Professional Coaching and Practical Application Workshops
" The best part is being able
one of the coaches"... "They're always available and respond
"Myra is a great Coach, very
thorough ... I had a fantastic experience and learned a lot of valuable information"
" It means a lot to get advice from
someone who's been in the business and knows what they're doing.
You've helped us avoid making some mistakes that other notaries make
when just starting out" X and K Johnson Mesa, AZ
".. I have to
say you (Kelly) are one of the best notaries I have ever dealt
with. I only wish my clients had a professional and
knowledgeable signing expert with them every time I had a
Thank you immensely!"
"You gave me a world of
information and since we talked,
I've had two signings, another
scheduled for tomorrow and I feel like
I am on cloud 9 " Peggy Friedman
Understanding that everyone is different and
has individual time-lines, desires and goals, we offer a variety of
Services to fit your individual or company's needs. Think about where
you are now, what you want and where you want to go, and take a look
at the following opportunities and products.
One-Time "Live" Loan Signing Experience If you feel you're ready to start signing but just need a One-Time
"Live" Loan Signing Experience, this is for you! You will
accompany a Professional Loan Signing Agent on a real loan signing and then
meet afterwards to go over the presentation and journal entries plus
discuss any questions that come to mind. You will be confident on your
next (or perhaps first!) Loan Signing. Knowing that your first loan
signing experiences will be very stressful, we will also be available
to answer any questions you have at the table for your next/first
signing -- we know that support is critical! This choice is best
for those who already have completed a loan signing seminar and are confident and/or
who have a background in the Lending or Real Estate industry.
"Mock" Loan Signing
If you would rather meet with a Coach right away versus waiting for a
Ride-Along opportunity, we can make arrangements for a "mock" loan
signing. The Coach will bring a faux set of loan docs (refi) complete
with the Settlement Statement and disclosures from escrow. You'll be
shown how to ID your customer properly, load your journal and present
the docs using our, "First Five" system that gets you in and out of your
signing quickly without compromising professionalism or customer
We can also meet to discuss other topics of interest or concern
such as your marketing strategy, a review of your profile(s) and
business card, suggested sites to list yourself on, ways to increase
your business and loan signing experience, plus we'll take a look at
your website and provide recommendations for words/phrases that will
bring you business. If you're open to success,
Telephone Coaching/Consultation: Want to ask questions, clear up some confusion or just pick our
brain? No problem! By appointment only with a block of time set aside
exclusively for you; just let us know what your schedule is like and
we'll work out a time to speak, interruption-free.
Edocs Download Allow us to show you how easy this really is! We'll start from
accepting the referral (job) to downloading & saving viewer software. We
then continue all the way through the actual download and print. A Coach
will assist you regarding equipment needs and recommendations so you'll
be confident on your own and can advertise that you "accept edocs", a
great way to make more money, especially in today's aggressive market. This document can save you literally weeks
and weeks of time. Our comprehensive listing with "live" links offers
just about every site you can imagine that has anything to do with
anything in our industry: You'll see popular sites to list your loan
signing business on, sites with chat/message boards, sites to help you
get started, and list of many sites that offer free resources. This
updated frequently and is a bargain at $15.75.
Authorized Distributor of the CleanPrint Journal!
This is The Best Journal that every serious and Professional Loan
Signing Agent should be using! New technology, not available with any
other journal, called, "CleanPrint" utilizes a totally clear, inkless
pad which is included with all journal purchases. Available in Soft and
Hard Bound, quality materials, invented by a first-class company. This
journal beats anything available today; it's clean & fresh and has a
simple design that is California compliant because experienced Signing
Agents assisted the inventor in
its' design. The journal holds almost 500 entries and the thumbprinter can
be opened with one hand and does not dry out over time. We're excited to
be a part of this innovative product!
We recognize that companies in the lending industry prefer to use
in-house/employee notaries and supervisors are far too busy to train
them. We're here to help! If you have one or several employees who must
know how to properly present loan documents to your clients for a
successful signing, you've come to the right place. We can start with an
individual who is or is not a commissioned Notary Public -- we'll tailor
the instruction to suit the needs of the office and individual and if
you're in a hurry, we can get started today. On-Site Instruction is
available. We are happy to come to you! Discounts are offered, of
course, for volume.
you a Licensed Real Estate Agent or Loan Officer who wants
to increase your income?Shoot us an email and a partner
will contact you right away.
Premier 30/30 Coaching Plan As you've probably discovered, there is so much to learn about loan
signing! Perhaps you've decided this is what you want to do but you just
don't know where to start, or, you don't want to take the time (or don't
have the time) to perform the research needed regarding equipment
purchase, marketing strategies, proper notarial procedures, etc.
It doesn't matter if you're the type that needs a little "hand-holding"
or one that just wants to "get to it" and bypass all the minutia. This
is the Service you will want to select and we assure you that you will
not be disappointed. After a Free Assessmentof your particular
needs and desires, if you are accepted into the program here's a brief
description of what you will get:
1) 30 days of One-on-One Coaching with a guarantee of exposure to
at least 4 refi's and 2 Helocs and/or Second TD's (you will sit in
on/experience at least 6 live loan signings)
2) Detailed instruction on ID, how to properly complete your journal
entries and how to properly complete each notarial act
3) Notary Supplies to get you started! (journal, thumbprinter, Jurat
Stamp & Ack Pads)
4) Ideas on Successful Marketing
6) Proper Equipment Recommendations
7) Unlimited emails
8) Limited phone calls
9) A List of signing companies that are actively recruiting new signing
10) 30-days of Follow-up support included at no extra charge!
Long Distance Learning
Don't let distance be a barrier! We can provide coaching and support by
telephone and email. Contact us and we'll
figure out how we can assist you in your goals
Mandatory Notary Public Education & Loan Signer Certification
We can point you in the right direction no matter if you want to become
a Commissioned California Notary Public and/or a Certified Loan Signer
if you're already Commissioned. From your Class(s) to your Seal, we've
got your covered!
Recognizing that we are all individuals and someone may have special
needs or a time-frame that does not have much flexibility, all that's
needed is an email or call to us for nothing but an honest reply. Let us
know how we can assist you in your goals.
Expert Testimony/Witness Services Professional Court Services are available - please contact us for