# 1st Signing - Docs Sent to Borrower

**URL:** <https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291>\
**Category:** Beginner's Questions\
**Created:** [February 20, 2021, 9:47pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291 "2021-02-20T21:47:07Z")\
**Posts on this page:** 16\
**Page:** 1

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 20, 2021, 9:47pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/1 "2021-02-20T21:47:07Z")

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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!

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**Author:** ![BluePenNotary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/bluepennotary/32/18919_2.png) [@BluePenNotary](https://forum.notarycafe.com/u/BluePenNotary)\
**Post date:** [February 20, 2021, 10:19pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/2 "2021-02-20T22:19:19Z")

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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 😉

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**Author:** ![genoiorio](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/genoiorio/32/7888_2.png) [@genoiorio](https://forum.notarycafe.com/u/genoiorio)\
**Post date:** [February 20, 2021, 11:06pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/3 "2021-02-20T23:06:15Z")

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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.

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**Author:** ![BluePenNotary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/bluepennotary/32/18919_2.png) [@BluePenNotary](https://forum.notarycafe.com/u/BluePenNotary)\
**Post date:** [February 20, 2021, 11:08pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/4 "2021-02-20T23:08:42Z")

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Yes! Pancakes 🥞 😋 the more you do the better you eat

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**Author:** ![genoiorio](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/genoiorio/32/7888_2.png) [@genoiorio](https://forum.notarycafe.com/u/genoiorio)\
**Post date:** [February 20, 2021, 11:17pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/5 "2021-02-20T23:17:54Z")

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You are Eggzactly right.

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 21, 2021, 4:47am UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/6 "2021-02-21T04:47:27Z")

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Great idea, I will let the borrower know. Thank you for your advice!

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 21, 2021, 4:48am UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/7 "2021-02-21T04:48:13Z")

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I like the food analogies 🙂 Thanks for the encouragement!

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**Author:** ![vvs.notary.services](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/vvs.notary.services/32/19677_2.png) [@vvs.notary.services](https://forum.notarycafe.com/u/vvs.notary.services)\
**Post date:** [February 21, 2021, 3:57pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/8 "2021-02-21T15:57:01Z")

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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.

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**Author:** ![JohnM-FL](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/johnm-fl/32/27884_2.png) [@JohnM-FL](https://forum.notarycafe.com/u/JohnM-FL)\
**Post date:** [February 21, 2021, 4:04pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/9 "2021-02-21T16:04:53Z")

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Interesting…did the Title send them OUR instructions as well?

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**Author:** ![vvs.notary.services](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/vvs.notary.services/32/19677_2.png) [@vvs.notary.services](https://forum.notarycafe.com/u/vvs.notary.services)\
**Post date:** [February 21, 2021, 4:11pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/10 "2021-02-21T16:11:00Z")

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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.

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 21, 2021, 9:01pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/11 "2021-02-21T21:01:43Z")

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Thank you! I will do that now!

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**Author:** ![RiverpointeTax](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/riverpointetax/32/33704_2.png) [@RiverpointeTax](https://forum.notarycafe.com/u/RiverpointeTax)\
**Post date:** [February 24, 2021, 11:21pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/12 "2021-02-24T23:21:22Z")

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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.

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**Author:** ![mdesch](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/mdesch/32/22298_2.png) [@mdesch](https://forum.notarycafe.com/u/mdesch)\
**Post date:** [February 25, 2021, 3:41pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/13 "2021-02-25T15:41:09Z")

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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.

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 26, 2021, 6:50pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/14 "2021-02-26T18:50:49Z")

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Believe it or not there were NO instructions at all. I was shocked but I imagine this is very rare?

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 26, 2021, 6:51pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/15 "2021-02-26T18:51:59Z")

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That is an excellent tip. Thank you!

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**Author:** ![jo.notarysigningagent](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jo.notarysigningagent](https://forum.notarycafe.com/u/jo.notarysigningagent)\
**Post date:** [February 26, 2021, 6:52pm UTC](https://forum.notarycafe.com/t/1st-signing-docs-sent-to-borrower/18291/16 "2021-02-26T18:52:34Z")

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Another great tip from this forum! Thank you so much!
