Part 1 – An Overview: Necessary Technology for New Notaries in 2020
This week, we are kicking off a series of five articles geared toward answering the questions of new notary signing agents relating to the type of technology investments they will need to make for their notary businesses. Give your business a quick boost. I can’t help myself. When I talk to new notary signing agents, I encourage them to go…
Protect Your Signers’ Private Information Fiercely!
Would you be bothered by giving a stranger complete access to all of your financial matters, your Social Security Administration (SSA) card, a copy of your driver’s license, and all of your credit card numbers? I am not talking about handing these things over to your banker, physician, lawyer, family member, or best friend! I mean a random person, someone…
Safeguarding Your Notary Gear (and More!)
Notaries are public servants. One of our primary responsibilities is to safeguard tools and records that can be used to harm others. That’s why the message for today is “Double-down on safeguarding notary gear!” Read on for — Tactics to safeguard your seals, notarial acts, and record book What to do with retired notary seals and record books List…
Lists that New Notary Signing Agents Should Make and Use
Starting up your notary business can be a daunting task. You have so much to remember as a person without adding in all that you have to remember as a notary business owner! Don’t expect to be able to recall everything about your notary business all the time; start the habit of making lists. This week’s article will provide the…
Where Loan Signing Agent Work Comes From
Recently, I have observed that there is a bit of confusion among new notaries regarding where real estate and loan signing work comes from and how to connect into that flow. Below is a list of sources of work for real estate deals and loan signings. I’ve tried to put the sources in order from most common to least common. …
Part 5 – Trust and Trustee Loan Signings (for Notary Signing Agents)
Congratulations! You’ve made it! This is the final article on the series Wills and Estate Documents for Notaries. Thanks for hanging in there for all five installments–you’ve learned a lot! Today’s article will provide the five top points to remember when you are handling an assignment involving a trust as the principal signer. Kudos to you for focusing on…
Part 4 – Signing Loan Documents when a Power of Attorney is Involved
Welcome to Part 4 of the Wills and Estates series in which we have been discussing notarizing estate planning documents. Today, we will shift directions a bit and talk about handling a loan signing appointment where one party has been granted the authority to sign documents for another through the execution of a power of attorney (POA). This can happen…
Part 3 – Notarizing a Power of Attorney
Welcome to the third installment of our series “Wills and Estate Documents for Notaries.” This week’s article contains basic information that should help you oversee the signing of a power of attorney. We won’t cover any legalities or specifics of the differences between a limited and general power of attorney or touch on the document’s durability. This information is not…
Part 2 – Notarizing Wills
Welcome to the second installment of Wills and Estate Documents for Notaries series! If you missed Part 1, you’ll find it here. ——- Since the arrival of free and cheap online do-it-yourself (DIY) legal forms, notaries are called more frequently than ever to notarize wills. Today’s article is about handling about wills from a notary signing agent’s view. A notary’s focus…
Part 1 – Wills and Estate Documents for Notaries (plus Fall Marketing Tips!)
Hello! I hope you have all been well this week. We are going to move into topics relating to wills and estate matters from a notary’s perspective for the next few weeks. This is one of my favorite topics, but it is a long one, so we will break it down into manageable discussions. Sneak Peek at the Series There…
My First Commercial Mortgage Loan Experience as a Notary Signing Agent
This is the third in a series of articles about commercial loans. Unless you have questions you’d like to see answered regarding commercial loans for notary signing agents, we are moving to the topic of wills and powers of attorney,. ———- I thought I was early when I walked into the multi-story building that housed the Houston title company that had…
Handling Commercial Loan Documents as a Notary Signing Agent
Are you ready to handle commercial loans as a notary signing agent? There are four standards to meet before you do so. Preparing to Handle Commercial Loans Know how to be a great notary. You must be extremely confident of how to handle any document that requires notarization. It should go without saying that you need to know every element…
Leave a Reply
You must be logged in to post a comment.