Loan Signing Agent Document Practice Course – What's Included

Take your Loan Signing Agent career to the next level with this comprehensive practice course. Designed for both aspiring and active Loan Signing Agents, this course provides everything you need to build confidence, master the signing process, and avoid common mistakes.

Here’s what’s included:

1. Detailed Loan Document Training

Gain a deep understanding of the most common loan documents, including:

• Deed of Trust – Learn how this document secures the loan with the property as collateral.
• Promissory Note – Understand the borrower’s repayment agreement and key details.
• Closing Disclosure – Master the financial breakdown of the loan and its importance.
• Right to Cancel – Ensure borrowers know their rights and responsibilities during rescission periods.

We’ll also cover unique documents like HELOCs, reverse mortgages, and Certificates of Occupancy, helping you handle various loan types confidently.

2. Practical Signing Techniques

Step-by-step guidance on how to:

• Prepare for a flawless signing appointment.
• Handle incomplete documents or discrepancies professionally.
• Stay compliant with notary laws and avoid the Unauthorized Practice of Law (UPL).

3. Mock Signing Exercises

Practice your skills with real-world scenarios and sample loan packages. You’ll gain hands-on experience explaining documents and troubleshooting common challenges.

4. Common Mistakes and How to Avoid Them

Identify and avoid the most frequent notary mistakes, such as:

• Incorrect notarizations.
• Missing signatures or initials.
• Miscalculating rescission dates.

5. Scripts for Success

Access professionally written scripts to guide you in:

• Introducing yourself and your role to borrowers.
• Explaining documents without stepping outside your scope.
• Addressing borrower concerns and questions effectively.

This course equips you with the tools, resources, and confidence needed to succeed in the Loan Signing Agent industry. Whether you're preparing for your first signing or looking to elevate your skills, this course has you covered!