02
Loan Signing Agent Field & Office Procedures Manual
The flagship manual converted into 28 repeatable field and office procedures.
About this title
Converts the flagship manual into repeatable office and field procedures: assignment acceptance, document intake, pre-closing checks, ID handling, signing-table workflow, QC, scanbacks, shipping, incident handling, invoicing, retention, privacy, and vendor management.
What it covers
- Assignment acceptance and document intake
- Pre-closing checks and appointment preparation
- ID handling and signing-table workflow
- QC, scanbacks, and shipping
- Incident handling, invoicing, and retention
- Privacy and vendor management