Welcome To The LSS Notary Marketing Software, we’re so excited to have you!
We’ve created this document to be your core resource for getting started and accessing all the tools in the platform in addition to a step-by-step guide on getting the support you need when you need it.
First things first, make sure you bookmark this Google Doc for easy access when you need it by clicking the star icon on the top of the URL. If you prefer to print out this document and have it handy, you can easily download and print it out at any time.
You can use the table of contents below for navigating the guide and easily jumping to the resources you need most!
Let’s get started!
When you signed up for Loan Signing System, you received access to 2 primary tools to support you on your journey, this section will breakdown those tools and explain how to access each one.
What it is: The digital home for all the live events, upcoming training, support calls, and on demand training for both the LSS Certification program and the LSS Notary Marketing Software program.
How to access it: You can access all of the resources by logging into the members portal at members.loansigningsystem.com and logging in with the email address you purchased with. It’s important you use the correct email address otherwise, you may not be accepted into the members area.
Action Steps:
Go to the members area by clicking here: http://members.loansigningsystem.com and login to your account
How To Login To The Course Area And Access Your Training
Need help logging into the course area and accessing your training? If your purchased the LSS CRM AFTER July 1, 2025 this article will show you how to get into the NEW Course and Community areas
Can't Login - User Doesn't Exist or No Password Reset
If you're having trouble logging into the course area or resetting your password for the members area, checkout the help article below for instructions no how to troubleshoot this issue.
Reset Your Password For The Course Area
Forgot your password or need help logging back into the course area? This article will show you how to reset your password for the LSS Course area
What it is: This is the digital backbone of your business, it’s the actual tool and software we’ll use to build your business including your email marketing, website, contact management, social posting, invoicing and more.
How to access it: The software is available on a SEPARATE platform with it’s own unique login credentials. Be sure you’re logging into the software by going to crm.notarysuccesspath.com and using the email address you purchased with. Please note that your password for the software may be different from your password for the members area since these are TWO separate platforms.
Action Steps:
Go to the LSS Notary Marketing Software by clicking here: http://crm.notarysuccesspath.com and login to your account
By now, you should have successfully logged into both the LSS Notary Marketing Software AND the Loan Signing System Members Area, Great work!
How To Login To The LSS Notary Marketing Software
Learn how to troubleshoot logging into the notary marketing software including how to reset your password, request a new password, use 2FA or activating your account for the first time.
Now that you’ve logged into the LSS Members area, let’s go over how to find everything you need and how to succeed inside this program. This section will walk you through the 3 different sections inside the members area with guidance on how to use each one.
How To Access The Community And Find Live Calls, Events, Coaching and More
Learn how to access the community area and start connecting with other students in the Loan Signing System Network
What it is: Think of this like your facebook news feed where you can see all the posts and updates from your peers and from our team. You can use this area to ask questions, celebrate wins, or share updates with everyone.
How to access it: You can easily swap back and forth between components of the members area by clicking on the top menu items. To access the discussion area, just click on the “Discussions” option on the top and you’re the
Bookmark this URL for the Discussion Area:
https://members.loansigningsystem.com/communities/groups/loan-signing-system/home
Action Steps:
Make your first post in the community and introduce yourself to the rest of the LSS family!
What it is: This is where you can access all of the courses and on-demand training including the LSS certification program and the LSS Notary Marketing Software training. You can easily login to each course and start watching the trainings, taking the quizzes, and downloading any resources along the way.
How to access it: You can easily swap back and forth between components of the members area by clicking on the top menu items. To access the courses inside the learning area, just click on the “Learning” option on the top and you’re there!
Bookmark this URL for the courses: https://members.loansigningsystem.com/communities/groups/loan-signing-system/learning
Action Steps:
Click on the learning tab, open up one of the courses and start watching the first video
How To Login To The Course Area And Access Your Training
Need help logging into the course area and accessing your training? If your purchased the LSS CRM AFTER July 1, 2025 this article will show you how to get into the NEW Course and Community areas
What it is: This is where you can access our live training calendar with the most up to date information for support calls with our team. We offer a handful of free support calls every single week to help meet you where you’re at.
How to access it: You can easily swap back and forth between components of the members area by clicking on the top menu items. To access the live events and training calendar, just click on the “Events” option on the top and you’re there!
Bookmark this URL for the live events calendar:
https://members.loansigningsystem.com/communities/groups/loan-signing-system/events
Action Steps:
Go to the events tab and register for your first live call!
Save the recurring event to your preferred calendar (google, ical, etc.)
If you’ve made it this far, you’re crushing it! You should now have access to all the fundamental resources to start your training and hit the ground running!
How To See The LSS Support Call Calendars And Schedule
Learn how to save and subscribe to the LSS events calendar and schedule
In order to be the most successful notary you can, it’s crucial you have a plan of action and follow that plan step by step!
That being said, we’ve created a bullet proof 9-step notary success plan you can access, download, and print out here.
Here’s what we want you to know: The best success comes from following the plan step by step. We know it’s tempting to want to jump ahead and skip steps, but we promise you’ll be a lot happier (and far less confused) if you stick with the action plan we’ve created for you.
The biggest mistake new notaries make is jumping headfirst into the Notary Marketing Software before they’ve ever finished their LSS Certification or gotten their first signing.
Don’t make this mistake!!!
The LSS Notary Marketing Software is your notary super car, but before you can drive, you’ve got to get your drivers license, aka your notary certification.
If you have NOT completed the Loan Signing System Certification and gotten your Notary Credentials, you NEED to complete this step FIRST.
Once you’re officially certified and can start taking signings, then you’re ready to hit the ground running with the LSS Notary Marketing Software.
Stay focused, take it one step at a time, and you’ll be cruising through this program in no time!
What You Need To Get Started:
Jump into the LSS Six Figure Course & Certification inside the learning tab and start going through the training at https://members.loansigningsystem.com/communities/groups/loan-signing-system/learning and start going through the first course called: Six Figure Course 3.0 Certification
Register for the LIVE support calls in green, purple and orange inside the events area at: https://members.loansigningsystem.com/communities/groups/loan-signing-system/events
Get support inside the discussion area at https://members.loansigningsystem.com/communities/groups/loan-signing-system/home
Your Action Items:
Bookmark each of the resources above: Courses, Events, Discussion
Register for live support calls
Get LSS Certified and complete the Loan Signing System Notary Training
IMPORTANT: We strongly suggest waiting until you’ve completed your LSS Certification BEFORE jumping into the LSS Notary Marketing Software to make sure you’re ready to start taking signings and make the most out of the software.
If you haven’t yet completed your certification, please go back to phase 2 and complete the training before jumping into this section.
Once you’re fully certified, let’s dive in
What You Need To Get Started:
Login to your CRM Account for the LSS Notary Marketing Software by going to crm.notarysuccesspath.com and be sure to use the email that you purchased with
Jump into the LSS Six Figure Course & Certification inside the learning tab and start going through the training at https://members.loansigningsystem.com/communities/groups/loan-signing-system/learning and start going through the course called: LSS Notary Marketing Software Training
Register for the LIVE support calls in blue for the live tech support trainings inside the events area at: https://members.loansigningsystem.com/communities/groups/loan-signing-system/events
Get support inside the discussion area at https://members.loansigningsystem.com/communities/groups/loan-signing-system/home
Your Action Items:
Bookmark each of the resources above: Courses, Events, Discussion
Register for live support calls
Login to your LSS Notary Marketing Software (CRM) Account and start going through the LSS Software Training Course
We know learning a new platform and navigating software can be challenging, which is why we offer a handful of ways to get ongoing support throughout your process.
Community Support From Peers: If you’re feeling stuck and need immediate guidance on anything related to notary work and loan signings, the best place to start is inside the members area with your peers by making a discussion post to get insight and feedback.
You can do so by going to https://members.loansigningsystem.com/ and making a new discussion post.
Live Support From Mark & Roman: If you’d like direct feedback with live support from Mark, Roman, or one of our LSS Ambassadors, be sure to register for the live trainings and support calls inside the members area on the events calendar mentioned previously.
You can view all the upcoming trainings and register for the live calls where you can get hands-on support through our Q&A style approach every single week.
To register for the live calls, be sure to go to the events tab inside the members area at https://members.loansigningsystem.com/ and click on the events option.
Billing Support & Access Related Questions: You can always reach out directly via our live chat bot by going to help.loansigningsystem.com where you can ask questions 24/7 with our AI.
If our AI isn’t able to answer, you can always ask to speak with a live agent and a member of our team will be sure to jump in during regular business hours.
If you prefer to email us directly, please send an email to mark@loansigningsystem.com and we’ll make sure we can get back to all emails and inquiries within 48 business hours.
Course Training: The best place to start is by going through the course modules in chronological order, these will walk you through the full setup step by step and are the first part of getting started with setting up your account.
You can access the course by going to members.loansigningsystem.com
Live Tech Support Calls: We offer weekly live support for the LSS Notary Marketing Software inside the members area where you can jump on zoom with our tech team and get hands-on support during our regular Q&A hour each week.
Be sure to register for the tech support calls inside the members.loansigningsystem.com events tab.
Help Center & AI Bot: If you’re not able to find answers to your questions or run into an issue with the course modules, you can always checkout our help desk and use our 24/7 AI chat bot by going to help.loansigningsystem.com where you can find a full library of additional tutorials, documents, and step-by-step guides for troubleshooting any issues.
Live Chat & Email Support: If you’re unable to join our live support calls and need help with any technical issues, you can always reach out to our team directly by using the blue live chat bubble on the bottom right hand side of your CRM or by going to the help center at help.loansigningsystem.com
Our team is available Monday-Friday from 9am-3pm PST / 12pm-6pm EST otherwise, if you prefer to email, you can reach our team directly at support@loansigningsystem.com.
Please allow a 48 hour window for all support emails to be responded to!
