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 · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho 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.
Not the right fit if
You haven't been commissioned as a notary yet: start with a starter kit. Lender and title instructions always come first.
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.
A look inside
The first pages, as you will get them
Get it
Signing Agent Kit for Loan Signings
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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. 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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Just this kit, or more
Membership
$29 a month
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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Signing Agent Kit comes as a zip with six documents, each as an editable Word file and a printable PDF: Loan Signing Checklist, Pre-Signing Call Script, Signing Fee Worksheet, Signing Package Prep Checklist, Client Messages for Signing Agents, and Signing Services Orientation, plus a CSV signing job log you can open in any spreadsheet. 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?
General checklists and templates, not legal advice. The lender's or title company's instructions and the State's Notary Public Manual come first.
Is it the right fit for me?
It is made 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. Skip it if you haven't been commissioned as a notary yet: start with a starter kit.
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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