Loan Signing Agent Live: Documents & the Signing Appointment
Live Online Training on Zoom · 90 minutes · Eastern Time
Instructor: Vanessa Terry / Notary2Notary
About this training
A live walkthrough of a loan signing package and the appointment itself — what each key document is, where borrowers sign and initial, and how to run a smooth, professional signing from arrival to drop-off. Vanessa will incorporate new skills and AI tools for loan signing prep and client communication — like reviewing package checklists, drafting confirmation messages and keeping appointment notes organized.
This class is included with your Notary2Notary Unlimited Lifetime Access Pass — no registration needed. Sign in and it’s already waiting in your dashboard, along with the replay.
Can’t attend live? Registered students receive access to the training replay after it is uploaded to the student dashboard.
What you'll learn
- The key documents in a typical loan package
- How to walk borrowers through a signing confidently
- Common errors to catch before you leave the table
- Professional steps from confirmation call to document return
Who this is for
- • New and experienced notaries
- • Mobile notaries and signing agents
- • Notary entrepreneurs growing their business
Taking more than one class? Pay once instead.
Individual classes are $27 each. The Unlimited Lifetime Access Pass is one payment of $197 and lets you register for eligible Notary2Notary live classes at $0 — no monthly fee and no renewal.