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Tip: Etiquette quick tips

Introduce yourself at the door
Let the borrowers know your name, and that you will be assisting and supervising the signing of their loan. Let them know that your job is to introduce the documents and figures in their loan, but not to actually explain any of the concepts particular to their loan. Let them know that specific questions about the terms of their loan must be refered to the lender.

Don't park in the driveway
Its much more polite to park in the street, so that you don't block anyone or drip car fluids on someone's driveway. If parking on the street is dangerous or not possible, ask the borrower permission to park in their driveway.

Confirm the signing.
Please visit our etiquette section to read details about how to confirm a signing.

Don't make unpleasant remarks about anyone.

Don't talk about politics.

Dress for success
Read details about this in the etiquette section.

Speak clearly
Read details about this in the etiquette section.

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