Monday, February 25, 2008

Tips For Being A Good Mobile Notary

Want to be a better mobile notary than your competition? Here are a few simple things you can do to stand out from the rest:

If you're running late for an appointment, always call to let your clients know. This may seem obvious, but you might be surprised at how many people fail to display this courtesy to their customers. Don't be one of them. It only takes a moment to make that cell phone call from your vehicle, and your clients will appreciate it.

Be friendly and polite to everyone present at the signing. Give the signers the focus of your attention, but don't ignore others who may be nearby. If pets (dogs, cats, fish, whatever) are in the room, show an interest in them. People typically appreciate that expression of warmth and caring.

Don't rush your signers. If they're taking longer than you'd like to review and sign their documents, that's their perogative. Remain patient and courteous throughout.

Don't be afraid to answer questions your clients may have. Of course you cannot offer legal advice if you're not an attorney, but that doesn't mean you can't help your signers at all. There are plenty of questions you can help them with. Use your discretion.

When doing a loan document signing, try to bring along the names and phone numbers of any individuals (mortgage brokers, title officers, real estate agents, etc.) who the signers have been working with. You might assume that the signers have all that information handy, but often they do not. If they need to call one or more of those people with a question during the signing, you may be able to assist.

Try not to schedule appointments too close together. Allow yourself enough time between appointments so that you can get to one destination, perform the signing without rushing your clients, then get to your next destination, all while remaining unrushed and on-schedule. I like to allow twice as long as I think a job should take. So if I have what I think should be a 20-minute drive and a one-hour signing, I'll allow closer to 40 minutes for the drive (traffic, traffic, traffic!), and two hours for the signing.

Arrive a bit early if possible. If you get there 15 minutes ahead of schedule, no harm done. Knock on the door and introduce yourself, acknowledging that you arrived earlier than expected. Usually, the signers are glad to start a bit early. If they're not able to, at least you're already there and ready to begin as soon as they are.

Bring plenty of extra pens. (Inexpensive ballpoint pens that you can buy for about 10 cents each are ideal. They work just as well as expensive pens, and if the signers keep them, no problem.) Have both black ink and blue ink, as some lenders insist on a specific color for the signing.

Okay, that's a start. Be sure to check some of my other blog postings for more useful tips.

Joel
http://www.drivenotary.com
http://www.sundancenotary.com

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