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Eight steps to becoming a loan signing agent

Updated: Nov 6, 2023

My recommended 8 steps to become a Loan Signing Agent

  1. Read Bill Soroka’s book, Sign & Thrive, to see if this is for you. This is a quick read and packed with information. This book will show you, step-by-step, how to start a mobile notary and loan signing business from scratch. I find this a valuable resource for many people; Those considering becoming a loan signing agent, current signing agents looking to take their business to the next level or any professionals looking to promote their brand.

  2. Become a Notary Public in your state and sign up with the National Notary Association (NNA) to purchase your supplies. Each state has different requirements, laws and procedures. The NNA has all of the information you will need. They sell high quality must-have supplies like ink stamps and embossers with competitive pricing. My current kit includes the NNA Commission ink stamps #4913 & #4912 and their hand-held commission seal embosser #05300.

  3. Learn and understand your state specific notary laws and requirements. Some states have solid notary public training available, however many do not. I found the NNA Notary Essentials online training to be quite valuable. Another great resource is mentoring through Laura Biewer at

  4. Promote your brand and perform notarizations. Tell EVERYONE you know that you are a notary public! Share it to your facebook profile (not in a spammy MLM way). Tell your friends, co-workers, classmates, family members, everyone! Network with local professionals, join your neighborhood facebook group pages to participate in the discussions. Do not spam the group with your services, but engage in discussions and connect with people in the group. you are not promoting a MLM, but a real service people will need eventually. Must have FREE resources include; Facebook business page Google business page - This provides the majority of my General Notary Work (GNW) Yelp business page

  5. Select a loan signing agent training program, complete the training and obtain certification. I personally recommend Notary2Pro and Sign & Thrive (in that order). The training and mentoring are outstanding. There are other popular training programs available Notary Stars, LSS (Loan Signing System), etc. Do your due diligence and select a program which you really relate with.

  6. Obtain your NNA signing agent certification and background check. Obtain your annual Signing Agent Certification and background check report from the NNA here. It is nationally recognized and required by many signing services. To prepare for this certification, download the Code of Conduct PDF from the Signing Professionals Workgroup (SPW) here. This will be an open book exam.

  7. Hustle. Connect. Give. Work hard, promote yourself, network with like-minded professionals and GIVE. Share your knowledge and help others who reach out to you. Givers do gain!

  8. Continue your education. Never stop learning. Continue learning. Learning more about the loan signing business, networking, personal development, professional development, business acumen, etc. This process never ends!

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