Because Notaries play an essential role in the loan closing process, the mortgage finance industry is strengthening its requirements related to how you handle and store sensitive consumer information.
To help you meet those expectations, the NNA has developed a Notary Signing Agent Self-Assessment test so you can evaluate your own practices.
Protecting the personal, non-public identity and financial information of consumers has become a global imperative, and Notaries in all walks of life are being asked to enter the fray.
The comprehensive Assessment is divided into the following sections, each related to a data security need:
- Document Acceptance
- Document Handling
- Signing Appointments
- Document Delivery
- Notary Journals
- Communications
- Computers and Networks
- Mobile Devices
- Credit Cards
Each section asks a series of “Yes”, “No” and “N/A” questions. At the end, there is an “Action” section where you can document any corrective actions you may be taking.
While the Assessment is geared toward NSAs, many of its sections are applicable to Notaries in every industry.
Michael Lewis is Managing Editor of member publications for the National Notary Association.
Related Articles:
Data Security For Notaries On The Go
Safeguarding Loan Packages
Common Data Security Terms For Notaries
Additional Resources:
Notary Privacy Guard
Locking Storage