Posted by:
Theodore Dahmus
on Feb 21, 2022
We have had many inquire as to how one markets themselves as a Notary Public Ohio, Remote Online Notary, but primarily as a loan signing agent. This post should help answer those questions as this is a very confusing topic once one becomes licensed.
Step 1: After completing your back ground check, your insurance policy, and your housekeeping items it is now time to market your work.
- Identify your coverage area
- What counties will you cover? Will you cover multiple counties? You will want to have this already decided prior to signing up with any of the services listed below.
Step 2: Identify your strengths and weaknesses- all loan documents are different, and you want to be sure you are competent enough to conduct the closing if and when a signing agency contacts you.
- Reverse Mortgage
- Refinance
- Seller Side
- Buyer Side
- VA Loan
Step 3: Create your CRM model
- Snapdocs.com offers a CRM tool for mobile notaries and signing agents to use. This unique utility captures your drive time, mileage, customers, and your schedule for the week. By using this utility, which we strongly recommend, you will be able to properly track your expenses and your income. An added benefit in using Snapdocs is the ability to market your services to the data base of clients they already have. Once a client sends out an order- if it matches your geography and category you can reply by hitting "accept" or "decline" to the signing opportunity.
A list of many other resources for signing agents looking to market their services can be found here below;
www.signingorder.com
www.zigsigs.com
www.notarycafe.com
www.notaryrotary.com
www.inspireclosings.com
www.mortageconnect.com
www.snapdocs.com
Go ahead now and visit these sites, update your profile to reflect your skill set and accreditations, and start signing some orders!
