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NSA 101 teaches you How to present loan documents
LEARN IN PERSON OR VIA ZOOM - $350pp
LEARN IN PERSON OR VIA ZOOM - $350pp
LEARN IN PERSON OR VIA ZOOM - $350pp
NSA 101 is a practical hands-on approach for Washington notaries to learn How to Present Loan Documents as a notary signing agent in a friendly, supportive, no-risk environment. Your active participation and questions at my live training workshops are strongly encouraged. I highly recommend in-person training if you are brand new to loan signings or if you are the type of learner who learns better in person. A typical group workshop session includes a demo + review of sample loan pkg + opportunity to practice/roleplay + Q&A. [NOTE: Group training workshops are on hold until demand returns and I can justify renting space for the workshop. Meanwhile, private 1-on-1 loan documents training is recommended and available upon your request. The Zoom webinar discusses similar NSA topics but is quite limited as far as any interactive roleplay or Q&A. I recommend Zoom as a last resort and only if you are already an experienced notary public or signing agent in Washington.]
NEXT GROUP WORKSHOP: TBA when demand returns
3 options for PRIVATE NSA 101 TRAINING/COACHING:
- You travel to me: $350 for 3 hrs at Cutters Point Coffee Olympia
- I travel to you: $350 +travel fee to your local coffee shop
- OR we meet online via Zoom: $350 for up to 3-hours loan docs training (best suited for experienced notaries and signing agents!)
Learn 24/7 via digital downloads
LEARN IN PERSON OR VIA ZOOM - $350pp
LEARN IN PERSON OR VIA ZOOM - $350pp
Would you rather Learn How to Present Loan Documents as a notary signing agent on your own, at your own pace? Digital downloads are available 24/7. Check out the NSA 101 ONLINE STORE .
Just need a sample refinance loan package to practice with? I have two complete sample refinance loan packages: one is 140 pages (created in 2021); the other is 103 pages (created in 2020.) Of the two, I recommend the 2021 140-pg loan package because it has a newer version of the Uniform Residential Loan Application, but both are useful.
Are you looking for my recorded NSA 101 loan documents demonstration? A concise 90-minute loan document presentation demo video I created in 2021 is still available for purchase as a digital download. Seriously, no need to wait. You can start learning right now.
Curious? Go to the ONLINE STORE and click on each item to see what is included. The video digital download files are large. So remember to download files to a regular PC, not to any handheld devices. Only one download per purchase.
HAVE QUESTIONS? Check out the FAQ page and the other info on this website and give me a call. I'm happy to help.
**PRE-WORKSHOP/TRAINING ASSIGNMENT**
** = REQUIRED, no exceptions
This notary signing agent assignment is an important part of your NSA 101 training. You are expected to review the notary reference materials, watch the videos, and also print/prepare the NSA 101 sample loan package as instructed.
The ability to follow assignment instructions and to correctly download/print/prepare a loan package is a critical skill for a notary signing agent. You must call me ASAP if something happens and you are unable to download or print the sample loan package so that I may have sufficient time to either help you troubleshoot the issue, or print an extra set of loan documents for you and bring it with me when we meet (or to mail to you, if we are meeting online via Zoom). Call me also if you are going to be late so that we can make adjustments if possible. Unless I hear from you, the expectation is that you shall be fully prepared and on time.
With my live training/coaching -- in person or via Zoom, you will receive a PDF of the complete sample refinance loan package via email from me once you have purchased the training session. (NSA 101 sample refi loan packages are available to purchase separately if that is all you are looking for.)
**WATCH NSA 101 videos ON YOUTUBE
WATCH parts 1 & 2 of the NSA 101 workshop video:
Part 1 of 3: https://youtu.be/QqE2mHtSZBM
Part 2 of 3: https://youtu.be/wJ9MI72j9KU
**REVIEW notary reference materials:
REVIEW:
- The Washington State Notary Handbook (or read the notary handbook for your state):
https://www.dol.wa.gov/business/notary/docs/notary-handbook.pdf - 2020 NNA Notary Public Code of Professional Responsibility:
https://www.nationalnotary.org/file%20library/nna/reference-library/code-of-professional-responsibility-2020.pdf - Notary Signing Agent Code of Conduct:
https://spswg.files.wordpress.com/2016/02/spw-code-of-conduct-2016.pdf - Signing Presentation Guidelines:
https://spswg.files.wordpress.com/2016/02/spw-signing-presentation-guidelines-2016.pdf
**PRINT AND PREPARE THE SAMPLE LOAN PACKAGE AS FOLLOWS:
- Print 2 COPIES of the 140-page 2021 sample refinance loan package (single-sided, never print documents on both sides.) One set of loan documents is for the signers to keep for their records; the other set to execute with the signers and return to the hiring company as instructed. You are expected to review each printed page to make sure it has printed clearly; nothing is cut off. Keep each set of loan documents in order by securing each package with a metal binder clip.
- Pick up a several sets of repositionable multi-colored BLANK Post-it Arrow Signature Flags and repositionable multi-colored Tabs from your local office supply store. (My local Walmart has best price for these!) Use only BLANK repositionable arrows and tabs. I do not recommend use of pre-printed "Sign Here" signature arrows. Check out the photo gallery below for examples of the recommended tabs/arrows.
- For both sets of loan documents, apply labeled tabs to the Closing Disclosure (CD), Note, Deed, 1st Payment Letter (1st) , and the Notice of Right to Cancel (RTC) for quick access during the signing. Stagger the labeled tabs on the right side of the documents, so that each tab is visible when the metal binder clip is on the loan package. Applying labeled tabs like this will help you to locate these important documents quickly at a signing, instead of frantically digging through an entire loan package.
- In one set of loan documents, apply the BLANK colored signature arrow flags where borrower signatures and/or your notarizations are required.
- Choose one arrow color for Mr. Signer (such as RED) and another contrasting arrow color for Mrs. Signer (such as GREEN). Be consistent to avoid confusion for the signers. Use the same arrow color for each signer throughout the loan package.
- Apply a BLUE arrow flag labeled "NOTARY" on each place your notarization is required. Apply a YELLOW arrow flag labeled "COMPLETE" or "CHOOSE", on the documents where the signers are expected to answer a question or must make a choice. If you make this your habit, especially when you are first starting out as a notary signing agent, it speeds up the signing and reduces chance of missing a signature or notarization, etc.
Call me immediately if you need help understanding the assignment. Detailed assignment instructions like this sometimes makes a task seem more complicated than it is. We will discuss and review this loan package in further detail during our session but you must attempt to prepare it on your own as this is a critical part of your training. Do the best you can. Call me if you need to. Be sure to write down any signing agent questions and bring those with you to our training session so we can get those answered for you.
When you have your sample loan packages printed/prepared and you are ready for our training session, check out PRE-WORKSHOP DOCS. When you are ready, check out POST-WORKSHOP DOCS. Print and bring these with you if you have any questions about them. (It is OK to staple these together.)