How to be a successful loan signing agent in today’s market

Discover the skills, knowledge, and strategies needed to be a successful loan signing agent in today’s competitive market. Learn to draw in customers, stand out from the competition, and set up your business for success.


Recent fluctuations in the real estate market can make it harder for loan signing agents to secure signings. However, it’s important to focus on the upkeep of your skills even in an ever-changing market. 

In order to be successful in the notary business, you need to understand how the market has been impacted and what today’s signers are looking for. Keeping up with industry best practices and trends, having the right tools and equipment, learning various transaction types, and becoming familiar with the notary community are some of the key steps you can take to be a successful loan signing agent in today’s market.

Stay up-to-date on industry changes

The loan industry is constantly changing, so it’s important that you stay informed on all the latest updates. This way, you can be sure that you’re always providing your clients with the most accurate information possible. There are plenty of ways to stay informed including tutorials, and following relevant blogs and social media accounts.

Furthermore, state laws can change from time to time. Visit reputable notary sites, and subscribe to industry publications to stay on top of updated notarization guidelines.

During periods of slow business or when you have time, you can even take some refresher notary training to keep your skills sharp. 

Explore professional development opportunities

If you want to be the best of the best in any industry, you should become a lifelong learner of your trade. The notary industry is no exception, and luckily, there are many free resources available for loan signing agents. 

The National Notary Association (NNA) offers notary-specific training courses, handbooks, and on-demand workshops for loan signing agents looking to continue their professional development journey.

Jot will also be offering webinars and hosting a quarterly speaker series to help those in the Jot notary community connect with one another and stay abreast of the latest industry trends. To learn more about joining the Jot network, visit

Join a notary community

Look for opportunities to be involved in the notary community. Although the job of a notary has historically been an independent one, there are events and networking groups that exist to connect loan signing agents and empower them to learn about the latest industry changes and regulations, while providing tips and advice from more experienced loan signing agents.

Invest in the right loan signing agent supplies

Having the right technology can make or break your business. You’ll want to have items like a professional seal, notary stamps, journals, pens, business cards, and a quality printer and scanner so you can print and scan documents on the go, so you’re prepared for scan-back requests.

Become familiar with various transaction types

One way to stand out from other loan signing agents in your area is to offer additional services beyond just document review and signings. For example, you could offer mobile notary services or even notarize virtual signings, if available in your state, for clients who are unable to meet in person. By offering additional services, you’ll be able to attract more clients and grow your business even further.

Consider remote online notarization

Remote online notarization (RON), if allowed by your state, is another certification you can obtain to keep your skills up to date. Many signers will opt for a remote notarization, if able. By obtaining the license to notarize remotely, you open yourself to a wider array of potential clients. 

Be sure to check with your state to see if you’re eligible for RON, as each state has its own rules and requirements.

Stay positive

Despite the market condition, it’s imperative to stay positive. While you can’t control the real estate landscape, you can control the way you respond. Loan signing agents that provide quality services, including being punctual, professional, and efficient, are likely to be more successful than those who don’t. It is also important to double-check all documents for errors before sending them back to the client.

Having a positive attitude and a strong work ethic will help you build trust with your signers and entice them to work with you when they need notarizations. Building a reputation as a quality notary will serve you well in any market change because you can rely on past referrals from clients.

Adapting to the market

The loan signing agent business has changed a lot in recent years, but it still offers a great opportunity for those who are willing to adapt.

Staying up to date with industry best practices and trends, having the right tools and technology for the job, learning about various transaction types, and building relationships with notaries in your community are all key components to success.

If you’re ready to join a platform specifically created to help loan signing agents succeed, joining the Jot notary network is an excellent starting place. You’ll receive access to necessary resources and training materials that will give you the knowledge and skills you need to succeed. Join today and become one step closer to unlocking an exciting career path as a loan signing agent!