SPEEDY
MOBILE NOTARY SIGNING SERVICES
New
Signing Agent Set Up Sheet
(Revised
December 2010)
Please email or fax back to Speedy Mobile Notary Signing Services Attn: Signing Agent Recruiting
SPEEDY MOBILE NOTARY SIGNING SERVICE,
A Speedy Mobile Notary Signing Agent has a few main duties to perform:
- Call and confirm Signing appointment with borrowers.
- Make sure borrower makes a copy of their drivers license so this goes back with loan packet.
- Notarize all required documents and witness all signatures.
- Dropping docs off either UPS or FEDEX within 24 hours.
- Call, text or email Speedy Mobile Notary right after signing to let us know signing is complete.
Speedy Mobile Notary Signing Service is known for its ability to provide consistent service in any city of any state. Performing all the duties above will ensure success for both
Speedy Mobile Notary Signing Service and its Notary Signing Agents.
These are the expectations required of a Speedy Mobile Notary Signing Agent. Please
initial each section and sign the last page.
______ 1. *****CALL FROM THE APPOINTMENT ***** - PLEASE CONTACT
SPEEDY MOBILE NOTARY SIGNING SERVICE THE MINUTE YOU GET TO THE APPOINTMENT. THE NUMBER WILL BE ON THE FAX CONFIRMATION. (THIS IS THE MOST IMPORTANT RULE AT SPEEDY MOBILE NOTARY SIGNING SERVICE!!!) IF YOU ARE UNSURE ABOUT ANYTHING BEFORE, DURING, OR AFTER A SIGNING, PLEASE CALL US! WE HAVE STAFF AVAILABLE TO YOU 7 DAYS A WEEK. NO QUESTION IS
______2. SIGNATURES - ALWAYS SIGN THE DOCUMENTS EXACTLY AS
THEY ARE PRINTED! DO NOT UNDER-SIGN documents or in other words:
Loans documents typed as James Phillip Smith
Can ONLY be signed as James Phillip Smith
Cannot be signed as Jim Phillip Smith
Cannot be signed as James P. Smith
Cannot be signed as J.P. Smith
Cannot be signed as James Smith
Signing this loan any way other than James Phillip Smith will require the documents to be re-signed. If you have a customer that is adamant about signing a certain way, please contact Speedy Mobile Notary Signing Service.
_______3. RETURNING DOCUMENTS - All lender documents MUST be returned per the loan signing confirmation instruction sheet.
________4. APPEARANCE - Speedy Mobile Notary Signing Service requires that our signing agents conduct themselves in a professional manner. Please do not bring children, pets or friends with you to a signing. We also request that you dress appropriately for our signings, this means casual business attire ( no jeans, sweatshirts, T-shirts, shorts, tennis shoes, etc). We ask that you treat the signing appointments as you would any office appointment.
_________6. RECEIVING DOCUMENTS - If you do not have documents for an
appointment, please contact Speedy Mobile Notary Signing Service. If for any reason it is after hours and you are unsure if the documents went to the customer or you cannot reach the customer, PLEASE GO TO THE APPOINTMENT. If the customer also does not have documents, we will pay you a fee for going to the borrower's house.
_________7. APPOINTMENTS - Appointment Times: It is not permissible to
change an appointment time without contacting Speedy Mobile Notary Signing Service If a time change is requested by the borrower, please inform Speedy Mobile Notary Signing Service immediately. Appointment Dates: Most loans are date sensitive, therefore, changing the date of an appointment is strictly prohibited without prior consent from Speedy Mobile Notary Signing Service and the lender.Please show the borrowers a legal form of identification when you arrive at the signing. This will also help them feel more comfortable with you showing up at their home.
Being Late: Always call your customer AND Speedy Mobile Notary Signing Service (so that we can call our client) if you are going to be more than 15 minutes late.
_________8. QC YOUR DOCS - Speedy Mobile Notary Signing Service requires that every Signing Agent take five minutes at the end of each appointment to make one pass through the documents to make sure that every document is: signed exactly as the name is typed, initialed, dated correctly, and to check to make sure that all notary documents are signed, completed and stamped! If there are Error’s or Omission’s on the part of the signing agent, the agent is responsible for supplying the requested acknowledgements and paying the courier fee to return them.
_________9. DOCUMENT ERRORS - If a document has an error, DO NOT CHANGE THE ERROR OR WRITE ON THE DOCUMENT! Have the customers INITIAL next to the error and put an explanation on a separate piece of paper and have the customer sign it. SPEEDY MOBILE NOTARY SIGNING SERVICE IS NEVER TO ALTER ANY DOCUMENT WITHOUT FIRST GETTING APPROVAL FROM THE LENDER. In addition, NEVER alter the documents in any other fashion including:
a. NEVER use HIGHLIGHTER on any document unless instructed to do so on the Closing Instructions
b. NEVER use WHITE-OUT on any document
c. NEVER use any STYLE OF PEN other than ball-point. Always check the Closing Instructions for color restrictions.
d. DO NOT pre-date the documents for the customer. Dates need to be in the customer's own writing.
________10. FUNDING DATES - NEVER speculate for a customer when their loan will fund. Tell them to call their loan officer. Speedy Mobile Notary Signing Service and its Signing Agents have no way of knowing when a loan will fund. It is impossible for us to even guess. Do not give average time, do not say sometime after the 3 day Right to Cancel. Please DO NOT say anything to the borrower other than: "you need to call your loan officer"
________11. NO-SHOWS - Always wait 30 MINUTES for a customer. If they still do not show up, please make sure that you leave some type of correspondence on their door. PLEASE ALSO MAKE SURE THAT YOU CONTACT SPEEDY MOBILE NOTARY SIGNING SERVICE DIRECT TO LET US KNOW.
________12. NO-SIGNS - If a customer is reluctant to sign, follow these three rules:
a. Explain how the Right to Cancel works and that they will have three days to
discuss with their loan officer. This may allow the customer to work out the
problem without delaying the funding of their loan. Please encourage them to
sign.
b. Have the customer call their loan officer to explain their concern. If they cannot reach their loan officer, contact Speedy Mobile Notary Signing Service as we may be able to assist. Call Speedy Mobile Notary Signing Service or if after hours the Speedy Mobile Notary Signing Service hour line (707-771-9292) and leave a message to have Speedy Mobile Notary Signing Service call you at the appointment before you leave. IF THEY STILL WON'T SIGN, please have them write in their own writing on a piece of paper their reason for not signing and have them sign the document.
PLEASE ALSO MAKE SURE THAT YOU CONTACT SPEEDY MOBILE NOTARY SIGNING SERVICE LET US KNOW.
________13. COMPETITION - Never bring up the name of another mortgage company when doing a signing. You are to represent and discuss only the lender on the paperwork. Bringing up the name of a different mortgage company (for any reason) other than the client we are representing, could result in the loss of an account for Speedy Mobile Notary Signing Service. Bringing up the name of a different mortgage company other than the client we are representing, will result in the termination of your relationship with Speedy Mobile Notary Signing Service.
________14. DISCREPANCIES - It is the responsibility of the notary to note any and all billing discrepancies and/or errors within 60 days from the date of the check. Due to billing restrictions Speedy Mobile Notary Signing Service cannot alter payments for appointments that are in error if presented after the allotted time.
***** If you would like to report a discrepancy in payment, please log into our
________15. PAYMENT FOR SERVICES RENDERED – By signing below, you are agreeing to provide services to SPEEDY MOBILE NOTARY SIGNING SERVICES as an independent contractor or vendor. You must provide us with a social security or EIN number and a copy of your valid notary and/or attorney license, prior to any payment being made to you. If you receive earnings over $600.00 in a calendar year, you will receive a 1099 form for that year, in accordance to IRS laws. Payments are normally processed by accounting and mailed out for you to receive by the end of each month. Payment for services will include all appointments completed in the month prior. THANK YOU FOR TAKING THE TIME TO REVIEW THESE PROCEDURES AND ALL OF YOUR EFFORTS IN THE FIELD!
SPEEDY MOBILE NOTARY SIGNING SERVICE
I hereby acknowledge that I have read and received a copy of this notice.
Notary Signing Agent/ Date
Print Name____________________________
PLEASE FAX THE SIGNED AGREEMENT TO (707) 751-1645. SHOULD YOU
HAVE ANY QUESTIONS OR NEED FURTHER ASSISTANCE, PLEASE CALL
(707) 771-9292. UNTIL THIS DOCUMENT IS SIGNED AND RECEIVED BY
SPEEDY MOBILE NOTARY SIGNING SERVICE, IT WILL APPEAR IN EVERY APPOINTMENT CONFIRMATION FAX/EMAIL THAT YOU RECEIVE.
E-mail Document Requirements
You have been scheduled to complete an E-mail document closing for speedy Mobile Notary Signing Service. It is very important that the instructions provided below are followed to ensure we are not delaying the funding of the borrowers you will be signing. Please review the requirements below and contact Speedy Mobile Notary Signing Service with any problems or questions.
________ 8 ½ x 11 sized paper (LETTER SIZE)
________ 8 ½ x 14 sized paper (LEGAL SIZE)
________ White Copy paper
________ Adobe Acrobat (documents are sent in PDF format)
________ Cable or DSL connection is preferred. If you use a dial up connection please contact Speedy Mobile Notary Signing Service to see if there is an alternate way we can send the documents.
________ Toner/Ink – Please make sure that you have a spare ink/toner cartridge. The documents cannot
________ All documents you will receive are single sided. Do not print on the front and back of the
________ Documents cannot be “shrunken.” If documents appear to be cut-off or the font is smaller than it
should be, contact Speedy Mobile Notary Signing Service immediately.
________ All e-mail documents should provide the # of pages in the attachment. If you do not have all of the
documents, please contact Speedy Mobile Notary Signing Service immediately.
________ Always contact Speedy Mobile Notary Signing Service PRIOR to leaving for the appointment so that we can verify you have everything you need.
________ Always contact Speedy Mobile Notary Signing Service with any problems or delays.
________ 2 sets of the document package must be printed. The 2nd set will be used as a set of copies for
the borrower you will be signing.
________If documents were sent to a Kinko’s for you to pick up, Speedy Mobile Notary Signing Service will contact you to let you know when the documents are ready to pick up. Please contact Speedy Mobile Notary Signing Service PRIOR to leaving Kinko’s so that we can ensure the Kinko’s representative has given you all of the necessary documents.
________ If possible, please fax in a copy of the Mortgage/ Deed of Trust and the HUD/ Settlement
Statement prior to leaving for closing so that we can ensure they were printed out correctly.
**When receiving e-mail docs, please contact Speedy Mobile Notary Signing Service IMMEDIATELY if documents have not been received. Depending on your e-mail provider, our documents and confirmations may be received in your “Spam” folder or may be blocked all together.**
Please make sure that you contact Speedy Mobile Notary Signing Service once all docs are printed PRIOR to leaving for the appointment.
Please initial next to each requirement to ensure that you understand the criteria. Please also sign the bottom and fax this document back in with the required loan documents. Failure to meet these requirements may result in the signing agent having to go back out for correction without compensation for the 2nd trip.
X______________________________________
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Speedy Mobile Notary Signing Service
List your fees for the following documents types next to our standard fees already entered. The “Standard Fee” already entered is the fee we consider competitive and would make you eligible for MVP status and Auto-Assign which means
you would receive the majority of the work in your area if you set your fees at the standard/competitive fees below. If your fees are above our standard fees we will use your services on an as needed bases.
NOTE: eDoc requires printing
TRAVEL: Our “Standard Fee” is based on signings within a 1-15 mile radius. Any signings requiring additional travel will be compensated above the “Standard Fee” accordingly.
Document type Overnight eDoc ______________
Standard Your Fee Standard Your fee _
4. Reverse Mortgage $95. $120.
6. 1-50 page document $50. $65.
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