Question 1

What is CloseWise?

Accepted Answer

CloseWise is the only platform built specifically for the mortgage signing and notary industry. It serves three user types from one connected system — notary signing agents, signing services, and title and escrow companies. Notaries get business management tools to run and grow their practice. Signing services get scheduling automation, team management, and white-label branding. Title and escrow companies get order management, notary scheduling, and closing workflow tools. Everyone gets access to the CloseWise notary database — the same database that powers NotaryNearMe.com.

Question 2

Who is CloseWise for?

Accepted Answer

CloseWise serves three types of users — notary signing agents, signing services, and title and escrow companies. Each user type has their own dedicated portal with tools built specifically for their workflow. Notaries can start completely free. Signing services and title companies can request a demo to find the right plan for their operation.

Question 3

Is CloseWise only for loan signings?

Accepted Answer

No. CloseWise supports every category of notary work — loan signings, mobile notary services, remote online notarization, apostille services, I-9 employment verification, estate planning notarization, vehicle title transfers, medical power of attorney, living will notarization, and more. If it requires a notary, CloseWise supports it.

Question 4

Is CloseWise veteran owned?

Accepted Answer

Yes. CloseWise is proudly veteran owned and operated.

Question 5

Who built CloseWise?

Accepted Answer

CloseWise was built by notaries and signing company owners who lived the problem firsthand. We wanted a platform that handled everything in one place so we could focus on our clients instead of juggling multiple tools. That origin is why every feature in CloseWise is purpose-built for this industry — not adapted from generic software.

Question 6

Is CloseWise secure?

Accepted Answer

Yes. CloseWise is SOC 2 compliant with encrypted document storage, SSL-secured websites, role-based access controls, and secure payment processing. Your data and your clients' data are protected at every level.

Question 7

Does CloseWise have a mobile app?

Accepted Answer

CloseWise is available as a Progressive Web App (PWA) which means you can add it to your home screen and use it like a native app on any iOS or Android device — no app store download required. For signing services and title companies using white-label branding, the PWA appears under your own brand name and logo.

Question 8

What is NotaryNearMe.com and how does it relate to CloseWise?

Accepted Answer

NotaryNearMe.com is one of the largest notary directories in the country and it is powered by the CloseWise notary database. CloseWise is the source — NotaryNearMe.com draws from our platform. Pro and Pro+ notaries get a public listing on NotaryNearMe.com as part of their plan.

Question 9

Is there a free plan for notaries?

Accepted Answer

Yes. CloseWise offers a genuinely free plan for notary signing agents with no credit card required. The free plan includes marketplace listing, order tracking, income processing, expense tracking, client tracking and tagging, digital business card, and limited form storage. These are real business tools — not a watered-down trial.

Question 10

What is included in the Pro plan for notaries?

Accepted Answer

Pro includes everything in the free plan plus elevated marketplace placement, a public listing on NotaryNearMe.com, the post-completion flow, review collection from Google and Facebook, calendar builder, Google Calendar sync, booking tools, mileage tracker, notary log, profit and loss reports, unlimited form storage, and a business card maker. Pro is $15 per month.

Question 11

What is included in the Pro+ plan for notaries?

Accepted Answer

Pro+ includes everything in Pro plus a website builder with hosting, custom domain, SSL-secured websites, client portal, online booking on your website, broadcast email marketing, guided one-on-one support, and priority support. Pro+ is $40 per month.

Question 12

What is the post-completion flow?

Accepted Answer

The post-completion flow is one of CloseWise's most popular features for notaries. When you complete a signing, CloseWise walks you through a simple three-step flow. In under 30 seconds you can collect a review, send your invoice, log your mileage, and record your notary acts — all at once, right then and there. No more admin piling up at the end of the week.

Question 13

Does CloseWise sync with Google Calendar?

Accepted Answer

Yes. Pro and Pro+ notaries get full Google Calendar sync. All your CloseWise appointments automatically appear in your Google Calendar and your availability updates in real time.

Question 14

Can CloseWise track my mileage automatically?

Accepted Answer

Yes. The mileage tracker is included in the Pro plan. It logs your mileage for each job automatically so you have accurate records for tax deductions without manual tracking.

Question 15

Does CloseWise help me collect reviews?

Accepted Answer

Yes. Pro and Pro+ notaries get review collection tools that make it easy to request reviews from Google, Facebook, and other platforms. The post-completion flow makes it easy to ask at exactly the right moment — right after a successful signing.

Question 16

Can I build a website inside CloseWise?

Accepted Answer

Yes. Pro+ includes a full website builder with hosting, custom domain, and SSL security. You can build your notary website directly inside CloseWise — no separate hosting or technical expertise needed. Clients can visit your site, book through your calendar, and upload documents through their own client portal.

Question 17

Can I use CloseWise to manage orders from other signing platforms?

Accepted Answer

Yes. CloseWise's AI-powered order intake allows you to import signing orders from other platforms. You can upload bulk signing details and the information will be automatically populated in your CloseWise dashboard — eliminating manual data entry.

Question 18

Can I cancel my notary plan anytime?

Accepted Answer

Yes. All notary plans are month to month with no long term contracts. You can upgrade, downgrade, or cancel at any time.

Question 19

What payment methods does CloseWise accept for notaries?

Accepted Answer

CloseWise accepts credit card and bank ACH payments for all notary plans.

Question 20

Does CloseWise offer a free trial for signing services?

Accepted Answer

CloseWise does not offer a free trial for signing services. All signing service plans are paid subscriptions. However we offer a free demo where our team will walk you through the entire platform and answer every question before you commit.

Question 21

What are the signing service plan options?

Accepted Answer

CloseWise offers three plans for signing services. Starter at $20 per month plus $2 per order — perfect for small teams getting started. Professional at $100 per month plus $1.50 per order — for growing businesses needing advanced CRM and larger team capacity. Enterprise at custom pricing — for high-volume operations with complex workflows and custom integration needs.

Question 22

How does CloseWise handle agent pay and 1099 management?

Accepted Answer

CloseWise automates agent pay so high order volume never means manual payout nights. The platform handles taxes and 1099 management automatically — something most competitors leave you to figure out on your own.

Question 23

Can I white label CloseWise for my signing service?

Accepted Answer

Yes. CloseWise offers white-label branding for signing services. You get a custom domain, your own logo and colors, and a branded client portal. Your clients and agents see your brand — not CloseWise's. The PWA also appears under your brand name on mobile devices.

Question 24

Does CloseWise integrate with my existing software?

Accepted Answer

Yes. CloseWise connects to your existing CRM, LOS, TPS, or any other platform using our open API and webhooks. For signing services with proprietary systems our team can build fully custom integrations into your existing tech stack.

Question 25

How does AI order intake work?

Accepted Answer

CloseWise uses AI to intake orders automatically — from email, from partner platforms, or directly through your portal. This eliminates manual order entry, reduces data errors, and saves your team hours every week.

Question 26

Can I manage multiple team members in CloseWise?

Accepted Answer

Yes. CloseWise supports team management with role-based access controls so coordinators, processors, and owners each see exactly what they need. The Starter plan supports up to 5 team members, Professional supports up to 10, and Enterprise supports unlimited team members.

Question 27

Does CloseWise sync with QuickBooks?

Accepted Answer

Yes. CloseWise integrates with QuickBooks so your books stay current without double entry. Invoicing automation ensures billing keeps pace with closed files.

Question 28

Can I cancel my signing service plan anytime?

Accepted Answer

Yes. All standard signing service plans are month to month with no long term contracts. Enterprise plans with custom pricing may have negotiated terms — your account team will clarify this during the demo.

Question 29

How is CloseWise different from Snapdocs?

Accepted Answer

Snapdocs is primarily a digital closing and eClosing platform built for lenders. CloseWise is a complete business management platform built specifically for the entire signing industry — covering notary signing agents, signing services, and title and escrow companies from one connected system. For signing services CloseWise offers scheduling automation, team management, agent pay, 1099 management, white-label branding, CRM, and reporting — tools Snapdocs doesn't provide for signing service operations. For title and escrow companies CloseWise offers order management, notary scheduling, closing workflow tracking, document management, and API integrations with LOS and TPS systems at a fraction of the per-order cost of enterprise alternatives. For notaries CloseWise offers a complete business management platform — marketplace listing, accounting, mileage tracking, review collection, booking tools, and website building — all in one place. Additionally CloseWise is built exclusively to serve this industry. We don't have competing interests or conflicting business models. Your client relationships are yours.

Question 30

What does CloseWise offer for title and escrow companies?

Accepted Answer

CloseWise gives title and escrow companies a complete closing workflow platform — notary scheduling, order management, team management, document management, agent pay, client portals, reporting, and API integrations with LOS and TPS systems. All from one secure SOC 2 compliant platform.

Question 31

How does CloseWise integrate with my LOS or TPS?

Accepted Answer

CloseWise connects to your LOS, TPS, or any other platform using our open API and webhooks. For title companies with proprietary systems our team works directly with you to build custom integrations. No ripping and replacing your existing tech stack.

Question 32

What is the pricing for title and escrow companies?

Accepted Answer

Title and escrow companies use the same plan structure as signing services. Starter at $20 per month plus $2 per order. Professional at $100 per month plus $1.50 per order. Enterprise at custom pricing for high-volume operations. Contact our team for a custom cost analysis based on your order volume.

Question 33

How much can a title company save switching to CloseWise?

Accepted Answer

Companies switching to CloseWise save an average of 70% on software costs. The per-order savings alone can add up to tens or hundreds of thousands of dollars annually depending on your order volume. Our team will build a custom cost analysis for your specific operation during the demo.

Question 34

Can CloseWise handle high order volume?

Accepted Answer

Yes. CloseWise is built to scale from small boutique operations to high-volume title companies processing thousands of orders per month. The Enterprise plan supports unlimited orders and unlimited team members with full API integration capabilities.

Question 35

Does the title company portal include accounting tools?

Accepted Answer

The title and escrow portal does not include accounting and invoicing tools. It does include agent pay management so you can automate notary payments without separate accounting software.

Question 36

Can I cancel my title company plan anytime?

Accepted Answer

Yes. Standard plans are month to month with no long term contracts. Enterprise plans with custom pricing may have negotiated terms — your account team will clarify this during onboarding.

Question 37

Does CloseWise have an API?

Accepted Answer

Yes. CloseWise offers open API access and webhooks for connecting to any CRM, LOS, TPS, or internal tool. Custom integrations are available for companies with proprietary platforms.

Question 38

Is my data secure on CloseWise?

Accepted Answer

Yes. CloseWise is SOC 2 compliant with encrypted document storage, SSL-secured websites, role-based access controls, user authentication, and security protocols. Your data and your clients' data are protected at every level.

Question 39

Can I export my data from CloseWise?

Accepted Answer

Yes. CloseWise allows you to export your data including order reports, financial summaries, and client information. You are never locked in.

Question 40

What browsers does CloseWise support?

Accepted Answer

CloseWise works on all modern browsers including Chrome, Safari, Firefox, and Edge. The platform is fully mobile responsive and available as a Progressive Web App on iOS and Android.

Question 41

How do I get support if I have an issue?

Accepted Answer

CloseWise offers standard support for all plans. Pro+ notaries and Professional and Enterprise signing service and title company plans receive priority support. You can reach our team through the contact page or through the in-app help center.

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