10 Steps to a Complete Loan Signing

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PREPARATION

  1. Receive the order from the client (Signing Service, Closing or Title Company).
  2. Call the borrower(s) to confirm.
  3. Inform the Signing Service, Closing or Title Co. of the loan signing appointment.
  4. Preview the Loan Documents (after printing them).

PRESENTATION

  1. Arrive at the signing.
  2. Review key documents with the borrowers.
  3. Sign, date, and notarize the documents where required.
  4. Complete your notary journal entries.

PACKAGING

  1. Check the loan documents one final time.
  2. Return the completed documents to the Signing Service, Closing or Title Company.