A Loan Signing Agent Guide to All Things Tech

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2 Presentation Tech Tools Needed Title to Succeed as a Subtitle Mobile Notary, if applicable Loan Signing Agent Session Number 000 A Loan Signing Agent Guide to All Things Tech Presenter Name, Presenter Title Presenter Owame, Presenter Title Mark Roy, Owner, NotaRoy, LLC Presenter Name, Presenter Title

3 Introduction and Background Mark Roy Owner, NotaRoy, LLC. Notary Public and Loan Signing Agent (2013). 2 nd NNA Conference. Network Consultant, 30 Years in Technology Industry. Married for 26 Years, 4 Boys.

4 Overview & Objectives Introduce tools, tips and tricks that make you the preferred mobile notary signing agent to lenders, title and signing agencies. Find out which printers and scanners work best for loan signings and scan backs. Understand how to maintain a cloud-based filing system for your entire office. Learn how to integrate , customer relationship management (CRM), records management system (RMS), and accounting. Must-have tech tools-the survivors guide for mobile notary professionals. How to maintain security for your business.

5 Cheaper, Faster, Better Pick Any Two The myth that you can have it all Cheap is fun, but not necessarily effective. Good is great when it s fast, but this comes at a cost. Fast is always preferred, but be weary of quality when skirting price.

6 All Things Tech - Integration Is the Key Software must talk to each other Does your customer relationship management software (CRM) allow you to see invoice history in real time? Can your records management system (RMS) accept files directly from any device (laptop, mobile, web)? Does your accounting software allow for third-party integration? Do all of your critical apps (Accounting, CRM, RMS, Order Entry) integrate with your ?

7 Where do I start? What do I need? Pick a software universe There are three software universes, (Apple, Google, Microsoft). Two of these platforms are open systems (Microsoft, Google). One of these platforms is a closed system (Apple). Open systems allow for third-party hardware, closed systems do not. Open systems invite malware/viruses.

8 Printing & Scanning with the Pros Hewlett Packard Printers / Fujitsu Scanners HP M401dne - $250 Cartridge $13/5K pages Up to 35ppm Cheaper / Better HP M604dne - $550 Cartridge $25/12K pages Up to 55ppm Faster / Better Fujitsu 1X500 - $475 Up to 25ppm Faster / Better

9 Order Entry via Snapdocs Why Snapdocs for Order Entry? Scales across all platforms (CPU / Tablet / Phone). Secure portal for client communications. Direct deposit via ACH and VendorPay. Notary profile scoring. Get more work. It s Free! Snapdocs Future Roadmap Digital Closing Platform. Support for traditional, hybrid, and full e-signing transactions. Automated QC & Recording. Post Signing Surveys.

10 Records Management System (RMS) via Evernote Why Evernote for RMS? Get organized. Take it with you. Find anything fast. Sync across devices (CPU/Phone). Clip webpages, images, PDF files. Search for text inside of images. Share notes with friends and colleagues. Lock the mobile app with a passcode. Evernote Integrates With. . CRM software. Scanning software (CPU/Phone). Internet via Web Clipping Service. Colleagues via collaborative share.

11 Customer Relationship Mgmt. (CRM) via Insightly Why Insightly for CRM? Comprehensive contact management. Automatically populate social profiles. Mobile CRM app. tracking. Lead Management. Workflow automation. Affordable and painless. Insightly Integrates With... (Google & Microsoft). Apple Mail (custom addressing). Web Forms. RMS software (Evernote). MailChimp.

12 Accounting via QuickBooks Online (QBO) Why QBO for Accounting? Simple, easy to use. Scales across all devices (CPU / Phone / Tablet). Connect bank accounts, credit cards and investment accounts. Create personalized invoices. Snap photo of receipts and send to QBO for expenses. Run reports and share with accountant. QBO Integrates With... CRM via Insightly E-File service. Your accountant.

13 Automation Tips Signatures & Rules Create custom signatures for... First time introduction. New client. Critical files update. Scan backs. Create custom rules for New orders. New customers. Payments. Integration Evernote-custom mail address forwards to specific folders. Insightly-custom mail address forwards to specific organizations, persons and/or projects. IMAP compliant, syncs mail across all devices (CPU/Tablet/Phone).

14 Must-Have Tech Tools Website Manager Go Daddy for Website Largest domain name registrar. Website builder and manager. subscription services. Contact forms. Appointment scheduling. Photo gallery. Social media integration. Online store. Excellent customer support.

15 Must-Have Tech Tools-Smartphone Scanner TurboScan for Mobile Phone Turns smartphone into powerful mobile scanner for docs, receipts, photos, etc. Integrates with , AirPrint Evernote, DropBox, icloud Drive, Google Drive, etc. Compact files with adjustable sizing. Automatic edge detection and perspective correction. Ultra-fast processing (4-sec/page).

16 Must-Have Tech Tools PDF Manager PDF Merger (Free) Merge multiple files into one PDF. Merge password-protected PDF files. Sort alphabetically. Support drag and drop. Links individual files and/or folders.

17 Must-Have Tech Tools Password Manager LastPass Password Safe vault for all of your passwords, login names, secure notes and more. Secure your passwords or generate new, strong passwords. Only need to remember one password, your master password. Syncs with mobile devices. Scales across multiple software universes.

18 Must-Have Tech Tools Virtual Machine SW VMWare Fusion for MAC Run any operating system on a MAC. Support for Windows 7, 8 and 10. Powerful graphics. Integrated experience, share files between MAC and Windows. Print with Adobe via Windows; support for dual tray printers. Unity allows Windows apps to launch directly from within MAC desktop.

19 Must-Have Tech Tools Notary Act NotaryAct Scan - The Notary scans, observes and verifies the identification of signer(s). Sign NotaryAct securely archives proof of the physical presence and identity of people whose signatures have been notarized. Save NotaryAct records are retrievable anytime, anywhere from any device for compliance, reporting and risk mitigation services.

20 Must-Have Tech Tools Apple Watch 3 Freedom Calls Notifications - Receive new order alerts right from your wrist. Cellular - Stay connected when you are away from your phone. Make calls and send texts with just your watch. Siri - Ask Siri to set reminder, send a calendar invitation, or give you directions all without your phone. Streaming Music / Workout Apps.

21 Must-Have Tech Tools Apple AirPods Wireless Headphones - Untangled Clear, superior sound. 24 hr. battery life. 5 hr. talk/listen time per charge/15 min. charging equals 3 hr. talk/listen time. Tap into Siri double-tap either AirPod to activate Siri without taking phone out of pocket. Automatic setup, seamless switching.

22 Tips & Tricks for Cyber Security Part 1 Security is Never Free No free /webmail. No free websites/domains. No free storage services. No free data sharing services. No free lunch.

23 Tips & Tricks for Cyber Security Part 2 Process is Prudence Never open an attachment from an unknown sender. Never open an attachment from a known sender that you are not expecting. Never open URL web link from unknown or unexpected source. Never open attachment or web link from FedEx / UPS / USPS. Never provide info to bank/financial link.

24 Tips & Tricks for Cyber Security Part 3 Protect Your Online Shopping Eliminate use of credit cards; use debit cards with fixed limits for online purchases. Never verify user ID and/or passwords online. Contact customer service if you receive a digital message to verify account information. Apple Pay, Google Pay eliminate the presence of digital cards. PayPal stores account information via offline servers. Square Cash provides secure personal and business mobile payment services.

25 What Does It All Cost? Monthly Operating Fees ~ $500 QuickBooks Online - $15/mo. Evernote Premium - $5/mo. NotaryAct - $3/mo. Insightly - $29/mo. or free Certification Credentials - $25 Monthly paper/ink - $75 Gas - $275 Auto Service (tires/brakes/oil) - $100/mo. Acquisition Costs Printer - $275 - $750 Scanner - $475 Auto - $15,000 (4 yrs.)/$3,750 a yr./$417 a mo.

26 Why Tech Savvy Is Job Security Job Holders Themselves Have Internalized This Insight: Multiple studies have documented that massive numbers of jobs are at risk as programmed devices many of them smart, autonomous systems continue their march into workplaces. A 2016 Pew Research Center survey, The State of American Jobs, found that 87% of workers believe it will be essential for them to get training and develop new job skills throughout their work life in order to keep up with changes in the workplace. This survey noted that employment is much higher among jobs that require an average or above-average level of preparation (including education, experience and job training); average or above-average interpersonal, management and communication skills; and higher levels of analytical skills, such as critical thinking and computer skills.