Save Time | Work Smarter | Grow Your Business
A Platform Built For Connecting Signing Industry Seamlessly
CloseWise seamlessly connects signing professionals to hiring companies, fostering a collaborative workspace that drives efficiency and innovation.
Notary Signing Agents
Enhance your notary business growth and close more signings with our comprehensive notary signing agent software. Consolidate order management, website upkeep, marketing, accounting, and analytics into one seamless platform, guaranteeing increased profit margins year after year.
Signing Services
Enhance your clients' signing experience while efficiently managing your business operations with Closewise's intuitive platform. Seamlessly connect with certified notary signing agents, and utilize our comprehensive business management tools to accelerate and expand your signing service business.
Title & Escrow
Achieve unmatched efficiency with Closewise's comprehensive title company software, delivering unmatched cost-effectiveness and ease of use. Maximize efficiency and visibility around the critical closing phase of your orders while seamlessly managing complex signing processes.
- Save Time
- Close More
- Maximize Earnings
Why CloseWise Leads in Notary Scheduling & Business Management.
With Closewise you can consolidate a full scale Notary business in one system while being available in the Closewise marketplace, Co-Op with your network, and get listed in the NotaryNearMe.com directory! An unparalleled value guaranteed to increase your earnings year over year.
The Signing Services dedication to bringing value to clients is commendable, and Closewise empowers signing services by automating daily tasks while increasing revenue. We’ve merged signing service automations with scalable business management features, enabling continuous growth and innovative value.
Experience the seamless integration of automated notary scheduling and payments, coupled with a system that meticulously monitors the crucial closing phases of your orders. CloseWise technology adeptly manages time-consuming processes, empowering your team to concentrate on productivity and fostering growth.
CloseWise implements cost effective Artificial Intelligence solutions that can not only help with order intake, but aims to help with support for companies and notaries at the signing table.
A VERSATILE SOLUTION FOR THE LOAN CLOSING AND NOTARIAL INDUSTRY
Gain a Competitive Edge with Our Compelling Features.
Notary Scheduling
Integrated Accounting
Payment Processing
Insightful Reporting
Quick Notifications
Notary Marketing
Notary Scheduling
Smart Scheduling At Your Fingertips
CloseWise gives you the power to control and explore your schedule and meeting appointments effortlessly and keep your plans at your fingertips. We have designed our scheduling solution to put you in charge of your signing business all the time and customize your professional activities to suit your preferences.
- Auto Order Intake With AI
- Scheduling Automation
- Real-Time Tracking
- Secure Document Transfers & Communication
Integrated Accounting
Track Your Signing Business Finances:
Optimize your business finances with Closewise’s comprehensive accounting tailored for notaries and signing services. Keep your financial affairs organized and easily accessible in one centralized platform, ensuring you stay on top of your finances at all times.
- Check Processing
- Automated Invoice Management
- Built-in Income Monitoring
- Notary Direct Deposit Payments
Payment Processing
Streamline Payments With Ease
With our integrated payment processing system you can easily send or accept payments on and off the Closewise platform.
- Notary Payroll Automation
- Vendor Pay Management
- Receive Direct Payments
- Faster Processing
Insightful Reporting
Gain Comprehensive Insights
Stay connected to your most critical business insights using our dynamic and interactive reporting tools. Equipped with top-notch graphs, analytical tools, and charts, our reporting tool facilitates better decision-making.
- Notary & Attorney Mileage Log
- Managerial Status Report
- Analytics Summaries
- Notarial Act Tracking
Quick Notifications
Always Stay Updated
Our robust notification feature keeps you constantly informed and updated. With real-time notifications, you stay ready to cater to your clients and get new orders at any time.
- Receive Instant Signing Offers
- Appointment Reminders
- Customizable Alerts & Emails
- Availability Updates
Notary Marketing
Notary Business Marketing Simplified
Closewise for Notaries offers your complete infrastructure in one place allowing you to increase your online presence, and capture more deals. You can also share work with your network so that you earn even when you’re not available.
- Notary Website builder
- Booking & Payments
- Network CoOp’s
- Email & Text CRM
Smart Dashboard
- Easy call & confirm features.
- 3 Step Updates.
- Upload orders reducing manual entry tasks, creating time savings to your workflow.
Scheduling
- Time saving order management and automation tools.
- Automation tools for instant updates.
- Agent availability and rating systems.
- Calendar sync with Google.
- Contract bidding and acceptance with minimal effort.
Reporting
- Quick reports to analyze the growth of your business at a glance.
- Monitor your business Statistics to see your growth, progress, and preferred clients.
- Status Reports records of all scheduled signings.
Payment Processing
- Agent Payroll & approval automation.
- Receive payments directly through CloseWise by linking your accounts.
- Payroll made easy and trackable to minimize discrepancies.
Accounting
- Manage your business finances with a streamlined process all in one place. Expenses, income management and more.
- Generate invoices for download or send direct from your CloseWise account.
- Monitor your income by process check payments or marking orders as paid.
- Upload and track business expenses and receipts on the go.
Closing File Details
- Quick updates and closing log time from time of scheduling to closing.
- Client bookings and details on each closing.
- Features that enable everything you need to see each step of your business process.
“
Previously, I used another notary tool, but changed to CloseWise. CloseWise removed timely data entry and helped me organize on the go! Because of the time I save now they’ve helped my business grow with less effort keeping on top of it. I could not do my job without CloseWise!
CloseWise Customer
Ready to simply your document signing process?
Beyond Technology
We Help You Expand Your Venture
Our unique value in the notary signing industry lies in our commitment to go beyond technology. We blend tech, expertise, and support to keep your business at the forefront. Our team aims to assist in providing technology solutions directly based on your needs. This includes support and essential business guidance, empowering you to excel in the competitive notary, signing service, and loan closing arena.
Embrace The Benefits Of Using Closewise
Increase Earnings Per Closing
Not only do we make your workflow fast and efficient - we also decrease your cost without sacrificing quality.
Scalability
With Closewise, signing agents and businesses can effortlessly enhance their capacity to grow their ventures at full throttle. CloseWise is not just another signing platform; it is your assistant in expanding without constraints to achieve new heights.
Increased Productivity
With our notary scheduling and business management tool, you can significantly improve your productivity through smart appointment scheduling, a faster signing process, and accurate closings.
Better Client Engagement & Retention
Closewise delivers an improved management information system, flawless signing workflow, and an efficient signing process to ensure a better customer experience, resulting in better customer retention and repeat business.
Make Data-Driven Business Decisions
From a wide range of analytical reports to statistical summaries and data-driven business insights, Closewise helps notary signing services and businesses make informed business decisions.
High Level Of Security
Fortify your critical financial information, client details, and confidential business insights from any kind of threats with Closewise's efficient encryption, secured payment gateway, and security protocols, and feel safe throughout your closing process.
CLOSEWISE CUSTOMER REVIEWS
People ♥ Closewise
Our notary tool s built to be super-charged, scalable, and extremely intuitive. That makes it an affordable solution for your business to grow.
“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!”
"I have found the perfect app ... It's a combination of the simple calendar layout + 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!”
Previously, I used another notary tool, but changed to CloseWise. CloseWise removed timely data entry and helped me organize on the go! Because of the time I save now they’ve helped my business grow with less effort keeping on top of it. I could not do my job without CloseWise!
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“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 + 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
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CloseWise is all-in-one online notary platform. We keep the entirety of your business in one place.