10 Steps to a successful mobile loan closing.

10 Steps to a Successful Mobile Loan Closing




1. When loan closing assignment is received, first verify with the lender or title company all of the specifics of the closing. There may be documents that you are to pick up, certified funds to collect, and copies of drivers license. Verify what color of ink you should use for the signing and what address and account # should be used for the returning of the documents.

2. Immediately call borrower to confirm the time, date, and location of the closing. Advise borrower of any documents or funds you need to collect. Verify that he or she has proper identification and will have copies available for you to collect.

3. When loan package is received print out 2 copies 1 to sign and 1 for borrower to keep for there records. Review all documents for special instructions, pages that did not print correctly, or names that are misspelled. Also check settlement statement to verify funds to collect.

4. Call borrower before leaving for appointment to ensure he or she has everything ready for you to collect and the certified funds are for the correct amount.

5. Be on time! Always leave 10 to 15 minutes early for appointment encase you run into any traffic or have trouble locating address.

6. Verify the borrower has proper identification and the correct certified check for you. Review and sign each document with the borrower, make sure to sign as witness and fill out all notarizations. Don’t leave any blanks. If the borrower has any questions you are un-able to answer call the loan officer or lender.

7. Double check all dates, signatures, and notarizations before leaving the table. Make sure you have the certified funds and any copies you were to collect.

8. When signing is complete make sure to give the borrower a copy of the loan package, have he or she sign your notary journal.

9. Promptly fax any required documents and drop off package immediately to ensure the documents are received by the next business day if possible.

10. Call or e-mail the title company and lender with the status of the signing, return tracking # and the date they should receive package.


If you follow my 10 easy steps then you should have a successful signing. If you have any questions or comments please feel free to contact me. I have been a Certified Notary Signing Agent for five years and I am dedicated to providing excellent service.

Lisa Scanlon, CSA
Scanlonsigningservices@yahoo.com
http://www.scanlonsigningservices.com/
941-447-7130 cell
941-727-9346 fax