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5-Steps to Claim Your Role as CEO of Your Mobile Notary and Loan Signing Business

Oct 14, 2019

Good morning, everybody!

You know, as Peter Griffin would say, "you know what really grinds my gears...?", Is when I hear people say "you're just a notary". What's worse is when I hear other notaries say "I'm just a notary", as if there is some power that they haven't stepped into where they're just giving it away. There is no such thing as "just a notary", guys. A notary public fills an essential role in fraud prevention. We're often the last line of defense in mortgage and identity theft. And a notary public can make or break a transaction.

This work matters.

And the responsibility of owning that is really on us. We have some stereotypes that we have to break through when it comes to misconceptions from the general public or even from people who utilize our services all the time. You know, we're coming out of an era where maybe the notary business wasn't taken as seriously as it could have or should have.

And that's where we are, it's an exciting time to be in this business.

Number 1:

You know when I really first started "owning" this concept, and I wanted to take my notary business to the next level, I knew I had to step out of this, "ordinary" role. My clients and the public in general - they weren't going to take it upon themselves to research and find out the powerful role that I had, so I could break out of that just a notary concept. That responsibility was 100% on me. So one of the first things I did (and I have just five of them here laid out for you), I started upgrading my apparel for my business attire. I started dressing the part. I traded in the polo shirts and the slacks, which were totally fine for doing notary work, but I wanted to represent myself as the CEO of my signing service, of my mobile notary and loan signing business.

I upgraded to these executive level kind of pinstripe shirts, or at the least a button down dress shirt. If nothing else, it showed that I really take my business seriously. And that I was way more than just a notary. In fact, I used to have conversations with people who thought I was in a different role altogether with my clients than I actually was. And I said, no, I just own my signing business. I'm not just a notary.

Number 2:

The second thing that I did was to systemize my approach to my signings. So that each one would run practically the same. I opened up with a monologue that really set expectations for what the signing/appointment was going to be like, it gave a perceived control to the signer. It lowered their guard a little bit.

They knew they could stop, slow down, read things, or ask questions if they had any. It immediately removed those barriers right in the very beginning. And then with each document, I described it pretty much the same every single time. And I used a script that answered questions before they even had time to ask them.

And then I also have certain things that I do before each signing and certain things I do after each signing, that keeps my appointments and my business running smooth and efficient.

Number 3:

The third thing that I did, is that I really owned and valued relationships. Everybody that you meet in this business is a human being, and they're going through some stuff. If you can honor that, and give some space for whatever it is they're experiencing, whether it's joy or sadness, or whatever it is, it really brings you to a different level of experience.

Part of that realization is that this appointment, this notary appointment, has very little to do with you, and it has to do with the people that you're being of service to or that you're serving. We can't forget that we are a public servant, so we are there in service. You never know who you're sitting across from at the table. That's a real important thing. One connection in this business can change everything for you. So when you look at that and you honor that, show up 100% present for each and every appointment, and be of more service than you've actually been paid for.

Number 4:

The fourth thing that is extremely important in this business, is to be or stay coachable or teachable. There's no way you're ever going to know everything about everything in this business. Be open to learning new ways of doing things, from how to confirm an appointment. To the expectations of your clients, or to writing impactful ad copy.

You know, not only are you the CEO of your business, the Chief Executive Officer, but you're also every other, "O", in your business too. You're every other office, every other role, that needs to be filled, you're it. So you're always going to have something to learn.

Number 5:

And finally, number five is take 100% responsibility for the results in your business. That means that you get responsibility for the great stuff. You also have to take responsibility for the not so great stuff, and even the outright crap that happens. That's our role. The buck stops here. A good CEO doesn't get to play the blame game anymore. You've got to own this business. And as a business owner, you can start with these "Five Traits of a Great CEO", or a "Mobile Notary and Loan Signing Agent". Always keep growing with that. There's no limit. These five will get you started, remember, you don't have to have followers to be a leader. Start with being a leader of self.

Until next time, guys, enjoy your holiday weekend. This is Bill Soroka, founder of and the "Sign & Thrive Notary Training Course and Community". If you ever want to talk about stuff like this, or your mobile notary loan signing business from start to finish, feel free to book a call with me. I give away free mentor calls. Just go to the and in the upper right hand corner, there's a place to book a call with Bill.

Thanks guys. Have a great week.

Go and Get it!


Creator of the Sign & Thrive Notary Training Course and Community

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