1. Specialized Notary Work

While all notaries verify identity and witness signatures, a signing agent’s work focuses on loan packages used in:

• Home purchases and sales
  
  

• Mortgage refinances
  
  

• Home equity lines of credit (HELOCs)
  
  

• Reverse mortgages
  
  

2. Key Responsibilities

• Verify identity of all signers using valid photo ID
  
  

• Ensure all documents are signed, initialed, and dated correctly
  
  

• Briefly explain the purpose of documents (without giving legal advice)
  
  

• Return documents promptly to the title company or lender
  
  

• Maintain professional neutrality and accurate notary records
  
  

3. Training & Certification

Many signing agents:

• Are certified through the National Notary Association (NNA)
  
  

• Carry Errors & Omissions (E&O) insurance
  
  

• Understand lender, title, and escrow procedures
  
  

• May be background-screened for security clearance with financial institutions
  
  

4. Why They’re Important

A signing agent is the final step before a loan closes.
If documents are incomplete or incorrectly signed, the closing can be delayed — which can cost time, money, and even the deal itself.
A skilled signing agent ensures accuracy, compliance, and a smooth closing

5. Courier Services

We will mail out the notarized loan packet for over-night delivery to your title company. We will update you with tracking information and be extremely communicative on all our steps!