The three most common mistakes made by mobile notaries and signing agents and how to avoid them

Поделиться
HTML-код
  • Опубликовано: 8 сен 2024
  • When you're working with 200 sheets of paper, there's a a pretty good chance that you can make an error. There are ways to help prevent them though, so listen to this video on the three most common errors that a mobile notary and signing agent might make. Plus, some tricks on how to avoid them. www.notarycoach...

Комментарии • 29

  • @CicilyMitchell
    @CicilyMitchell 5 лет назад +3

    Fantastic video and as a real estate closer, I can tell you all of these mistakes are true and as a mobile notary if the package comes back undersigned, that affects funding authorization and you will be going back to the borrower's home to have a ticked off borrower sign. Sometimes you may have to go to 2 different locations if there multiple borrowers.

  • @patrickkmanning
    @patrickkmanning 7 лет назад +3

    Bill...thanks for the video and all your mentorship. I had a recent signing where I missed the COUNTY in one of my acknowledgements. The State was typed in, and the County was on the right margin, not directly under the state, as I am accustomed to.
    Also, with the printing errors, I have a new Brother Printer. one of the default settings, is when one tray is out of paper, the remaining of the print job will print on the other paper. Luckily, when that happened to me, it was the letter tray that was out, and majority of the packet printed on Legal. Not perfect, but better than the alternative. Take care and have a productive day.

    • @NotaryCoach
      @NotaryCoach  7 лет назад +3

      Hey Patrick! It's a total pleasure to work with you and I am so glad you are making stuff happen for yourself. These are two great points you bring up as well! The actual acknowledgment pages for the notary work can have some pitfalls built in, for sure. It's almost as if these lenders are testing us sometimes. Lots of "sneaky" and hidden initials, dates, counties, etc. As far as the printer settings go, I am glad you brought those up too! Today's technology is a double edged sword. Sometimes, it makes life so much easier, and Brother (and many other printers) have settings and bluetooth capabilities that make life so much easier for a mobile notary and signing agent. And sometimes...it's the total opposite when technology doesn't work right.

  • @firstladyallen684
    @firstladyallen684 3 года назад +1

    Waiting to get my commission in December 2020. Back log because of covid-19. But excited! Love your video and clear understanding of notary. Am a newbie 🥰

  • @nikki3321100
    @nikki3321100 3 года назад

    Thanks! I really appreciate how you share all these great tips and advice. Thanks for being a blessing!!!😊😊

  • @jofriday777
    @jofriday777 7 лет назад +1

    Happy Monday, Bill. #appreciated

    • @NotaryCoach
      @NotaryCoach  7 лет назад

      Always a pleasure, Jo! Thanks for watching and commenting. That helps us out tremendously!

  • @varsityeagle89
    @varsityeagle89 7 лет назад

    Hey Bill i just wanted to say I'm loving all of your content! It's fantastic on what your giving to those future notary agents like myself. Best of all i know you have a product, but are not promoting it like some other you tuber 100% of the time. Will def subscribe to your site once i have everything in order. Ever thought of doing phone consultations? I would gladly pay!

  • @leonaking1865
    @leonaking1865 2 года назад

    Thank for, I got 2 epson scanners and they both leave dark marks when I scan, Epson repairers said too expensive to fix, toss it and get another scanner. Need a long term scanner?

  • @ChrisDavisTrumpet
    @ChrisDavisTrumpet 5 лет назад

    Speaking of printing errors, how can I know for sure if a form is supposed to print on legal vs letter? I’d hate to have docs come back because I made that mistake!

  • @danroma6954
    @danroma6954 6 лет назад +2

    Hey Bill, I came across your channel. How do you generate leads?

    • @NotaryCoach
      @NotaryCoach  6 лет назад +1

      Dan Roma , networking and research

    • @danroma6954
      @danroma6954 6 лет назад

      Great content, I love your presentation and the message is very clear. Keep up the good work! How do you handle taxes? Are you a 1099?

  • @LD1911
    @LD1911 7 лет назад +1

    About the full signature. What if the borrower is used to signing an unreadable squiggly line as their signature? Do you force them to write out their signature as just plain old cursive writing? Thanks Bill!

    • @NotaryCoach
      @NotaryCoach  7 лет назад +1

      Linh Great question! Iam so glad you asked it. The perfectly clear answer is...it depends. It depends on things like: the lender preferences, the law, the Escrow officer, and the signature that is on the signers ID. In cases where the signature is an illegible scribble, the signature on the ID wins. So, if the signers signature now, at the time of signing, matches the signature on the ID, and is illegible, it's USUALLY okay. Some lenders are more particular than others. Those lenders USUALLY include pretty specific instructions about their expectations. If a signature is legible, there really is no way out of it. The signature MUST match EXACTLY as they have it typed on the documents. If ever in doubt, have them sign EXACTLY as the lender has typed. If you have a relationship with the Escrow officer that allows for questions like that, and if they're in the office at the time of signing, you could ask for confirmation. However, it's usually a decision you'll make on your own.

  • @genevawilkerson4245
    @genevawilkerson4245 6 лет назад +1

    I just learned that. "compare electronic file with printed ones"

  • @coolcalmcollectveeturner9078
    @coolcalmcollectveeturner9078 7 лет назад +1

    Any suggestions on practice packets for wills/ affidavits,etc. Im nervous about going to my first signing .

    • @NotaryCoach
      @NotaryCoach  7 лет назад

      Coolcalmcollectvee Turner, the only sample docs I have are available in my Sign and Thrive Course. I know there are some lingering on the web somewhere too, but I can't speak to where they are or their quality. Have you taken any training to prepare yourself?

    • @coolcalmcollectveeturner9078
      @coolcalmcollectveeturner9078 7 лет назад +3

      Notary Coach Thank you. Yes im currently taking an online class now. Learning more as i go. i also just found that i can make sample docs on eform.com which slipped my mind the first time.

    • @NotaryCoach
      @NotaryCoach  7 лет назад +1

      Coolcalmcollectvee Turner that's good to know! Thanks for sharing!

    • @aprilmccants1054
      @aprilmccants1054 5 лет назад

      @@NotaryCoach e

  • @seed4knowledge
    @seed4knowledge 7 лет назад +1

    Why is it that another notary coach on another video discourages obtaining the Loan Signing Agent certification from the NNA before taking his course? Wouldn't it make sense to get certification from the NNA to be a Loan Signing Agent first before doing anything else, since they are the most long standing and reputable?

    • @NotaryCoach
      @NotaryCoach  7 лет назад +9

      seed4knowledge Great question, and I'm sure there are lots of perspectives on this. Here's where I stand: There is only one certification that any signing company is looking for, and that is the NNA Certification. It's the only one you'll ever NEED, period (at least for now). The problem with the NNA Certification is, it doesn't actually teach anyone to do the job, and it has absolutely no bearing on anyone ability to actually fill the role as a signing agent. It's a bit ridiculous, but it's just the way the industry works. Because of that, you are going to need some training to actually teach the business. I differentiate between training and education versus certification. I'm all about learning- I'm a nerd and like to know everything I can. But, these different "certifications " from other coach's and training companies, while absolutely helpful (because knowledge is powerful), are not required to get you any business. That's why I set up my Sign and Thrive system the way I did: Phase 1, become a notary. Phase 2, get your certification from the NNA. Phase 3, THEN learn to do the business AND be eligible to receive new signing orders because your certified. Does that answer your question?

  • @GingerLeeH
    @GingerLeeH 4 года назад

    Is it necessary to have EO insurance for yourself, the notary?

    • @GingerLeeH
      @GingerLeeH 4 года назад

      What about using a prof business for print service? ie. Office Max

  • @lalainagarcia
    @lalainagarcia 6 лет назад +1

    I watched a different RUclips video where a signing agent suggested to shrink down to fit to 8 1/2 × 11 for the borrower's copy to save money since legal paper costs more. Do you have an opinion on this? The only problem I could think of is if you needed to switch out pages due to an made on the lender's copy that should be on legal size paper. Do you find you are rarely taking pages from the borrower's copy?

    • @NotaryCoach
      @NotaryCoach  6 лет назад +5

      Great question! Everyone has their own priority, but since you asked my opinion, here ya go: You will spend $4 on a ream of letter sized paper, and $5.79 on legal sized. That's a difference of $1.79, divided by 500 sheets per reem. We're talking about .00358 cents per saved sheets. I would recommend you focus your time and energy on building relationships and connections so you can increase volume to a point where fractions of a penny matter less.

  • @charlenebuyshouses
    @charlenebuyshouses 5 лет назад

    fix their names IF..... the lender has it a certain way

  • @genevawilkerson4245
    @genevawilkerson4245 6 лет назад

    Yep. I'm your poster child on this one