What a loan signing involves
- Verifying identity for every signer on the loan
- Presenting the package in order and pointing out where signatures, initials and dates are required
- Notarising the documents that require an Oregon notarial act — typically the deed of trust and related instruments
- Checking the executed package for omissions before it leaves
- Returning the package per the lender or title company’s instructions
Coverage
Signings at our Clackamas and The Dalles offices, and mobile signings across the Portland metro and the Gorge by arrangement. Evening and weekend appointments are frequently possible — most refinance signings are scheduled around a workday.
How long does a signing take?
A typical refinance package runs 45 to 60 minutes. A purchase package can run longer.
Can you travel to us?
Yes, by arrangement, within the Portland metro and the Gorge.
What if a signer cannot attend?
Every signer on the loan must be present and identified. Tell us in advance if someone is signing under a power of attorney — lenders have specific requirements for that.
Do you work with title companies directly?
Yes. Escrow officers and title companies can schedule with us and receive the package back per their instructions.
Talk it through before filing season starts
Start with a complimentary 15-minute introductory call about your situation and whether we are a good fit. No tax advice is given on that call.
Written by
Enrolled Agent, Oregon Licensed Tax Consultant
License number: Enrolled Agent 00160070-EA · Oregon Licensed Tax Consultant 35746-C
Heather has spent more than a decade preparing individual and business returns across the Portland metro and the Columbia Gorge, and holds unlimited rights to represent taxpayers before the IRS.
Last reviewed
This page is general information about Oregon, Washington and federal tax rules, not advice about your own return. Thresholds and rates change every year. Figures were verified as of August 2026 — check the linked official sources, or talk to us about your situation.