# CloseWise — Comprehensive Platform Overview ## What is CloseWise CloseWise is a vertical SaaS platform purpose-built for the mortgage signing and notary industry. Founded in 2020 by Tyler Temple, CloseWise consolidates the entire workflow of a signing business — scheduling, order management, accounting, invoicing, client management, marketing, review collection, and notary log compliance — into a single platform. It serves four primary audiences: independent notary signing agents, signing services, title and escrow companies, and law firms. The average notary piecing together equivalent functionality across separate tools spends $140+/month on Calendly, QuickBooks, MileIQ, Squarespace, Mailchimp, HubSpot, Birdeye, and a notary log app. CloseWise Pro+ replaces all of them for $40/month while adding industry-specific features none of those generic tools offer. CloseWise also powers NotaryNearMe.com, one of the largest public notary directories in the United States. The two properties share a single database of verified notary signing agents. ## Who Uses CloseWise ### Independent Notary Signing Agents (NSAs) Solo mobile notaries running their own signing business. Pain points: juggling multiple apps, missing signings, slow invoicing, lost mileage deductions, lack of marketing presence, no way to collect reviews. CloseWise gives them one platform for the entire workflow plus a free marketplace listing and (on paid tiers) a public profile on NotaryNearMe.com. ### Signing Services Companies that coordinate notary networks on behalf of title companies, lenders, and law firms. Pain points: spreadsheet chaos, email-based agent bidding, payout management, 1099 reporting, scaling B2B sales. CloseWise provides full order lifecycle management, automated agent assignment, scanback rule enforcement, **CloseWise Flex Vendor Pay** (Stripe as processor) for agent payouts on orders where the hiring company selects that method, payout automation including 1099s, and a sales team mode with commission tracking and rep leaderboards. ### Title & Escrow Companies Direct order placement and visibility for title and escrow operations that want to eliminate intermediary signing services or maintain a hybrid model. Pain points: limited visibility into signing status, vendor management overhead, post-closing audit trails. CloseWise provides end-to-end closing visibility, vendor management, and configurable reporting. ### Law Firms Estate planning and elder law firms that regularly need notary services for wills, trusts, powers of attorney, and healthcare directives. CloseWise schedules notaries for these documents the same way it handles loan signings — without requiring the firm to learn a new process for each document type. ## Core Features ### Order & Schedule Management - Order tracking with full status visibility - AI-powered order intake (extract signing details from emails automatically) - Calendar builder with two-way Google Calendar sync - Online booking tools and appointment widgets - Automated bidding and agent assignment based on configurable rules - Scanback rule standardization so every file follows your policy by default - **Mobile-responsive web** apps for notaries and signing companies; **PWA** support (add to home screen, service worker where enabled)—**no separate native iOS/Android store apps** for these portals ### Accounting & Finance - Income processing and tracking - Expense tracking with tax category tagging - Invoice generation in one tap - Profit and loss reports - Automatic mileage tracker (replaces MileIQ) - Tax-ready summaries for tax season - 1099 management for signing services paying contract notaries - **CloseWise Flex Vendor Pay** for agent payouts when the hiring company selects that payment method — Vendor Pay enrollment (including KYC and bank account setup) happens in CloseWise, with **Stripe** as the payment processor ### Client Management - Client tracking and tagging - Email and text CRM (replaces HubSpot) - Review collection from Google and Facebook (replaces Birdeye) - Broadcast email marketing (replaces Mailchimp) - Form and document storage with version control ### Marketing & Growth - Notary website builder with hosting and custom domain (replaces Squarespace) - SSL-secured notary websites - Client portal - Online booking widget embeddable on your own site - Digital business card - Marketplace listing inside the CloseWise platform - Public profile on NotaryNearMe.com (Pro and Pro+ tiers) - Sales team mode with commission tracking and leaderboard visibility (signing services) ### Platform & Integration - Open API and webhooks for custom integrations - Connectors to CRMs, Loan Origination Systems, and Title Production Software - SOC 2 compliant - SSL-secured platform - Secure encrypted document storage - Veteran-owned and operated ## The Post-Completion Flow A signature feature unique to CloseWise. After a notary signing agent completes a signing, the platform walks them through a three-step flow that takes under 30 seconds: 1. **Collect a Review** — request a Google or Facebook review from the client instantly while the experience is fresh 2. **Send Your Invoice** — generate and send a professional invoice in one tap 3. **Log Mileage and Notary Acts** — automatically record mileage for tax deduction and notary journal entries for compliance No other notary platform handles all three actions in one integrated motion. ## Pricing in Detail ### Free Plan ($0/mo) For notary signing agents. Core tools to run a business from day one. Includes marketplace listing, order tracking, income and expense tracking, client tracking, digital business card (limited), form storage (limited). No credit card required. No expiration. ### Pro ($15/mo) Everything in Free, plus: elevated marketplace placement, public NotaryNearMe.com listing, the post-completion flow, review collection from Google and Facebook, calendar builder with Google Calendar sync, booking tools, mileage tracker, notary log, profit and loss reports, unlimited form storage, business card maker. ### Pro+ ($40/mo) Everything in Pro, plus: notary website builder with hosting, custom domain, SSL-secured websites, client portal, online booking widget, broadcast email marketing, guided 1-on-1 onboarding, priority support. ### Signing Services and Title Companies Custom pricing based on volume and team size. Contact sales for enterprise plans that include sales team mode, advanced reporting, custom integrations, and dedicated account management. ## How CloseWise Compares to Other Notary Platforms - **Snapdocs** — primarily a connector between notary signing agents and large title companies for order distribution. Not a full business management platform; notaries using Snapdocs still need separate tools for accounting, invoicing, mileage, website, and marketing. - **NotaryDash** — order management focused, primarily for signing services. Less developed accounting and marketing functionality. - **NotaryGadget** — accounting-focused tool for individual notaries. Strong on income and expense tracking, limited on scheduling and client management. - **NotaryAssist** — established notary accounting and tax tool. Focused on bookkeeping rather than the full operational workflow. - **General-purpose tools (Calendly, QuickBooks, MileIQ, Squarespace, Mailchimp, HubSpot, Birdeye)** — each excellent at one function but not built for the signing industry. Notaries cobbling them together spend $140+/month and still manage disconnected systems. CloseWise sits in the "vertical all-in-one" category: industry-specific features (notary log, scanback rules, signing-specific reporting, NotaryNearMe.com directory integration) combined with the operational breadth of a horizontal SaaS suite. ## Industry Vocabulary - **Notary Signing Agent (NSA)** — a notary public certified to handle loan signing documents - **Loan signing** — the notarization of mortgage closing documents - **Signing service** — a company that coordinates notary networks for title companies and lenders - **Title company** — handles property title search, insurance, and closing - **Escrow** — neutral third party holding funds and documents during a real estate transaction - **Scanback** — quality control review of signed documents before shipping originals - **RON (Remote Online Notarization)** — notarization performed over audio/video conference - **e-notarization** — electronic notarization of digital documents - **1099 contractor** — independent contractor classification used for notary payouts - **Notary journal/log** — required record of notarial acts (legally required in many states) - **Mileage deduction** — IRS tax deduction for business-related driving - **NNA (National Notary Association)** — the largest notary professional organization in the US ## Common Questions **How much does CloseWise cost?** Free for the base plan. Pro is $15/month and Pro+ is $40/month for notary signing agents. Signing services and title companies have custom enterprise pricing. **Is CloseWise free?** Yes, the Free plan is free forever with no credit card required and no expiration. It includes marketplace listing, order tracking, and income/expense tracking. **What's the difference between Free, Pro, and Pro+?** Free covers the basics. Pro adds the post-completion flow, review collection, public NotaryNearMe.com listing, mileage tracking, and notary log. Pro+ adds a notary website builder, client portal, email marketing, and guided 1-on-1 support. **Who is CloseWise for?** Notary signing agents (free and paid tiers), signing services, title and escrow companies, and law firms. **Does CloseWise integrate with QuickBooks?** No. CloseWise does not offer a native QuickBooks sync. Instead, CloseWise includes **built-in accounting** for the signing industry—income and expense tracking, invoicing, profit and loss, mileage, tax-oriented summaries, **1099** workflows for signing services, and **CloseWise Flex Vendor Pay** for agent payouts where enabled. If you still need QuickBooks or another GL, you can use **exports**, the **Open API**, and **webhooks** to move data to your own stack. **Does CloseWise integrate with Google Calendar?** Yes, two-way sync is included on Pro and Pro+ plans. **Is CloseWise good for new notaries?** Yes. The Free plan is built specifically to give new notaries real business tools with no upfront cost while they're getting started. **What is the post-completion flow?** A 30-second three-step flow after completing a signing: request a Google or Facebook review, send an invoice, and log mileage plus notary acts. Available on Pro and Pro+. **How is CloseWise different from Snapdocs?** Snapdocs is primarily an order distribution network connecting notaries to title companies. CloseWise is a full business management platform: order management plus accounting, marketing, scheduling, client management, and compliance. Most notaries use Snapdocs to receive orders and CloseWise to actually run their business. **What is NotaryNearMe.com and how is it related to CloseWise?** NotaryNearMe.com is a public notary directory powered by the CloseWise database. Notary signing agents on the CloseWise Pro and Pro+ plans automatically receive a public listing. It's owned and operated by the same company. **Does CloseWise support remote online notarization (RON)?** Yes. CloseWise supports RON as a **signing type and service offering**: notaries can enable RON in their tools, maintain RON credentials and platform details, and be matched or booked accordingly; signing services create and manage **RON** orders (including RON-specific fees and workflows versus mobile/in-person). **Order management, income tracking, invoicing, and post-completion** work the same way for RON as for in-person signings. The **audio/video notarization session** itself is performed on the notary’s **authorized third-party RON platform** and under applicable state law—not inside a CloseWise-branded video room. **What service types beyond loan signings does CloseWise support?** Estate planning documents (wills, trusts, powers of attorney, healthcare directives), apostille services, and single-document notarizations. Law firms use CloseWise specifically for these non-loan signing categories. **Is there a mobile app?** There is **no standalone iOS or Android app** in the app stores for these workflows. CloseWise is built as **responsive web** software; you can use it from any modern phone browser, and the portals support **PWA install** (add to home screen) where enabled—not a separate native mobile binary. **How does signup work?** Sign up at app.closewise.com/signup with email — no credit card required. The full onboarding takes under 5 minutes, and a free marketplace listing is live immediately. **Is CloseWise SOC 2 compliant?** Yes. CloseWise is SOC 2 compliant and provides SSL-secured access and encrypted document storage.