10 Steps to a Flawless Loan Signing

10 Steps to a Flawless Loan Signing

Laura Biewer NNA Instructor and Notary Signing Agent

Poll Question

Tell us about yourself:

o This is my first NSA Webinar o I have attended 1 previous NSA webinar o I have attended 2 previous NSA webinars o I have attended more than 2 previous NSA

webinars

Objectives

Understand the role of the Notary Signing Agent

Understand who the customer is and what are the customer's expectations

Key steps to managing a loan signing from acceptance to invoicing

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Role of the NSA

Notary Skills Loan Signing Skills

Business Skills

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Certification

Expectations of NSAs

Communication Promptness

Attention to Detail

Customer Service

Expertise

Professionalism

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Poll Question

Tell us more about yourself:

o I am thinking about becoming an NSA o I have decided to become an NSA, but

haven't accepted an assignment yet o I have completed my first few assignments o I have been an NSA for a while now

10 Steps Introduced

1. Identify Obstacles and Recovery Plans 2. Contact the Borrowers 3. Evaluate the Environment 4. Describe the Signing Process 5. Execute the Documents

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10 Steps Introduced

6. Review the Documents 7. Communicate Signing Completion 8. Send Faxbacks 9. Drop the Package 10. Invoice the Customer

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