This one-on-one session is designed to help you become more organized, prepared, and confident as you move through the full closing process. You’ll gain practical techniques for reviewing and organizing your documents, identifying commonly missed areas, preparing for the signing, and understanding the steps that help you close out the assignment smoothly.

My goal is for you to leave the session with a repeatable preparation system that supports you, the signer, the hiring company, and title—from prep to post-closing.

How does appointment scheduling work?

Once your purchase is complete, you’ll be able to log in to your coaching account and review the next steps for scheduling your session.

Do you offer same-day scheduling?

At this time, MBS is unable to accommodate same-day coaching appointments. Sessions must be scheduled in advance based on the next available appointment time. If you are preparing for an upcoming closing, I recommend booking as early as possible so there is adequate time to prepare.

Who is this coaching for, and do I need to be a commissioned Notary?

MBS coaching is designed for new and developing Loan Signing Agents who want practical, real-world guidance with document preparation, organization, closing workflow, and professional confidence.

The session is most beneficial for commissioned Notaries who are preparing to perform Loan Signing Agent work. Those still exploring the industry may also benefit educationally; however, MBS coaching does not replace state-required Notary education, commissioning requirements, or formal Loan Signing Agent training.

Can I use my own closing package during the session?

Yes. You may use your own upcoming closing package as long as you are permitted to do so and continue to follow the confidentiality and document-handling requirements of the hiring company, title company, lender, and applicable laws.

Please do not share sensitive borrower information through unsecured methods.

What if I do not have closing documents available?

No problem. MBS can provide a standard mock closing package for educational review.

If you specifically want to use your own upcoming closing package but the documents are not available in time, you may choose to use the MBS mock package or reschedule according to the MBS rescheduling policy.

What happens during the session?

Your session is hands-on and focused on practical preparation. Depending on the service purchased, we may review printing, document organization, signature and initial areas, commonly missed spots, notarial preparation, scanbacks, uploads, shipping procedures, and other closing-readiness steps.

Because closing packages vary in length and complexity, every page may not always be reviewed in depth during the scheduled session. If a package requires substantially more time than the session allows, an additional coaching session may be recommended.

How long is the session, and what happens if I am late?

MBS Essential LSA Document Preparation is a 90-minute one-on-one session.

Please plan to log in a few minutes early with your documents, equipment, and supplies ready. If you arrive late, the session will still end at the originally scheduled time so that other appointments are not affected.

What platform will be used for the session?

Sessions are held virtually using the platform listed in your booking information. Please make sure you have a reliable internet connection, access to your computer, and any documents or supplies needed for the session.

What should I do if I experience technical difficulties?

Please contact MBS as soon as possible if you are having difficulty joining your session.

If a significant technical issue prevents the session from continuing, we will determine whether the remaining portion can be completed another way or rescheduled to the next available appointment time.

What is the MBS rescheduling policy?

One reschedule is permitted at no additional charge when at least 24 hours’ notice is provided. Your appointment will be moved to the next available time on the MBS scheduling calendar.

Because availability changes, your original date or time cannot be guaranteed once a session is rescheduled.

Additional rescheduling requests may require a $25 rebooking fee. Same-day changes may also be subject to a rebooking fee.

Clients who do not attend their scheduled session without notice will need to purchase a new session in order to rebook.

What is the refund policy?

Because MBS coaching sessions reserve dedicated one-on-one appointment time and preparation, all coaching purchases are non-refundable.

Refunds will not be issued for missed appointments, no-shows, same-day cancellations, failure to attend, expectations outside the stated scope of the service, or failure to receive signing assignments, contracts, employment, or income after coaching.

If you are unable to attend, please refer to the MBS Rescheduling Policy.

Does MBS coaching guarantee certification, job placement, signing assignments, or income?

No. MBS coaching provides educational and practical guidance based on real-world Loan Signing Agent experience.

Participation does not guarantee certification, employment, placement with a hiring company, signing assignments, contracts, or a specific level of income. Results may vary based on factors such as your effort, availability, experience, market, professionalism, networking, and individual hiring-company requirements.

What is the scope of MBS coaching?

MBS coaching focuses on Loan Signing Agent preparation, organization, workflow, document familiarity, and professional development.

MBS does not provide legal, tax, accounting, mortgage, or financial advice and does not interpret loan terms for signers. Questions involving interest rates, fees, legal meaning, financial decisions, or transaction-specific concerns should be directed to the appropriate lender, title company, loan officer, or hiring party.

What if my package has lender-, title-, or hiring-company-specific instructions?

Instructions from the lender, title company, or hiring company always take priority.

MBS can help you review the package from an organizational and preparation standpoint, but transaction-specific instructions and decisions should always be confirmed with the appropriate hiring party.

Can I share the materials I receive?

No. MBS worksheets, scripts, guides, mock documents, and other materials are provided for personal educational use only.

They may not be shared, uploaded, resold, redistributed, rebranded, copied for commercial use, or included in another paid product without written permission from Morningstar Business Solutions LLC.

Will my coaching session be recorded?

Sessions are not automatically recorded. If recording is ever offered, it will only be done with the knowledge and consent of the participants.

Can someone else attend my coaching session with me?

Your purchase is for one-on-one coaching for the individual who booked the session. Additional participants should not attend unless arrangements have been made with MBS in advance.

If more than one person would like coaching, please contact MBS to discuss group or additional-participant options.

Can I contact MBS after my session with additional questions?

Your scheduled session includes the coaching and guidance provided during your appointment.

If you have a brief clarification about something discussed during your session, you may contact MBS. If the question requires additional review, instruction, or ongoing support, another coaching session may be recommended.

Can I purchase coaching more than once?

Absolutely. If you would like additional support, you may purchase another coaching session at any time and schedule a new appointment.

This version takes the biggest overlap out of the page while still protecting your time, materials, professional scope, and one-on-one pricing.