SIGNING SERVICES
The Signing Service Platform Built to Help You Win
Whether you're just getting started or ready to leave your current software behind — CloseWise gives signing services the tools to automate operations, manage their team, and grow their business from one platform.
No commitment required — our team will walk you through everything
THINKING ABOUT SWITCHING?
Here's Why Signing Services Move to CloseWise
Most signing service platforms were built for order management. CloseWise was built for the entire business — including the parts your current software ignores.
Order Intake Your Current Platform Doesn't Have
Most platforms still require manual order entry or basic email parsing. CloseWise uses AI, direct integrations, & web hooks to intake orders automatically reducing data entry errors and saving your team hours every week and your business partners money.
Automated Agent Pay With 1099 Management Built In
High order volume should not mean manual payout nights. CloseWise automates agent pay and handles taxes and 1099 management automatically — something most competitors leave for you to figure out yourself.
A Platform That's Fully on Your Side
When you're ready to grow your B2B client relationships CloseWise has a sales team mode with commission tracking, payouts, and leaderboard visibility for reps. No other signing service platform offers this.
Enterprise Features Without the Enterprise Price Tag
CloseWise gives signing services the same caliber of tools as platforms costing five to ten times more — modern interface, powerful automation, and a tech stack built for how the industry actually operates. Professional grade without the enterprise budget.
Our team will walk you through exactly how CloseWise compares to what you're using now
AUTOMATE • ORGANIZE • TRANSFORM
Built Around How Signing Services Actually Operate
Six core operational advantages that signing services get from day one — built around how your business actually runs.
Run Every Closing From One Dashboard
- Full order status, scheduling, and follow-through without spreadsheet chaos
- Role-based access so coordinators, processors, and owners each see what they need
Manage Your Agent Network Your Way
- Keep your notary roster organized and assign with rules you control including bidding lists and coverage
- Automate agent pay including taxes and 1099 management so high volume never means manual payout nights
Give Every Client a Professional Experience
- Configure each lender or title partner once — teams, fees, products, and portal behavior — then repeat the same quality every time
- Give clients a dedicated portal so they can get updates without calling your desk
Keep Your Books Without the Busywork
- Track income, expenses, invoicing, and agent pay in one accounting workspace built around how signing companies actually bill
- Sync with QuickBooks and use invoicing automation so billing keeps pace with closed files
Let Automation Handle the Repetitive Work
- Scheduling automation handles bidding and assignment so the best available agent gets the job without a bidding war in email
- Standardize instructions, agreements, and scanback rules so every file follows your policy by default
Grow With Visibility Into What's Working
- Use reports and analytics to see volume, schedule load, and client patterns — not just how busy but where the business is trending
- Turn on sales team mode when growing B2B — commissions, payouts, and leaderboard visibility for reps
EXPAND YOUR SERVICE OFFERING
One Platform. Every Category of Notary Work.
Most signing services start with loan signings. The ones that grow fastest expand into additional service categories — and CloseWise is built to manage all of them from the same platform. No additional software required.
Every service type your notaries perform can be scheduled, tracked, invoiced, and reported on inside CloseWise.
Powered by the Same Database as NotaryNearMe.com
NotaryNearMe.com — one of the largest notary directories in the country — is powered by the CloseWise notary database. When you run your signing service on CloseWise you're plugged directly into that same network. The notaries are already here.
Book An Introduction CallINTEGRATIONS & API
CloseWise Plays Well With Your Existing Tech Stack
Connect CloseWise to your CRM, Loan Origination System, Title Production Software, or any custom platform using our open API and webhooks. No ripping and replacing — just seamless connection into the way you already work.
API Access
Connect CloseWise to any CRM or internal tool using our open API. Build custom workflows and automate order tracking to fit your business, not the other way around.
Webhooks
Get real-time data flowing between CloseWise and your existing systems automatically. Order updates, status changes, and notifications — all synced instantly.
Custom Integrations
Running a LOS, TPS, or proprietary platform? Our team works directly with signing services and title companies to build custom integrations into your existing business management tech stack.
SIMPLE PLANS FOR EVERY SIZE
Grow at Your Own Pace
CloseWise signing service plans are built around your order volume — pay only for what you use and scale as your business grows.
Starter
Plus $2 per order
Perfect for small signing services getting started with scheduling and order management.
- Advanced Order Management
- Scheduling Features
- Up to 5 Team Members
- Basic CRM Add On Access
- Accounting Features
- Reporting Features
- Standard Support
Professional
Plus $1.50 per order
For growing signing services that need advanced CRM integration and larger team capacity.
- Everything in Starter
- Up to 10 Team Members
- CRM Add On and API Access
- Advanced Order Management
- Premium Support
Enterprise
Complete solution with full CRM suite and white-glove support for high-volume signing services.
- Unlimited Orders
- Unlimited Team Members
- Complete CRM Suite
- Full API Integration Capabilities
- White-Glove Support
- Custom Integrations
- Advanced Order Management
Pricing based on monthly subscription plus per-order fee. Contact us for volume pricing.
READY TO SEE IT IN ACTION
Everything You Just Read — Live in One Platform
Our team will walk you through the entire platform in 30 minutes — scheduling, agent management, accounting, white labeling, and everything in between.
Book Your DemoNo commitment required — we'll show you everything and answer every question
WHAT SIGNING SERVICES ARE SAYING
Signing Services Love CloseWise
"We are very pleased with our switch to CloseWise. Over the past 12 years I've used many other software platforms for scheduling or keeping up with accounting, and I can say CloseWise is the most user-friendly software yet. I swear by CloseWise and so does my team. They love it!"
Jake Warren
Signing Company
"I have found the perfect app. It's a combination of the simple calendar layout and the surprising amount of simple yet useful functionality — receiving orders, adding signings, updating clients, being able to easily input or drag and drop, track my payments. Thank you CloseWise!"
Kim Smith
Escrow Incorporated
"I can't rave enough about this program! I love that everything you need is in one place, it connects you to all needed communications and you have the opportunity to learn along the way. CloseWise has made my life so much easier."
Julie Hulford
Notary Professional
"I've been using CloseWise for a few months now, and honestly, it's been a game-changer for my notary business. The platform is easy to navigate and integrates all the things I need in one place: appointment scheduling, client management, and even document tracking. What really stands out is the customer support. Highly recommend it to any notary looking to streamline their process!"
Thomas Lu
Notary Business Owner
"Best signing service and full spectrum notary management software that I have used, combined into one. 5 stars."
C. H.
Local Guide
"Fantastic Service with Closewise – Highly Recommend! From day one, Tyler has been incredibly responsive, always willing to go the extra mile. One thing I really appreciate about Closewise is that they're always working to improve their platform. It's clear they're dedicated to staying ahead of the curve and continuously making things better for their clients."
CSS LLC
CloseWise Client
Ready to Run a Smarter Signing Service?
Join signing services across the country already using CloseWise to automate, organize, and grow their operations.
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