Document pack
Loan Signing Cheat Sheet: Refinance, Purchase and HELOC Documents Explained for Signing Agents
Know what you are looking at in a loan package, where the borrower signs, and why the right-to-cancel dates matter, without ever explaining loan terms.
$19 one time · Word and PDF · download link by email
Who it is for
Notary signing agents, new and experienced, anywhere in the US.
Why it is different
- The Closing Disclosure and rescission rules come from consumerfinance.gov, cited on the page.
- Says plainly which documents vary by lender, so you follow the instructions, not a guess.
- No legal advice: scripts send borrower questions to the lender.
What is inside
- Loan package document guide. Closing Disclosure, Note, Deed of Trust or Mortgage, Right to Cancel, 1003, 4506-C, affidavits and more, in one table.
- Closing Disclosure basics. What the CFPB says about the Closing Disclosure and the 3-business-day rule, with a script for borrower questions.
- Right to cancel on refinances. Who gets the right to rescind, how the three business days are counted, and a count-the-days worksheet.
- Purchase, refinance and HELOC compared. What changes between the three loan types.
- Signing table checklist. Before, during and after the appointment.
A look inside
The first pages, as you will get them
Get it
Loan Signing Cheat Sheet
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information for notaries, not legal advice. Loan packages vary; the lender's and title company's instructions control. Not affiliated with the CFPB or any lender. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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The paperwork a new notary has to build from scratch, ready to print or edit: a journal laid out for what New Jersey's manual says to record, checklists, forms and client emails.
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