As a notary signing agent, these are the steps I take in preparing for a loan signing:
When I get call for a signing, I call the borrower as soon as possible to confirm the appointment and verify how their names appear on their ID. I have learned by verifying names I am able to avoid issues at the time of the signing pertaining to incorrect spellings, names not matching the documents, etc. I also verify the borrower's address as it may not always be available on MapQuest. I utilize a GPS device and keep written directions as a secondary option should the GPS malfunction or not be available.
Prior to the appointment (and only if I have time), I review the loan documents to make certain that everything is in order. I review any lender specifics that are provided and verify that an after-hours contact number is available should there be any questions at the time of the signing.
Tags: agents, loan, notary, signing, signings
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