4 Steps to Prepare for Your First Loan Signing
Confirm the signing appointment
You’ve finally got the call for your very first signing assignment. Basic details including time and date are usually indicated in assignment signing, otherwise, you will directly reach out to the signer if the responsibility requires it.
Before confirming an appointment, make sure you got the checklist which includes required documentation that you would be reminding the signer to bring into your appointment.
Now everything’s set. Tracing the exact signing location shall include consideration of the traffic among other travel’s hustles and bustles. Dropping a pin in your exact location through any navigation software apps is way more convenient than leaving a bad impression on your first cruise.
Typical signings usually take 45-60 minutes but it’s safe to give it around two hours to avoid the pressure.
Review all the instructions you were sent
Just when you thought that everything is all set and ready to go, you missed a single detailed step; like printing an official document in inappropriate font type or wrong paper dimensions, or missing out an important attachment.
Following instructions may be overrated but it’s the most overlooked step by new agents that still creates unnecessary hassle.
Thoroughly review and strictly follow the instructions provided, or you’ll find yourself waiting in vain for your next signing assignment.
Prepare the loan documents
Almost the same with the previous point, pay attention to the details. Loan documents are usually printed on most popular formats of legal and letter sizes of paper. New signing agents tend to overlook attachments sent to them. Make sure no documents attached that needed to be printed would be left behind.
Flip through the documents for any smears and smudges, more importantly, it will familiarize you with the document format on where the signatures, initials and dates are located.
Never highlight anything in the loan document, instead, use arrow tags to mark pages and not miss any signatures or initials.
Confirm the basic information
Finalize the borrower’s information, and the conduct of the signing by contacting the signer. Avoid unnecessary delays by double checking the signer’s basic details on the documents, and pertinent things to bring on the appointment, including a valid ID.
Take these simple steps for a perfect breakthrough of your signing assignment.
Some more helpful tips on your first signing job
Practice how you’ll introduce yourself
Introduce yourself in a way that the signer would be convinced that you have full knowledge of what you are doing. How you’ll be able to explain vividly what would happen in the signing process will definitely earn your client’s trust.
Dress professionally and comfortably
Appearance matters as it’s one of the most important attributes that builds first impressions. Moreover, dressing appropriately and comfortably boosts your confidence.
Prepare a cheat sheet
A “Cheat Sheet” that you would hand out to the signer will serve as the guide during the signing of the loan documents. It should contain the name of the borrower spelled exactly as it must be signed, the initials and the correct date. Ask the signer to keep the sheet in front of them during the actual signing. This’ll avoid repetitive queries from the signer each time it’s required.