Hello all,
First, thanks to this forum for being so helpful!
I have just confirmed my first signing appointment for Monday. I see that the documents will be sent directly to the borrower, which means I will not have a chance to review them in advance.
Does anyone have any tips for me in this situation?
Thanks!
CONGRATULATIONS 
and just remember to REVIEW each page before you leave borrower’s home, so you won’t miss one single signature 
I suggest you let borrower(s) know that since they received the documents themselves you will need more time to review and flag where signatures go. Don’t mention that they are your first signing, act calm and professional even if you’re a bit nervous
Your 1st will do great. Do you remember the first time you made pancakes? They were a little messy, but you ate them anyway.? Loan signing is like that. The more you do the better you become, just remember the technique.
Yes! Pancakes 
the more you do the better you eat
You are Eggzactly right.
Great idea, I will let the borrower know. Thank you for your advice!
I like the food analogies 
Thanks for the encouragement!
In addition to all the good advice herein, it never hurts to call and ask for electronic (PDF) copies of the docs. 95% of the time you will receive them just for quality assurance purposes, especially if you tell them its for that reason: “To ensure a smooth, error free signing.” I have a Title Co that I work for who routinely sends the borrower the docs, and I have them trained to send me a PDF copy when they weren’t used to doing it when we first started doing business together. Its kind of hard to sell someone a car, and tell them its great, and that it will take care of them, when you as the salesperson didn’t even test drive the car yourself! Catching lender/title errors before they hit the table (especially ones you know will require a redraft of the docs) is usually a good sales pitch for advanced doc requests.
Interesting…did the Title send them OUR instructions as well?
Never in my experience did the borrower get my instructions when the docs went straight to the borrower. You either just get instructions with the assignment or none at all, because they assume (or know from the working relationship) that you know what your doing at the table.
Thank you! I will do that now!
The only time I don’t require a PDF of the Doc package is when I’m doing a direct lender or Title signing in office. If there’s a problem with a document there’s someone nearby to answer a question or clean up a document.
Pay attention if the package is open. If so make a note in your journal. We have had it in the past they client have gone thru it and taken page out. You will not it since you are new. This way you can cya yourself if the lender come back and say something was not signed.
Believe it or not there were NO instructions at all. I was shocked but I imagine this is very rare?
That is an excellent tip. Thank you!
Another great tip from this forum! Thank you so much!
