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10 contributions to Notary Business Guidance
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! 💙
1 like • 3d
This has never happened to me. However, I would kindly explain that it’s part of my assignment to drop off at the shippers and I also upload proof so everyone involved knows documents have been dropped off.
🖨️📱 Notary Resources: What Equipment Do You Recommend?
I've noticed several members asking for printer recommendations lately, so I thought, why not create a resource thread for our entire community? Whether you're just starting your loan signing business or looking to upgrade your equipment, recommendations from other notaries can be incredibly helpful! Let's talk about the tools you actually use and love! 🖨️ Printers: What brand and model do you recommend? Dual-tray or single-tray? 📄 Scanners: Do you use a desktop scanner or a portable one for scanbacks? 💻 Laptops & Tablets: What's your go-to device for managing assignments on the road? 📱 Apps & Software: What tools help you stay organized, track payments, or manage your business? 🚗 Mobile Office Essentials: Portable printers, power inverters, bags, or anything else that makes your job easier! Share your favorite equipment or tools in the comments! Include the brand and model if possible, and tell us why you recommend them. And if you're currently shopping for something, drop your questions below! Let's help each other make smarter investments and build more efficient notary businesses! 💙
1 like • 3d
First thing I purchased was an Epson portable scanner. Fits inside my rolling work bag. I also keep all my supplies in there: pens, paper clips, binder clips, FedEx envelopes in both sizes and material (paper/plastic) as well as the plastic ‘envelopes’ that one inserts the air bill/shipping label. After a few successful months of consistent work, we invested in a Brother dual tray laser printer. That was in 2024 and both are going strong. Every signer is always impressed with the capability on my scanner in comparison to how small it is. Now for Black Friday, look for the deals
Professionalism Goes Both Ways! 🤝
We recently received an upset email from a notary regarding a $1.75 transaction fee associated with a payment through Melio. Here's an important detail: Melio charges this fee when the notary chooses to receive the payment immediately. If they select the standard payment option, there's no additional fee. The notary was unhappy about the charge and requested a different payment method for future assignments, which is completely understandable. But the tone of the email was unnecessarily aggressive. Here's something I want to remind everyone: You can disagree, question a fee, or request a change without being disrespectful. Signing services and notaries are business partners. We should be working together, not against each other. At TCSS, we understand that every dollar matters, and we're always open to discussing concerns and finding solutions. But professionalism doesn't end when the signing is complete. The way you communicate can strengthen or damage a business relationship. And remember, respect should always go both ways! 💙 💬 Have you ever had a misunderstanding about a payment or fee? How did you handle it professionally?
Professionalism Goes Both Ways! 🤝
3 likes • 3d
Wow! I guess she didnt see what all her options were before accepting immediate payment. She may have been counting or needing the funds right away, but it was a very unprofessional way to react in my opinion. If you need funds immediately, you need to understand there will most likely be a cost associated with that
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? 📄
2 likes • 3d
No definitely not. That’s why I feel it’s important to receive the documents with enough time to review and if the extra verbiage is needed, it can be accounted for during the appointment.
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?
2 likes • 14d
This actually happened to me a few weeks back. After I had left to head to the signer’s home, I received an updated CD. I had to google a UPS Store on the way to my appt and contact the signer to let them know of the situation. I was not late, since I gave myself a 10min time buffer, but I was nervous to say the least.
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Lisandra Diaz
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45 points to level up
@lisandra-diaz-5872
Notary Signing Agent since 2004. Relocated from Miami to Ocala, Florida and establishing connections in my new area

Active 17h ago
Joined Jul 7, 2026
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