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5 Types of Loan Documents Every Notary Loan Signing Agent Should Know

If you're a new or aspiring notary signing agent, understanding the five major mortgage products that you'll likely encounter is crucial to your success. 

​In this video, you'll learn the five types of mortgage products you'll see 99% of the time when you conduct a loan signing. 

Learn the 5 Most Common Signing Documents:

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As a loan signing agent, understanding the five key types of loan documents—Home Purchase, Refinance, HELOC, Reverse Mortgage, and Seller Package—sets you up for success.

Mastering these documents might sound daunting, but it's simpler than you think. Each type has specific forms you'll see repeatedly, and once you learn them, you'll be able to handle any signing confidently.

This knowledge isn’t just useful; it’s essential to ensuring smooth, error-free signings, which leads to more business opportunities and higher earnings. Knowing these documents well positions you as a trusted, professional notary that clients and escrow officers rely on.

1) Refinance

Refinancing is the most popular mortgage product and probably the first signing opportunity you'll encounter.

A refinance involves a borrower refinancing their current loan on a property.

They may be taking cash out, lowering their interest rate, or shortening the term of their loan (e.g., going from a 30-year loan to a 20-year loan).

​As a notary signing agent, it's important to know where signatures, dates, and initials are required for refinancing documents.

2) Purchase

The second most popular mortgage product is a purchase.

This occurs when someone buys a home.

​Purchase loan signings have some similarities to refinance signings, but there are different nuances you need to understand to successfully guide the borrower through the process.


3) Seller's Package

The third mortgage product you'll see is a seller's package.

When a home seller sells a home, the escrow company sends out paperwork that needs to be signed by the seller.

This may include grant deeds, quitclaim deeds, or warranty deeds that require notarization.

​Make sure you're familiar with these documents as a notary signing agent.

4) ​Reverse Mortgage

A reverse mortgage is the another mortgage product you'll encounter.

These are typically geared towards the older population in America.

Homeowners with significant equity in their homes can use the equity as a means to receive cash flow.

​Instead of making mortgage payments, the mortgage balance grows over time, hence the name "reverse mortgage."

5) Home Equity Line of Credit (HELOC)

The fifth mortgage product you should be familiar with is a Home Equity Line of Credit (HELOC).

Homeowners can use the equity in their homes as a credit line, similar to a credit card.

​For example, if a homeowner has a $200,000 property and owes $100,000 on it, they have $100,000 in equity that they can use to secure a HELOC.

Key Takeaways

We covered the 5 most common types of signings you'll see as a signing agent! It's essential to be familiar with refinance, purchase, seller's package, reverse mortgage, and home equity line of credit mortgage products.

​These five mortgage products make up 99% of the signings you'll encounter in your career.

Ensure you're well-versed in each of these products to avoid mistakes and errors that could cost you future business.

This is where the Loan Signing System comes into play, offering you the opportunity to learn all five types of mortgage products, along with commercial signings, through engaging LIVE Mock Signing trainings and workshops!
Watch a LIVE Mock Signing

Get America's #1 Notary Loan Signing Agent Training Course

If you're ready to start learning all five loan documents, the Loan Signing System Training Course and Certification has step by step, comprehensive training included so you can do a loan signing with confident.

Each course includes:
  • Actual Documents for All 5 Mortgage Documents
  • Step by Step Training Videos for All 5 Mortgage Documents
  • Mock Signing Videos for All 5 Mortgage Documents
  • Live Mentorship So You Can Ask Questions and Complete Signing Appointments with Confidence! 
​
My Loan Signing System course teaches you step-by-step how to make between $75 and $200 in an hour long appointment as a loan signing agent, from scratch. It’s the only course that has a 4.9 star student rating with over 5,000 reviews and is backed by my 100% satisfaction promise.

I'm Mark, I teach the Loan Signing System, and I’m looking forward to helping you become a top loan signing agent! 
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© 2016-2025 Loan Signing System, LLC. All rights reserved.  Loan Signing System is a comprehensive step-by-step course created to help notary publics become expert loan signing agents. Loan signing agents can make $75-$200 per appointment and an appointment for a well trained loan signing agent can take about an hour. 

Loan Signing System seeks to provide relevant training to help loan signing agents learn how to complete a loan signing, how to get more loan signing jobs / appointments, and how to build a loan signing service. This training is not intended as legal advice or state / federal notary public / notary signing agent training. ​Check with your state to be sure that loan signing agents are utilized in the closing process. Always follow your state's notary laws and best practices. Unless explicitly stated, Loan Signing System is not sponsored by, endorsed by, or affiliated with any company referenced herein. No guarantees, promises, or warranties of any kind are being made or should be understood to be made. Results may vary. ​Our courses come with a 100% money-back guarantee. 
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