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Client Checklist

Implementing our Simple checklist system to ensure a smooth and efficient signing process;

 

Initial Contact 

Once an order is received our Agent will contact your client to establish a verbal relationship along with setting the time, date, and place of the closing.

What to expect: Your client will not only feel like they are abreast on the status of their closing but will have an initial contact to feel comfortable and relaxed throughout the signing process. 

What to do: Make sure to supply all of the needed information so that our Agent will have the resources to accommodate your client at closing if questions arise.

Final Confirmation 

After our we receive all of the components of your package we will call you for authorization that the file is ready to be closed. 

What to expect: This phase is really important for you to supply us with the correct contact information so that the process flows smoothly. 

What to do: Providing authorization ensures your client that all pieces are in place and enables for a hassle free process.

 

Pre Signing Status 

Once our Agent had received the authorization to go ahead and close the file they will contact your borrower again to let them know that they have received all of the components and is ready to meet with them. 

What to expect: At this time, our Agent will go over the bottom line of the Settlement Statement so that your client is in the know or be able to get the required funds needed to close.

What to do: This is a good time to answer any questions that may arise and enable you the time to iron them out before a signing occurs.

The Signing

At the closing table, our Signing Agent will not only assist your client in signing the paperwork correctly but will help explain the paperwork to them. Usually a Notary acts primarily as a signing agent only but what BG Signings Agent offers you and your client is the knowledge of your programs and the paperwork. 

What to expect: If at the time of closing there are questions or issues our Agents will be prepared with the proper contact information to reach your company and help your clients overcome any issues. We will do all we can to help you close the deal. With these tools our experienced Agents will not only enable your clients to have a hassle free closing experience but it will enable them to feel 100% about the decisions they are making. 

What to do: The more information you supply the better off our Agents will be. If you want your clients to never have any doubts about the process or the end product we can help you educate them with the correct tools.

 

Post Closing 

Once the closing is completed, our Notary signing Agent will complete the online closing confirmation, which will be sent on to all parties to confirm and update the status of the process. 

What to expect: This step is to ensure that all parties are on the same page and to know if the file is ready to go to the next phase. The email closing confirmation will not only confirm that the closing was completed it will also provide a forum for any comments and tracking information of the package.

What to do: Please supply feedback for each closing, this is a way of communicating with us. This will not only enable us to improve our services for you and your clients but it will also help us learn how to better serve you in future providing only the best and experienced Notary Signing Agents at your service.

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