Alright, let’s be honest, being a public notary is way more than just stamping the legal documents. More likely, It includes managing a mountain of paperwork, keeping track of appointments, and ensuring every document is properly notarized.
If you’re a notary, you know the struggle is real. But what if there is a way to streamline your workflow, ditch the messy spreadsheets, and actually focus on growing your business? That’s where CloseWise comes in— one of the best notary software available in the market. And the best news? CloseWise offers a free version, so you don’t have to pay to start receiving orders through our marketplace. That’s right—no pay-to-play system here! You can list your services on the CloseWise Marketplace, attract more clients, and get booked, all for free.
It’s not just another software, rather it’s a game-changer software designed to help notaries like you build a smoother, more efficient, and ultimately, more successful notary business.
Let’s look at the bigger picture and understand how CloseWise is helping notaries to get success.
How CloseWise is making life easier for notaries and unlocking a new level of productivity?
1. Get Noticed By CloseWise Marketplace Listing
As a notary, enhancing your visibility is key to securing more signing opportunities, and CloseWise makes it effortless. It offers a strategic platform for notaries to connect with key industry clients at no cost. By just listing your services on our Marketplace, you gain direct access to title companies, signing services, and other potential partners. You can initiate order acquisition without any subscription fees. Our platform ensures your availability is consistently updated, streamlining the client booking process.
With an optimized profile, real-time availability updates, and seamless job tracking, you can stand out, attract more business, and establish yourself as a go-to notary in your area.
2. Error Free Order Entries: Say Hello To AI Order inputs
Once you subscribe to CloseWise Pro, you can control all your orders whether you receive them directly on CloseWise website or add from outside systems.You can create orders by accepting and assigned orders by companies on CloseWise, manually typing the order, uploading from email and all new AI powered order inputs.
With AI-powered order input feature, CloseWise Pro users can seamlessly push orders from other platforms directly to their dashboard, eliminating the hassle of manual data entry. This automation saves time and ensures accuracy, reducing the risk of errors in order details. By integrating multiple order sources into one streamlined workflow, you can focus more on completing signings and growing your business rather than juggling data across different systems.
3. Simplified Analytics With CloseWise Full Accounting Suite
CloseWise Pro offers a comprehensive accounting suite that gives you unlimited control over your finances. With intuitive dashboards, you can track payments effortlessly, ensuring you never miss a transaction.
With options like income list, invoicing, expense tracking and P&L— you can easily bid adieu to manual bookkeeping.
- The income list displays all warrant orders. This helps you keep track of paid and pending payments.You can also add income not associated with orders from your dashboard.
- The invoicing feature allows you to access its manual and automated invoicing features. All non-paid orders in your income list will remain in-voiceable. You can send a direct in-voice to the client email directly from here.
- The expense tracking feature powers you to keep track of your business expenses. You can add expenses by adding date, expenses amount, item type, upload a receipt, and add recurring type if you want it added automatically.
- Plus, with detailed profit and loss reports, you gain clear financial insights. Here, your income only shows companies that owe you money or have paid you already. If a company has yet to pay you the amount displayed will be 0, as this only shows income that you have already received.
These features are helpful to take care of the income, expenditure, and calculating P&L. This entire accounting suite helps notaries to calculate their net earnings and tax, saving them from last minute rush while submitting taxable income to the IRS.
4. Traveling for signings? Track Your Mileage Like a Pro
As a notary, keeping track of your mileage is huge when it comes to preparing for the tax season. With CloseWise Pro, you get Enhanced Mileage Tracking— allowing you to manage your travel expenses like never.
All you need to do is navigate to the mileage log page in your reporting suite. This section automatically populates with confirmed orders that necessitate travel.
Apart from the tracking, graph reports give you clear insights into your mileage trends, while seamless multi-stop functionality ensures that every trip—no matter how complex—is accurately recorded. Best of all, mileage logs are automatically generated post-order completion, so you can stay focused on your signings instead of tracking miles manually.
5. Easy Access To Business Insights That Will Help You Grow
A notary software must have the ability to showcase analytics for providing one-glance overview of the business process. With CloseWise Analytics Summaries, notaries can effortlessly capture their business pulse through dynamic analytics charts that showcase the latest trends.
Gain valuable insights into your progress with the graphs provided. You can use the filters to identify key areas for marketing and follow-up optimization.
To Unlock these features, including performance analytics,you’ve to subscribe to CloseWise Pro on your Android or iPhone progressive web app. Beyond trend tracking, Clockwise also simplifies tax management by allowing you to track notarial acts with precision and maintain accurate financial records.
Need a quick overview? Instantly download comprehensive status reports for a deep dive into your business metrics.
6. Upgrade Your Connections with Digital Business Cards.
With CloseWise’s Digital Business Card, you can securely share and store your professional details in a modern, hassle-free way. Unlike traditional paper cards that can be lost or outdated, this downloadable and shareable digital card ensures that your contact information is always accessible and up to date. Whether networking with title companies, signing services, or frequent notary schedulers, you can instantly provide them with your details in a sleek, professional format.
What makes it even more powerful is the quick-scan QR code embedded in your digital card. With just a simple scan, prospects can instantly fetch your contact details, professional links, and credentials—making it effortless for them to reach out or schedule signings. It’s time to say goodbye to outdated networking methods.
7. Ease Your Appointment Scheduling with Master Schedule
The master schedule is a panel where you can check all your orders in different views. You can also download your schedule as a PDF and take along with you if needed.
All you need to navigate to the master schedule. You can check your orders and filter them by day, week or month. By clicking on any of the displayed orders, you can go directly into the orders details, and view more information. If you need to download any order, just hit the download button in front of the order.
And the most important, it syncs easily with Google Calendar allowing you to keep track of your notary appointments straight from Google calendar app. This integration ensures that your availability is instantly updated the moment a customer connects. Whether you receive orders through CloseWise or other scheduling platforms, all your commitments sync in real time, helping you avoid double bookings and stay on top of your schedule effortlessly. By having a well-organized calendar, you can focus more on completing signings and growing your notary business without worrying about scheduling conflicts.
8. Manage Your Booking Calendar Through CloseWise Booking Tool for Notaries
Once you subscribe to CloseWise Professional Growth , you gain access to the CloseWise booking tool. It provides you a new URL for your booking site—allowing clients to book services directly from your link. You can use it on CloseWise website or embed into an external link. When a client clicks on your booking link, you are notified and asked to negotiate the final fee and confirm the appointment. Once confirmed you can track everything on the CloseWise dashboard.
Setting up the CloseWise booking tool is easy— just head to your account profile, go to the My Schedule section. Add or remove online services, depending upon whether you provide them or not. This is followed by creating categories and adding your signing products. Now it’s time to set your custom pricing. Once categories, products and pricing are added successfully, they’ll start appearing on your booking page. Clients can select the service, pick a time, and book your services directly without any hassle.
9. Get Your Own Notary Website For Better Client Management
With CloseWise Professional Growth Plan, you get access to a fully customizable notary website, a digital hub designed to revolutionize your client interactions. This isn’t just a static webpage; rather it’s a dynamic platform that empowers you to streamline your workflow. Enjoy unparalleled flexibility by either purchasing a domain directly through CloseWise, simplifying the setup process, or effortlessly integrating your existing domain from popular providers like Squarespace, Namecheap, or GoDaddy. The ease of updating your DNS records allows for a smooth transition, ensuring your website is live and accessible in no time. Beyond the aesthetic customization, this website acts as a central repository, enhancing client trust by offering a professional and organized experience.
How Much CloseWise Costs?
We know every notary is different, so CloseWise offers flexible pricing to fit your business. Signing up is free for Signing Agents, and if you want even more features to grow your business, we offer affordable paid plans. The Free tier provides essential notary software tools to help you manage your business with basic scheduling and order tracking. The Pro + NotaryNearMe.com plan takes it a step further, offering advanced automation and other analytical features. Here is a brief overview of our plans for signing agents and signing companies.
A. Price for Signing Agents
| Free ( List Your Profile To Be Available For Notary Jobs) | Pro+ NotaryNearMe.com (Everything You Get In Free +) | Professional Growth ( Everything you get in the Pro Account and a full scale notary business managed in one place) |
|---|---|---|
| Pricing: Free | Pricing: $10/month or $100/year | Pricing: $47/month or $470/months Additional Charges: 1 Cent/ 10 Mails & 1 Cent/ Text Messages |
| CloseWise Marketplace Listing | Display Contact Info on NotaryNearMe.com to receive direct jobs | Includes Hosting and Premium Support.
Notary Website + Booking Capability
|
| Unlimited Order Tracking | Featured CloseWise Marketplace Listing | CRM Campaign Manager
|
| Master Schedule Over | AI Order Inputs | Notary Near Me Premium Listing!
|
| Pending Paid Income ( Processing Limit) | Full Accounting Suite | |
| Auto Mileage Log (Processing Limit) | Enhanced Mileage Tracking | |
| Analytical Summaries | ||
| Digital Business Card |
B. Price For Signing Company
- Pay As You Grow: $20 per month ( $2 Per Closing)
- Professional : $50 per month ( $1.75 Per Closing)
- Advanced: $100 per month ( $1.50 Per Closing)
- Enterprise: Special Availability ( Pricing As Low $1)
We also offer custom solutions for signing companies looking to streamline operations.
What Are The Benefits of Using CloseWise?
- Increase Earnings Per Closing: CloseWise helps maximize your income per signing by streamlining operations, reducing administrative work, and allowing you to handle more signings efficiently. With AI-powered order inputs, automated invoicing, and seamless scheduling, you can focus on completing more closings rather than managing paperwork, leading to increased revenue.
- Scalability: Whether you’re a solo notary or looking to expand your business, CloseWise scales with you. The platform’s advanced automation, mileage tracking, and financial analytics tools allow you to handle more signings with less effort. Plus, with a featured listing on NotaryNearMe.com, you gain greater visibility and attract more clients, making it easier to grow your notary business.
- Increased Productivity: CloseWise eliminates manual data entry and repetitive tasks, allowing you to work smarter, not harder. With features like Google Calendar sync, automated reminders, and order tracking, you can optimize your workflow, reduce missed appointments, and ensure seamless operations—leading to higher efficiency and more completed signings.
- Better Client Engagement: Providing a professional experience is key to securing repeat clients. CloseWise offers tools like a digital business card with a QR code, real-time availability updates, and direct communication features that make it easy for title companies, signing services, and schedulers to connect with you quickly and reliably.
- Make Data-Driven Business Decisions: With dynamic analytics summaries, profit and loss reports, and comprehensive status tracking, CloseWise empowers you with actionable insights into your business performance. These tools help you identify growth opportunities, optimize your pricing, and manage finances effectively, ensuring a more profitable and sustainable notary business.
- High Level Of Security: Handling sensitive documents requires top-tier security, and CloseWise ensures that your data remains safe. With secure cloud storage, controlled access, and compliance-driven features, you can operate with confidence, knowing your clients’ information remains protected.
Take Away
By leveraging CloseWise, notaries can enhance their productivity, engage clients more effectively, and make data-driven business decisions without breaking the bank. Whether you’re just starting out or looking to expand, it gives you the competitive edge needed to thrive in an evolving market. Don’t let traditional processes hold you back—embrace the future of notary business management and take your success to the next level with CloseWise.