Notary Ohio • Mobile Notary Service

Policies and Procedures
for Signing Agent Assignment Requests

ASSIGNMENT
Albert A Yetzer (a notary public for the State of Ohio) agrees to accept document signing closing assignments subject to the following conditions:

1. Upon verbal telephone acceptance, the entity requesting my services (hereafter known as COMPANY) places order by completing the online Assignment Request Confirmation Form. (link above)

The Assignment Request Confirmation Form Must Contain:

• Borrower(s) name, phone number
• Contact name for borrower's questions
• Date and time of the document signing
• Location of the document signing
• Acknowledgment of the agreed upon fee
• Any specific instructions
• Name, fax or email address to receive an assignment disposition report.

2. I will locate the closing location via online mapping tools.

3. I will immediately contact the borrower(s) introducing myself as the Closer/Signing Agent and Notary who has been assigned to assist them with signing their mortgage loan documents and witnessing their signature(s). An explanation for proper identification, and any other conditions stated on the Assignment Request Confirmation Form will also be given. An appointment (date, time and location), specified in the COMPANY's instructions, is then confirmed with the borrower(s).

Borrowers must produce positive identification for any document requiring notarization.

FEES AND CHARGES
All fees are to be negotiated in good faith prior to the acceptance of signing requests. Such fees may include excessive travel trip charges, excessive faxes and/or copy charges, Borrower copies, additional requests. Whenever travel has incurred, a full appointment fee is payable, regardless of the outcome of the transaction. If a return trip is necessary, it is considered a new appointment and will be billed as such.

APPOINTMENT CANCELLATIONS
If an appointment is canceled, the preferred method for notification is via telephone: 614-638-2399. Please notify at least 2 hours prior to the original scheduled time. If notification has not been received, and whenever travel has incurred, a full appointment fee is payable and will apply. The COMPANY is responsible for informing a client/borrower of an appointment cancellation regardless of the reason for cancellation or which entity is canceling. This is solely between you and your borrower, client, lender, title company, escrow, or mortgage broker related to the loan transaction. Therefore, I will not make courtesy calls to a client/borrower to "cancel" an appointment.

DOCUMENTS
I am not be responsible for determining if documents are missing in your loan packages as they are received. I will not determine if your package has missing or incomplete documentation, and will not perform "document review" of your loan packages. Unless a full checklist is provided, there is no way I can determine if all your documents are actually included in that particular loan package.

• Lost Documents: After the signing has been completed, any or all documents lost by either the Courier, Lender, Escrow, Broker, Principal or Title Company shall be considered the financial responsibility of COMPANY.

DATE SENSITIVE DOCUMENTS
Some documents are "date sensitive" - meaning they must be signed on the date printed on the Note, Mortgage, and Notice of Right to Cancel, as well as some disclosure documents. These documents are drawn according to the scheduled date of the appointment.

ANY REQUESTS TO ASK THE NOTARY TO BACKDATE THE NOTARIAL CERTIFICATE ON ANY ACKNOWLEDGMENTS OR JURAT/OATH CERTIFICATES, OR ANY REQUESTS TO ASK THE BORROWER(S) TO BACKDATE ANY DOCUMENT WILL BE IGNORED. ALL DOCUMENTS SHALL BE DATED THE DAY OF THE SIGNING - NO EXCEPTIONS.

DELIVERY
It is the responsibility of the COMPANY and their client to assure the documents are available and delivered when and where specified.

1. COMPANY sends the documents to the following Document Delivery Address:

Albert A Yetzer
85 W Dodridge St.
Columbus, OH. 43202

Send e-mail Documents to: yetzer@notaryohio.com

If documents are to be shipped directly to the Borrower, please state so. All documents should be accompanied by prepaid, pre-addressed courier return envelope(s) addressed to the one of the following:

- Title Company for recording - Escrow
- Lender's Central Loan Processing Office - Mortgage Company

COMPLETED ASSIGNMENT and DISPOSITION REPORT

• I will have earned the agreed upon fee when the requested Assignment has been completed, and payment of said fee is not subject to the conclusion of the transaction. Should a return visit be necessary, due to an incomplete assignment, it shall be at the expense of COMPANY and, if necessary, a second signing and trip fee will be charged.

• Upon the completion of the signing, I will report back to COMPANY via telephone, email or according to company instructions, the following disposition report information:

• The date and time of completion
• Courier service and tracking number
• Borrowers/Clients Name
• Complete or incomplete signing (if incomplete; a detailed explanation with be given)
• Any comments regarding the signing, which may include company specificly requested information.
• Total charges for that transaction

A sample of a Disposition Report can be found here:
closing_disposition.htm

INCOMPLETE ASSIGNMENTS

• I will notify COMPANY as soon as possible of the status of a particular signing. If the signing was unsuccessful, I will provide a description of the nature of the incomplete signing.

If or when an Incomplete Assignment occurs, a full fee is charged. An Incomplete Assignment is determined by one or more of the following:

• "No Show", appointment made and kept by myself but not kept by Borrower. A full fee is charged
• "Multiple Signers/Multiple Times", appointment made and kept by myself and only one Signer/Principal is present. A full fee is charged
• "Walk-Out" or "Refusal to Sign", appointment made and kept by myself where Principal(s) refuses to sign documents. A full fee is charged
• "Improper Identification", appointment made and kept by myself where Principal(s) fail to provide proper identification. A full fee is charged

BILLING
1. Within one week of a completed assignment, I will send Employing Company an invoice for that assignment.

2. Payment is due upon receipt of Invoice. The following terms and conditions will apply:

Terms and Conditions: Payment is due upon receipt of invoice. Payment should be made payable to ALBERT A YETZER with your order number clearly noted. After 30 days this invoice is considered past due. Service charges can be avoided by making your payment within 30 days. Payment for service is not subject to the conclusion of the transaction.

Contracts and Other Agreements
I reserve the right to refuse to sign a COMPANY contract. The "contract", for the purposes of fulfilling an assignment for your COMPANY, IS the Assignment Request Confirmation Form. In some instances, a contract may contain "non-compete" covenants/clauses. I am an independent contractor, not an employee of your company. Therefore, as an independent contractor, I reserve the right to engage the services of any company who chooses to do business with me on a work-for-hire basis, at any time for any purpose whatsoever.

You agree that Albert A Yetzer shall not be responsible or liable for any loss or damage of any sort incurred as the result of any errors or omission on the documents presented at the confirmed/requested signing appointment. Terms, conditions, warranties or representations associated with such dealing and their documents are solely between you and your client, lender, title company, escrow, mortgage broker, as well as any other entity related to the preparation of said documents.

As a Signing Agent, I will introduce your documents to your borrowers, state what they are, point out the key terms and specific disclosure terms, and ask for an appropriate signature. I will not interpret your documents, nor will I attempt to advise borrowers. Every reasonable effort within the law will be made to successfully complete the closing/signing. Notaries Public, as public officials appointed by the State of Ohio, are prohibited by law from endorsing any product or document, and are enjoined from encouraging, discouraging, or otherwise persuading, a signer to sign, or refuse to sign, any document. I will not endorse your loan package, neither will I encourage, or discourage, the signing of the same. In addition, you may expect prompt, reliable and professional service. I am a Notary Public, bound by the laws of the State of Ohio to serve the Constituents of the state of Ohio and to remain impartial to any transaction. I will neither encourage, nor discourage, any person from signing any document, nor will I give any Constituent any advice, declaration, opinion or direction regarding any document. As a Notary Public in and for the State of Ohio, I will uphold the duties of my office, and will adhere to the letter of the law. I will also adhere to the strictest standards of professionalism and codes of ethics.

The use of my services indicates an understanding and acceptance of these procedures, terms and conditions.

Revised 4-27-2005

The procedures and information above are subject to change at any time without notice.




		Policies and Procedures for Signing Agent Assignment Requests ASSIGNMENT Albert A Yetzer (a notary public for the State of Ohio) agrees to accept document signing closing assignments subject to the following conditions: 1. Upon verbal telephone acceptance, the entity requesting my services (hereafter known as COMPANY) places order by completing the online Assignment Request Confirmation Form. (link above) The Assignment Request Confirmation Form Must Contain: • Borrower(s) name, phone number • Contact name for borrower's questions • Date and time of the document signing • Location of the document signing • Acknowledgment of the agreed upon fee • Any specific instructions • Name, fax or email address to receive an assignment disposition report. 2. I will locate the closing location via online mapping tools. 3. I will immediately contact the borrower(s) introducing myself as the Closer/Signing Agent and Notary who has been assigned to assist them with signing their mortgage loan documents and witnessing their signature(s). An explanation for proper identification, and any other conditions stated on the Assignment Request Confirmation Form will also be given. An appointment (date, time and location), specified in the COMPANY's instructions, is then confirmed with the borrower(s). Borrowers must produce positive identification for any document requiring notarization. FEES AND CHARGES All fees are to be negotiated in good faith prior to the acceptance of signing requests. Such fees may include excessive travel trip charges, excessive faxes and/or copy charges, Borrower copies, additional requests. Whenever travel has incurred, a full appointment fee is payable, regardless of the outcome of the transaction. If a return trip is necessary, it is considered a new appointment and will be billed as such. APPOINTMENT CANCELLATIONS If an appointment is canceled, the preferred method for notification is via telephone: 614-638-2399. Please notify at least 2 hours prior to the original scheduled time. If notification has not been received, and whenever travel has incurred, a full appointment fee is payable and will apply. The COMPANY is responsible for informing a client/borrower of an appointment cancellation regardless of the reason for cancellation or which entity is canceling. This is solely between you and your borrower, client, lender, title company, escrow, or mortgage broker related to the loan transaction. Therefore, I will not make courtesy calls to a client/borrower to "cancel" an appointment. DOCUMENTS I am not be responsible for determining if documents are missing in your loan packages as they are received. I will not determine if your package has missing or incomplete documentation, and will not perform "document review" of your loan packages. Unless a full checklist is provided, there is no way I can determine if all your documents are actually included in that particular loan package. • Lost Documents: After the signing has been completed, any or all documents lost by either the Courier, Lender, Escrow, Broker, Principal or Title Company shall be considered the financial responsibility of COMPANY. DATE SENSITIVE DOCUMENTS Some documents are "date sensitive" - meaning they must be signed on the date printed on the Note, Mortgage, and Notice of Right to Cancel, as well as some disclosure documents. These documents are drawn according to the scheduled date of the appointment. ANY REQUESTS TO ASK THE NOTARY TO BACKDATE THE NOTARIAL CERTIFICATE ON ANY ACKNOWLEDGMENTS OR JURAT/OATH CERTIFICATES, OR ANY REQUESTS TO ASK THE BORROWER(S) TO BACKDATE ANY DOCUMENT WILL BE IGNORED. ALL DOCUMENTS SHALL BE DATED THE DAY OF THE SIGNING - NO EXCEPTIONS. DELIVERY It is the responsibility of the COMPANY and their client to assure the documents are available and delivered when and where specified. 1. COMPANY sends the documents to the following Document Delivery Address: Albert A Yetzer 85 W Dodridge St. Columbus, OH. 43202 Send e-mail Documents to: yetzer@notaryohio.com If documents are to be shipped directly to the Borrower, please state so. All documents should be accompanied by prepaid, pre-addressed courier return envelope(s) addressed to the one of the following: - Title Company for recording - Escrow - Lender's Central Loan Processing Office - Mortgage Company COMPLETED ASSIGNMENT and DISPOSITION REPORT • I will have earned the agreed upon fee when the requested Assignment has been completed, and payment of said fee is not subject to the conclusion of the transaction. Should a return visit be necessary, due to an incomplete assignment, it shall be at the expense of COMPANY and, if necessary, a second signing and trip fee will be charged. • Upon the completion of the signing, I will report back to COMPANY via telephone, email or according to company instructions, the following disposition report information: • The date and time of completion • Courier service and tracking number • Borrowers/Clients Name • Complete or incomplete signing (if incomplete; a detailed explanation with be given) • Any comments regarding the signing, which may include company specificly requested information. • Total charges for that transaction A sample of a Disposition Report can be found here: closing_disposition.htm INCOMPLETE ASSIGNMENTS • I will notify COMPANY as soon as possible of the status of a particular signing. If the signing was unsuccessful, I will provide a description of the nature of the incomplete signing. If or when an Incomplete Assignment occurs, a full fee is charged. An Incomplete Assignment is determined by one or more of the following: • "No Show", appointment made and kept by myself but not kept by Borrower. A full fee is charged • "Multiple Signers/Multiple Times", appointment made and kept by myself and only one Signer/Principal is present. A full fee is charged • "Walk-Out" or "Refusal to Sign", appointment made and kept by myself where Principal(s) refuses to sign documents. A full fee is charged • "Improper Identification", appointment made and kept by myself where Principal(s) fail to provide proper identification. A full fee is charged BILLING 1. Within one week of a completed assignment, I will send Employing Company an invoice for that assignment. 2. Payment is due upon receipt of Invoice. The following terms and conditions will apply: Terms and Conditions: Payment is due upon receipt of invoice. Payment should be made payable to ALBERT A YETZER with your order number clearly noted. After 30 days this invoice is considered past due. Service charges can be avoided by making your payment within 30 days. Payment for service is not subject to the conclusion of the transaction. Contracts and Other Agreements I reserve the right to refuse to sign a COMPANY contract. The "contract", for the purposes of fulfilling an assignment for your COMPANY, IS the Assignment Request Confirmation Form. In some instances, a contract may contain "non-compete" covenants/clauses. I am an independent contractor, not an employee of your company. Therefore, as an independent contractor, I reserve the right to engage the services of any company who chooses to do business with me on a work-for-hire basis, at any time for any purpose whatsoever. You agree that Albert A Yetzer shall not be responsible or liable for any loss or damage of any sort incurred as the result of any errors or omission on the documents presented at the confirmed/requested signing appointment. Terms, conditions, warranties or representations associated with such dealing and their documents are solely between you and your client, lender, title company, escrow, mortgage broker, as well as any other entity related to the preparation of said documents. As a Signing Agent, I will introduce your documents to your borrowers, state what they are, point out the key terms and specific disclosure terms, and ask for an appropriate signature. I will not interpret your documents, nor will I attempt to advise borrowers. Every reasonable effort within the law will be made to successfully complete the closing/signing. Notaries Public, as public officials appointed by the State of Ohio, are prohibited by law from endorsing any product or document, and are enjoined from encouraging, discouraging, or otherwise persuading, a signer to sign, or refuse to sign, any document. I will not endorse your loan package, neither will I encourage, or discourage, the signing of the same. In addition, you may expect prompt, reliable and professional service. I am a Notary Public, bound by the laws of the State of Ohio to serve the Constituents of the state of Ohio and to remain impartial to any transaction. I will neither encourage, nor discourage, any person from signing any document, nor will I give any Constituent any advice, declaration, opinion or direction regarding any document. As a Notary Public in and for the State of Ohio, I will uphold the duties of my office, and will adhere to the letter of the law. I will also adhere to the strictest standards of professionalism and codes of ethics. The use of my services indicates an understanding and acceptance of these procedures, terms and conditions. Revised 4-27-2005 The procedures and information above are subject to change at any time without notice.

			Call or Email for Rates and Appointments: (614)-638-2399 • yetzer@notaryohio.com



	Copyright 2005 • NotaryOhio.com™ Mobile Notary Service, Columbus OH • All Rights Reserved
	National Notary Association™ and the NNA Logo are Registered Trademarks