Professional - Notary Signing Agent Training Course - Educational Content Notary Public Notary Public Training Course Notary Signing Agent Unit 1 - Introduction The Purpose of our Professional Training Course What is a "Notary Signing Agent?" Key Benefits of Notary-Services Professional Membership Professional Conduct and Ethics Loan Document Set sample - Loan Document Set tab Unit 2 - Business Essentials Skills Training Business Overview Starting with Signing Services or Closing Companies Business Tools Notary Business Essentials Business Development and Advertising Loose Notary Certificates Business License and Business Fictitious Name (DBA) Very Small Investment to get STARTED Unit 3 - Signing Order Request First Loan Document Signing Appointment Calling the Borrowers for an Appointment Organizing your Signing Order Receiving the Loan Package Email and Online eDocuments Viewers and Print Utilities Checking the Loan Package Appointment "Check List" Unit 4 - Preparing for the Signing Loan Document Content Other Possible Documents in a Loan Package U. S. Patriot Act Disclosure Instructions - borrower to complete Statement of Information - borrower to complete Unit 5 - Things to Remember Proper Identification Conflict of Interest Rules of Refusal Professional Behavior and Appearance Safety ... Using Good Judgment Mistakes to Avoid Unit 6 - Loan Signing Special Concerns Closing Instructions Errors on the Loan Documents Pre-signed Loan Documents Right to Cancel Notary Mistakes Power of Attorney Signing by Mark Credible Witness Out of State Documents Non-borrowing Spouse Borrower Refuses to Sign Unit 7 - Borrower Presentation Made Easy Arrival at the Signing Location Notary Signing Agent Statement Loan Presentation Options Signing of the Loan Documents Right to Cancel Notary Journal Entry Notarization of the Appropriate Documents Oath or Affirmation Checking the Documents for Completeness Check your Notarizations and Notary Journal entries Giving the Borrower Copies before leaving Call-in the Signing Order when completed NO SHOW - Borrower Failure to Show-Up for the Signing Unit 8 - Business Location Variables Various Special Circumstances in the Signing Process Variables in Location, Pricing and Distance Signing Fees and Special Considerations Notarial Service Fees and Travel Charges Variables by State, County, City and Terrain Unit 9 - Proper Record Keeping Logging and Reporting Income Exemptions for the Notary Public Keeping Records Reporting Notary and Signing Agent Income Software Solution Unit 10 - Journal, Certificates, Forms and Documents Notary Journal Notary Certificates Notary Forms Business Forms and Letters Loan Document Sets Types of Mortgage Loans Reverse Mortgage New HUD-1 form (good faith estimate) Unit 11 - Special Document and State's Requirements Document Requirements Witness Requirements Spousal Requirements State Restrictions for Notary Signing Agents Unit 12 - Hands-On Training Notary Certificates - use and completion Notary Journal - proper completion Right to Cancel - proper handling and completion Presenting Loan Documents - presentation and training Borrower Signatures, Dates and Initials on loan documents Special documents - problems you may encounter Oath or Affirmation - proper wording Good Faith Estimate - new HUD-1 form example Signing Loan Document by Power of Attorney - example Affidavit of Mortgage Loan Closer - example Notarized Documents in a Typical Loan Closing and Escrow instructions - Loan Document Set tab Unit 13 - NSA Certification Certified Notary Signing Agent Education and Training - includes Certification Testing Certification Testing - Notary Learning Center Unit 14 - Background Check Certification Notary Public Background Check GLBA Notary Compliance Training - Reference Material tab State Restrictions - Notary Signing Agents Unit 15 - Notary Bond and Insurance, Employment Opportunities, E-Notarization Notary Surety Bond Errors and Omissions Insurance Notary Signing Agent Insurance Other Employment Opportunities Electronic Notarization - mortgage loan Industry Resources - Notary Learning Center Additions or Revisions to Unit 15 Loan Document Set Conventional Refinance Loan Document Set - Sample Resources State Notary Public - contact information Notary Signing Agent - regulations and restrictions Notary Glossary Mortgage Glossary Loan Document Glossary Loan Document Acronyms Resource information - Notary Learning Center References Notary Certificates and Forms Notary Journal Pages Business Forms and Letters Surety Bond and Errors and Omissions insurance GLBA Notary Compliance Training Electronic Notarization