Posted by mtnotary on 5/2/08 11:18pm
Msg #246030
How do you give borrowers their copies
I give them their copies in an envelope 10X12 size but that is getting expensive. I was wondering how other people give the borrowers their copies to keep?
Have a great week.
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Reply by jason_AL on 5/3/08 12:10am
Msg #246032
I just put them in a legal size folder, and hand it to them !
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Reply by Joan Bergstrom on 5/3/08 12:12am
Msg #246033
I put a cover letter that says: Borrower Copy with all my information for a call back for more Notary work.
I buy medium size clips from Sam's Club
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Reply by Kathy/ID on 5/3/08 3:13pm
Msg #246158
I do exactly as Joan does. Paw gave me a copy of his cover sheet and I modified it to have my name for a contact on it. I binder clip it and give it to them.
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Reply by Linda_H/FL on 5/3/08 12:14am
Msg #246034
Clipped with a binder clip in a manila folder - I staple the Payment Letter, Amortization Schedule and any Auto-Pay Enrollment Forms to the left side....staple a business card to the outside...
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Reply by DebbieT on 5/3/08 7:11am
Msg #246052
I have been doing that also Linda. I have manilla floders and I clip the docs on the inside at the top. I put my business card on the front in the upper right corner. I love the thought of the other things that you do also. Great information.
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Reply by MistarellaFL on 5/3/08 11:02am
Msg #246117
Legal file folder
Medium binder clipped, with 1st payment letter stapled to the inside cover, with biz card stapled to the outside, for their convenience. 
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Reply by Linda_H/FL on 5/3/08 11:03am
Msg #246118
Copycat...:) n/m
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Reply by MISTY ROGERS on 5/3/08 11:04am
Msg #246120
Nuh uh, you are :)
Clever, aren't we?
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Reply by Linda_H/FL on 5/3/08 11:05am
Msg #246121
Hehe...:) n/m
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Reply by Art_MD on 5/3/08 9:58am
Msg #246105
At the very start of the signing, I put both packages on the table and say (while holding one package)" here's your dead tree. It contains the same documents in the same order as the other set. We can use either set. If you can set your copy aside, we will go thru all the documents, get any questions resolved and then go back and sign the document"
Art
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Reply by Trinity Mobile Notary and Signing Agency - Notary and Processing on 5/3/08 2:10pm
Msg #246153
Sometimes if its email docs we simply email the copies to the borrower.
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Reply by PAW on 5/3/08 7:21pm
Msg #246177
What do you do about the required hardcopy pages? (RTC, HUD, First Payment Letter, Note and Mortgage/DOT) At least with many title companies I've worked with that do offer PDF file copies, there have always been the "required" paper copies.
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Reply by CaliNotary on 5/3/08 8:26pm
Msg #246185
"If you can set your copy aside, we will go thru all the documents, get any questions resolved and then go back and sign the document"
You go through the entire set of docs before you have them start signing?
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Reply by Nomad/OR on 5/3/08 10:17am
Msg #246108
Legal size manilla folder n/m
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Reply by MobNotSATX on 5/3/08 2:25pm
Msg #246155
I put both copies in Fedex or UPS legal folders and give them one. This way the signed copy is already in it's delivery package and the BO has a nice neat package to put it away, and they are free.
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Reply by MistarellaFL on 5/3/08 2:30pm
Msg #246157
They aren't free.
No, they aren't. What you are doing in my estimation is stealing from the couriers.
Yes, they pay for them, for their customers to use when they are using (buying) their courier services. It's behavior like this that costs us all.
Spend the $15 and buy a box of manila folders.
Honestly!!!!!!
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Reply by CaliNotary on 5/3/08 8:25pm
Msg #246184
Re: They aren't free.
"Spend the $15 and buy a box of manila folders."
Or don't spend the $15 and just give them their copy with a binder clip. I don't see any need to put their copy in an envelope or folder, they can dig one up themselves if they want one that badly.
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Reply by Pat/IL on 5/4/08 2:13am
Msg #246198
Re: They aren't free.
"Or don't spend the $15 and just give them their copy with a binder clip. I don't see any need to put their copy in an envelope or folder, they can dig one up themselves if they want one that badly."
Sure they can dig up a folder, or they can go out and buy a whole box of them just to use one. Or, you can buy a box of folders and spend a quarter on each borrower to offer a professional impression.
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Reply by CaliNotary on 5/4/08 4:10am
Msg #246201
I don't need a folder to create a professional impression
I accomplish that with the way I do the signing.
I've done over 3,000 signings in the past 5 years. Those quarters add up over time and in this industry, especially these days, controlling your costs is crucial. If it's not necessary to accomplish the job, I'm not going to spend money on it.
And it's just not a good investment anyway. It's not like we're going to get additional business from the borrowers if we impress them enough. If you're going to spend extra money, it should go toward impressing the people who are going to give you more work, not on the hope that you might get the occasional $10 notarization from every $100 you spend on folders.
And yes, I know that you never know which borrowers might have connections that could benefit you. But I need a bit more than "you never know" to justify an investment in something extraneous that ultimately has no bearing on how I accomplish the job in the first place.
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Reply by Nicolette Releford on 5/4/08 3:58pm
Msg #246264
I use either binder clips or 10 x 13 envelopes. Both options are costly. The legal folders, however are even more expensive.
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