Signing Agent Software | Best App For Signing Agents - CloseWise


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.

Notary App


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:

  1. Contact the signer.
  2. Confirm the appointment or revise the time, to update your client.
  3. 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

Ready to get started?

Don't wait any longer. Improve your communication, organization, and business growth with our mobile notary app for signing agents and signing services.