Loan Signing Training: Class #1 | Getting Started as a Loan Signing Agent

In this first class, we'll pave the way for your success in the dynamic field of loan signings. Discover the closely guarded secrets to triumph as a Loan Signing Agent. Learn about Credentials, Notary Bond, and E&O Insurance. Establish a mobile office with insights into "What's In My Trunk," and equip yourself with indispensable tools such as Communication Templates and an exclusive list of Signing Services and Title Companies.

Training Topics:

• Credentials
• Notary Bond and E&O Insurance
• Business Apps & Resources
• Supplies
• Business Intro Email
• Business Signature
• What’s In My Trunk (Mobile Office)
• What To Take Into A Signing
• Protecting Yourself Working Mobile

Included Supplies:

• Communication Templates
• Supply List
• List of Signing Services and Title Companies

Upon completing the course, you will know how to:

Obtain and Maintain Credentials:

• Navigate the process of obtaining necessary credentials for becoming a Loan Signing Agent.
• Understand the importance of maintaining and renewing credentials for ongoing compliance.

Secure Notary Bond and E&O Insurance:

• Comprehend the significance of notary bond and E&O insurance.
• Identify reputable providers and secure adequate coverage for your signing agent business.

Utilize Business Apps & Resources:

• Explore and implement essential apps and resources for efficient business operations.
• Stay updated on industry trends and tools to enhance your signing agent business.

Equip Your Mobile Office (What’s In My Trunk):

• Establish a mobile office with the necessary supplies and equipment.
• Ensure readiness for signings by organizing and maintaining a well-equipped mobile office.

Craft an Effective Business Intro Email:

• Develop a professional and compelling introduction email for potential clients.
• Understand the key components of an introductory email that captures attention and builds credibility.

Create a Distinctive Business Signature:

• Design a unique and professional business signature for documents and communications.
• Ensure consistency and authenticity in your business signature.

Navigate Mobile Work Safely:

• Implement safety measures while working in a mobile capacity.
• Protect yourself and your business interests through mindful practices during mobile signings.

Embark on this foundational class, where you'll lay the groundwork for a successful career as a Loan Signing Agent. Get ready to absorb fundamental knowledge that will set the stage for your success.

Host or Publisher Wellington Group