First Calls and Scripts Pack

1. Signer Confirmation Call

One call, made as soon as you are assigned. Prevents the borrower who forgot, the one out of town, the one expecting you tomorrow.

"Hi, this is , I'm the notary signing agent for your loan closing at . I'll meet you at . Both signers will be there? Great. Please have driver's licenses or passports ready for each signer. I'll walk you through everything, and it usually takes about an hour. Anything I should know about the location, gate codes, parking?"

2. Title-Office Walk-In Introduction

Almost embarrassingly analog, and it works because most never do it. Ask the receptionist for the notary signup packet, take every card, fill the packet out the same day, follow up monthly. Introduce yourself to the escrow assistants specifically: the assistant usually picks the notary. Expect ten visits for the first yes.

"Hi, I'm , I'm a local notary signing agent, commissioned and certified, and I cover evenings and weekends. Do you have a notary signup packet I could complete? I'd love to be on your list; I do same-day shipping and scan-backs, and I triple-check every package so you're not chasing initials later."

3. Monthly Follow-Up Email

Short, once a month, to every contact. Availability and coverage area only. No attachments, no spam. The payoff arrives months in, when an office's regular agent is busy.

"Hi , checking in with this month's availability: I cover , evenings and weekends, with same-day shipping and scan-backs. If a closing needs an agent, I confirm fast and finish clean. , "

4. Decline-and-Counter Texts

The rules first, then the words. As a brand-new agent, do not negotiate at all; operators suggest waiting until twenty-five to thirty completed jobs before countering. Take the low ones consciously, for reviews, for a defined early period, and mark the calendar date when that period ends. After it:

"Thanks for thinking of me. At that distance and package size I'd need $ to make the trip work. If that fits, I can confirm now; if not, no hard feelings and keep me in mind for the next one."

If they will not move, let the order go. Operators report services nearly doubling offers when they cannot find another available agent, which teaches you what the fee floor really is. Log every job's fee, miles, and time so counter numbers come from arithmetic instead of anger.

5. Facility-Call Pricing Script (hospital, care facility, correctional)

Price on the phone, before you drive: travel plus waiting, because waiting is the norm.

• ☐ Travel fee quoted for the distance: $
• ☐ Waiting time priced: $ per fifteen-minute increment past the first
• ☐ Travel fee collected up front on arrival; a signing that collapses after you park still consumed your evening
• ☐ Facility rules asked before you go: visitor check-in, staff escorts, what ID the patient or inmate actually holds
• ☐ For signers without standard ID: your state's credible-witness or identification rules govern, and witnesses cannot benefit from the document; patient awareness assessed before proceeding