← All articles

Loan Signing Agent Appointment Checklist: Before, During and After

Appointment planner, calendar on a phone, and a blue folder on a desk

Before the signing

  • Confirm date, time and address with the signer.
  • Confirm the number of signers and the ID each will bring.
  • Confirm how documents will be delivered and printed.
  • Note your fee and who is paying.

During the signing

  • Verify identity as required by your state.
  • Follow the instructions from the signing service or title company.
  • Keep a complete journal entry where your state requires one.

After the signing

  • Return documents as instructed and note the tracking number.
  • Mark payment status for the job.
  • Send any follow-up the client needs.

Keep it repeatable

A checklist only works if it lives somewhere you will see it. SignFlow AI keeps appointments, intake details, payment status and follow-ups on each signing record. Try it free for 14 days.

This article is general business guidance, not legal advice. Follow your state's notary rules.

Keep bookings, clients, intake, reminders and payments in one place.

Start Your 14-Day Free Trial

No credit card required • Cancel anytime