Posted by GOLDGIRL/CA on 9/9/11 5:20pm
Msg #396920

BTW...

I always save that odious Statement of Information form - the one where they have to fill out every last drop of informtion about themselves - to the very last. While they're filling that out, trying to remember when they got married, or the birthdates of all their kids, or the date of their divorce - it's a great time to check the docs for missing stuff.

Reply by GOLDGIRL/CA on 9/9/11 5:21pm
Msg #396922

Woops - this is supposed to go with thread below... n/m

Reply by Don Courtney on 9/9/11 5:54pm
Msg #396931

Re: Always proofread at the table

The "SI last" is also my fav for creating time to proofread. If no SI, a customer service survey form will also do the trick.

Customers never complain when told you need to review the docs one last time. I think you actually gain a few brownie points in their eyes and 100% of them will sit patiently and watch you.

Reply by pan/nd on 9/9/11 10:00pm
Msg #396938

Re: Always proofread at the table

You're right on...Don.

Just today I did a signing for an FDIC Bank Examiner.

While he did the customer service survey.....I went thru the docs.

I got to the NOTE..and lo and behold he initialed the signature page..but forgot to sign it.

He was embarassed and his non-borrowing wife gave him a hard time.

Reply by Karla/OR on 9/9/11 10:46pm
Msg #396941

So helpful - thanks! n/m