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AZ LSS Mini-Conference Recap

We are so excited to share that our AZ LSS Mini-Conference was a huge success! We had over 150 notaries in attendance, and we learned so much from the great Mark Wills creator of the largest notary training course in the United States, the Loan Signing System. Towards the bottom of today's article, you will find a google drive link that will have all the photos that were taken from the event (photographer: Greg Olivas) Again thank you to all of the attendees, and of course our volunteers! This event could not have happened without you guys!

Key Take Aways from the Mini-Conference:

You are deserving of the business you are working for.

Don't be afraid to ask for business, even if you're new to the industry. You have the skills and knowledge to be successful, so don't sell yourself short. Mark said, if you're here at this event (even if you're reading this blog) you are unknowingly doing so much more than the notaries that are being given work. Taking your education seriously is something you should always take pride in, because unfortunately a lot of notaries do not.

When you're meeting with potential clients, it's important to be confident and enthusiastic. Let them know why you're the best person for the job. If they have a notary already, let the person you are marketing to know that if their person ever falls short, you'll be there for the job.

Perfecting your pitch is key when trying to get business as a notary.

When you're meeting with potential clients, it's important to be able to clearly and concisely explain what you do and why they should work with you. Our workshop on perfecting your pitch really showed how important this is to rehearse and practice.

Here are some tips for perfecting your pitch:

  • Tailor your pitch to their problems and struggles

  • Be clear and concise. Get to the point and don't ramble (do not sound like a robot though)

  • Practice your pitch in front of a mirror or with a friend.

  • Be confident and enthusiastic. Let your passion for your business show through.

Understand the repercussions of a notary not being trained and accurate.

If you're not available to notarize documents when clients need you, or if you make mistakes, it can have serious consequences. Make sure that you're aware of these risks and do everything you can to avoid them.

Here are some of the potential repercussions of a notary not being available or accurate:

  • The client could lose money.

  • The client could be sued.

  • The notary could be sued.

  • The notary could lose their notary commission.

Know how to pitch to escrow officers.

Escrow officers are a great source of business for notaries. Christine talked from the perspective of an escrow officer and shared some great tips on how to pitch to them.

Here are some tips for pitching to escrow officers:

  • Be prepared to answer questions. Escrow officers will want to know about your experience, your availability, and your rates.

  • Be conscious of their time

  • Be confident and enthusiastic. Let escrow officers know that you're the best person for the job.

Provide connections that can benefit title companies.

Title companies are always looking for ways to improve their business. Julio talked from the perspective of a sales rep working for title and he shared some great tips on how you can provide them with connections that can benefit them. The main one being, provide value to them such as your realtor friends or any lenders you may know.

Get past the receptionist.

The receptionist is often the gatekeeper to the decision-makers at title companies. Julio shared some great tips on how to get past the receptionist and get to the decision-makers.

Here are some tips for getting past the receptionist:

  • Be polite and respectful.

  • Google who works there and ask to meet with them directly

  • Be clear about what you want.

  • Be persistent.

  • Ask to be introduced to the rest of the office

Attend networking events.

Networking is a great way to meet potential clients and referral sources. Mark made a point to say that networking is essential for any entrepreneur, notary or not.

Here are some tips for networking:

  • Attend events that are relevant to your business. You can search Facebook for Real-estate event or subscribe to our newsletter to be notified about events near and in Phoenix, AZ - To signup simply fill out the contact form at the bottom of the page or email us

  • Be prepared to talk about yourself and your business.

  • Be friendly and approachable.

  • Exchange business cards with everyone you meet.

Know your why.

As an entrepreneur, it's important to know your why. What is your motivation for starting your own business? What are your goals? Mark made it very clear that you need to be crystal clear on your why in order to be successful.

Here are some tips for figuring out your why:

  • Take some time to reflect on your goals and motivations.

  • Where do you see your self in 1 year, 5 years, 10 years, write these down and reflect

  • What are you passionate about?

  • What are you good at?

  • Think about your health, finances, love life, and goals.

  • What problems do you want to solve?

Once you know your why, you can use it to guide your business.


We hope you enjoyed the event as much as we did. Thank you again for your support and attendance!

Special love for the volunteers, speakers, and crew: Elisa, Michelle, Guadalupe, Monalee, AJ, Adam, Chelsea, David, JoAnn, Melissa, Julio, Christine, Forum staff, Anna, Joanna, Heather, and Mark Wills

Thank you for taking the time to read today's article, as promised here is the link to the Google Drive that will have the photos from the Mini-Conference - Just click the button below:



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