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 · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
New notary signing agents and trainers who want hands-on practice with a complete loan package.
Not the right fit if
You've already done many loan signings, or you need real loan documents: this is a fictional practice 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
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Loan Signing Practice Package
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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. 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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Membership
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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Loan Signing Practice Package comes as a zip with four documents, each as an editable Word file and a printable PDF: Instructor and Self Study Guide, Practice Loan Package, Answer Key, and Scorecard and Mistake Log. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax 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.
Is it the right fit for me?
It is made for new notary signing agents and trainers who want hands-on practice with a complete loan package. Skip it if you've already done many loan signings, or you need real loan documents: this is a fictional practice package.
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