The notary signing agent profession stands at a fascinating crossroads, navigating an increasingly digital world. What was once a field heavily reliant on pen and paper is now rapidly evolving, demanding a new level of adaptability and technological proficiency from its practitioners.
In this tech shift, notary signing agents who are embracing technology are better positioned to enhance their efficiency, accuracy, overall professionalism— and of course earning.
From streamlining scheduling and managing finances to enhancing client communication and ensuring secure document handling, the right technological tools can significantly impact a notary’s daily operations and long-term success. By integrating cutting-edge software and reliable hardware into their workflow, notary signing agents can deliver a great service level.
We have curated a list of mobile notary software that can streamline the notary operations and client management with ease. Here are the top contenders.
How Can CloseWise Help Grow Notary Signing Agent Business?
Are you a Notary agent? CloseWise is the platform for you where you can grow your notary signing agent business. Now let us dive deep into how we help notary agents and the customers alike:
1 CloseWise
CloseWise is a comprehensive notary signing agent platform built to cater to the multifaceted needs of notaries. It aims to be the central hub for managing various aspects of a notary’s business and signing agents. By offering a suite of integrated features, it streamlines workflow and enhances productivity. Here are the detailed features and functionalities offered by CloseWise:
Scheduling and Appointment Management:
CloseWise offers automatic appointment management and scheduling capabilities, allowing notary signing agents to organize and optimize their business operations. It features auto order intake, automating the process of receiving and processing new signing requests. This is complemented by scheduling automation, which includes features for setting availability, managing appointments, and sending reminders, all designed to reduce manual effort.
Accounting and Reporting
CloseWise provides integrated accounting and payment processing functionalities. Agents can track their signing business finances, as well as P&L reports. It ensures that their financial affairs are organized. CloseWise offers insightful reporting tools, providing comprehensive insights into a notary's business performance. The platform generates status reports of all scheduled signings and includes a notary and attorney mileage log for efficient tracking of travel expenses. CloseWise also enables notarial act tracking, which can be particularly useful for tax purposes. Enhanced mileage tracking specifically caters to tax season needs, allowing for better management of travel expenses. Easy access to comprehensive business insights further empowers notaries to make informed decisions.
Client Relationship Management (CRM) and Marketing:
CloseWise simplifies notary business marketing by providing tools to increase online presence and capture more deals. This includes a notary website builder, allowing agents to quickly generate their own personalized website to showcase their services. The platform integrates booking and payment functionalities into these websites, streamlining client interactions. The Network CoOp's feature facilitates work sharing among a network of notaries, potentially expanding business opportunities.
Document Management and Workflow:
CloseWise ensures secure document transfers and communication, safeguarding sensitive information. The platform provides detailed closing file information for each step of the process, from scheduling to closing. It also facilitates document handling and signing automation, streamlining the entire notarization process. Users can securely upload and store documents within CloseWise, eliminating the need for physical copies. The platform employs AI-powered automation to ensure fast and flawless signings and utilizes AI order inputs for quicker data entry.
Customized Website
Closewise provides a fully customizable business ready website when you opt for the professional plan. You can either buy the domain yourself or through our platform—the choice is yours. You will get access to a website that can be fully customized to your singing needs just in an hour. It empowers you to showcase your services and professionalism to a broader online audience.
2. NotaryGadget
NotaryGadget is accounting and business management software specifically designed to cater to the unique financial management needs of notaries and signing agents. Its core strength lies in its detailed accounting features, which include invoicing, payment tracking, and the automatic calculation of mileage for tax deductions.
The software also offers calendar management for appointment scheduling and the tracking of notarial acts to maximize tax savings. NotaryGadget allows for expense tracking with receipt uploads and features an electronic journal with options for signature capture and ID scanning. A significant time-saver is its ability to automatically import signing orders from major platforms, reducing manual data entry.
Apart from the above, it provides appointment reminders, customizable email templates, and generates tax reports, making tax season less daunting. With mobile apps available for both Android and iPhone, NotaryGadget ensures that notaries can manage their business finances and appointments on the go.
3. NotaryAssist
NotaryAssist showcases itself as an ultimate one-stop solution. It offers a comprehensive suite of tools to manage various aspects of a notary’s business. Its core functionalities include a versatile “Business Center” that allows notaries to track a wide array of services beyond traditional loan signings, offering customization for diverse revenue streams.
The platform provides real-time analytics and reporting, offering insights into income, expenses, and the profitability of different services. The notable feature is its ability to auto-import appointment details from any confirmation email, acting as a virtual assistant to streamline scheduling.
NotaryAssist simplifies appointment scheduling with calendar synchronization for both Google and Apple Calendar and offers driving directions with a single click on mobile devices. It includes a customer database for secure record-keeping and provides income reporting on a per-customer basis. For financial management, it offers expense organization with receipt scanning and the ability to set up recurring expenses.
The software also tracks business commutes and automatically calculates mileage for tax benefits, along with tracking notarial acts and associated fees for potential tax exemptions.
NotaryAssist generates customizable business and tax reports and offers a separate “Listings & Reviews” platform to help notaries manage their online presence and reputation. Mobile apps are available for both Apple and Android devices, ensuring accessibility on the go.
4. Snapdocs
Snapdocs functions as a central platform connecting notary signing agents with a vast network of title companies and signing services, primarily focusing on streamlining the order management process.
Its core functionalities include a centralized dashboard that allows notaries to manage their entire book of business, track loan signings, and monitor the status of their payments. Agents gain access to a substantial number of signing opportunities, with hundreds of title companies and signing services posting approximately 60,000 jobs monthly.
The platform provides tools to showcase a notary’s experience and credentials, thereby attracting new clients within the network. Snapdocs integrates with calendars for easy appointment scheduling and sends reminders to keep notaries organized. For mobile notaries, it automatically calculates the mileage driven for each signing, simplifying expense tracking. The platform ensures secure document and communication exchange between notaries and hiring companies.
Users can track the status of their orders and payments and even add signing orders completed outside of the Snapdocs platform for comprehensive record-keeping. Snapdocs also offers a public notary profile, enhancing visibility to potential clients. Achieving “Snapdocs Verified” status can significantly boost a notary’s credibility and lead to more assignment opportunities.
5. BlueNotary
BlueNotary is a platform that streamlines document notarization through RON. It provides a secure video conferencing feature that eliminates the need for in-person visits. The service offers round the clock accessibility allowing users to connect with certified online notaries across various time zones. This convenience caters to individuals and businesses, including law firms, title and escrow companies, and lenders, seeking efficient and legally compliant notarization solutions.
Security is paramount for BlueNotary, employing robust identity verification methods such as biometric scanning, knowledge-based authentication (KBA), and credential analysis. The platform also utilizes encryption and blockchain technology to safeguard sensitive information throughout the notarization process. This focus on security ensures the integrity and legality of all transactions conducted through the platform.
In addition to its core services, BlueNotary provides tools and training for notaries, enabling them to conduct RON transactions effectively.
The Indispensable Role of Hardware
While mobile notary software solutions are essential for notary signing agents, reliable hardware is equally critical for efficient and professional signings. A dual-tray laser printer is fundamental for handling letter and legal-sized loan documents. Similarly, having a portable scanner can ensure timely scan-backs to title companies, with portable options providing on-the-go convenience.
A laptop or iPad can act as the central hub for managing appointments, accessing software, and handling sensitive digital documents. Robust processing power and ample storage are vital, especially for IPEN transactions. To get rid of risks associated with public WiFi, you should have a high speed mobile hotspot for providing a secure and reliable internet connection for mobile and RON services.
Conclusion: Supercharge Your Notary Career with the Right Tools
Too many options for notary software…got confused to choose one?
You’ve noticed that every mobile notary app provides features somewhere similar to each other. This can make a tough situation choosing one over another. Let’s break it down for you, so that you can easily make a decision.
While other platforms just serve as a place to receive orders, CloseWise goes a step further. Alongside its marketplace, it also equips you with powerful business tools like mileage tracking, CRM and a complete accounting suite that comes with no extra cost.
The availability of a free plan makes CloseWise accessible to notary signing agents at all stages of their careers, providing a risk-free entry point to experience the platform’s benefits.
With paid plans, you get your business-ready website . Also, seamless integration with NotaryNearMe.com significantly enhances your online visibility, connecting you with a broader network of potential clients and job opportunities.
For notary signing agents looking to simplify their operations,and enhance their market reach, CloseWise presents an optimal choice among multiple tools for loan signing agents . Its comprehensive features, coupled with its strategic integrations and accessible pricing, position it as a powerful tool for navigating the changing landscape of the notary profession.