Aligning and clarifying your individual and business goals as a Notary/Loan Signing Agent (LSA) is the focus of this dynamic, multi-faceted monthly strategy session.

In it, you will collaborate with mentors, business coaches, and subject matter experts in the industry who will provide resources vital to helping you scale your business and effectively understand its objectives. There will also be demonstrations of calling signing services so that you can complete a phone script, introduce yourself, discuss your training, and get on their list of contractors. You’ll also learn marketing techniques such as setting up your Google business page to promote yourself as an LSA, completing one-pagers about your services that you can post throughout your community or send out electronically, and how to create your own marketing plan.

Become equipped with the tools you need to orchestrate and build a profitable, scalable, and successful loan signing/notary business! Sign up today!

NOTE: Lunch or dinner will be provided. Please do not use your monthly subscription code for this meeting. You will need your laptop and all of your LSA credentials.

Hosted with Tammy Manning

This course provides an introduction to signing up for and utilizing various notary signing platforms, commonly known as notary databases and signing order scheduling platforms. These tools streamline the signing process, allowing notary signing agents to efficiently manage their assignments in one centralized location.

Participants will explore some of the major platforms used by professional notaries, gaining insights into their key features and learning how to navigate them effectively. Whether you're new to these platforms or looking to enhance your workflow, this course will equip you with the knowledge to maximize their benefits

Upon registering, you will receive an email with the Zoom link for your class

Real estate is one of the biggest purchases your clients will ever make. That’s why, as an LSA, you must understand the importance of that purchase by having the knowledge necessary to properly identify your clients as well as mitigate fraud at all costs as you serve your clients.

In this instructor-led course, you’ll learn how to do just that and complete your package of paperwork for the purchase of real property. Because this package contains highly sensitive, standard-sized files that typically cover same-day funding that must transpire that day and ​usually require scan backs/fax backs to the Signing Agency and/or Title and Escrow, attention to detail and a complete understanding of the different forms is critical. There is no room for error. Sign up today!

Upon registering, you will receive an email with the Zoom link for your class.

This course provides a comprehensive overview of using Notary Gadget as an accounting and management system tailored for Notary Loan Signing Agents. Participants will learn how to efficiently enter and track upcoming and completed assignments while exploring key features such as signings management, payment tracking, expense logging, invoicing, reporting, and calendar organization.

By the end of this course, you’ll understand how Notary Gadget can streamline your workflow and enhance your business operations.

To subscribe or register for Notary Gadget, please use the following link: https://www.notarygadget.com/diamond

You will receive a zoom link when you Register for this class!

As an LSA, you are only commissioned for the state where you live, but you will sometimes handle loan packages for other states depending on your clients’ needs. Yet not all loan packages look the same. They are often very different, and repetition is a key to success in this industry.

That’s why a different refinance package will be covered in each instructor-led course. Every state has varying and complex requirements for the loans you will close, and they can be challenging to complete. But with each course you sign up for, you will learn how to handle and complete the critical documents of each state’s refinance package, giving you confidence and peace of mind.

Upon registering, you will receive an email with the Zoom link for your class.

The last thing you want to do as an LSA is fall into fatal loopholes of unauthorized law practices on key items such as tax filings and responses to tax questions when helping your clients sell property.

You will discover the key methods of accurately and legally guiding your sellers through their paperwork for the sale of real property during this instructor-led course. Containing smaller files than purchase packages, they are just as critical and necessitate adequate time to complete. They also typically cover same-day funding that must transpire that day and usually require scan backs/fax backs to the Signing Agency and/or Title and Escrow immediately after completion. Attention to detail and a complete understanding of the different forms is critical. Sign up today!

Upon registering, you will receive an email with the Zoom link for your class