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 Making the Confirmation Call...by Iris-WA
Posted by  BrendaTX on 7/12/05 2:56pm

Posted by IrisWA on 7/12/05 2:20pm
Msg #51330 from logged in user

Ditto what Ernest said. In my initial contact with the Borrowers, I usually tell them a few basic things after I introduce myself and give them my phone number. Specifically, I tell them I am a notary public and that my function is merely to show them what/where to sign/initial and to notarize the required documents. I emphasize in that contact that I am not an attorney and will not be able to answer loan-specific questions, though if they have basic questions that are generic in nature (e.g., what is this document), I may be able to help.

If the docs go directly to them -- which is not always made clear to me upon acceptance of an appointment, I tell them to read the docs before I get there, make a list of their questions and call their LO or TC for answers.

Then I tell them I will need 2 current photo IDs -- I usually ask "Will these be available?" -- and I request them to make a photocopy for me to put into the loan package.

I also ask them to have on hand their insurance information, because my experience has shown me this is frequently asked for in the instructions.

For what it's worth -- you may want to check with your contractor to see if the TC/Lender will accept FAXed copies of drivers' licenses -- this covers you in the event no photocopy(ies) is available when you get to the signing.

Congratulations on your first two signings! May many more follow!
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