Notary Learning Center

HOME  |  CART  |  CONTACT US    
NOTARY PUBLIC NOTARY SIGNING AGENT NOTARY SUPPLIES EDUCATION/TRAINING RESOURCES

1 800 909 9003

NOTARY SIGNING AGENT

INFORMATION

NOTARY LEARNING CENTER Link on NLC website
Signing Agent Program
Advanced Signing Agent Program

CALIFORNIA NOTARY EXAM Link on CNE website

THE NOTARY'S STORE Link on TNS website

NOTARY-SERVICES Link on NSC website

red line

 
Tell A Friend
Tell A Friend


Advanced Notary SIGNING AGENT COURSE

red line

Professional - Notary Signing Agent Training Course - Educational Content

Notary Public
Notary Public Training Course
Notary Signing Agent

Unit 1 - Introduction

  • The Purpose of our Professional Training Course
  • What is a “Notary Signing Agent?”
  • Key Benefits of Notary-Services Professional Membership
  • Professional Conduct and Ethics
  • Loan Document Set sample - Loan Document Set tab

Unit 2 - Business Essentials

  • Skills Training
  • Business Overview
  • Starting with Signing Services or Closing Companies
  • Business Tools
  • Notary Business Essentials
  • Business Development and Advertising
  • Loose Notary Certificates
  • Business License and Business Fictitious Name (DBA)
  • Very Small Investment to get STARTED

Unit 3 - Signing Order Request

  • First Loan Document Signing Appointment
  • Calling the Borrowers for an Appointment
  • Organizing your Signing Order
  • Receiving the Loan Package
  • Email and Online eDocuments
  • Viewers and Print Utilities
  • Checking the Loan Package
  • Appointment “Check List”

Unit 4 - Preparing for the Signing

  • Loan Document Content
  • Other Possible Documents in a Loan Package
  • U. S. Patriot Act Disclosure Instructions - borrower to complete
  • Statement of Information - borrower to complete

Unit 5 - Things to Remember

  • Proper Identification
  • Conflict of Interest
  • Rules of Refusal
  • Professional Behavior and Appearance
  • Safety…Using Good Judgment
  • Mistakes to Avoid

Unit 6 - Loan Signing Special Concerns

  • Closing Instructions
  • Errors on the Loan Documents
  • Pre-signed Loan Documents
  • Right to Cancel
  • Notary Mistakes
  • Power of Attorney
  • Signing by Mark
  • Credible Witness
  • Out of State Documents
  • Non-borrowing Spouse
  • Borrower Refuses to Sign

Unit 7 - Borrower Presentation Made Easy

  • Arrival at the Signing Location
  • Notary Signing Agent Statement
  • Loan Presentation Options
  • Signing of the Loan Documents
  • Right to Cancel
  • Notary Journal Entry
  • Notarization of the Appropriate Documents
  • Oath or Affirmation
  • Checking the Documents for Completeness
  • Check your Notarizations and Notary Journal entries
  • Giving the Borrower Copies before leaving
  • Call-in the Signing Order when completed
  • NO SHOW - Borrower Failure to Show-Up for the Signing

Unit 8 - Business Location Variables

  • Various Special Circumstances in the Signing Process
  • Variables in Location, Pricing and Distance
  • Signing Fees and Special Considerations
  • Notarial Service Fees and Travel Charges
  • Variables by State, County, City and Terrain

Unit 9 - Proper Record Keeping

  • Logging and Reporting Income
  • Exemptions for the Notary Public
  • Keeping Records
  • Reporting Notary and Signing Agent Income
  • Software Solution

Unit 10 - Journal, Certificates, Forms and Documents

  • Notary Journal
  • Notary Certificates
  • Notary Forms
  • Business Forms and Letters
  • Loan Document Sets
  • Types of Mortgage Loans
  • Reverse Mortgage
  • New HUD-1 form (good faith estimate)

Unit 11 - Special Document and State’s Requirements

  • Document Requirements
  • Witness Requirements
  • Spousal Requirements
  • State Restrictions for Notary Signing Agents

Unit 12 - Hands-On Training

  • Notary Certificates - use and completion
  • Notary Journal - proper completion
  • Right to Cancel - proper handling and completion
  • Presenting Loan Documents - presentation and training
  • Borrower Signatures, Dates and Initials on loan documents
  • Special documents - problems you may encounter
  • Oath or Affirmation - proper wording
  • Good Faith Estimate - new HUD-1 form example
  • Signing Loan Document by Power of Attorney - example
  • Affidavit of Mortgage Loan Closer - example
  • Notarized Documents in a Typical Loan
  • Closing and Escrow instructions - Loan Document Set tab

Unit 13 - NSA Certification

  • Certified Notary Signing Agent
  • Education and Training - includes Certification Testing
  • Certification Testing - Notary Learning Center

Unit 14 - Background Check Certification

  • Notary Public Background Check
  • GLBA Notary Compliance Training - Reference Material tab
  • State Restrictions - Notary Signing Agents

Unit 15 - Notary Bond and Insurance, Employment Opportunities, E-Notarization

  • Notary Surety Bond
  • Errors and Omissions Insurance
  • Notary Signing Agent Insurance
  • Other Employment Opportunities
  • Electronic Notarization - mortgage loan Industry
  • Resources - Notary Learning Center
  • Additions or Revisions to Unit 15
  • Loan Document Set
  • Conventional Refinance Loan Document Set - Sample
Resources

State Notary Public - contact information
Notary Signing Agent - regulations and restrictions
Notary Glossary
Mortgage Glossary
Loan Document Glossary
Loan Document Acronyms
Resource information - Notary Learning Center
References

Notary Certificates and Forms
Notary Journal Pages
Business Forms and Letters
Surety Bond and Errors and Omissions insurance
GLBA Notary Compliance Training
Electronic Notarization


Terms of Use - Privacy Statement - Terms of Purchase © 2004-2017 Notary Learning Center, Inc. - All Rights Reserved