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Notary Certification and Signing Agent Guide

Jul 20, 2025

Summary

  • This session focused on guiding new notaries through obtaining their National Notary Association (NNA) certification and becoming a Notary Signing Agent (NSA)/Loan Signing Agent (LSA).
  • The presenter detailed the step-by-step process on the NNA website, package selection, background checks, required insurance, and annual recertification.
  • Key differences in training packages, insurance choices, and the importance of staying credentialed up-to-date were discussed.
  • A live walkthrough of incoming signing orders and an extended Q&A rounded out the meeting, clarifying procedures and addressing participants’ questions about state requirements and remote notarizations.

Action Items

  • No specific dated action items were stated, but the following ongoing or immediate actions are recommended for attendees based on the discussion:
    • All attendees: Choose and purchase the appropriate NNA package, initiate the background check, and schedule completion of the required training modules.
    • All attendees: Obtain errors and omissions (E&O) insurance, either through NNA or a third-party provider.
    • All attendees: Track all credential expiration dates (background check, certification, insurance) and recertify/renew/submit new documentation proactively.

NNA Certification & Becoming a Loan Signing Agent

  • Becoming an NSA/LSA involves first obtaining general notary commission and then pursuing additional NSA certification through the NNA website.
  • Attendees were guided in real time through the NNA website: selecting the right state, choosing NSA from the main menu, and reviewing package options.
  • Emphasis was placed on comparing package levels based on personal need: comprehensive (with hard copies and additional training) vs. basic (online only).
  • The training, exam, and background check are bundled and essential for industry recognition.
  • Annual recertification and background check renewal are required by most lenders/signing services—credential expiration temporarily halts business opportunities.

Training Package Selection and Insurance

  • Notary Essentials training is recommended for those unfamiliar with notary law, even if already commissioned.
  • Errors and omissions insurance (minimum $25,000) is mandatory for working with signing services; direct work with title companies usually requires $100,000 coverage.
  • Attendees were encouraged to shop around for insurance and supplies, not relying solely on NNA offerings.
  • NNA membership is optional but provides valuable resources, support, and industry updates.

Working as a Notary Signing Agent

  • Most notary commissions and credentials are state-specific; there is no reciprocity—relocation requires new commission.
  • Remote Online Notarization (RON) is available in some states after commission; requires a separate application.
  • General notary assignments (e.g., ID proofing, I-9) supplement income between loan signings and can be managed via mobile devices.

Training Experience & Recommendations

  • The presenter shared personal experiences with different training programs (highly recommended Mark Wills/Loan Signing System), emphasizing the value of interactive and engaging formats.
  • Participation in additional courses and mentorship is suggested for ongoing professional development.
  • Attendees were encouraged to invest in comprehensive training upfront to avoid pitfalls and accelerate business success.

Q&A Highlights

  • Clarified that you must be a commissioned notary before enrolling in NSA classes.
  • Explained where to purchase E&O insurance (NNA vs. external providers).
  • Outlined RON and state-specific requirements for notary practice.
  • Addressed business registration: not mandatory but recommended for personal liability protection.

Decisions

  • Recommend NNA Notary Essentials course for beginners — This course provides a foundational understanding of notary law, which is critical for those without prior experience.
  • Errors & omissions insurance is mandatory for LSAs — Without it, opportunities are restricted and personal liability exposure is high.

Open Questions / Follow-Ups

  • None outstanding; all participant questions were addressed during Q&A. Attendees are encouraged to submit specific queries during future sessions or via chat if further clarification is needed.