Mobile Notary & Signing Agent: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for mobile notaries and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need mobile notaries, who else gets a call that same week?
Mobile notaries sell to both individuals and businesses, and most of the work starts when somebody buys a house. It moves fast, so being the name already in hand matters more than being the cheapest. Clients come back, which makes one good introduction worth years.
- Home purchasewhen somebody buys a house
- Financing or refinancewhen somebody needs a loan closed
- Death / probatewhen somebody dies and an estate has to be settled
- Aging / care transitionwhen an aging parent needs a different living situation
- Business formationwhen somebody starts a company
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade.
The same list, turned around. Give first and the rest follows.
- 01
Insurance Property & Casualty
They send you work71Trigger: somebody buys a house
P&C insurance agents hear about it when somebody buys a house, before you do. This one sends you work rather than trading it.
- 02
CPA / Accountant
They send you work68Trigger: somebody needs a loan closed
CPAs hear about it when somebody needs a loan closed, before you do. This one sends you work rather than trading it.
- 03
Home Inspector
They send you work68Trigger: somebody buys a house
Home inspectors hear about it when somebody buys a house, before you do. This one sends you work rather than trading it.
- 04
Real Estate Agent (Residential)
They send you work64Trigger: somebody buys a house
Residential real estate agents hear about it when somebody buys a house, before you do. This one sends you work rather than trading it.
- 05
Title Company
Two-way64Trigger: somebody buys a house
You and title companies both get the call when somebody buys a house, usually the same week. This one goes both ways.
- 06
Mortgage Broker / Loan Officer
They send you work63Trigger: somebody buys a house
Mortgage brokers hear about it when somebody buys a house, before you do. This one sends you work rather than trading it.
- 07
Home Health Care
They send you work63Trigger: an aging parent needs a different living situation
Home care agencies hear about it when an aging parent needs a different living situation, before you do. This one sends you work rather than trading it.
- 08
Attorney Estate Planning & Probate
They send you work62Trigger: somebody dies and an estate has to be settled
Estate planning attorneys hear about it when somebody dies and an estate has to be settled, before you do. This one sends you work rather than trading it.
- 09
Attorney Real Estate
Two-way62Trigger: somebody buys a house
You and real estate attorneys both get the call when somebody buys a house, usually the same week. This one goes both ways.
- 10
Insurance Health & Benefits
They send you work61Trigger: somebody starts a company
Health and benefits brokers hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 01
Moving Company
Two-way61Trigger: somebody buys a house
You and movers both get the call when somebody buys a house, usually the same week. This one goes both ways.
- 02
Mental Health Therapist
You send them work55Trigger: somebody dies and an estate has to be settled
You hear about it when somebody dies and an estate has to be settled, before therapists and counselors do. Expect to give more than you get back here.
- 03
Residential Cleaning
You send them work54Trigger: somebody buys a house
You hear about it when somebody buys a house, before residential cleaning companies do. Expect to give more than you get back here.
- 04
Junk Removal & Hauling
Two-way54Trigger: somebody dies and an estate has to be settled
You and junk removal companies both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 05
HVAC Contractor
You send them work54Trigger: somebody buys a house
You hear about it when somebody buys a house, before HVAC contractors do. Expect to give more than you get back here.
- 06
Title Company
Two-way53Trigger: somebody buys a house
You and title companies both get the call when somebody buys a house, usually the same week. This one goes both ways.
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you.
Your local Realtor board or association
Your partners are in this room: home inspectors, residential real estate agents, and title companies.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your local Realtor board or association
Your partners' associationYour partners are in this room: home inspectors, residential real estate agents, and title companies.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Chapter finder → - 02
Local mortgage bankers or brokers association
Your partners' associationYour partners are in this room: home inspectors, title companies, and mortgage brokers.
Loan officers know a house is selling 30 to 60 days before anyone else does.
Chapter finder → - 03
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: P&C insurance agents, CPAs, and residential real estate agents.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 04
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: P&C insurance agents, CPAs, and residential real estate agents.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 05
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and estate planning attorneys.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 06
Land title association
Your partners' associationYour partners are in this room: title companies and real estate attorneys.
Title agents and closing lawyers. They touch every deal on its last day.
Chapter finder → - 07
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder → - 08
LeTip International
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Weekly referral chapters. One person per job. Strong with trades and home services.
Chapter finder →
Your local Realtor board or association
Your partners are in this room: home inspectors, residential real estate agents, and title companies.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your local Realtor board or association
Your partners' associationYour partners are in this room: home inspectors, residential real estate agents, and title companies.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Chapter finder → - 02
Local mortgage bankers or brokers association
Your partners' associationYour partners are in this room: home inspectors, title companies, and mortgage brokers.
Loan officers know a house is selling 30 to 60 days before anyone else does.
Chapter finder → - 03
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: P&C insurance agents, CPAs, and residential real estate agents.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 04
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: P&C insurance agents, CPAs, and residential real estate agents.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 05
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and estate planning attorneys.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 06
Land title association
Your partners' associationYour partners are in this room: title companies and real estate attorneys.
Title agents and closing lawyers. They touch every deal on its last day.
Chapter finder → - 07
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters → - 08
An independent local leads group
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.
Let us be straight with you. For mobile notaries, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
Is your seat open?
Prime Time takes one mobile notary & signing agent per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for mobile notaries, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Mobile Notary & Signing Agent
The five people who should be sending you clients
- Insurance Property & Casualty (They send you work)
Shared trigger: somebody buys a house - CPA / Accountant (They send you work)
Shared trigger: somebody needs a loan closed - Home Inspector (They send you work)
Shared trigger: somebody buys a house - Real Estate Agent (Residential) (They send you work)
Shared trigger: somebody buys a house - Title Company (Two-way)
Shared trigger: somebody buys a house
The three rooms to be in
- Your local Realtor board or association: Your partners are in this room: home inspectors, residential real estate agents, and title companies.
- Local mortgage bankers or brokers association: Your partners are in this room: home inspectors, title companies, and mortgage brokers.
- Your city or county chamber of commerce: Your partners are in this room: P&C insurance agents, CPAs, and residential real estate agents.
- Your local Realtor board or association: Your partners are in this room: home inspectors, residential real estate agents, and title companies.
- Local mortgage bankers or brokers association: Your partners are in this room: home inspectors, title companies, and mortgage brokers.
- Your city or county chamber of commerce: Your partners are in this room: P&C insurance agents, CPAs, and residential real estate agents.