Loan Signing Training
Sign Seal Deliver:
Loan Signing Training Series
Sign Seal Deliver: Loan Signing Training Series is your gateway to transforming a side hustle into a thriving Loan Signing Business. Our in-person training classes, held monthly in Frisco, Texas, present a unique opportunity to delve into the intricacies of the loan signing profession. With five carefully crafted classes, designed to be taken together for a comprehensive understanding or individually to suit your specific learning needs, you’ll elevate your expertise and master the nuances of the loan signing industry. Embark on a journey to excel in the world of loan signings, right here in Frisco, Texas, and let success be your signature – Sign Seal Deliver: Loan Signing Training Series.
Class #1
Getting Started As A Loan Signing Agent
In Class #1: Getting Started As A Loan Signing Agent, we focus on uncovering closely guarded secrets that will help you triumph in your journey as a Loan Signing Agent. Here’s a breakdown of what the class offers:
Credentials: Gain insights into the essential credentials required to kickstart your career as a Loan Signing Agent. Understand the importance of having the right qualifications to establish credibility in the industry.
Notary Bond: Explore the significance of obtaining a Notary Bond. Learn how this bond plays a crucial role in your role as a Loan Signing Agent and how it contributes to building trust with clients.
E&O Insurance: Understand the world of Errors and Omissions (E&O) Insurance and why it’s a vital component for a Loan Signing Agent. Discover how this insurance protects you and your clients throughout the transaction process.
Mobile Office: Witness the power of establishing a mobile office. Learn how being equipped on the go enhances your efficiency and flexibility as a Loan Signing Agent. Discover the advantages of having a well-prepared workspace wherever you are.
What’s In My Trunk: Delve into the knowledge of “What’s In My Trunk.” Understand the essential tools and materials you should have in your trunk to be fully prepared for any loan signing appointment.
Communication Templates: Equip yourself with indispensable communication templates. Streamline your communication with clients, borrowers, and other stakeholders. Learn how to effectively convey information and maintain professionalism in your interactions.
Exclusive List of Signing Services and Title Companies: Access an exclusive list of recommended signing services and title companies. Explore partnerships that can elevate your career and provide you with more opportunities.
Join Class #1 to elevate your expertise and discover the secrets that will empower you as a successful Loan Signing Agent.
Class #2
Notarizations & Corrections
In Class #2: Notarizations & Corrections, we immerse you in the heart of notarial responsibilities. In this class, you’ll delve into various aspects to enhance your skills as a Loan Signing Agent. Here’s a glimpse of what you’ll learn:
Validate Various Forms of Identification: Master the art of validating different forms of identification. Understand the importance of verifying the identity of individuals involved in the signing process.
Administer Oaths with Unwavering Confidence: Learn how to administer oaths with confidence. Explore the nuances of conducting oaths to ensure a reliable and legally binding signing process.
Flawless Signings: Master the nuanced art of flawless signings. Understand the key steps and best practices to ensure error-free signing acts, contributing to your professionalism and credibility.
Navigate Through Foreign Language Documents: Gain the skills to navigate through foreign language documents effortlessly. Understand the challenges and techniques involved in handling documents in languages other than English.
Conquer Name Discrepancies: Learn how to effectively handle name discrepancies. Navigate through situations where names may vary and understand the procedures to ensure accurate signings.
Unlock the Secrets of Attorney States: Explore the unique aspects of signing in Attorney States. Understand the specific regulations and requirements that apply in these states, unlocking the secrets to success in such jurisdictions.
Loan Signing Journal: Receive a Loan Signing Journal, your beacon for meticulous record-keeping. Learn the importance of keeping accurate records and how a well-maintained journal can contribute to your professionalism and legal compliance.
Class #2 is designed to instill in you the knowledge and confidence needed for a successful career as a Loan Signing Agent.
Class #3
Fees, Expenses, and Tax Prep
In Class #3: Fees, Expenses, and Tax Prep, we delve into the financial intricacies that underpin a thriving signing business. In this class, you will learn how to:
Set Competitive Signing Fees: Understand the strategies for setting competitive signing fees that reflect your value in the market. Learn to balance competitiveness with the true worth of your services.
Navigate Monthly Expenses with Finesse: Gain insights into effectively managing monthly expenses with finesse. Learn practical tips to optimize your budget and ensure financial stability in your notary business.
Approach Tax Season with Unshakeable Confidence: Master the art of approaching tax season with unshakeable confidence. Understand the tax implications for notary businesses and how to prepare and file your taxes with ease.
Signing Fee Template: Let the Signing Fee Template be your compass in determining fees that reflect your true value. Explore a practical tool that helps you calculate and set signing fees in a way that aligns with industry standards and your professional worth.
Class #3 is designed to equip you with the knowledge and skills to manage fees, expenses, and tax preparation with confidence and competence.
Class #4
Scheduling, Printing, and Shipping
In Class #4: Scheduling, Printing, and Shipping, we delve into the secrets of scheduling, printing, and shipping – the pillars of efficient loan signing processes. In this class, you will learn how to:
Master Advanced Printing and Packing Techniques: Explore advanced techniques for printing and packing that enhance the efficiency of your loan signing processes. Learn to optimize your printing workflow for professional and error-free document preparation.
Optimize Shipping Strategies: Gain insights into optimizing shipping strategies for timely and secure document delivery. Understand the importance of choosing the right shipping methods to ensure a smooth and reliable process.
Harness the Power of Tools of Scheduling: Learn how to harness the power of tools for seamless scheduling. Explore the features and benefits of using scheduling tools to streamline your appointments and enhance client interactions.
Essential Shipping Supplies: Receive guidance on essential shipping supplies. Understand what materials are crucial for secure and professional shipping, ensuring that your documents reach their destination in pristine condition.
Curated Print on the Go Location List: Access a curated Print on the Go Location List. Explore locations where you can conveniently print documents on the go, enhancing your flexibility and ensuring preparedness for any signing appointment.
Class #4 is designed to uncover the secrets that make scheduling, printing, and shipping the foundation of an efficient loan signing process.
Class #5
Loan Signing Presentation
In Class #5: Loan Signing Presentation, the grand finale of our series, immerse yourself in the core of loan signings. In this class, you will learn how to:
Craft an Impeccable Signing Script: Explore the art of crafting an impeccable signing script. Learn to communicate clearly and confidently with borrowers, ensuring a smooth and professional signing experience.
Navigate the Closing Disclosure with Expert Finesse: Gain expertise in navigating the Closing Disclosure. Understand the details of this crucial document and master the finesse required to explain it to clients with clarity.
Deliver a Presentation that Resonates: Learn the techniques to deliver a presentation that resonates with clients. Understand how to engage and communicate effectively, leaving a lasting impression on borrowers during the loan signing process.
Master the Loan Signing Close-out Process: Explore the close-out process of loan signings for an unparalleled client experience. Master the steps and best practices to conclude signings seamlessly, ensuring satisfaction and trust.
Embark on this final class to elevate your loan signing presentation skills and provide an exceptional client experience.
Coaching Calls For Loan Signing Agents
Are you a Loan Signing Agent, looking to elevate your skills and grow your business? Our Coaching Calls for Loan Signing Agents offer a tailored one-on-one phone session, followed by an email recap, designed to address your unique needs and propel your signing career forward.
Key Features:
Personalized Guidance: Our loan signing experts provide personalized guidance to address your specific challenges, questions, and goals. Whether you’re a seasoned professional or just starting, we tailor our advice to meet your individual needs.
Business Growth Strategies: Learn proven strategies to grow your loan signing business. Discover effective marketing techniques, client acquisition methods, and business development tips to increase your visibility and success in the industry.
Skill Enhancement: Receive expert insights on improving loan signing skills. Stay updated on industry best practices, compliance requirements, and refine your techniques to ensure accuracy and efficiency in your signings.
Comprehensive Resource List: Gain access to a curated list of 100 Signing/Title Companies. This valuable resource empowers you to expand your network, connect with potential clients, and explore new opportunities within the notary signing industry.
Focused 10-Minute Email Recap: After each coaching call, receive a detailed 10-minute email recap summarizing the key discussion points, action items, and strategies discussed during the session. This ensures clarity and provides a quick reference for your future endeavors.
Invest in your success in our specialized Coaching Calls for Loan Signing Agents. Take the next step towards achieving your professional goals and building a thriving loan signing business.