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Seal the Deal When Customers Call

 

With over 25 years as a customer service trainer in call centers, Dan applies a simple three-step formula to his sales & service calls as a Notary. This establishes rapport, builds confidence, and creates more appointments. Plus, as a Distinguished Toastmaster, and founder of NotaryMasters, Dan provides a pathway to boosting confidence and improving presentation skills for mobile notaries and loan signing agents.

Guest Information:

Dan is a Notary from the Portland Oregon Area. He is very involved in Toastmasters and is currently chartering a brand new Toastmasters club specifically for the Notary Industry. He recently earned his Distinguished Toastmaster Award (DTM), and this new club, Notary Masters, should charter this spring.

For more information, go to https://www.brewernotary.com/home

 

Episode Highlights:

14:28 Dan created a simple three-step framework to enhance conversation flow on his Notary service calls. This has resulted in more appointments and...

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"Hope" For the Future of Your Notary Business

 

Sue Hope lives into her name on this episode of the Sign & Thrive Notary Podcast. A Notary Public since 1999, Hope has ridden the roller coaster of this business, and as founder of the epic bookkeeping software, NotaryAssist, she's observed the habits and strategies of Notaries across the country that thrive in all sorts of economic conditions.

Guest Information:

Sue Hope is the Small Business Owner of NotaryAssist Software which opened in 2007. She's also a Commissioned Notary Public in CA since 1999, a Loan Signing Agent, & Realtor in California since 2000. Her Love of the Notary Community shines through in just about everything she does! She also happens to love learning, collaborating and not sitting still in work or in life. She's a Daughter, Wife, Mother and Friend. And, oh yeah, she really likes wine!

Connect with Sue and try your free trial of Notary Assist software at www.NotaryAssist.com - [email protected] - Tech Support # 949-713-3570
Episode...

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Tax Strategies & Preparedness for Mobile Notaries

 

This episode, featuring Renea Dentman, is PACKED with the ins & outs of five critical tips for tax and business planning for mobile notaries and loan signing agents. Did you know you can hire your kids and enjoy some legal tax benefits? Or that Notaries can opt to exempt their Notary Public revenue from their self-employment tax liability? Details on these and so much more on this episode of the Sign & Thrive podcast!

Guest Information:

Renea Dentman is a philanthropist and a serial entrepreneur. She is the owner of Ms Notary Consultant and California Notary Agency. Despite economic downturns, Renea has successfully run profitable businesses for the past ten years. She has used her knowledge and expertise in the business, tax, and notary industries to develop courses that teach others how to start successful Notary Businesses.

As a result, hardship pushed her to acquire a high degree of self-discipline, mental toughness, and hard work. This enabled her to complete...

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Free Hyper-Local Marketing for Specialty Notary Work

 

Google loves Google! That means when people use the most popular search engine in the world to find a "Notary Near Me," YOUR Google Business Profile optimization is critically important. Jim Allen, a fellow mobile notary and loan signing agent, brings expertise from his previous IT & Marketing career to help notaries get more General (Specialty) Notary calls every single month. You don't want to miss this!

Guest Information:

Jim Allen is a mobile notary and loan signing agent based out of Boise, Idaho. And he's also a Google business profile trainer just for notaries, and teaches notaries how to get found on local Google searches.

Want more Speciality Notary Work? Optimize your Google Page by learning from Jim, to get the very most out of local notary Google searches: www.NotaryCoach.com/courses

You can find out more about Jim Allen by visiting his Idaho Mobile Notary business page. Want to learn more about...
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Top Notch Tools to Stand Out as a Mobile Notary and Loan Signing Agent

 

Kim Flanagan went from corporate to creator in her role as a mobile Notary. Putting herself in the shoes of her customers, she designed systems and tools to create ease in her appointments and it's paid off big time. She's also helped design products, like a customer intake form and luxury-feeling journal to help notaries be more efficient and stand out in a sea of sameness.

Episode Highlights:

11:07 When you adapt processes, habits, and routine, you free up headspace to be present and engaged with your customers. This allows for a relationship that can last beyond one single transaction.

13:51 When you looking for training, find a teacher that resonates with you as you get started. Then, never stop learning. Focus on learning just ONE thing that could help you.

24:53 Using a customer intake form, like the one designed by Kim at Notary Ally, helps you demonstrate your expertise when a client calls you. Move from "order-taker" to Notary Professional with the prompts and...

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Serve Your Way to Success

 

Samantha Smith joins Bill on today's conversation about the unexpected journey of a Notary Public. Samantha shares her "evolution" from unemployed to thriving in balance with gainful employment and a mobile Notary entrepreneurial endeavor. With a commitment to "service first," Samantha has built community in a business that cultivates joy and revenue.

Contact Samantha using her resources Link, or going HERE.

Episode Highlights:

42:09 Samantha firmly believes you can serve your way to success as a Notary Public.

22:37 Sometimes the best way to recharge is to unplug.

43:31 If you're not evolving, you're dying. Keep growing!

--- Full Raw Transcription Below ---

 

Bill Soroka (00:21):
Hello and welcome to the Sign and Thrive Podcast. I'm here with our very special guest today. Samantha Smith whom I met in the notary business many years ago now and is now the founder of Georgia notary network. And so much more, now a book author. And Samantha, I gotta tell you, I've been...

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Finding Success as a Part Time Notary Signing Agent

 

Lori has a job and a family life that keeps her busy and fulfilled. And, she was looking for another passion project that could create another income flow when she discovered the career as a mobile notary and loan signing agent. Now, she balances it all and continues to grow and expand her business and enjoyment.

Guest Information:

Lori Morgan is the proud owner of "Sign Here and There Notary Services". She is also the founders of both the Level Up Notary Signing Agent Virtual Summit and the Notary Book Club. She’s worked in the industry as a commissioned Notary for over 8 years, based in Central Indiana. She’s passionate about encouraging newer Notaries. When she's not working or moderating a Notary-themed room on the Clubhouse app, Lori can be found traveling, attending live jazz shows or spending quality time with family and friends.

Notaries can connect with her via social media - Instagram or LinkedIN or Facebook

For info about the...

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Riff with Griff on Notary Compliance

 

You may know him from YouTube as, Griffin Notary, or Griff. He's my guest this week on the Sign & Thrive Audiobook Podcast. Our topic is Notary Compliance-both legally, and with compliance with our hiring companies. Griff shares his perspective and approach to integrity and cultivating relationships that are built on trust and fidelity.

Guest Information:

Owner of Griffin Notary Services since 2018. Started being a notary to help out the general public by providing an affordable option to get notarial services for those that do not have an account with a traditional bank. Moved into providing loan closing services once I understood the growth of the housing market in my area. Married with two sons, oldest son joined in the business in 2021. Teach notaries via my YouTube channel about being in compliant with state law and building proper relationships with those that need our services.

Visit Griffin Notary on YouTube

Episode Highlights:

13:32 Be part of the...

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First Year Notary Nails It, Featuring Jennifer Cooper

 

You'll love this episode featuring Jennifer Cooper from California. She launched her Notary business in March of 2021 amid the pandemic and now has 90% of her loan signing business through escrow-direct relationships. Plus, she receives about 250 calls for general notary work every single month. Listen to how she did it!

Guest Information:

Jennifer Cooper is a wife, mom, and a full time notary loan signing agent as owner of JKC Mobile Notary. She's been in business since March 2021 and loves what she does. She's also started a Central California Notary Network group on Facebook that has 85 very active members. She's currently taking Judi Lawrence’s course to learn how to become an apostille agent and working hard on building lists and contacts. Jennifer is proficient at marketing herself and has begun teaching her Facebook group newbies how to do the same in their area.

You can learn more about Jennifer Cooper, or reach her here: HTTPS://jkcmobilenotary.com or...

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From Notary to Tech-preneur

 

The Notary industry is still ripe for innovation for those with the courage to step into it. On this first official episode of the Sign & Thrive Podcast (beyond the book narration), our sponsor, and CEO of Jurat, Inc, and creator of the Notary eJournal, Nick Colvill, joins me. Nick is one of us! Mobile Notary. Loan Signing Agent. Signing Company owner. and now, tech-preneur.

Try the Notary eJournal for 30 days for just $1 at www.NotaryCoach.com/ejournal

Episode Highlights:

7:02 This industry is ripe for innovation! Nick addressed two main concerns for Notary journaling- Inefficiency and fingerprint capture.

28:47 Plugging in to this work as a mobile notary and loan signing agent can help not only your clients, but you! Nick gets lit up by his customer interactions and even as he moves more towards tech CEO, he schedules loan signing appointments to keep him connected.

33:57 The Notary eJournal is usable in just about every state, including California. If you're...

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