Posted by Leon_CO on 3/3/06 9:55am Msg #101657
Do any of you use a journal?
No, not the notary journal.
A journal in which you write about the experiences you have with each loan signing -- good and bad. The people you dealt with. Difficult borrowers. Hoops you had to jump through to get the signing done. Interesting sights along the way. The best company you've worked for. The worst. Etc.
|
Reply by cmd_NH on 3/3/06 10:12am Msg #101667
Re: I do...
I document everything from every signing, from the time I get the call till the time of receiving payment.
|
Reply by SatomiCO on 3/3/06 10:22am Msg #101678
I document and keep the info in each SS/TC file folder.
|
Reply by Anonymous on 3/3/06 10:24am Msg #101679
I thought we had to use the journal no matter what, to record all entries.
|
Reply by Rick_NY on 3/3/06 10:30am Msg #101686
'I thought we had to use the journal no matter what--'
"Keeping a notary journal is required by law in 16 states and strongly recommended in the rest."
-- The NotRot Supply Store
|
Reply by Korey Humphreys on 3/3/06 10:32am Msg #101689
personal journal... not a notary journal .... n/m
|
Reply by SarahBeth_CA on 3/3/06 10:33am Msg #101692
Re: 'I thought we had to use the journal no matter what--'
He said "No, not the notary journal". A journal that is like a diary of signing experiences. What I do is put notes on the back of the map pages I've printed out for each assignment.
|
Reply by cmd_NH on 3/3/06 10:34am Msg #101693
Re: He's not talking about the official journal...
he's talking about a diary type journal to record detailed information about the signings for your own use.
|
Reply by Rick_NY on 3/3/06 10:41am Msg #101694
DUH! on me. I didn't read the body of the message --
-- just the headline. It's actually not a bad idea at all, similar to the computerized "note pad" many large call centers have to document the handling of an inquiry.
|
Reply by FlaMac on 3/3/06 10:32am Msg #101691
Some state's (Florida) do not require a journal but..
I use one because everything I read about Identity Theft suggest we should.
|
Reply by Sue/FL on 7/9/06 9:17am Msg #131876
Re: Some state's (Florida) do not require a journal but..
I use a journal and I just ordered and received the journal from Notary Rotary and can't wait to use it. There is so little room in my other journal to write all the documents that I notarize and sometimes I run out of room. With the preprinted list of most common documents to be notarized already in the journal, it will make keeping the journal much easier.
|
Reply by Anonymous on 3/3/06 11:08am Msg #101706
Re: read people...P-E-R-S-O-N-A-L Journal. n/m
|
Reply by Rick_NY on 3/3/06 11:16am Msg #101711
Re: read people...P-E-R-S-O-N-A-L Journal.
To Anon 67 of Westminster, CO: If so many people are taking the post wrong, maybe we need to use clearer subject lines?
|
Reply by Jersey_Boy on 3/3/06 12:02pm Msg #101724
Re: read people...P-E-R-S-O-N-A-L Journal.
I don't keep a personal journal, but I do think it is an excellent idea.
Thanks Leon... I hope you don't mind that I am stealing the idea. As of 3/3, I will start keeping a PERSONAL journal.
Hmmm... now I need to go buy something to use...
|
Reply by ReneeK_MI on 3/4/06 3:38am Msg #101856
I use Quicken, and put EVERYTHING on each invoice. I add a "Closing Summary" on there, and make note of the experience (borrower's attitudes, any questions they had, etc.) It not only helps me, but I think T/C's also could find use of the info. This consolidates my info all on one piece of paper and one place on my computer.
If I were more interested in tracking patterns, I'd probably do this on a spreadsheet or data-base where I could track by 'categories'. But I'm not THAT interested in all that work! lol!
Further note - I have never had an issue being paid by anyone, and while some of that is due to whom I'm working with, I have to wonder if it's also attributable to the detailed invoicing?
|