We, at Notary2Pro, are proud to announce that the American Association of Notaries

has teamed up with us. Notary2Pro will be offering special discounts to all (new) AAN

members. The AAN will also be offering a 10% discount on supplies to our students and

graduates.

What are the benefits to joining the AAN?

1. You will receive great customer service.

2. Great rates on their Notary Supplies.

3. Notaries will receive special packages for Notary Commissions.

To learn more about the AAN visit www.usnotaries.com

March 2016

The Shout Out

NOTARY2PRO presents

American Association of Notaries and Notary2Pro

“The place for Notaries who want to be smarter then the average bear.”

Phyllis Traylor is a lifetime member of No-tary2Pro. She has been in this industry for a while and is quite successful. Phyllis is the student spotlight for this month. Phyllis first started this job from a friends recommenda-tion. She took a course (from a well-known organization) to become a Notary Signing Agent but felt completely lost after success-fully completing the course. “Then I stum-bled across Notary2Pro while searching the web for additional training. Completing the Notary2Pro course gave me the confidence to pursue this full time, and as promised, help take my business to the next level,” Phyllis stated. Phyllis attributes a lot of her success to mar-keting herself. “I spent a lot of time market-ing my business on a regular basis. The No-tary2Pro course took a lot of the guess work out of the marketing process. The list of signing services provided by them was a great help. I used that list extensively, call-ing the companies, and then emailing them my Notary Signing Agent package, which included a copy of my: Notary Commission, Bond, Errors and Omissions Insurance, Training Certifications (Notary2Pro), Back-ground Check and resume.” Phyllis received her first signing within a month of completing the Notary2Pro course. However; she want to encourage anyone that they can do this job and to develop a plan, stick with it, commit, and always re-main professional. This is not something that happens overnight. Use the down time to market yourself and your business, and of course, get out there and network. She also

Student Spotlight

believes that anyone can make their business full time; it’s all about the marketing and get-ting out there. Phyllis, like many had plenty of obstacles to overcome, and she stated; “I had to learn how to manage my time, and especially my sched-ule. I also had to learn how to say “no” to some assignments. I initially thought I had to accept every assignment that was offered, and work seven days a week. That got old pretty fast. I was burning myself out. I also had to learn that just because someone pays a “fair” price and “pays” on time, does not make them the ideal client to work with. There are other fac-tors that should be considered, such as how I was being treated as a professional and busi-ness owner.” When asked about how to do this job she stat-ed that training is the key. All Notary Signing Agents have are their commissions, certifica-tions and reputations. She said that you defi-nitely don’t want to ruin any of those. Phyllis is an expert when it comes to market-ing; “Utilize the list of signing services provid-ed by Notary2Pro. Join the top three Notary Signing Agent directories: Notary Rotary, No-tary Café and 123 Notary. You should also network, join professional organizations like your local chamber of commerce, and let oth-ers know what you do. Try to get involved in some community organizations, people like to do business with people they know.” Phyllis is successful not only because of her training and experience but because she enjoys her job. She loves having control over her own schedule, she likes deciding on what assign-ments to take, who she will work for and what she will charge. She especially likes the flexibil-ity. Her final words to the reader are; “For me, being a business owner means the sky’s the limit. There so many things you can do as a business owner. You can be as small or as large as you want to be. Whether or not you succeed is ultimately up to you.”

The list below showcases those Notary2Pro graduates that have completed all three

courses including the TRID training. Some are former graduates some are current.

Jessica Flores Shannon Johnson

Sharon Law

Tip of the Month When you sign up with company da-

tabases call back within a week to

make sure your name was added.

Sometimes employees drop the ball

and don’t follow through. It’s im-

portant that you follow up.

How many executed copies should we leave each borrower of the

Notice of Right to Cancel? Should blank copies be left with the

borrower?

ANSWER:

Two executed copies to each BO, if the sig-natures are on separate documents for a

total of four pages (2 RTC each) and if their names are both on the same RTC [one doc-

ument], two executed copies.

Should blank copies be le� with the borrower? Absolutely not.

Quiz Winners:

Chris�ne Oldham Catherine Dubyak

Jus�n Hodges Mary E Steele

Terry Kelly Michelle Brann Joanne Cooper

If you would like to advertise in the Shout Out please contact:

Barbara at 916.777.5931 or email her at

everythingelsemarketing@gmail.com.

Your ad will be featured in every issue for a maximum one year.

Answer to last months quiz

While most of us aren’t technophiles or “techies” as Notaries we need to deal with technology and very the often the sensitive personal information of our clients. We have all heard of personal financial infor-mation being leaked or hacked. As Notaries (especially when doing real-estate signings) we have a responsibility to protect our client data. If you don’t print your own documents and only shuffle paper, great, obvious secure handling of the documents means making sure no-one else can get or see that data while in your possession. If you are printing your own documents, you can now have more than one digital (file) copy to deal with. Downloading files from the title company or others secure on-line document server gen-erally means we only have one digital file to keep secure. Deleting does not always mean deleted. Many systems (PC, MAC etc.) do not actual-ly delete a file when you delete it, the system just makes it harder to find and the disk space will eventually get written over and be-come more secure. Any file saved to your PC can potentially be found, this can be a problem if you donate, recycle or allow oth-ers to use your computer. Storing files on a USB drive can be a better option IF you don’t put the drive in a pocket or bag and take it with you. Some USB drives have an encryption program so that if you lose your drive it can be more secure. A better method is to reformat the drive which deletes and overwrites the space making it

very secure for practical purposes. Keeping files until you are paid, makes good sense. So a quick review, non-emailed files are safer

for us all. Proper setting on email servers needs

to be checked and files need to be securely de-

leted when their time is done. Saving only to a

couple USB drives, rotating them and reformat-

ting each USB drive after files are no longer

needed is another secure method to help with

data security.

For the complete article please visit our website

at www.notary2pro.com and look under the

Home Tab.

Client Data File Security for Notaries By James H Compton, CA Notary Public

MARCH BIRTHDAYS

Wishing everyone born in March a HAPPY BIRTHDAY!!!!

When answering your business telephone and it is an offer for a signing you should always: A. Be professional and take down the in-

formation quickly B. Ask for the information via email and

let them know you will let them know right away of you will be taking the signing.

C. Be friendly, put a smile in your voice and thank the caller for the opportuni-ty to work with their company.

D. Take down all the information about the signing.

Answers can be sent via email to either:

carol@notary2pro.com or notary2pro@gmail.com