everyone involved.

Why staying in control of a loan signing appointment matters

A loan signing is not a casual visit — it’s a structured, time-sensitive appointment involving legal documents that must be executed correctly.

When the environment is disorganized:

  • Critical signatures, initials, or notarizations can be missed
  • Documents may get shuffled out of order
  • Borrowers may unintentionally disrupt the process
  • Your authority as the Notary Signing Agent becomes unclear

The result? Delays, mistakes, and potential funding issues.

Steps to stay in control of a loan document signing while remaining polite, friendly and professional

Set expectations before arrival

Use a confirmation call or text before the appointment to establish a professional tone:

“We’ll need a clear table space, all signers present, and a current photo ID ready. Please plan for approximately [X] minutes.”

Start with a confident introduction to the signer

When you meet the signer, introduce yourself and clearly outline what you are there to do:

“Thank you for having me. My role is to guide you through the signing and notarize where required. I can’t provide legal or financial advice, but I will explain what each document is and indicate where to sign. If detailed questions come up, we’ll set that document aside and follow up with the title company or your lender to ensure you receive accurate information.”

Request a proper workspace immediately

Don’t just put down the loan documents and start the process in any old place. Find the best place to work without distractions:

“Where is the best well-lit table we can use to make sure everything is completed accurately?”

Address distractions professionally

Set guidelines for the appointment clearly and courteously with the signer:

  • “To keep us on track, let’s silence phones for now. If you need to take a call, we’ll pause.”
  • If there are pets, ask if they can be kept outside the work area: “Would you mind placing the dog in another room? It helps keep documents clean and organized.”

Use confident transitions to guide the signing

  • “Next, we’ll review…”
  • “Now we’re moving on to…”
  • “Before we continue, I’m going to double-check this page…”

Control is really about leadership. Borrowers don’t want a drill sergeant. They want a knowledgeable professional who can guide the process smoothly and confidently.

What Signing Agents need to remember during assignments

Being a successful Notary Signing Agent isn’t about pretending to know everything — it’s about maintaining control, communicating clearly, and preparing effectively.

  • Control the environment to prevent errors
  • Lead the signing with confidence and structure
  • Communicate clearly to receive the right level of support and cooperation

Being new isn’t the problem — unexpected issues are. Clear communication and preparation reduce surprises and help you build a strong, reliable reputation in the loan-signing industry.

NNA Notary Ambassador® Marcy Tiberio is an entrepreneur, educator, and Notary advocate and was named as the 2025 Notary of the Year. She owns and operates several businesses: Professional Notary Services, Inc., a nationwide mobile Notary signing service; The Entrepreneur Center at High Falls, a hub for business resources and community events; and The Entrepreneur Shop, an e-commerce store offering swag, digital tools, and promotional items tailored for entrepreneurs.

2 Comments

Add your comment

Robinetta Evans

31 Mar 2026

Hello, I already have my notary license for the state of ga, but I would like to know how to become a signing agent. Please advise on the programs or steps to take.

National Notary Association

13 Apr 2026

The state of Georgia has traditionally been an “attorney-closing state,” meaning that only licensed attorneys may conduct the settlement at which closing documents for a real property transaction are signed. In an opinion released November 10, 2003, the Georgia Supreme Court issued UPL Advisory Opinion 2003-2 thereby dictating that only licensed attorneys — and not laypersons such as Notary Signing Agents — may handle closings of home loans and other real estate transactions. “[W]e have consistently held that it is the unauthorized practice of law for someone other than a duly-licensed Georgia attorney to close a real estate transaction or to prepare or facilitate the execution of such deed(s) for the benefit of a seller, borrower, or lender,” the opinion stated. Effective July 1, 2012, Georgia Senate Bill 365 was signed into law as Act No. 744 to clarify that only a lender or a licensed Georgia attorney may conduct settlements and disburse closing funds “involving purchase money loans made by a lender, or refinance loans made by the current or new lender, which loans will be secured by deeds to secure debt or mortgages on real estate within the State of Georgia containing not more than four residential dwelling units, whether or not such deeds to secure debt or mortgages have a first-priority status” (OCGA 14-14-13[b]). The law further prohibits anyone other than the settlement agent (a lender or an active member of the Georgia State Bar) for the entire transaction from overseeing the closing session (OCGA 44-14-13[a][10]).

Leave a Comment

Required *

All comments are reviewed and if approved, will display.

Close