Carol Ray Notary2pro Review
The Online Notary Courses:
Limitations of Notary2Pro
Carol's Notary2Pro is notary signing agent-centric in the execution and best practices. If various types of notarial acts and loan assignments are confusing or an enigma, this level of training is for you. This is most definitely appealing to signing services as your good work makes them look good, as it should. It works for you as long as the market conditions work. But what if they don't? What if you don't want to rely on Signing Service Agencies? This is the proverbial elephant in the room.
My background was a critical care nurse for 15 years. Dealing with excruciating attention to detail in both human bodies, vitals, and dripping dangerous medications. At some point, I got an insurance license and began making more money "on the side" as an insurance agent than I did as an ICU nurse. Being an insurance agent also required careful scrutinization of contracts and documents as well as digital marketing skills. Another turning point in my nursing retirement/Insurance career, I decided a notary commission would be a beneficial lead generation (it was) tool for my insurance business. I offered a mobile notary service for basic wills and other estate documents to get a foot in the door for insurance conversations.
This was when I discovered the signing agent wormhole and even some notary Kool-aid. Because of my digital marketing efforts for all my services, often I would get title companies calling me to do real estate closings. I successfully closed hundreds of deals without any formal "loan signing agent" training, certifications, or courses. I simply paid close attention to detail and had a reasonable understanding of various legal & financial documents. It seemed to me like a simplistic task for someone with functional common sense and basic clerical abilities that didn't require much knowledge or effort.
As I inevitably discovered, I could rapidly increase my number of "mobile notary assignments" as I called them, if I acquired these NNA / NSA credentials and appointed myself with various signing services in addition to scaling up my marketing efforts to the real estate demographic. It is worth mentioning that at no point up till then did I actually need any training other than my notary license. Nevertheless my revenue in doing such rapidly increased, but I wasn't going to get complacent.
One of the things I wholeheartedly agree with Carol Ray and the folks at Notary2Pro on is that notaries shouldn't be pressured into "shifty" transactions by greedy, or otherwise uninformed signing services or lenders for that matter. Some will ask you to do things that range from unscrupulous to downright illegal, all in an effort to "look good" to the folks that hired them. The only "mistakes" I've made in closings have been simply the end signer refusing to follow proper instructions which unfortunately in the eyes of the hiring firm (tile, escrow, signing service) is your fault. Inevitably, standing your ground in these situations will be frowned upon.
What to do about it?
Simple. Have multiple services and broader skill sets. When you have more clientele, higher ticket services, and lead generation than you can handle, you will brush off these bottom-feeding turds in a New York minute! You won't sweat the occasional "burned bridge". I have adopted Tim Ferriss' (Rather Pareto's) 80/20 rule. Don't work with the difficult ones. Get better clientele, in every direction. The general public, title direct, law firms, structured settlement companies, solar companies, group notarizations at assisted living facilities... the list is endless! Did you know an annuity settlement company (think JG Wentworth) will pay you $100 for a 5-page assignment?
This feat will require effort and diligence on your part though! You will need training that no course I've come across yet (I review them all out of sheer curiosity) offers. You need to seriously consider being more than just a notary signing agent. Look at what top notary entrepreneurs are doing. For instance, credit repair, tax preparation, insurance, fingerprinting, and legal document services are all potentially readily available services that mix well. Again, the true list of possibilities and adjacent niches that complement your notary is exhaustive.
Learn digital marketing. Not Facebook & IG posting. Not cold calling. REAL. DIGITAL. MARKETING. The only one I am aware of teaching it in this notary space is Tiger Toledo and myself. Once you make that investment into your business you will be lightyears ahead of the pack. Plain and simple. This is the reality of the limitations of most notary courses. The educators I come across it seems want you to be just a notary signing agent. They fixate on technique primarily, if not only. They craft another "certification" for you to get that ultimately won't put any real money in your pocket. BUT YOU CAN THINK OUTSIDE THE NSA BOX!