How to Prepare for Your First Loan Signing

Don't know how to prepare for your first loan signing? Mark Wills of LoanSigningSystem.com explains how to make sure your first loan signing goes smoothly. For more information, visit: http://bit.ly/NSAFirstSigning.

NSA Pro Tip: Make sure you know how to use your dual-tray, laser jet printer. It will make things easier once that assignment comes in.

How to Prepare:

Step 1: Confirm the appointment details.
As soon as you get the signing appointment, confirm the time/date and location with whomever gave you the signing, and plan your time.

The appointment will usually be set up by the signing service. If you do not see this information, or it’s listed as TBD, reach out to your signing service contact to ask if you need to set up the appointment.

Step 2: Read ALL the instructions you were sent.
Signing services, lenders, escrow officers will send some of the more detailed instructions in the body of the email or as an attachment to the documents.

They may want the docs signed in a certain color of ink only, they may need a copy of the borrower’s insurance card sent back with docs, or they may want you to keep the loan docs in the exact order as received.

If you miss something, it will significantly reduce the chance you get more assignments from the signing service.

Step 3: Print and prepare your loan docs.
Before you print, flip through the documents electronically. Sometimes a document isn’t fully scanned in or is cut off.

You’ll need to print your loan docs on legal and letter size paper. Make sure to print documents on the correct size paper. Once you print them, flip through the documents to be sure all documents are printed according to page size (legal or letter) and printed clean with no smears.

If you have time before hand, mark pages with arrow tags where you need to get signatures or initials. Remember, absolutely NO Highlighting the loan docs.

Step 4: Call the Borrower and confirm basic information.
Call the borrower (the signing service, escrow officer, realtor or lender will give you the phone number. If not, locate the phone number on the loan application) and confirm the time, date, and location of the signing.

Follow these simple steps before your first signing and it will make it a lot easier.

Connect with Mark Wills:
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Видео How to Prepare for Your First Loan Signing канала National Notary Association