Whether you’re a new Notary Signing Agent or a seasoned pro, reaching new clients and marketing your services can be challenging. We frequently get questions asking for advice about getting started, building or expanding your business, and how to market your Signing Agent services without breaking the bank. To answer these questions, and many more, we’re highlighting a trio of business books that directly address the various hurdles NSAs often encounter along the way.
Questions asked and answered by real Notary Signing Agents
The Q & A Success Handbook for Notary Signing Agents includes more than 100 actual questions asked by NSAs via thousands of phone calls, webinars and conversations during NNA conferences. The Handbook is a great resource for answers about what other Signing Agents do to market their services, negotiate contracts, set their fees and what they do to provide stellar customer service.
The entire Notary Signing Agent Code of Conduct created by the Signing Professionals Workgroup is included in this book, too. The Code covers the industry professional standards you’re expected to follow when you’re hired for a loan signing.
The Handbook is organized into four sections to help you quickly navigate through the content:
- Starting Out - focuses on becoming a Notary Signing Agent and setting up your business.
- Preparing for the Signing - introduces you to commonly used real estate terms, loan documents and how to manage your schedule.
- Carrying Out the Signing - addresses a wide variety of questions that come up during a loan signing like what to do if an elderly signer doesn’t have a driver’s license or what to include in your Notary journal entry.
- Closing Out the Signing - helps you wrap up assignments, keep business records, manage collections and file your taxes.
The anatomy of loan documents
The Notary Signing Agent’s Loan Documents Sourcebook makes it easy to find and understand a diverse collection of real property and mortgage documents. The Sourcebook contains fully-illustrated sample loan packages with helpful notes and tips highlighting the specific pages that require notarization.
The 250 sample documents explain what you’ll need to do with purchases, sales, refinances, reverse mortgages, home equity lines of credit and commercial real estate deals. The clear and detailed explanations of these transactions are designed to help you take on any type of signing with confidence.
The Sourcebook also contains examples of various affidavits, conveyance deeds, security instruments, several other forms Signing Agents routinely encounter, as well as a variety of uncommon forms. You’ll also find a copy of the Code established by the Signing Professionals Workgroup, which you can use as a study guide for the annual Notary Signing Agent exam.
How to make six-figures as a Mobile Notary and NSA
Sign & Thrive: How to Make Six-Figures as a Mobile Notary and Loan Signing Agent walks you through a simple system to start and grow a new mobile Notary business. The author, Bill Soroka, shares the five phases of his journey — and the strategies he used — to transition from a Notary making a limited income into a successful mobile Notary and loan signing agent.
The first three phases are straightforward:
- Become a Notary Public in your state.
- Get your Notary Signing Agent certification.
- Learn about the documents, processes and etiquette expected of you by the mortgage finance industry.
Phases four and five are where you’ll find the business and professional development skills to help you succeed in becoming your own boss — and potentially earn a six-figure salary. These steps cover important business ownership topics like creating a business name, setting up the correct business entity type for your needs, filing correct business licenses, creating a website and finding new clients.
If you’re interested in adding a copy of these books to your NSA library shelf, they are available at NationalNotary.org/NSABookBundles.