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- Check the names on the documents to make sure the name on the order is the same name on the documents BEFORE you print anything. I learned the hard way….
- Compare the Borrower’s To/From amount in the ALTA Settlement Statement & Closing Disclosure. If the amounts are different verify which should be used.
- I like to show the ALTA and Closing Disclosure documents to the signers first. The Note, Deed of Trust, and Notice of Right to Cancel (if applicable) are shown next. I keep them in order using stickies, so that I know where they go because I like to return the documents in the order they were sent to me.
- If there is a Letter of Explanation or other typed letter with the borrower’s name, have them wet sign those letters.
- Keep a note somewhere with the FedEX and UPS last drop pickup times for those locations near you that you will be using often.
- Printer tip for the maximum toner usage (NOTE: This may work with other printers, but this is specific to the Brother HL-L6200):
- Open and remove the toner cartridge;
- Press Cancel & Secure buttons simultaneously;
- Click OK & then the up arrow.
- Replace the toner and you should get more pages printed from the almost empty cartridge.
- Things to ask the signer on the confirmation call:
- Verify the date and time
- Verify the location and if they request a different one, make sure you confirm before driving out that that is where you have agreed to meet. ***rant alert*** The signer swears she left a message on my phone. No message…
- Ask if there is parking available on street or nearby. They rarely volunteer this info.
- If you don’t have the documents yet, let them know they may need 2 forms of ID and provide a copy if they can. If they cannot provide one, I let them know that I can upload the copies directly to the portal from my phone. This way they are aware and if they have any problems with this they will usually provide the photocopies.
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