Four Things I Do After EVERY Loan Signing Appointment

1. I triple check the documents.  Keep in mind guys - I don't like to just walk out to my car and sit.  It might be in front of the borrowers or the signers house, but I don't like to sit right there and be that creepy guy who's just sitting out in the car for 10 minutes after a signing. What I'll do is either pull around the corner or maybe I'll swing by a park or coffee shop or something that is nearby, so if I find something, or if there's something in those documents that needs to be corrected, I'm still close enough to swing by and get those fixed really quick.
2. After I triple check those documents then if necessary - I'm going to upload or securely send the ID information. This might be an image, it might be some other format that the title company or my client requires. Keep in mind that taking an image is not the best way.  For the most secure way - what we want to do is have the borrower or the signer actually make a copy or print those, then they're already included with the paperwork.  But, not all clients can do that. As you know, we're meeting people in a variety of locations and in a variety of situations. A lot of them are moving or they might not have a printer in place.  We have to do what we have to do to get the job done in the most secure way possible. I include that in my top four things. So if it's necessary to get that ID information to my client, I've got that taken care of.
3. Now the third thing that I do - and its super important - is I generate and send an invoice to my clients so it's sitting there in their inbox even before they get the documents from me, so they never have to BEG me to PAY me! That is one policy that you really want to adopt and incorporate into your business model. I have lost clients because my bookkeeping system was terrible! It was manual and I couldn't get the invoices to them on time.  They get frustrated if they're just waiting all the time and they have to follow up to ask you how to pay. So just get the invoices out right away. One thing that I did back when I still signed with signing companies, I still generated an invoice so there is a record of the signing in my own bookkeeping system. Some signing companies don't require that you send an invoice, some do, some don’t - but even if they did not require it I would generate one for myself so I have the record that I can track when the payment came in.
4. Then finally the fourth thing, and I think this is probably the most important, is I would send out a thank you card or a 'nice to meet you card' or ‘congratulations on' whatever the situation called for. I would send that out to the signer.  The system that I used is an automated system. It was called "sent out cards”. There's also one called "touch note" that kind of does the same thing. They both have a smart app on your phone that allows you to jump in there and customize it. You can even upload pictures! It then goes to a processing center to send out. It usually takes about seven to ten days, so that would be perfect for the signer to receive it then because the loan hopefully - if everything went correctly - would be closed and they'd be well on their way. If they were getting money back from a refinance or something, they'd have it. Maybe they were starting their construction project or whatever it was.   So the card got there at in the perfect time.