Notary2Pro’s Guide to Becoming a Loan Signing Agent

Notary's Ultimate Guide for Loan Signings

By Michael Ray

Embarking on a Loan Signing Agent (LSA) career can be very rewarding, but learning the ropes can be challenging. LSAs are pivotal in the real estate process, assisting escrow and title companies and their customers with loan closures on sales and refinances. Carol Ray founded Notary2Pro to teach others how to get started and succeed on this path.

Obtaining your notary commission is one of the first steps to become a Professional Loan Signing Agent or Notary Signing Agent. For more information on this step, take a look at Notary2Pro’s General Notary Course coming in October of 2023!

*It’s important to note that this is a foundational overview; for more comprehensive details and tailored guidance, refer to our course and the dedicated graduate website. *

Journey Towards LSA Certification

State laws sometimes stipulate additional qualifications or requirements for Notaries stepping into the role of LSAs. The mortgage finance industry also has regulations to comply with, and more importantly, securing work as an LSA, there are several steps to be taken and qualifications secured.

As they are subject to regulatory standards, lenders, title companies, and signing services set their own additional criteria for their Notaries. While the specifics can change from one organization to another, the following steps are highly recommended to maximize your ability to obtain work.

Obtain your commission as a Notary Public in your state. Every state has different rules for obtaining your commission, some require training and examinations, others do not. Before embarking on your journey remember to check out your states specific requirements.

2. Enroll in a reliable loan signing training course.

Of course, we recommend Notary2Pro, but be sure that whatever course you take teaches you all you need to know to conduct signings successfully. The ability to conduct signings confidently, and without error, enable you to effectively build your reputation and repeat business. This is the most important determiner of success for a Loan Signing Agent career.

3. Obtain your required background check.

We discuss how to do this in more detail in our Notary2Pro Loan Signing Agent course. Be sure you are obtaining the background check required for Loan Signing Agents.

4. Secure your Loan Signing Agent Bond.

Details on the Loan Signing Agent Bond are provided in the Notary2Pro Loan Signing Agent course. It is important to remember that Loan Signing Agent Bonds are separate from and in addition to the bond required to be a Notary Public in your state. .

5. Procure your Loan Signing Agent supplies.

You will need things like a Notary Journal, a good printer, pens, your stamp and other supplies. Please refer to the graduate website for details on the best way to obtain these supplies.

6. Obtain an appropriate Errors and Omissions (E&O) insurance policy.

7. Begin your work as a Loan Signing Agent!

Remember, after you start working, take steps to build your Loan Signing Agent business and build your reputation for delivering error-free signings. The next step is to market your services effectively. Boost your online presence by registering with Notary Signing Agent directories like Notary Navigator. Notary Navigator is free and only open to Notary2Pro Elite Signing Agent Graduates. Marketing your notary and loan signing services is essential to the health and longevity of your business. Marketing your business ensures customers are aware of your services while engaging them and sharing your expertise.

Notary2Pro recommends all notaries and loan signing agents develop a marketing plan for their businesses. Mapping your business’s marketing efforts helps create and maintain relevance and demand for services, company reputation, competition, and much more. Remember to always keep marketing materials with you, take advantage of social media and online platforms, prioritize client satisfaction through effective customer service, and build your business’s brand. These four steps lay out a strong foundation for an effective marketing plan.