Learn how to present loan documents 1-on-1 with me in person at your chosen location. A travel fee applies for locations more than 30 minutes away from me in North Olympia.
Learn how to present loan documents online with me via Zoom. Requires a highspeed Internet connection and laptop or PC w/webcam. No smartphones as loan docs will appear too small.
Digital downloads allow you to learn how to present loan documents on your own time and at your own pace. NSA 101 sample loan packages and a loan document presentation demo are available as digital downloads. (Or order the full 4.6 hours of the recorded training workshop on USB mailed directly to you.)
This assignment is an important part of your NSA training. It is called "pre-workshop/training assignment" because it must be completed before we meet. You are expected to review the notary reference materials, watch videos, and print/prepare the NSA 101 sample loan package as instructed.
For in-person workshops/training, paid students will receive a PDF of the complete refinance loan package via email from me. My NSA 101 loan packages are not posted for free on this website.
The ability to successfully follow instructions and to correctly download/print a loan package is a critical skill for a notary signing agent. Call ASAP if you are unable to print your loan package so I may help you troubleshoot. Otherwise the expectation is that you will arrive at our scheduled training meeting fully prepared.
PRINT 2 COPIES of the 140-page 2021 sample refinance loan package (single-sided.) One set of loan documents is for the signers to keep; the other set to execute with the signers and return to the hiring company as instructed. Review each printed page to make sure nothing is cut off. Keep each set of loan documents in order by securing each package with a metal binder clip and remember to bring them with you to the workshop.
MY RECOMMENDATION: Pick up a few 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. Do not use pre-printed "Sign Here" signature arrows. Scroll down to photo gallery below to see example of the 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 GREEN) and another contrasting arrow color for Mrs. Signer (such as RED). Or whatever color you choose, 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 if you need help understanding my loan package recommendation. Detailed instructions like this sometimes makes a task seem far more complicated than it is. We will discuss and review this loan package in further detail during our training session.
Listen and repeat after me. Practice reciting these 5 critical loan documents and their statements of general purpose: CLOSING DISCLOSURE, NOTE, DEED/MORTGAGE, 1st PAYMENT LETTER, and NOTICE OF RIGHT TO CANCEL.
NSA 101 provides practical notary signing agent training services. Based in Olympia, Washington, NSA 101 provides video demonstrations, sample loan packages, 1-on-1 coaching/training, webinars, Zoom meetings, and hands-on group workshops (when demand is high) to help commissioned notaries learn how to present loan documents as a notary signing agent. NSA 101 helps notaries to bridge the gap between any online training (or rigorous self-study) they may have had and their first real notary signing agent assignment with real people, real loan documents. NSA 101 can show you what to expect as a notary signing agent and how to present loan documents to borrowers with confidence. Carmen Lane is the NSA 101 workshop leader. Questions? Call!
WA Notary #176228, exp. 01/20/2023
WA UBI 604360858 | FEIN 83-2831698
Business mailing address: 6333 75th Ave NE, Olympia, WA 98516
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