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June 4, 2018

Notes — how many financial packages do you mention?

Filed under: Your Notes Section — admin @ 11:56 am

In your notary notes section it makes sense to discuss your experience. Many Notaries have a wide repetoire of types of signings they know how to do. It is common to make a list of financial packages or types of documents that you are familiar with. But, how many should you mention? Should they be in alphabetical order?

My philosophy is that you should not mention more than twelve types of documents or loans in one paragraph. It just gets to be too much. On the other hand, some Notaries who have 5000 loans signed, only mention four or five types of loans which is not enough. I think that nine to twelve is the perfect number.

Additionally, I prefer to put the more unusual types of loans first in the list to stand out. But alphabetical is easier to read. On the other hand Refinances, FHA, and VA are all types of refinances. Should they be grouped together. I guess there is no right answer, but you should have a strategy for what you are doing.

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