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Mobile Notary Training Class
OVERVIEW
The Big Picture, The Loan Process & The Key Players, Overview of the Notary Loan-Signing Agent's Role, How Much Money Can I Make?
PREPARING FOR A LOAN SIGNING
Tools for Success, Getting the Request for Notary Services, Following the Terms and Conditions of the Title Company and the Lending Institution, Contacting the Client, Showing up for the Loan-Signing Appointment
CONDUCTING THE LOAN SIGNING
Professional Behavior and Appearance, Safety / Using Your Good Judgment, When And When Not To Sign, What is Included in a Loan Packet?, Conducting the Loan Signing Appointment, Notary Log Journal Entries, Powers of Attorney (POA),Loan Documents, Addressing Questions Pertaining to The Loan Documents
AFTER THE SIGNING
Completing The Loan-Signing With The Client, Paperwork You Need To Complete After A Loan Signing, Pay Day!!
PROBLEMS YOU MAY ENCOUNTER
Red Flags to Watch for When Working Independently, What if There Isn't a Copy of the Loan Packet for The Client?, What if there are Mistakes on the Loan Documents?, What to do if the Client Won't Sign
REPORTING NOTARY EARNINGS
Tax Reporting to the IRS as a Notary Loan-Signing Agent, Basic Understanding of Exemptions for a Notary Public, Notary Tax and Expense Log
QUESTIONS & ANSWERS
REFERENCE FORMS & STANDARD LETTERS
Sample Payment Agreement, Sample Invoice, Sample Introduction Letter
CONTACTS AND URL'S
TEST YOUR KNOWLEDGE
GLOSSARY
OTHER USEFUL INFORMATION
IRS Tax Information
CLOSING REMARKS
NANA CERTIFICATION EXAM
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