# Loan packages sample **URL:** \ **Category:** Uncategorized\ **Created:** [January 7, 2026, 5:28pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982 "2026-01-07T17:28:51Z")\ **Posts on this page:** 14\ **Page:** 1
**Author:** ![WheelEasy.Notary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/wheeleasy.notary/32/37665_2.png) [@WheelEasy.Notary](https://forum.notarycafe.com/u/WheelEasy.Notary)\ **Post date:** [January 7, 2026, 5:28pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/1 "2026-01-07T17:28:51Z")
Hello all, I am new to LSA. I have got my certification from NNA, and they only have 1 Loan sample. I would like to learn more about other samples, like HELOC, Reverse Mortgage, Refinance, etc. Anywhere can I get those samples? And this is for Arizona. Thank you so much. ---
**Author:** ![LindaH-FL](https://avatars.discourse-cdn.com/v4/letter/l/8baadc/32.png) [@LindaH-FL](https://forum.notarycafe.com/u/LindaH-FL)\ **Post date:** [January 7, 2026, 5:55pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/2 "2026-01-07T17:55:17Z")
I can’t recall who but someone posted sample docs here in the not-so-distant past. Search up above and try to find them. In my experience, FYI, most loan packages are very similar (purchase, refi, HELOC & reverse) with some additional docs here and there and the reverse, of course, having two mortgages and two notes. Best of luck ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [January 7, 2026, 7:53pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/3 "2026-01-07T19:53:01Z")
@WheelEasy.Notary Excellent Question. If you’d like to receive **comprehensive information** about all of those types of signings you referenced as well as **key insights** in how to **own & operate** your company within this business sector, you’ll be best served by **investing in yourself** & undergoing the Training & Certification via the **[Notary2Pro course](https://www.notary2pro.com/)**. ```auto ``` _ **My personal experience:** _ When I initially started performing this work, I _ **successfully completed MULTIPLE training/certification programs** _ including **[Notary2Pro](https://www.notary2pro.com/)**& NNA and many others. I have extensive experience in skill sets that require certification and recurrent evaluation tests; i.e., I’ve maintained my Project Management Professional [PMP] certification for more than 20 years. So, I understand what it usually entails and the elements that should be included within a comprehensive training program. Regarding the NNA training specifically, it’s lacking across multiple topics & categories. Many NNA “graduates” choose to take additional training courses elsewhere, because they sense they’re insufficiently prepared. Their primer has errors throughout. Their hotline is less than reliable for accurate responses. In my experience with undergoing the multiple training programs for certified professional signing agent [PSA] certification, hands-down without question, **Carol Ray’s** [Notary2Pro](https://www.notary2pro.com/) training programs are optimum in this industry. I’ve successfully completed ALL of the multiple training/certification programs that **Carol** offers through her company Notary2Pro. Her programs are thorough & detailed. These also **prepare the business owner to operate a business**. In addition, she offers Mentoring services. I found those to be excellent & INVALUABLE when I was initially starting out in this business sector. The prices are surprisingly reasonable. ✅ I’ve professionally compared the training/certification programs available at Notary2Pro with the others I’ve successfully completed. The **ONLY training/certification program I recommend** is Notary2Pro. A list of companies that hire Notary2Pro graduates (with minimal or no experience) is provided to successful course graduates. =\> This list is _ **pure GOLD!** _ Study up, refresh your notes, & let **Carol** know when your initial few signings are scheduled. She is a wonderful mentor & can be on standby in case you encounter difficulties or have questions during your first few signings. She’s the Best! Her support will help you Build your Confidence in providing this service. 🏆✅ In addition, **[Notary2Pro](https://www.notary2pro.com/)** works diligently to keep this list up-to-date regarding vetting and viability. As we all know, some reliable clients can encounter financial difficulties and that, in turn, can negatively impact PSAs directly. Of course, your best bet would be to visit their website at [https://www.notary2pro.com/](https://www.notary2pro.com/), research, and make the choices appropriate for your situation. The training programs by **Carol Ray** are comprehensive & thorough. ✨🎉🕶 _P.S. I receive no compensation or remuneration of any type or kind as a result of my first-hand experiential review above._ P.P.S. Unfortunately, **Carol passed** (_February, 2022_) **from our earthly plane.** I hope she Rests In Peace. _I’m grateful to have made her acquaintance and studied under her tutelage._ ====== **ADDITIONAL NOTE:** Here are **2 separate threads** (_see direct url links below_) that will serve you well. Read them carefully & take notes. There is pure gold within these words . . . > [@Temper your expectations](http://forum.notarycafe.com/t/temper-your-expectations/21831): > > To preface this, I’ve been a lurker on these forums for quite some time and I’ve noticed a ton of expectations lately that seem too unrealistic. I’m a NSA out of Michigan and have been one for the past 7 years. I usually pull in at least 8k worth of business every month but it takes a LONG time to get to that point. I see a ton of newer notaries looking to make fast money or expecting SS or TC to come to them over seasoned notaries while they have very little experience. A few tips that I’d sug… ```auto ``` > [@Why I don't like night and weekend signings](http://forum.notarycafe.com/t/why-i-dont-like-night-and-weekend-signings/30325/9): > > IMPORTANT NOTE/CAVEAT: @Myshadowmax When you have a query that you seek answers for, please do your due diligence and check with the appropriate licensing and notarial commission issuing agencies FIRST; not just one single For-Profit business entity. =\> It’s YOUR business reputation that’s on the proverbial line. The National Notary Association [NNA] is a For-Profit BUSINESS entity. If you perform a Search here on Notary Café, you’ll find many threads with posts from members who have succe… ```auto ``` 🦢 ---
**Author:** ![WheelEasy.Notary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/wheeleasy.notary/32/37665_2.png) [@WheelEasy.Notary](https://forum.notarycafe.com/u/WheelEasy.Notary)\ **Post date:** [January 7, 2026, 8:30pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/4 "2026-01-07T20:30:13Z")
Thank you Linda. I will find it. ---
**Author:** ![ewing\_joe](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/ewing_joe/32/33581_2.png) [@ewing\_joe](https://forum.notarycafe.com/u/ewing_joe)\ **Post date:** [January 7, 2026, 8:58pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/5 "2026-01-07T20:58:19Z")
Please don’t make this complicated. Your job is to watch them sign (witness close), correctly notarize the legal docs and return a perfect set of signed and notarized documents to the Title company. All the other duties like appointment setting, driving, meeting a stranger, checking for mistakes, scanning, packaging and shipping are more important than Mansplaining a loan. If you do that consistently you will get plenty of assignments. ---
**Author:** ![WheelEasy.Notary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/wheeleasy.notary/32/37665_2.png) [@WheelEasy.Notary](https://forum.notarycafe.com/u/WheelEasy.Notary)\ **Post date:** [January 7, 2026, 9:22pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/6 "2026-01-07T21:22:30Z")
Thank you. And yes, I am not making it complicated, and I agree with you, it’s not our job to explain it, but at least I can mark where to sign etc by understanding the documents. Thank you for your advice. ---
**Author:** ![johnsonps306](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/johnsonps306/32/35090_2.png) [@johnsonps306](https://forum.notarycafe.com/u/johnsonps306)\ **Post date:** [January 8, 2026, 7:48pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/7 "2026-01-08T19:48:32Z")
Lenders and title companies do have the expectation that you can give a brief overview of what they are signing. When I started there was a cheat sheet on NNA that covered the standard documents that virtually every package has. On notarized documents I tell people they are agreeing with the document they are signing and they can take all the time they want to review it. (They should but few do.) I did a closing recently on a Michigan property and there were some property tax forms I had never seen before so title sent me instructions I printed them, handed them to the signers with the form and simply told them I was not familiar with any property forms from Michigan so they should take all the time they needed and if they wanted to speak to title before following the instructions here’s the number. You aren’t required to be expert. Just be honest. People value that more than anything. If you aren’t completely sure just say that and give them all the time they want to read what they are signing. It’s not mansplaining to be able to say “you are signing an affidavit of occupancy that states this is your primary residence and is not on the market at this time and won’t be for 12 months without the knowledge of the lender.” Less isn’t more. It’s less. I can get through 170 pages in 45 minutes and if anyone ever tries to tell a lender or a title company they didn’t know what they were signing I can contradict that with confidence. Point and sign is not the reputation you want. ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [January 8, 2026, 9:34pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/8 "2026-01-08T21:34:52Z")
@WheelEasy.Notary **FYI:** There are **many** who are new to this business sector that visit the **Notary Cafe** forum & advance the premise you stated in your thread; _you have a sense that you haven’t been fully prepared by the training you’ve received._ ```auto ``` This has been seen repeatedly on the **Notary Cafe** forum over the many, many years (_going on nearly 2 decades_) I’ve provided these professional services. ```auto ``` **Trust your gut.** You’re correct. As others have stated before you, they need (_ **and want** _) more comprehensive additional training before presenting themselves to Borrowers [BOs]. ```auto ``` Reference **[my other post above](http://forum.notarycafe.com/t/loan-packages-sample/54982/3)** for insightful guidance that will serve you well for many years. ```auto ``` 🦢 ---
**Author:** ![Bobby-CA](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/bobby-ca/32/37586_2.png) [@Bobby-CA](https://forum.notarycafe.com/u/Bobby-CA)\ **Post date:** [January 9, 2026, 12:07am UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/9 "2026-01-09T00:07:30Z")
I agree that point and sign is not a good way to go. Like you, I provide brief explanations of the documents as I present them and I’m gratified at the ratings I get and the kind remarks I hear from some of the better signing services about my demeanor while on site. To each, his/her own. ---
**Author:** ![WheelEasy.Notary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/wheeleasy.notary/32/37665_2.png) [@WheelEasy.Notary](https://forum.notarycafe.com/u/WheelEasy.Notary)\ **Post date:** [January 9, 2026, 3:14pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/10 "2026-01-09T15:14:58Z")
Yes, I agree with that also, at least provide brief explanations of what documents they are signing, not just pointing it out, thank you. I have that cheat sheet from NNA. That’s why I wanted to go through all the documents just to familiarize myself with them. thank you, Bobby. ---
**Author:** ![WheelEasy.Notary](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/wheeleasy.notary/32/37665_2.png) [@WheelEasy.Notary](https://forum.notarycafe.com/u/WheelEasy.Notary)\ **Post date:** [January 9, 2026, 3:15pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/11 "2026-01-09T15:15:45Z")
Thank you. I agree with you. Great advice. Appreciate it.🫶 ---
**Author:** ![thenotariusgk](https://avatars.discourse-cdn.com/v4/letter/t/eb9ed0/32.png) [@thenotariusgk](https://forum.notarycafe.com/u/thenotariusgk)\ **Post date:** [January 12, 2026, 11:19pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/12 "2026-01-12T23:19:00Z")
You can find them on YouTube videos. There are plenty of videos posted by notaries that explain these documents. ---
**Author:** ![ewing\_joe](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/ewing_joe/32/33581_2.png) [@ewing\_joe](https://forum.notarycafe.com/u/ewing_joe)\ **Post date:** [January 14, 2026, 5:31pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/13 "2026-01-14T17:31:12Z")
If you’re new, point and sign is the only way to witness close a loan. 99% of all mistakes are missed signatures, easily prevented by focusing on your responsibility to obtain them. You’re not going to get a call from the Title Company for failing to explain the 1-4 family rider, you will if its not signed. Many hours of research and preparation are involved to get you to the signers’ table so don’t think your signers are clueless. Remember the signers are strangers and they just want you in and out of their house as soon as possible. I’ve closed thousands of loans in the last 28 years. I’ve also bought, refinanced, opened an equity line of credit, and bought half a dozen new cars. That means I can sit across a table and explain every document in that loan package if I care to, and I will if asked, but until you, the new loan signer, get to that point in your career, you do your job first. ---
**Author:** ![system](https://canada1.discourse-cdn.com/flex034/uploads/notarycafe/original/2X/5/536ced5cfa77a57223f140e81670eb5e2685a07d.jpeg) [@system](https://forum.notarycafe.com/u/system)\ **Post date:** [April 14, 2026, 5:31pm UTC](https://forum.notarycafe.com/t/loan-packages-sample/54982/14 "2026-04-14T17:31:44Z")
Closed on April 14, 2026, 5:31pm UTC This topic was automatically closed 90 days after the last reply. New replies are no longer allowed.