The Office Assistant You’ve Always Wanted
CloseWise is the one place where you can maintain order and efficiency in all aspects of your business.
CloseWise’s notary app made it easier to manage and grow your signing business in one streamlined platform. CloseWise acts as your personal office assistant, allowing you to easily receive, create, manage, and update your contracts and clients with minimal effort and maximum results.
Scheduling
Entering your closing contracts has never been easier. When you receive a new closing confirmation you can drag and drop or upload the order details in seconds. This can be done even on the go from your phone! Closings you add and closings received directly from CloseWise vendors will all show on your closing dashboard. A powerful notary scheduling tool to keep on top on your appointments and manage your daily workflow!
Confirm Appointments & Update Clients
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, to update your client.
- Use your preferred mapping feature on our mobile notary software to Navigate to your appointment — and that’s just from one screen.
Automate Signing Status Updates
Status updates can be time consuming and disruptive to your workflow so let’s make it simple! From your CloseWise notary signing agent app or software you can update on the go with just a few clicks. With the status button you can be a star signing agent by letting your client know you’ve confirmed the signing, arrived, and the final status before they even think to ask. Status emails send automatically as you update your schedule with just a few clicks on our notary signing agent platform.
Accounting & Analytics
Get rid of multiple platforms with our all-in-one notary accounting software. All of your closing automatically go into your accounting pages where you can stay on top of your payments and due balances. Invoices are auto generated per client and can be sent professionally from the click of a button. Reoccurring or on the go expenses are easy to add and record receipts. Your profit & Loss and business metrics are auto generated and connected to your business progress. Not to mention auto generated mileage logs based off your home or office location! Your accountant will thank you!
No more time consuming
data entry
scheduling
accounting
check processing
analytics
Streamlining Efficiency for Signing Agents
Scheduling Done The Right Way
Your Closing Schedule Reimagined
We keep all the information you need at your fingertips with the smartest solution on the market. Use our mobile notary app to keep you and your clients ahead of schedule with seamless updates.
Scheduling Features
- Auto and manual data entry
- Call and confirm system
- Navigation integrations
- 3 steps status update
- Calendar integrations
Accounting Features
- Income list (paid/unpaid)
- Expense tracking
- Invoicing automation
- Profit & loss reports
Organized Accounting
A Wise Way to Stay On Top of Your Bottom Line
Get rid of multiple platforms with our all-in-one notary management software. All of your closings automatically go into your accounting pages where you can stay on top of your payments and due balances. Invoicing, Mileage logs, Profit & Loss, and Expense reports are auto-generated for you!
Reports That Provide Real Insight
Understand Every Aspect of Your Business.
Knowing how your business is growing from month to month is essential to knowing what you need to do to take it to the next level. CloseWise's notary app generates status reports to show you how your closing contracts have been closing by status and per client. You can see your overall business summaries by day, week, month, year, or any selected date range with CloseWise summaries graph reports.
Reporting Features
- Mileage log
- P&L summaries
- Status reports
- Receipt tracking