Document pack
Signing Agent Kit: Loan Signing Checklist, Pre-Signing Call Script, Fee Worksheet and Job Log
The next step after the starter kit: a checklist for the whole loan signing, a call script that heads off problems, a worksheet that shows what a job really nets, and ready messages.
$29 one time · example and blank copies · download link by email
Who it is for
Notaries who want to take loan signings, and signing agents who want a steadier routine and a clearer view of what each job pays.
Why it is different
- Built for the routine of a signing, with a place to stop and ask when a certificate or an instruction looks wrong.
- The fee worksheet uses your own numbers, so it shows what each job really nets.
- Word files to edit, PDFs to print, and a CSV for your job log.
What is inside
- Loan signing checklist. Before you accept, when the package arrives, before you leave, at the table and after, in order.
- Pre-signing call script. A short call that confirms address, signers, ID and expectations.
- Signing fee worksheet. Fee offered less printing, shipping and mileage, and what a job nets per hour.
- Package prep checklist. What to check when the documents arrive, before anyone signs.
- Client messages. Confirmation, running late, document problem, cannot proceed, shipping and invoice messages.
- Signing services orientation. A short orientation to working with signing services, with the points to ask about.
- Job log (CSV). A spreadsheet-ready log of each job, fee, shipping and payment.
Get it
Signing Agent Kit for Loan Signings
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. General checklists and templates, not legal advice. The lender's or title company's instructions and the State's Notary Public Manual come first. No income or volume of work is promised. Not affiliated with the State of New Jersey. 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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Buy it with the others
Bundle
Notary Business Bundle
This product plus 2 more, in one download.
$59 instead of $77 separately
Bundle
Signing Agent Business Bundle
This product plus 2 more, in one download.
$65 instead of $87 separately
New Jersey Notary Starter Kit
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.
$29