By Mark Wills - Course Instructor of the Loan Signing System, Forbes Real Estate Council Member, and Best-Selling Author
Packaging loan documents is hands-down the best way to make yourself stand out among other notary loan signing agents and get the highest-paying repeat business in the industry.
Understand, Packaging is Technically the Escrow Officer's Job.
So if you can do something that takes a task off his or her plate, it will separate you from other notary loan signing agents in a really superb way.
What you're going to learn in this video and blog is an introduction to the full-length, step-by-step tutorial on how to package loan documents in my five star-rated Loan Signing System course for notary signing agents.
What's the big deal about packaging, anyway?
I'll tell you.
The reason why packaging is so valuable (and what can make it tough to learn) is because it requires you to have a basic understanding of the mortgage transaction process. Once you understand that process, though, the theory behind packaging clicks quite easily.
So instead of merely memorizing what document goes in which pile (or package), I encourage you to think about WHY it goes there.
This blog will help you do just that.
I'm frequently asked: what is the secret to getting a borrower to sign loan docs at a time and location that is convenient for me and not them?
Frankly, it really isn't a secret at all. It is simply the power of suggestion.
What you are about to learn is the only way I am able to fit up to seven signings into my schedule every day. If I left the appointment times up to the borrowers they would all choose in the evening after they get off of work, rendering it impossible for me to get any more than three signings on any given evening.
If you are fortunate enough to have a signing service or escrow officer allow you to organize the appointment yourself, there is a way to set it at a time that allows you to stack more appointments.
But before I show you exactly how I do this, it's important to remember it is technically our job to make it as convenient as possible for the borrower. So the borrower, in theory, should choose the time and location of the signing.
Remember, we are an outside service that was created for the convenience of the borrowers so they don’t need to take time off of work and drive down to the escrow office. The borrowers aren't meant to sign when it is convenient for us as loan signing agents, but for when it is best for them.
About the Author
Mark Wills is the course instructor of the top rated Loan Signing System agent training course. He has been an active professional loan signing agent for nearly 20 years and owns a loan signing service that does thousands of signings a year.