Simple Marketing Script for Notary Signing Agents | Follow-Up Strategy

Mark Wills coaches notary signing agents on shifting from busy work to productive work, using holiday outreach and business cards to generate leads. He covers legal structure, insurance, and approval packets for title companies, emphasizing consistency with follow-up scripts and a growth mindset.
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Hi there. I'm Mark Wills, the largest notary public loan signing agent coach in America with over 70,000 notaries that I've helped to date. And I truly hope this video you're about to watch brings you a ton of value. So whether you are just researching, becoming a notary public loan signing agent, just became a notary public loan signing agent, or been a notary public loan signing agent for a while, I truly hope that this video brings you one step closer to whatever your goal may be. Happy learning. And I want to help you. What's up girl? Hi, how are you?
Good, good, good.
My name is Crystal, I'm in California. I recently am marketing direct and so my question for you is to congratulations on as you.
Let's go. Okay. Give me your kudos because most notaries don't do that because you are. Well make sure you're celebrated. Okay, so what's your specific question?
My specific question is that last week I went to 11 escrow offices and. And I'm going back maybe sometime this week and I'm just trying to figure out what the logistics are in term of what kind of conversation do I have, what do I talk to them about? I know you've talked about humanizing this.
I love you. I love the effort. So here's a couple things. Okay, so what you need to understand is repetition is the mother of learning. So what do I mean by that? Sometimes we overthink what we say the next time and all you do is reinforce what you said the first time. Did that land?
Yeah.
Now, are you a loan signing system student? Yes. Okay, so the answer's question. Honestly, I can take it. How many times did you need to hear from me or see me before you like, Mark, I'm going to take your course. How many times? More or less?
A few times?
A few times? Did I really say anything different each time? No, I just reinforced what you were hoping I was saying. Right. So that's my point to you is that you're not a different consumer than your escrow officers or title officers or realtors. So a lot of times we really mistake. Like I gotta have a whole new conversation. No, you don't be like, it's Crystal again. Again. I know your notary probably gets sick. I know they probably go on vacation. In fact, the holidays are coming, so if they're out of town, I want to be your backup. It's just kind of saying the same things over and over because here's what I tell students. It's actually kind of what's the word. It's kind of egotistical of us to think that they heard every single thing you said the first time. You might have walked in and they're trying to put out a fire. You might have walked in and they just got off the phone with an argument with their spouse. You might have walked in, he's got a phone call, oh my gosh, my, my kid needs to be picked up from school. And so again, it's this idea that reinforcement is what really makes people buy something. It's not something new. And in fact, if you say something new, that almost hurts your follow up process. Because now they're like, well, what she said the first time, is that true? It's you just really doubling down on what you said the first time. It's all you have to do. And here's what I'm gonna tell you last on this. And I guess this is lost on a lot of notaries. 90% about your follow up is not about what you say. It's about you showing up. See, the thing is like by you going back, you show you're persistent, you show that you are thorough, you show that you're a good business owner. And so my point is a lot of the time it's less about what you say and more about just showing up. Did that? Yeah. So the end is make sure you go back in there and just reinforce what you say. This Thursday, I'm doing a training on how to market during the holiday. So make sure you watch it. Okay? That's for the six figure group. It's going to be fire. It's going to be unbelievable. But without giving away what I'm working on, that presentation, really understand this. Repetition is the mother of learning. Just get back in there, show them you see them, they see your face two or three times, they're going to be like, girl, okay, I'm going to give you my next one. You know what I mean? So repetition, repetition, repetition. You got to see me two or three times before, okay, I'm going to buy what he's selling. And they're thinking the same thing. So don't overthink what you're saying. Just overthink showing up. Make sure you, no matter what, make you show up with all of them. Okay? And by the way, it's the holiday, so it's very easy to start conversations right now. So use the holidays as a reference point. And I'm going to end with, this is half of what we're trying to do when we go back is we're trying to create a relationship and rapport. So why do I say that? Your job, when you walk in the first time, is time to figure out what do you have in common. So, okay, remember, remember this. It is in the course, but there's so much in the course. Let me tell you this. People like to do business with people that they have things in common with. Let me say that one more time. People like to do business with people where there's a sense of familiarity, right? So your job, whenever you market direct, is to figure out what can I come back next time and do that will show that we have so level familiarity. So your eyes are scanning. You're looking on their desk. They just. They go to Dizzy. Then they have a kid at USC. They like the 49ers, they like the Cowboys. And next time you walk in, you're like, oh, my gosh, did you see that Cowboys game? Yeah. And now you're breaking down the walls of trying to create a relationship. But what we have a problem is a lot of you students are just robotic. I'm Crystal. I want to be your notary. Your notary gets sick. I want to be the backup versus, like, you know, you have 11 people. So my question, you, Crystal, and hope everyone's listening, is, did you go find those 11 people on L. Did you go find those 11 people on Facebook? Did you find those other people on Instagram? Because if the answer is yes, then you're scrolling through the newsfeed to seeing what you can say that you have in common. So you should be like, I looked at your Instagram after we met. Oh, my gosh, you love the Padres. So do I. Oh, my gosh, you got two kids. So do I. Okay, so now it shows there's intentionality. So before you go back into the follow up, like, stop them on social media, figure out what you have in common. Because remember, people like to do business with people where there's some sense of familiarity. We're no different. You, there was something about me. You're like, I'm kind of jiving with Mark. And subconsciously, you're kind of like, oh, Mark likes this. Mark does this. He's always up xyz. And you're looking for something. That's what we do subconsciously as humans. Okay? So lean into that is my point. If you're not stalking them on Facebook, I'm failing you as a teacher. If you're not stalking them on LinkedIn. And so you're like, mark, what do I say? Well, you say about what you Found out about them on LinkedIn. You say what you found out about them on Instagram. You said, does that make sense? So, yeah. What you say is a repeat of what you. Your value add is you just repeat that. That's repetition. But what you add new to the conversation is points of familiarity. Okay. Okay. So if you, you're not. If you're not finding points familiar to you, like you're failing your business, like you should be stalking them. Everyone's on the Internet somewhere. Right. And so if they're on LinkedIn, go back to their last 20 posts. There's something in common. See if there's like a first connection somewhere. Okay. Right. Oh, my God. I see you know John. I know John. I see you know Susie. I went to high school with Susie. You're trying to figure out some points of commonality. I just gave you a lot of information, so rewatch this. But I. Girl, I'm going to end with this. I'm so proud of you. Thank you. Most people don't market direct and all marketing direct is you growing out of your comfort zone. Yeah. So I want everyone to be inspired by you because really, really, this business is just a personal growth journey. Can I do it? Scared? Can I do it? Nervous. And the notary public loan signing agent does it. Nervous. Notary public loan signing agent does Scared. Makes the most money. Like there's no secret to the business. The business is the signing agent who tells the most people, makes the most money. That's it. And you're on your way, girl. So I am proud of you. Okay, don't stop. And obvious coach. Thank you, Maria. Okay, Maria, what is everybody. Where you're from? Tell everybody what your best month was from a notary public loan signing agent. Income standpoint. So people know who we're talking to. Unless I have a question. So.
Hi, I'm Maria. I live in Miami, Florida, and I'm from Venezuela originally. And my best month was, I believe, when was October we reached 10.7K, I.
Believe, $10,700 in the month of October. Who says it slow? Let's go.
Actually, I'm literally in the middle of.
A closing right now.
Okay.
People are just starting to come in.
But yeah, I just wanted to pop.
By and say hi.
Well, I have a very important message for you. Check your DMs. I'll talk to you later. Bye. Hello.
Hi.
How are you? How was your Thanksgiving, Trish?
Okay, what, what I wanted to ask you was do I. Is my email address my Gmail address, Is it good? For to get or do I need like a business address? I mean.
Oh, good question. Yeah, no, you can have a good old fashioned Hotmail, Gmail, Yahoo, it doesn't really matter to be honest with you, especially as a local notary. Only time I think you should get a custom domain is if you start a signing service. But having a custom domain like trishsigningagent.com is not necessary. As a beginning notary, I literally used a Gmail account for the 20 years I was in the trenches as a signing agent. So yeah, no need to get a fancy@trish.com just do your normal Gmail or whatever and you're gonna be perfectly fine.
Oh, okay. That was my main question, was that. Yeah, because I'm making my cards. Do I need a URL?
No, you do not. You do not. Okay, so Trish, I'm going to end with this. You ready? Okay. Our goal as a business owner, as an entrepreneur is to be productive, not busy. What I want you because I feel.
Too busy right now. Nothing's getting done.
That's my point. Because you're being busy, not productive. Your business cards. Listen to me carefully. I want everyone to hear this coaching, okay? Your business cards will not get you business. You have to remember we are in the business card collecting game, not the business card giving game. Because what's going to happen is you're going to collect a business card and I don't want you to think they're going to follow up with you. You're going to follow up with them. You want their email, you want their phone number, you want their website, they don't need yours. They're never coming to you. Does that make sense? So in fact, I want you to go out direct this get on this Thursday, I'm going to have a mentorship with the private group on how to market during the holidays. So make sure you. I'm going to give you a specific script for the next roadmap for the next 30 days, not just the next 10, for the next 30 days. So be on that. But I don't want to give what's on the training. But I will say this, your job right now is to go out to every direct source because Happy Holidays is a universal way to get into any escrow office in America. You don't need an excuse. I just pop by to say happy Holidays. Holidays. Right? So, okay, make sure that right now you're understanding that your job is to get out there and collect business cards.
Okay.
And follow up via the scripts that are in the Course. But let's not get trapped into what a lot of notary public loan signing agents do. And that's the busy work. Why do we do busy work? Because it prevents us from doing the things that take a little bit of growth, like going out and talking to people. Okay. And getting over insecurity. I'm going to end with this. Trish. Okay, Nobody. All right, this can sound crazy, but nobody knows you're a brand new notary public loan signing agent. I know you feel like they do, but they don't know that. We all, as new notary public loan signing agents feel like on our foreheads it says, I am brand new. But I'm telling you it doesn't. So if I can get you past this idea, no one's going to ask you how many signings you've done. They just want to know if you talk the talk. If you can do that, they'll use you. So I am excited about where you're headed in 2025. There's nobody I have met as our students who is more persistent than you. Like you're not giving up. And that, honestly, is one of the best attributes an entrepreneur can have. And so I know how tough getting through the course was, but you stuck with it. And to me, that's more important than how many times it took. Because there's a study out there, right? There's a study literally done by Harvard. I think maybe it's Princeton, that A students make less money than C students because students show grit, they show perseverance, and you are showing the grit and perseverance. It doesn't matter how quick you learn something. Those are A students, those are a student. But A students don't make the most because they don't have. I want you to go out, direct this. Get on this Thursday, I'm going to have a mentorship with the private group on how to market during the holidays. So make sure you. I'm going to give you a specific script for the next roadmap for the next 30 days, not just the next 10, for the next 30 days. So be on that. But I don't want to give away. It's on the training. But I will say this. Your job right now is to go out to every direct source because Happy Holidays is a universal way to get into any escrow office in America. You don't need an excuse. I just pop by to say happy Holidays. Right? So, okay, make sure that right now you're understanding that your job is to get out there and collect business cards.
Okay.
And follow up via the scripts that are in the course. But let's not get trapped into what a lot of notary public loan signing agents do. And that's the busy work. Why do we do busy work? Because it prevents us from doing the things that take a little bit of growth, like going out and talking to people. Okay. And getting over insecurity. I'm going to end with this. Trish. Okay. Nobody. All right, this can sound crazy, but nobody knows you're a brand new notary public loan signing agent. I know you feel like they do, but they don't know that. We all, as new notary public loan signing agents, feel like on our foreheads it says, I am brand new. But I'm telling you it doesn't. So if I can get you past this idea, no one's going to ask you how many signings you've done. They just want to know if you talk the talk. If you can do that, they'll use you. So I am excited about where you're headed in 2025. There's nobody I have met as our students who is more persistent than you. Like, you're not giving up. And that, honestly, is one of the best attributes an entrepreneur can have. And so I know how tough getting through the course was, but you stuck with it. And to me, that's more important than how many times it took. Because there's a study out there, right? There's a study literally done by Harvard, I think maybe it's Princeton, that A students make less money than C students because C students show grit, they show perseverance. And you are showing the grit and perseverance. It doesn't matter how quick you learn something. Those are A students. Those are A student. But A students don't make the most because they don't have grit. They don't have perseverance. Does that make sense? This is a true study. Google it. And so C students make more than A students because the C ones we know, by the way, I was a C student. Okay? And we know what grid is. We know what perseverance is. We know what not giving up is. So I know in 2025, you're going to kick butt and take names. Don't stop. And stop doing the busy work. Start doing the productive work. And I'll see you Thursday. Okay? Okay.
Thank you.
All right. Happy holidays. Howdy. What's up, girl? So talk to me. Where are you at Journey? How can I help you?
So I have been with you now for two years, and I recently purchased Your CRM. And I'm working on that. Oh, yeah. Oh, yeah. My question that I have for you is I just resigned my commission of Wisconsin. This. This Friday will be my last day of commission for Illinois moving to Florida in two weeks. And I'm gonna restart my commission in Florida. So what I've been doing is anyone that I am doing a signing with right now, and they say, well, how am I gonna get a hold of you when you're gone? I said, well, just call me. I'll have Ron, no problem. Because Illinois doesn't know what the heck they're doing with it. Or.
Are you ready? I got two words. Okay.
Yep.
Signing service.
Oh, yeah.
So, I mean, this is a great opportunity to maybe start a small signing service and see if anything comes up that while you move. So not only Ron, you still want those traditional in paper signings. And why would you not make 5 bucks, 75 bucks a signing when you can just hire someone in Wisconsin to do that same deal? So I need you to think even bigger than Ron's girl. This is a really sweet opportunity because while you're waiting for your commission in Florida, you could be starting to build the infrastructure for your signing service. And even if you make, you know, an extra 400 bucks a month, it's. You can still build on top of that. You know what I mean?
Okay.
And you can do mods. I mean, Molina Flame mayor is one of the biggest notaries our students in Florida, and she does a ton of Ron's that she farms out through her signing service. So this might be a sweet opportunity because the real reason people don't start signing services because they don't have the business. But you might have an opportunity for the business if they're legit asking you, well, what do we do when you're gone? All you got to say is like, today's the day I'm starting my signing service. So I'll find you the best notaries who are loan signing system certified. Right. And so this could be like another stream of revenue that is just going to rack usually appear on your plate. So starting a signing service is real. But even if you don't get that, I would still tell you you can find notaries in the Facebook group. You could hire out. But look, I'm thinking this is a really good opportunity for you.
Already have a bunch of notaries that I've, leave it or not, been mentoring. Thank you to you. One has just set up her Google profile and I've helped. She's on your. She's with you also. And I today just recommended you to another realtor who wants to do loan signings. And I told her I would mentor her, but I told her, go on, Mark, right now. But I just want. I just. Right. And I want to let you know that I am super part time, okay? I have lupus, so some days I can't work. And that's why I left my 9 to 5. But I'm still doing between 2 and 5,000amonth. Barton, I in Wisconsin and Illinois part time, Mark. I maybe do five signings, six a week if I feel like today I'm doing three. So I feel like doing three today, and I'm rocking it. And I have so many great reviews all over the place, and I'm loving it.
And you know what?
Anybody that's listening to this right now, if you can afford to pay the money right now, it definitely will change you. You will be fantastic. Thanks to Mark. And Mark, you can tear up all you want, but boy, you're doing it to all of us. You are helping us. I don't know what I would have done. I can't work a 9 to 5 job. I can't call in sick. I can only call in sick to myself. And thanks to you and stumbling across you, I'm able to still get out of the house because I don't want to stay home. I could, but I don't want to stay home. I want to work. So thank you, Mark. Thank you so much. Thank you. I really, truly appreciate it. You just don't know what it's done for me. It really has. I mean, it's. It was rough. It was very rough. And it's still rough. But I have the knowledge and the training and I take what you give me and I tweak it to my own because I don't want to sound like everybody else out there with the script. You know what I mean? Learn your script, but tweak it. Tweak it to yourself. And my favorite part is walking into a home with grumpy people and they're all not wanted when you leave. They're your best friend. They're trying to give you cookies on the way out. It's how you present yourself. You have to present yourself. You are selling yourself. And that's what you say all the time. And if I could hug you, my friend, I would.
I receive it. I'm hugging you back. Like, I know there's a couple things I want to say. And first off, thank you so much for your testimony. It's why I do it keeps driving me. And so thank you so much. And so I do accept your flowers, and now I want to give them back. And it's because everyone has the same course. Not everyone does the same thing with it. But you made the magic, right? You've done the work. You've made the phone calls. You made the investment in yourself. You are not using anything that happens to you as a reason why you're not succeeding. Now, you're from a victim to a victor, and that is you. So I want to come back and say I'm so proud of you because you're the one who's connected the dots and chosen not to be a victim to life circumstances because we all have it, right? Yeah. I tell everybody it's not the trauma Olympics, right? It's not who lives is worse. It is how we deal with our.
Absolutely.
And you dealt with it. Thank you for being transparent and vulnerable about your lupus battle. You know, I have my own struggles. We all do. It's how you react to those that differs people. And so I hope that's the most inspiring part of this conversation, is you. And you are amazing. Thank you for the love, but I want to give you. Okay, so I'm here if you need anything at all. I'm gonna jump off because I want you to look at the road, girl. But I love you. I thank you for those words as well. Okay. Thank you.
Have a great holiday.
I love you.
Bye. What's up, girl? How you been?
Good. How are you?
I'm good. Tell everybody your name. I know your name, but tell me what's your name? Where are you from? And the question we can ask.
All right, so, hi, everyone. My name is Roseanne. I'm from Oakland, California. And what else did you ask, girl?
I'm on here. How can I help you today? Like, where are we in our journey? We're about to end the year. Is there any moments where you're stuck? Like, there has to be something that you need some coaching on because I only do this once a week.
Yes. I appreciate you, Mark. First of all. Thank you. I'm just a little bit stuck because I started my signing service, but I'm having. Yeah, thank you. I'm having some, like, hiccups just in terms of the, like, procedures and, like, setting everything up, because now I'm going through some title companies, but they're requiring that I get approved again, so I have to send, like, all these documents. And so I just was wondering if there's any guidance that you could give me for that?
Yeah. So I don't know. Have you taken the signing service course I have. Okay, so there's should be in there then of guidance. So let me say it like this. You know, you got to make sure you get an ein. You don't want to run it through your own social. Make sure you're an llc. I recommend that because as an individual signing agent, not that important to be an llc. But once you're hiring, other people do the work for you. I Definitely recommend an LLC. Your W9 will be under the LLC. They'll issue you an EIN versus your Social. Most title companies want a million dollars in insurance, not 100,000. General liability is more than enough. Usually that's all you really need for a signing service approval packet. The real question that me and you should have. And by the way, I am where you are, right? I'm assigning, I still own a signing service. I still market my signing service every day. So the real key growth in a signing service, and here's my how I market my signing service is the couple things I want you to remember is the quickest way to grow your signing service is through your current clients. That's the first way. Right? The best way is like a the way the experience you've had for me for the past years on how I do local that will transfer to my my nationwide signing service. So you're trying to transfer that trust, right? It's like the reason you took my signing service course is because my first course worked out, so I transferred that trust. My coaching is do the same thing for yourself, but you got to transfer it via words like you've trusted me all these years to be your local notary public loan signing agent. I want you to transfer that trust to my out of county business. So my coaching is sometimes a lot of students don't you literally say that sentence, make them realize you've trusted me all these years. You're this level of expectation. You should have that and more of my signing service. Okay, so that's number one. But when you're going to start cold calling or walking in and being like, hey, I now have a signing service, not a local business. And they're going to be like, well, I have a signing service. So here's the number one objection. Comeback is great. What do you love about your signing service? So what they're going to tell you is all the things they love that is your key to make your business better. So as soon as I walk in, I still market my signing Service. I'm like, oh, my God, of course you have a signing service. I mean, you've been in business before. Can I just ask you a few questions for Lee, what do you love about that signing service? And then they'll rattle me for four or five things and I'll go, great. And I'll keep a mental note because I want my signing service to implement something that I may or may not be implementing. Right. Good. Business owners get feedback loop. So that's my first feedback loop. Oh, that's smart. I'm going to include that. Once you get them talking about how great their current signing services, then you end with, oh, is there anything you don't like about it? And that's your time to move in. Oh, they don't do that. Well, we do. Oh, they don't do that. We do. So you kind of get them with like, oh, my gosh, what do you love? And with what don't you love? And that sometimes opens the door to you being like, yo, can I. Well, give us a shot. Because we do all the things you don't like and we also do all the things that you do. Like, did that coaching make sense? So you're gonna. So I'll tell. I'm end with this. Okay. The hardest part about starting a signing service, this is the hardest is taking two steps back to take five steps forward. Okay? So you and your husband are going to have to make a decision of like, look, I might be losing a little bit of local signings and I got to go market the signing service or I'm going to lose a couple local signings because I got to really get the infrastructure down before we hire a scheduler. So it's. This is hard because we go from a scarcity mindset. Let me, let me coach and everybody on this. You come in the loan signing system with a scarcity mentality. You wouldn't have come here if you didn't need this to work. You wouldn't have come here if money was abundant. So all of a sudden you're like, wow, I got a real freaking business. I'm making real money. But we still live in scarcity, so we're afraid to let go of signings and let go of income so we can pause and build the next phase of our business. So I want you to catch yourself if you are still living in scarcity. Okay? It's okay to say no to a closing to work on your signing service. It's okay to say no to a closing to go market your signing service. There will still be business. You are okay. You are safe. Your business is great. But I've dealt with from Calvin Darvill, Molina Fein Mayer, Irene Rudolph, all the big hitters. The biggest coaching I gave them is what I just gave you is to get out of scarcity and into abundance. You've worked so hard to build a consistent level of business that you got to believe in yourself that that business is still going to be there even if you take the afternoon off to go market the new venture. Does that make sense? So don't get caught in scarcity. You've got to build this signing service as hard as it took to build your current business with me on that. Okay, cool. Did all that coaching help A little bit?
It did.
Okay. I am proud. Are you going to conference?
I am.
Okay, good. So I'm a network. We have a bunch of signing service owners there. So my point is make sure you're following and reaching out to all of them. You know the big hitters. I tell every every student my job is to put you in the same room. It's not my job to connect you. Okay. So you're going to see if you're having any problems with your ss. Bring those questions to conference, find the other SS owners and like yo purple signings. How are you doing? Closing exchange. How you doing? And figure out so my we're going to conference the network. Don't forget that. Okay.
Yeah, I'm excited and I just got your. I just got your CRM finally like I couldn't get. I'm so excited but yeah, yeah, yeah.
Well we had a training this morning on house on the Monday morning email out makes you jump on a proud of you investing yourself and continue to invest in yourself. There's a lot of big announcements coming down the pike in 2025 so keep sticking close to me girl. I'm going to help you get where you want to go. Okay. Happy holidays.
Bye.
When you come into loan signing system a lot of you guys come in with a scarcity mentality. The hardest thing is to transfer to abundance. You're safe. You're going to be okay. You can say no to something and know they're going to that phone's going to ring tomorrow. When you are able to cross over into abundance, your business will actually skyrocket. It won't fall like you think it is. I believe in you so much you gu start believing and trusting your own instincts. Make the transfer abundance. There's enough for all of us. We all can succeed. We all can get rich. We all can make money, we all can feel safe, we all can feel worthy. Make that transfer in abundance and watch your life just light up the bottom of my heart. Thank you so much for all the holiday wishes, all the birthday wishes. And when I say I believe in you, it's because I do. But I just can't believe in you more than you believe in yourself. Let's go. Have a blessed rest of your week everybody. I hope that video brought you a ton of value. And if you want to continue to get in front information just like this, subscribe to my YouTube channel and hit that notification bell. And of course, if you have any questions about what you just watched, don't hesitate to comment below as I'll get back to you 100%. And if you're interested and you could use some free information, I'll be becoming a notary public loan signing agent. Simply click the link below. Sam.
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