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Handling high value real estate closings can feel intimidating, especially if you’re newer to loan signings or mobile notary work. The stakes are higher, the documents are more complex, and clients expect precision and professionalism. But the good news is that with preparation, attention to detail, and confidence in your process, you can navigate these closings smoothly and leave a lasting impression on clients and title companies.
Understand the Stakes
High value closings involve substantial sums of money and often include complex documents such as mortgage agreements, trust deeds, and corporate or investment related paperwork. Mistakes in notarization or document handling can delay funding, cause legal complications, or even lead to liability for the notary. Knowing the importance of your role upfront sets the tone for the level of diligence required.
Preparation is Everything
Before the appointment, review all documents carefully. Check for notarization requirements, signatures, dates, and witness spaces. Make sure you have all tools ready (your stamp, journal, and any technology needed for electronic signatures or remote online notarizations). Confirm the appointment details with all parties to avoid surprises.
Communicate Clearly
Clients may feel anxious when dealing with large transactions. Take the time to explain the process calmly and clearly. Let them know what to expect, what documents need signatures, and why certain steps matter. This builds trust and helps the signing flow smoothly.
Stay Organized During the Signing
During the appointment, follow a systematic approach. Verify each signer’s identity, ensure documents are properly executed, and make notes in your notary journal. Keep all paperwork organized to prevent missing pages or errors. If any irregularities arise, pause and address them rather than rushing through the signing.
Follow Up and Confirm
Once the signing is complete, double check that everything is correct and deliver documents promptly according to instructions. Timely and accurate handling reinforces your professionalism and can lead to repeat business or referrals from satisfied clients.
Confidence Comes from Practice
The more high value closings you handle, the more confident you become. Trust your training, follow best practices, and don’t hesitate to seek guidance from mentors or peers when necessary. Every successful signing adds to your expertise and reputation.
If you want to strengthen your skills, connect with experienced notaries, and grow your business, join The Notary Blueprint® Community today for guidance, resources, and support tailored to notaries in both the U.S. and Canada.
