We're here to help
Get instant answers to common questions
Frequent Questions
Everything you need know so you can use CloseWise like a pro.
Tutorial Videos
Learn how to use all the features that CloseWise has to offer.
Contact Support
Still have questions? Contact us today!
For Notaries
Yes, the CloseWise notary tool and the auto upload features were built just for this! We encourage you to use CloseWise’ free or premium signing agent software to manage the entirety of your notary business. For those signings not received through CloseWise, just add them to your dashboard. There are a few advantages to this:
- You will have one central dashboard with intuitive features to track all of your loan signings and payments for services.
- The more signings you manage with CloseWise, the higher you will rank when companies search for notaries in your area.
CloseWise for free allows you to receive closing offers, intuitively manage your schedule, automate client updates, manage accounting, and automate mileage logs. These features alone should increase and organize your workflow, but CloseWise Professional adds additional features that automate time consuming processes, adds enhanced features to the free accounting and reporting, and gives you a better overview of your business. For example:
Tired of data entry or don’t have the time? Click to upload or drag and drop. Done! This feature is compatible with most major platform confirmation formats and we are continuously adding more at your request.
Yes, there’s a mobile version of the site which runs in the browser and functions like an app.
- There’s nothing to install.
- You’ll always have the most current version.
- It works on all major platforms, such as iPhone and Android.
For a tutorial on how to add the mobile app to your iPhone or android device click here.
CloseWise is the best and most affordable all in one business solution for Loan Closing Software on the web. We take a contemporary approach to creating software for signing services, title companies, and notaries to manage and attract more business. Our cloud-based pay-as-you go notary software has been designed by industry veterans and made to be intuitive enough for new comers to the industry. CloseWise continues to improve its workflow automation with input from our users on a regular basis. This helps us to help you deliver the best signing experience possible to your client and saves you time and money.
Safeguard Sensitive Data
Transfer sensitive documents securely and have access to a log of all interactions with an order you can share to reduce your risk in the case of an audit or a dispute.
Automate Your Workflow
Save time and money by managing all signings and communications from the CloseWise dashboard. Here signing services, notaries, and escrow agents can cooperate to smoothly view orders, assign notaries, send documents securely, update order status, send invoices, and receive payments.
Accounting and Reporting
Our mobile notary signing services not only make your workflow more efficient, we also automate reporting for mileage and sending invoices. This way you don’t have to spend valuable time organizing, inputting data on extra platforms, or sending emails. Save hours and reduce costs – spend more time growing revenue and less time on daily business maintenance by using out mortgage loan origination system.
We have a dedicated engineering team that is constantly improving our product based on your feedback. Developing the best all in one online notary software for the signing industry is our mission. Special inquiries can be sent support@closewise.com.
There are a number of ways that CloseWise helps notaries increase their loan signing volume. For example:
In the signing business communication is key!
With the click of one button you can:
- Contact the signer.
- Confirm the appointment or revise the time, which automatically updates your client
- Send status updates letting your client know you arrived and the final status before they even think to ask.
- Use your preferred mapping feature automatically to Navigate to your appointment
- And that’s just one feature from just one screen
One of the keys is to fully complete your notary profile with a professional photo, a clear description of your work history as a notary, set working hours, your standard fees, and all of the documents and information requested. The more information available in your profile, the higher you will rank in CloseWise notary search results. Additionally, the more a title agent or signing service can learn about you in your profile, the more likely they will assign you to their loan closing. To see a full description of how CloseWise will help you build your notary business, check out our blog posts.
There are so many repetitive tasks performed throughout the loan closing process that require hours of time. CloseWise, online notary software, can take over the heavy lifting and accomplish these tasks in milliseconds so that you can be freed up to focus on initiatives that will grow your notary signing business. We automate notary search, email and text notifications, business performance data analysis, and much more. CloseWise will do the business maintenance for you.
Yes! CloseWise has analytics summaries that helps you see how your business is performing. Set the dates for the time period you want to analyze and your company data for that period will be visually represented on your summaries dashboard. You will see a summary of the number of orders scheduled, completed, canceled, on-hold, and not-signed-at-the-table, along with a bar graph showing your orders per month. You can see orders-per-client, along with your fees, notary fees, average margin, and net per client. See our blog post about how our mortgage analytics page can help you.
Yes! CloseWise has easy to follow user tutorial videos that walk users through most all pages and functions of the platform. From creating an account, schedule tracking, accounting, to reporting!
For Signing Services
CloseWise is the best and most affordable all in one business solution for Loan Closing Software on the web. We take a contemporary approach to creating software for signing services, title companies, and notaries to manage and attract more business. Our cloud-based pay-as-you go real estate transaction management software has been designed by industry veterans and made to be intuitive enough for new comers to the industry. CloseWise continues to improve its workflow automation with input from our users on a regular basis. This helps us to help you deliver the best signing experience possible to your client and saves you time and money.
Safeguard Sensitive Data
Transfer sensitive documents securely and have access to a log of all interactions with an order you can share to reduce your risk in the case of an audit or a dispute.
Automate Your Workflow
Save time and money by managing all signings and communications from the CloseWise dashboard. Here signing services, notaries, and escrow agents can cooperate to smoothly view orders, assign notaries, send documents securely, update order status, send invoices, and receive payments.
Accounting and Reporting
With our notary accounting software, not only you can make your workflow more efficient, but can also automate reporting for mileage and sending invoices. This way you don’t have to spend valuable time organizing, inputting data on extra platforms, or sending emails. Save hours and reduce costs – spend more time growing revenue and less time on daily business maintenance.
We have a dedicated engineering team that is constantly improving our product based on your feedback. Developing the best all in one business management software for the signing industry is our mission. Special inquiries can be sent support@closewise.com.
Want to find a notary signing agent? CloseWise has a continuously growing database of notaries in the United States, with comprehensive information about each notary. For each notary our search results present full profiles with photos, work history, number of signings completed, and base fees for various signing types. Once you’ve begun working with a notary you can access their notary documents any time, including commission, W-9, certifications and more.
When searching for the right closing agent, CloseWise notary bidding system will suggest the closest notaries first. You can automatically text and email your top-picks through our online notary platform to determine availability and assign a notary. Save hours you used to spend on the phone calling notaries. Scheduling is all done with a few clicks with our notary scheduling tool for real estate closings – all you have to do is click and wait for your notary responses to avoid hours of work.
CloseWise also offers incentives to companies who invite new agents onto the platform using the Invite Agent Feature!
There are so many repetitive tasks performed throughout the loan closing process that require hours of time. CloseWise, notary software, can take over the heavy lifting and accomplish these tasks in milliseconds so that you can be freed up to focus on initiatives that will grow your business. We automate notary search, email and text notifications, business performance data analysis, and much more. CloseWise will do the business maintenance for you.
Secure Document Transfer
CloseWise worries about security so you don’t have to. Especially now with the CFPB’s new mortgage rule changes, CloseWise sees information security as paramount. CloseWise uses SSL (secure sockets layer) security technology to send all emails and documents so you never have to worry again about whether your signers’ personal identity and financial information is protected.
What is SSL?
It is a security protocol for technology that secures the communication between Internet users and their service providers. SSL is what online banks use to make sure your financial transactions are secure. In short, it’s what’s happening in the browser whenever you see the little lock icon in your web browser’s address bar. It is required that as a company transferring secure data you also have an SSL certificate for your website. If you do not have this yet, we will help guide you through the process, so you can make sure you are adhering to all security and compliance requirements.
We know you aim to deliver the best, hassle-free customer service to your loan signers, and we love that we can help you do that. Signing on the dotted line for a mortgage can be a stressful and confusing experience for consumers, but CloseWise helps you communicate more often and easier with all parties in the process to help avoid errors and build confidence for signers, signing agents, and loan signing companies. You can set your account to send automatic reminders to notaries about downloading signing documents and upcoming signings to make sure they are on time and prepared for each loan signing. You can automatically send information to your clients, including notary profiles and documents, to help them feel prepared and comfortable with the closing process.
With CloseWise’ white label branding option you experience the benefits of CloseWise, but all under the umbrella of your own company brand. Some of our customers opt to keep the CloseWise branding visible under their own company brand to demonstrate their alignment with a strong mortgage technology and security company. Alternatively, some customers opt to take part in our white label program which allows them to treat CloseWise as an invisible technology and security layer. You will choose the subdomain of your choice. You can choose from just your company name (ie: orders.yourcompany.com) or your company name combined with the CloseWise name (ie: yourcompany.CloseWise.com). Additionally, you can set up your email notifications to be branded with your own or CloseWise’ branding.
Yes! CloseWise has analytics summaries that helps you see how your business is performing. Set the dates for the time period you want to analyze and your company data for that period will be visually represented on your analytics dashboard. You will see a summary of the number of different types of orders scheduled, completed, canceled, on-hold, and not-signed-at-the-table, along with a bar graph showing your orders per month. You can see performance-by-employee and orders-per-client, along with your fees, notary fees, average margin, and net per client. See our blog post about how our mortgage analytics page can help you.
Two ways:
- Go to CloseWise.com and request a demo or
- Go to app.closewise.com and register a company account. Once this is done a CloseWise representative will contact you about pricing and account activation!