Texas NSA — Can anyone give ideas and tips on how to go about securing a location to conduct a HELOC signing? I searched for threads about this in our forum but didn’t find anything. If the conversation is posted under a certain topic title, kindly point me in that direction. Thank you.
If the client does not want to sign in the home, I ask them for suggestions of places they might feel comfortable for the amount of privacy you will get. Sometimes they choose a local Starbucks or their work location may have use of a conference room or office. You just want to be aware of any extra mileage changing locations will cut into your profit.
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I have signed at Panera.
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