Practice Test Geeks(NSA) Notary Signing Agent Certification Practice Test
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Client Communication & Confidentiality Flashcards

7 cards from real NSA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Client Communication & Confidentiality flashcards as text

  1. A borrower asks a Notary Signing Agent to email a copy of their signed loan documents to a family member. What should the NSA do?

    Answer: Decline and explain that documents must be returned only to the lender or title company

    Signed loan documents are confidential and must be returned only to the designated lender or title company, not third parties.

  2. Which of the following best describes the NSA's duty regarding non-public personal information (NPI) encountered during a signing?

    Answer: Protect it from unauthorized disclosure at all times

    NSAs must safeguard all non-public personal information and never disclose it to unauthorized parties.

  3. A lender instructs the NSA not to discuss interest rates with the borrower. The borrower asks about their rate during the signing. What is the correct response?

    Answer: Tell the borrower you are not authorized to discuss loan terms and direct them to their lender

    NSAs must follow lender instructions and direct borrowers to their lender or loan officer for questions about loan terms.

  4. After completing a signing, an NSA mentions the borrower's name and new address on a professional social media post to showcase their work. This action is:

    Answer: A breach of confidentiality and professional ethics

    Disclosing any borrower identifying information on social media violates confidentiality obligations regardless of what financial details are included.

  5. An NSA discovers that the borrower's Social Security Number is printed on a document left behind at the signing table. What should the NSA do?

    Answer: Secure the document and return it with the loan package to the lender or title company

    Any document containing sensitive borrower data should be secured and returned with the closing package to the appropriate party.

  6. A real estate agent who referred the signing calls the NSA after the appointment to ask whether the borrowers signed successfully. The NSA should:

    Answer: Decline to share any details and refer the agent to the lender or title company

    Status updates on a signing should only be provided to the hiring party — the lender or title company — not to real estate agents or other parties.

  7. When communicating closing time confirmations with a borrower via text message, the NSA should:

    Answer: Keep messages limited to scheduling logistics and avoid including any sensitive loan or personal data

    Text messages should contain only scheduling information and never include sensitive financial or personal data about the borrower.