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23 contributions to Notary Business Guidance
Would You Charge Extra for This? 📄
We recently had an interesting situation at TCSS. A notary accepted a loan signing where the signer was acting under a Power of Attorney (POA). While reviewing the documents, we noticed that the notarial certificates were missing the appropriate POA wording. When we brought this to the notary's attention, her response was: “That's a lot for me to write on every one of the notary blocks. I feel like I should ask for an additional fee.” Here's my perspective: We understand requesting additional compensation when the scope of an assignment changes. However, properly completing notarial certificates according to your state's laws is part of a notary's responsibility. 💬 Would you charge extra for adding the required POA wording, or do you consider that part of the original assignment? I'd love to hear your thoughts! 💙
Would You Charge Extra for This? 📄
0 likes • 2d
@Angelica Aponte 👆🏾👆🏾👆🏾💯
1 like • 2d
No; part of the assignment.
What Would You Do? The Signer Wants to Keep the Loan Package! 📄😳
Imagine you've just completed a loan signing appointment. All the documents are signed, you've reviewed the package, and you're getting ready to leave. Then the signer says: “Can you leave the documents with me? I'll drop them off at FedEx tomorrow. It'll save you the trip!” They seem genuinely helpful and insist that they can take care of it. But your signing instructions clearly state that you are responsible for returning the completed documents using the provided shipping label. What would you do? A) Agree, since the signer is offering to ship the package for you. B) Politely explain that returning the documents is part of your assignment and that you need to follow the provided instructions. C) Contact the hiring company to ask whether the signer can handle the shipment instead. D) Something else? Tell us how you'd handle it! 💬 Drop your answer (A, B, C, or D) in the comments and explain WHY! Have you ever had a signer ask to keep or ship the documents themselves? I'd love to hear your experiences! 💙
2 likes • 6d
B. All as @Kenia Calderon noted. 👍🏾
What Would You Do? The Signer Refuses to Let You Take a Picture of Their ID! 🪪📸
Imagine you're at a loan signing appointment. You've verified the signer's identity, and everything is going smoothly. But the signing instructions require you to include a copy of the signer's ID with the completed loan documents. When you ask permission to take a picture of the ID, the signer responds: “Absolutely not! I'm not comfortable having someone take a picture of my driver's license.” You explain that the ID copy was requested as part of the closing requirements, but the signer still refuses. They're happy to sign the documents. They just don't want their ID photographed. What would you do? A) Respect their decision and return the package without the ID copy. B) Explain why the copy is being requested and contact the signing service or Title to discuss the available options. C) Ask the signer to take the picture themselves and send it directly to Title through an approved method. D) Something else? Tell us how you'd handle it! 💬 Drop your answer (A, B, C, or D) in the comments and tell us WHY! I'm curious to hear how you balance closing requirements with a signer's privacy concerns. 💙
3 likes • 10d
B/C combo. All in lined to @Melissa Dominguez and @Kenia Calderon 's replies. C to try to provide a solution to the SS or Title before contacting them.
Notary Gadget - Recording Mileage when Marketing?
Hello and good day, All! While on the conversation about Notary Gadget (NG)/record keeping, how are you recording your mileage for when you *Market In Person* in NG? To clarify, in NG, how are you recording your mileage when driving to multiple title offices/vendors/conferences/trainings/etc, in the program? There is an expense area but you can only input the total mileage for when you're finish. ***My solution: 1. Make a Customer entry as Lead Gen Marketing and save it as a template. 2. Zero the payment fee and payment date schedule 3. Enter the Vendor's address for the first office I plan to market to as the "Signing address" 4. Make all of my stops 5. Hit the Mileage button then *Create Custom Route* 6. In the "Custom Route" window, starting from *Home/Office*, add each stop separately as a *Favorite * (to use for the future) then hit done to save. End That seems like a solution to record my date, location, and mileage in one entry. The program will total it out in *Reports - Mileage*. This seems to work but what else are you all doing for your mileage for Marketing, when you do not have a signing? Any thoughts to share are NOT dumb. Please help with any recommendations, suggestions. Best wishes! JP
0 likes • 13d
@Susan Oliveira You're welcome! Are there any other tips or tricks you use with NG?
0 likes • 11d
@Cheryl Carpenter Received, thank you.
Notary Tip: Before You Leave, Check Your Email One More Time! 📩👀
You've printed the loan documents, organized your package, and you're ready to head to the signing appointment. But what if Title sends an updated document or revised instructions after you've already printed everything? We understand that ideally, everything should be finalized and ready well before the signing appointment. But the reality is that last-minute revisions from title companies and lenders are more common than many people realize. Sometimes it's a corrected Closing Disclosure, an updated signature page, a new shipping label, or a change to the signing instructions. Here's a simple habit that can save you a lot of trouble: Check your email and signing platform one more time before leaving for the appointment. If you receive updated documents, make sure you understand whether the new pages replace existing ones or need to be included in addition to them. If anything is unclear, contact the signing service before proceeding. A two-minute check before leaving can prevent a correction trip, a delayed closing, or an incomplete package. Of course, updates can still arrive while you're on the road or at the signing table. That's why staying reachable and maintaining good communication is just as important. 💬 Have you ever received updated loan documents after printing the package? How did you handle the last-minute change?
1 like • 13d
Even if I had to print and go, I check a last time. Luckily, I've had enough time to make updated printouts (knock on wood). If I had to print other than my office, I'd see how the SS/ Title company would like to proceed. Nice tip, reminder!!
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Jonathan Palmore
3
11 points to level up
@jonathan-palmore-9204
Based out of the NJ area. Looking to assist all when can and grow my business. Appreciate the opportunity to connect.

Active 1d ago
Joined Jun 4, 2026
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