Becoming a Loan Signing Agent: How to Secure Work in the Industry

If you’re interested in a flexible and rewarding career as a Loan Signing Agent, Notary2Pro is a great place to start. Embarking on a career as a Loan Signing Agent (LSA) offers opportunities within the dynamic realm of real estate and mortgage documents, as loan signings play a crucial role in these real estate transactions, and skilled professionals in this field remain in demand. With expertise in handling crucial documents and processes, LSAs remain sought after in the industry. This guide outlines actionable steps to secure work as an LSA and launch your new career.

1. Obtain Notary Certification:

To become a Loan Signing Agent, you must first become a commissioned Notary Public. Research the specific requirements in your state or jurisdiction and complete the necessary training and application process. Obtain the required certification to perform notarial acts, as this is a fundamental requirement for offering loan signing services.

Notary2Pro suggests that students exercise caution and exercise due diligence before paying for training on obtaining your Notary Certification. Your training will serve as the foundation for your notary career. Misleading or inadequate training could lead to gaps in your knowledge or misinterpreting regulations. Start by reaching out to your state’s Secretary of State or Governor’s office. They can provide accurate information on how to obtain your state’s notary commission and verify approved training providers. It’s advisable not to rush into services or companies that may try to upsell expensive packages. Instead, research the necessity of what they’re offering.

2. Gain Knowledge and Training:

Invest in a comprehensive training program specifically tailored to loan signings. Of course, we recommend Notary2Pro. It’s crucial to choose wisely, as some training programs might not adequately cover all aspects, such as how to do loan signings. Any programs should cover all the essential topics, such as loan document processes, industry terminology, notarization requirements, and best practices. Acquiring the necessary knowledge and skills will make you a valuable asset to clients and help build your professional reputation.

3. Obtain Errors and Omissions Insurance:

Errors and omissions (E&O) insurance provides liability coverage in case of errors or mistakes during the loan signing process. Many clients, including signing services and title companies, require Loan Signing Agents to have E&O insurance and bond, in some cases with higher coverage amounts. It’s essential to research and consider whether these requirements are suitable for your location and current stage in the process. Also, research insurance providers and select a suitable policy that meets your needs and the requirements of potential clients.

4. Establish a Professional Network:

Networking is crucial in the loan signing industry. Connect with local title companies, signing services, and mortgage lenders to introduce yourself and your services. Attend industry events, join professional organizations, and engage in online forums or groups to expand your network. Building relationships and demonstrating your professionalism can lead to valuable referrals and opportunities.

5. Market and Brand

Develop a professional brand to showcase your expertise and stand out in the competitive market. Create a professional website or online portfolio highlighting your services, qualifications, and testimonials from satisfied clients. Utilize social media platforms to share relevant industry insights and engage with potential clients. A strong brand presence will help attract clients and establish your credibility.

Implement effective marketing strategies to promote your loan signing services. Utilize online platforms, such as social media advertising, search engine optimization (SEO), and pay-per-click (PPC) campaigns to increase your visibility. Offline marketing efforts, such as distributing business cards, attending local real estate events, or collaborating with industry professionals, can also generate leads and clients.

7. Provide Exceptional Service and Error Free Signings.

Deliver outstanding customer service and maintain professionalism throughout the loan signing process. Be responsive, punctual, and detail-oriented. Ensure that borrowers not only fully understand the documents they are signing but also follow directions explicitly and promptly return the documents. Address any questions or concerns they may have to provide a seamless and transparent signing process. By providing an exceptional experience, you’ll earn positive reviews, referrals, and repeat business.

8. Seek Continued Education and Professional Development:

The loan signing industry is constantly evolving, and staying updated with industry trends and regulations is crucial. Seek opportunities for continued education and professional development. Attend seminars, webinars, and workshops such as what are offered by Notary2Pro to expand your knowledge and enhance your skills.

Becoming a successful Loan Signing Agent requires dedication, ongoing learning, and effective networking. By following these steps, you’ll position yourself as a qualified professional in the industry, increasing your chances of securing work and building a rewarding career. Starting your journey as a notary signing agent can be a bit overwhelming, especially when you’re diving into the terminology and figuring out how to get your services out there. Running a successful notary or loan signing business is not about making a fast buck or getting rich quickly. The most successful notaries and loan signing agents understand the importance of marketing, consistency, resilience, and thinking outside the box. Here are three main ways to market yourself effectively:

1. Signing Services

Signing services are companies that market themselves to mortgage companies, title companies, and real estate agents to subcontract their loan closing appointments to individual loan signing agents. They act as the middleman and are responsible for paying you, not the title or mortgage company. The amount being paid to you would have been agreed upon by you and the signing company at the time that you accepted the assignment.

Pros: They handle the marketing for you and are responsible for the full amount. With direct Marketing, this involves working directly with a title or escrow company. There’s no middleman, so you receive the entire fee.

2. Notary Databases

Notary databases allow notaries and signing agents to list their services to potential clients. They connect notaries public and loan signing agents with the people and companies who need them. Examples include Notary Cafe, Notary Rotary, and 123 Notary.

Note: Do your due diligence and research before paying for something.

Marketing to Signing Services

Marketing to signing services can be difficult but worth it! It usually involves emailing or calling them. For example, Stephanie’s goal was to sign up with five companies a day, and do a follow-up with a phone call.

What Signing Services Look For

Signing services typically look for the following:

  • Notary commission copy
  • A copy of your driver’s license
  • E&O insurance
  • Background check
  • Brief bio (a resume isn’t really required but a bio is important)
  • Bond insurance
  • W-9 with EIN number (don’t use SSN)
    • Note: Make sure it’s physically signed because some companies won’t take an electronic signature.

3. Signing Platforms

Signing platforms are similar to databases but serve different purposes. They allow a notary to enter their own info into a database and allow signing agencies or title companies to sign up and send orders directly to notaries on the platform. Examples include Snapdocs &

For more in-depth insights on marketing your loan signing business to signing services, we invite you to watch our February Roundtable recording titled “Low Cost, High Impact! Ways to Market Your Loan Signing Business.” In this informative session, experts in the field share valuable tips and strategies to help you maximize your marketing efforts while keeping costs low. Don’t miss this opportunity to gain actionable insights and enhance your marketing skills.

Here are four other expert tips for marketing your notary and loan signing services:

1. Always Have Marketing Materials on Hand

Keep marketing materials on you at all times. Giving away marketing materials at social events or directly to clients and potential clients will lead to more business.

Some notaries and loan signing agents provide business cards, pens, magnetic business cards, magnetic calendars, letter openers, etc., with their name, business, contact info, availability, and services offered to get their name out there

2. Utilize Social Media and Online Platforms

Social media platforms like Facebook, Twitter, and Instagram are great for promoting your business and reaching potential clients in your geographical area. Google reviews, Yelp, and other platforms are great ways for customers to review your services and see feedback from your previous customers. The more high-rated reviews you receive, the more likely you are to be at the top of an online search.

3. Prioritize Customer Satisfaction

Commitment to delivering quality service to satisfied customers improves the business brand and inspires customer loyalty. Happy customers leave positive reviews, recommend your services through word of mouth, share your notary or loan signing business on other platforms, and come back for services time and time again.

4. Follow Up with Clients

Remember to follow up and thank your clients for their business after every signing. A quick note, letter, or message will do the trick.

To learn more about these marketing tips and gain further insights from our experienced Notary2Pro faculty, we invite you to explore our article titled “Four Tips For Marketing Your Notary and Loan Signing Services.”

If you’re drawn to the prospect of a flexible and gratifying career as a Loan Signing Agent, Notary2Pro presents an ideal starting point. Embarking on this journey opens doors within the dynamic domain of real estate and mortgage documents, where loan signings play a pivotal role in transactions, and the demand for skilled professionals is steadfast. The expertise possessed by Loan Signing Agents in handling critical documents and processes makes them invaluable contributors to the industry. Remember, establishing a strong reputation, providing exceptional service, and continuously improving your skills are the keys to long-term success as a Loan Signing Agent. Our courses cover crucial topics such as loan document processes, industry terminology, notarization requirements, and best practices. By choosing Notary2Pro, you gain access to a trusted platform that equips you with the essential knowledge and skills, enabling you to establish a strong reputation and excel in the competitive realm of Loan Signing Agents. Remember, creating a robust reputation, delivering exceptional service, and consistently refining your skills are the foundational elements for long-term success in this thriving field.

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