What must a Notary Signing Agent do before delivering documents for a refinance?

The responsibility of a Notary Signing Agent includes ensuring that documents are accurate and complete before they are delivered for a refinance. This involves checking all documents for correctness, which means confirming that the names, dates, amounts, and other critical details are appropriate and that the documents are properly executed. This step is essential to prevent potential complications or delays in the refinancing process, which could arise from errors or omissions.

While it is important for a Signing Agent to maintain integrity and professionalism, and to verify the identity of signers, performing a background check or reviewing personal financial information is typically outside the scope of their responsibilities. Moreover, simply signing documents without performing due diligence may lead to legal and financial repercussions. Therefore, thorough verification of document accuracy is crucial before proceeding with the delivery of refinance documents.