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March 26, 2020

Benefits of 123notary from Kate McKinnon. (detailed testimonial)

Filed under: Advertising — admin @ 8:38 am


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.



  1. These are excellent tips. Thank you for the nicely written advice here!

    Comment by Michael Peregrine — April 29, 2020 @ 9:28 pm

  2. Great article with good pointers and suggestions.

    Comment by Cathy Elledge — April 29, 2020 @ 10:17 pm

  3. Great article. Ono of the many reasons I like getting the 123 Notary Blog.

    Comment by Jim Morgan — April 29, 2020 @ 10:38 pm

  4. Great article. Good points. Thank you

    Comment by Ann Marie — April 29, 2020 @ 11:49 pm

  5. I agree with most of this. After reading how some mortgage companies will unstaple loose certificates, I now refuse to use them. The attorneys I share an office with have instructed me to stamp over the verbage if, as we ALL have experienced, the document gives us no place to stamp.
    I organize my paperwork and I need a good hour to go through the average package bc lenders and title companies do NOT tell you ahead of time when they introduce a new document, or new aspects of same (like the acknowledgement box for the 4506T.)
    After 2 thousand signers, more or less, I have discovered the following:
    1) IF your instructions are to use your phone for a copy of ID’s, do so. I can compare the signature on the ID with the signatures on the documents. If NOT, make sure that they sign your journal. There is a speed and flow with a geniune signature, not so much if someone is forging.
    2) Pull out the US Patriot Act/ID forms and fill those out before you start the rest of the signing. IF, for ANY REASON you think that you didn’t record the ID information correctly, you will have written them down twice. NOTE: I do not record ANYBODY’s SS# in my journal.
    3) Flag your documents. Signers haven’t a clue where to sign or how and you can cover Your signature line with a 3 x 3″ note, so the document isn’t spoiled. YOU have to get their signatures right and sometimes there are documents where the signature may/may not have a middle name/initial, but the signer has to sign With It on all other documents. This will be considered an error on your part.
    4) Refi’s–pull the RTC out and have them sign these 1st. You will always know that the signer has received their 2 copies–make sure that they sign and date these in FRONT of you!
    I have discovered in the past year or so that if I go slowly and methodically, I will look at my watch at the end of the signing and it usually goes a lot faster than I expected. Plus, I know that I am being careful.
    5) I TRY to be on time. When I get a call same day, and paperwork is either late, or the vendor thinks that I can simply print and go right away, I am NOT AFRAID of calling the signer and telling them I will be late.
    When it comes down to it, we are all rushed for these jobs waaaayyyy too often.
    The people getting a loan, or buying or selling their property want it RIGHT. They will forgot that the 12noon signing became a 2PM signing—which has happened to me, late documents and long drive–as long as everything is right the first time.
    I am really tired of being told that “I am a representative of ____.” No, I am not. I am an independant contractor who is saving a lender/title company the trouble to drive/fly out their representative to close up a $deal.
    That doesn’t mean I ever want to do a sloppy deal.
    When there is a lot of detail and you are “on” to get it right, you have to take some time. How many companies have called you and they have never been a mobile notary or even a notary? The ones that have “been there” are grateful for your good work and understand when there is a snag. I will hustle for them.
    Did you know, (and I am pianist, so I DO), that rarely does a classical pianist perform and NOT make an error?
    Fortunately, We can do a loan signing AND get it all right.

    Comment by betty — April 30, 2020 @ 5:54 pm

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