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Document pack

Loan Signing Practice Package: A Full Mock Refinance Package to Rehearse Your First Signings

Rehearse a full refinance signing at your kitchen table, with flags, a timer and a pretend borrower, before you ever sit across from a real one.

$39 one time · Word and PDF · download link by email

Buy now, $39

Who it is for

New notary signing agents and trainers who want hands-on practice with a complete loan package.

Why it is different

  • A complete package to practice on, not just a description of one: every page is in signing order with real-looking blanks to fill.
  • The answer key's right-to-cancel count crosses Thanksgiving, so you practice skipping a holiday and counting a Saturday.
  • Role-play cards train you to send loan questions to the lender instead of answering them.

What is inside

  • Instructor and self-study guide. Six timed practice rounds, borrower role-play cards, say-and-don't-say scripts, and the CFPB rules behind the Closing Disclosure and right to cancel.
  • Practice loan package. 27 watermarked pages: Closing Disclosure summary, Note, Mortgage/Deed of Trust with acknowledgment, right to cancel, affidavits, W-9 and more, all fictional.
  • Answer key. Page by page: who signs, initials and dates, which pages are notarized, and the right-to-cancel count worked out day by day.
  • Scorecard and mistake log. Time each round, check every page and log what you missed until you pass.

A look inside

The first pages, as you will get them

First page of Instructor and Self Study Guide
First page of Instructor and Self Study Guide
First page of Practice Loan Package
First page of Practice Loan Package

Get it

Loan Signing Practice Package

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

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. Practice material with fictional people, companies and figures; not real loan documents and not legal advice. Real packages vary; the lender's and title company's instructions and your state's notary law 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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