Starting your journey as a notary signing agent is exciting, but let’s face it—your first appointment can also be nerve-wracking. You’ve completed your training, gotten certified, and now it’s time to show up and perform. But many new notaries make the same rookie mistakes that can hurt their confidence, credibility, or worse—the transaction. The good news? With the right preparation and tools like Agents Pro by Notarizr, you can steer clear of these common notary mistakes and make a great first impression.
Mistake #1: Not Reviewing the Loan Package Ahead of Time
One of the most common notary errors is arriving at a loan signing without reviewing the documents. Even if you can’t make changes, reviewing helps you anticipate where signatures, initials, and dates are required. It also prepares you for questions borrowers might ask. Always look for items like the Note, Deed of Trust, and Closing Disclosure, so you’re confident explaining where they need to sign.
Mistake #2: Missing Signatures or Initials
It happens more often than you think. A missed signature can delay funding or require a redraw of documents. New notaries are especially prone to this when rushing or feeling overwhelmed. Tip: Create a system—use sticky tabs, double-check each page, and don’t pack up until you’ve done a final pass-through.
Mistake #3: Not Following Identification Rules
Different states have different ID requirements. New notaries sometimes accept expired or incorrect forms of ID, which can invalidate the notarization. Always refer to your state’s handbook or guidelines, and ask for backup ID if needed. A confident notary knows how to stick to the rules without sounding unsure or apologetic.
Mistake #4: Overexplaining (or Underexplaining) Documents
You’re not there to give legal advice, but you are expected to explain the purpose of each document in general terms. Many new agents either say too much or freeze up when asked a basic question. That’s where good loan signing training comes in handy—and where Agents Pro helps by connecting you with peers, templates, and example walkthroughs.
Mistake #5: Skipping the Post-Signing Checklist
After the appointment, your job isn’t over. Missing the FedEx cutoff, forgetting to scan docs, or failing to confirm receipt with the hiring company can leave a bad impression. Having a checklist and solid routine—like what experienced signing agents use—can help new notaries avoid costly follow-up calls.
Make a Strong Start with Agents Pro by The Opal Group
Breaking into the notary and signing agent world can feel overwhelming—but you don’t have to do it alone. Agents Pro gives you more than just a profile. It gives you presence, credibility, and a competitive edge. Whether you’re looking to land your first client or scale your reach, we’re here to help you grow with confidence.
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