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Learn how to become a Notary Public and Signing Agent and earn an Income. Great home business.

Learn how to become a Notary Public and Signing Agent and earn an Income. Great home business.

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Notary Ppt Presentation Transcript

  • 1.
    • This presentation will explain how to become a
    06/07/09
  • 2.
    • Notary Requirement
    • Getting Started
    • Equipment
    • Supply Tools
    • Software
    • Join Our Mentor Program
    • New Notary OJT Program
    • Marketing Your Business
    • Websites
    • Professional Development
    • Expand Your Home Business
    06/07/09
  • 3.
    • In most states there are requirements. You should contact your Secretary of State website for their requirements. Since California has strict standards this presentation will be based on California requirements and suggestions.
    • If there is not a course requirement, you should still take one to make sure you know what the opportunities and understand the states process of a Notary Public. This will help you reduce your risk of making costly errors.
    • California state requirements: Every person appointed as a notary public shall:
      • be 18 years of age or older (there is no maximum age set by statute)
      • be a legal California resident
      • complete a mandatory course of study approved by the Secretary of State
      • satisfactorily complete and pass a written examination prescribed by the Secretary of State
      • clear a background check
    06/07/09
  • 4.
    • We offer the
      • California required Notary Public course Online as a Self-Paced program.
      • Notary Signing Agent Course
      • Virtual Notary Signing Agent Course/Business Plan
      • To learn more visit us at
      • www.srnotarysolutions.com
    06/07/09
  • 5.
    • Select an approved Vendor to order your supplies and seal.
    • Live Scan & Background Screening – We will be offering this soon for anyone in the Temecula and nearby cities.
    • Visit the County Clerks Office to take your Oath of Office
    • Once you have taken your oath you can begin to practice the art of a Notary Public  
    06/07/09
  • 6.
    • Computer Requirements – We highly recommend you start with a laptop, this will expand your business opportunity for the new programs using Electronic Docs ( visit www.esignmortgage.com ) . Your office must meet this Minimum Standards:
      • Computer Type:
      • 100% PC Compatible
      • Processor Type: Pentium
      • Processor Speed: 1 gig minimum
      • System Memory (RAM): 1 gig minimum
      • Free Hard Drive Space: 100 MB minimum
      • Monitor Resolution: 800 x 600
      • Windows Operating System: Windows 98, ME, 2000, NT or XP
      • Internet Connection: (broadband recommended)
      • Microsoft Internet Explorer: Version 5.0 or better with 128-bit encryption
      • Adobe Acrobat Reader: (Version 8.0 recommended)
      • Laser Printer: All documents are printed on letter and legal-sized paper
      • We have the E-Signing Signature Pad for those who are able to do Esign docs – visit our
      • http://www.srnotarysolutions.com/products.htm
    •  
    06/07/09
  • 7.
    • Briefcase with a lock – We now offer an Aluminum locking brief case visit our site http://www.srnotarysolutions.com/products.htm
    • Cell phone – this is your lifeline to your clients. Most signing companies and lenders call once and if you don’t answer they move onto the next person in the area.
    • Printers – Invest in a good multi-functional laser printer with a dual tray. Multi-functional printers have a fax, scanner, and copier as well as a printer. Always have a new toner cartridge standing by in case it runs out of toner in the middle of printing e-docs as you won’t have time to run and purchase one.
    • Fax – have a dedicated line to your fax so that you can receive while you are away and without interrupting a call with a client.
    • Scanner – most Multi-Functional printers have this built in
    • Email & Web Address - get your own domain and company name. Make sure it is professional and it will match your website address.
    • Pagers - do not work for notaries, unless they speak to a human on the first dial they will move on to the next notary on their list.
    06/07/09
  • 8.
    • Business Cards – We recommend Vistaprint.com they are inexpensive, you design them, they come in color, and you should only get 250 – 500 at a time as things change.
    • Fingerprint Handy wipes – for clients to clean their finger from the ink.
    • ID checking Guide – this has a copy of all states most recent ID listed
    • Invoices – use Microsoft templates and set up a standard invoice to be sent to clients after signing. http://office.microsoft.com/en-gb/templates/default.aspx?ofcresset=1
    • Law Primer – Secretary of State Office can send you this or download it from their site.
    • Mailing – Visit your local FedEx, USPS, and UPS for a supply of legal size envelopes and forms
    • Paper – You should purchase a case of letter and legal papers for printing e-docs.
    • Pens – have a box of blue and black pens available in your briefcase
    • Sticky Flags – mark all signature spots, recycle them by removing them and putting them on the inside cover of your journal
    06/07/09
  • 9.
    • Software - Document Viewers - Many mortgage and signing companies use document viewers to deliver and print docs. Download these for free onto your computers and become familiar with how they work. Wherever necessary create a user account.
      • Adobe Acrobat - www.adobe.com/products/acrobat/readstep2.html
      • BLK (Blockument) - http://www.docmagic.com/download Cutewriter - http://cutepdf.com/products/cutepdf/Writer.asp
      • Desert Document Service - http://desertdocs.com/
      • Digital Docs - http://www.digitaldocs.com/
      • DocMagic - http://www.docmagic.com/
      • Docutech - www.mwfinc.com/loandocs.php
      • Dynamic Dox - www.dynamicdox.com/secured/selfregistration/selfregwelcome.asp
    06/07/09
  • 10.
      • EDS Viewer - http://vvl.fh-reutlingen.de/cocoon/my/vvl/vvl?lang=en&goto_page=P_DEMO_EDSVIEWER&open=1
      • Elynx viewer - www.24-7nnn.com/download_elynx/
      • Empower - www.accredhome.com/?section=8&main=2
      • GreatDocs - http://www.greatdocs.com/Documents.aspx
      • Guardian Mortgage Docs - http://www.greatdocs.com/Documents.aspx
      • Mortgage - https://www.mrgdocs.com/default.shtm
      • Nations Star Docs - http://nationstardocs.com/
      • Nelco/Power Reader - http://nelsolutions.com/edocs
      • RemoteDocs - http://www.remotedocs.com/
      • Sirva - http://www.sirva.com/CorpRelo_Mortgage_Tools.aspx
      • SwiftView - www.swiftview.com/dload/dlmain.htm
    06/07/09
  • 11.
    • Who can be a Mentor ?  - An experienced Notary Signing Agent with more than 5 years of experience on all types of loan packages.  Keep in mind, that in a slow market the assignments will not be daily. 
      • If you are interested, please complete the Application . 
      • Mentors set their own fees, you should interview a few notary mentors listed in our database to select a mentor who will serve your needs best. 
      • Mentors can provide the following training options
        • Ride-A-Long with a Notary Signing Agent on Loan Signing Assignments
        • Meet with the agent prior to the appointment to review the documents
        • Brief meeting after the signing to discuss any questions and review the process
        • Ride-A-Long on your first signing
        • Each additional Ride-A-Long
    06/07/09
  • 12.
    • Who can be a Mentee?  A mentee is someone who is commissioned as a Notary Public and would like to gain some experience to begin their Notary Signing Agent business.  You can begin training at any time, it is not necessary to wait until you have completed the state requirements before you begin, but must have taken the state exams and we recommend you attend a live loan signing class.  If you are interested please complete the Notary Database Application.
      • Mentors can provide the following training options
        • Ride-A-Long with a Notary Signing Agent on Loan Signing Assignments
        • Meet with the agent prior to the appointment to review the documents
        • Brief meeting after the signing to discuss any questions and review the process
        • Ride-A-Long on your first signing
        • Each additional Ride-A-Long
    06/07/09
  • 13.
    • Join Databases
      • Purchase our Notary Tool Kit – we have assembled over 500 potential clients and signing companies for you in a database. This database will save you hundreds of hours and you can instantly:
        • Create Mailing labels
        • Mass E-mail mailing
        • Contracts and more
    • Signing and Escrows Companies
      • Free – avoid databases requiring a lot of money for membership. Start with the ones that are essentially free.
      • “ If no one knows your in business, then you are not in business”
    06/07/09
  • 14.
    • You can build your own
      • We offer some awesome templates
        • Option 5 – 7,000 Webpage Templates and Tools $ 29.99
        • Option 4  – 200 Pre-designed Webpage Templates $ 19.99
    • You can hire someone to create them for you
      • We offer our services to assist you with creating and obtaining a URL (website address) and managing your site.
        • Our fees are very reasonable
          • $250 for the first page (Basic with no e-commerce attached)
          • $75 for each additional page
          • $100 annual for hosting your site
          • $50 for updates (does not include redesigning)
          • Additional Fees of up to $100 for a URL for 10 years
    Updated 06/07/09
  • 15.
    • We recommend that you keep current in your field and for your business. We recommend the following:
    • Computer Classes at community colleges
      • Take computer classes at your local colleges
      • Attend conferences – always see if they need volunteers, WITI offers this and the volunteers get everything a registered member receives ($1,300+) package and a years membership.
    • Enroll in a Notary Signing Agent or Loan Signing Course
    • Attend courses in Real Estate at your local community college
    • Begin a Virtual Assistant business to compliment your Notary business and expand your opportunities.
    • Contact us if you need assistance [email_address] or [email_address]
    06/07/09
  • 16.
    • Become a Virtual Assistant – Visit our website and learn about the opportunities for Home Businesses and our recommendations
      • Take a course to become a Certified VA
      • Visit our Virtual Assistant Site
      • View our VA Presentation on our VA Site
    • Fingerprinting
    • Networking
      • Visit local Real Estate and Escrow & Title companies
      • Join the Chamber of Commerce
      • Connect with Small Business Associations (SBA)
      • Contact your nearest SCORE "Counselors to America's Small Business"
    06/07/09
  • 17. 06/07/09 We hope you enjoyed our presentation. Please come back soon and let us know how you are doing and if we can help you. Share this with your friends S&R Notary Solutions