1. At least 3 title/escrow companies contacted me to thank me for the
time I’ve given to their Borrowers, at least 2 of whom were first-time Borrowers. I know that many people are overwhelmed from the moment I take documents out. I put them at ease by telling them that “now and in future transactions, they usually need to focus on 3 documents— all other paperwork is in support of these documents.” (I have reviews on 123 that speak to this.)
2. Continuing on from above, I’d like to add that some notaries’
practice is to “do the signing quickly and get on the next.” I take whatever time is reasonable to make sure the signer is comfortable with and understands the process. In loan signings I am aware this is often one of the major financial commitments in people’s lives and they are understandably nervous; and, that the Client has entrusted me to complete this signing, so I am in essence representing them as well.
3. From the start of my career as a notary, I learned from 123Notary to do my homework (up front): review the package, flag important and/or unusual things soothes are not missed; doing any other necessary research (e.g., trusts/adoption documents; attorneys in fact, etc.). The more knowledgeable I am about documents and procedures, the better notary I am. Also, I prefer to “re-do” rather than correct and initial. I like for my work to be correct and error-free. Clients notice (as reflected in some of my 123Notary reviews.)
4. I have taken your marketing advice to heart, and its paying off more and more. I make it easy for people to not only find me, but to make them want to use me.
a. Increasingly my better paying jobs are coming as a result of the 123 website. I anticipate that paying for a higher listing will more than pay for itself with my first two orders coming from it.
b. I instill a sense of security in my client as a matter of course by advising them of receipt of confirmation, meeting/closing with the client, dropping/tracking of documents.
c. Occasionally I contact people who have used me more than once to thank them —in an attempt to keep my name before them without being pushy. Sometimes enclose a thank you note with my invoice and asking them to let me know what I can do to better serve them.
d. All of my marketing materials are coordinated in their look and easily identifiable (business cards, stationery, website, invoices, note cards, etc.).
5. Both my corporate and individual clients appreciate that I text my photo and/or business card with my photo confirming our meeting. I never knew how impactful this would become. People like to know with whom they are meeting (especially for coffee shop or hospital signings as well as with seniors and single women)…and the “ice is already broken” before I show up.
6. More and more I’m learning what separates me from the pack:
a. I always ask how they found me. Many answer 123Notary. If other than 123, I encourage them to read my 123 reviews.
b. Doing my research…usually on your blogs, NNA and the internet, bookmarking or maintaining notes.
c. Paying attention to detail.
d. Professionalism in my dress, communications and manners.
e. Being honest in what I do and do not know.
f. Getting back to designated contact(s) after noting issues during the closing. This only happened rarely and in the beginning of my
practice, but I always let Borrower know that we can communicate with their loan officer, etc.
g. Finally, the notary’s client is a person just as we are. I relate to them as such. (This is frequently mentioned in my 123 reviews.)
h. My overall knowledge of mortgage documents, types of residents (primary vs. second), homesteads, trusts/trustees; subscribing witnesses/signature by mark; Apostilles, etc.
i. For me personally, I both hate and appreciate doing detailed journal entries and loose certificates. It takes more time, but my record are perfect and my loose certificates always specify the document name, number of pages and date.