Best Notary Database and Scheduling Software

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CloseWise
Best Notary Database and Scheduling Software
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About CloseWise
CloseWise was built by and for signing agents and
services alike to not only to increase your
productivity, but to give all parties peace of
mind. As Notary and attorney signing agents
ourselves, we wanted a simple way to focus on
keeping our closings up to date and orderly for
our clients during the day while not having to
track our accounting and business reports at
night. As the owners of signing companies, we
wanted a platform that could automate the
scheduling process, accounting, reports, and
cohesion between valued clients and signing
agents while being able to focus on the quality
of our business... not to mention quality of
life.
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Users of CloseWise
We have a software for everyone involved in a
mortgage/loan closing process. Our loan
origination software can by used by -

• Signing Agents
• Signing Services
• Title Escrow Companies

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Features of CloseWise Software
Accounting CloseWise is all-in-one. We keep the
entirety of your business in one place. Under
this feature, you can generate pro?t loss
report, expense tracking, track of payments,
automated invoice, etc. Payment
Processing Receive your payments from CloseWise
vendors directly through the platform. Agent
Payroll approval automation, receive payments
directly through CloseWise by linking your
accounts, payroll made easy and trackable to
minimize discrepancies. Scheduling Stay up to
date and in the know with all dates and details
at a glance. With our software, you will get
various features, such as Bookings, Master
Schedule, Calendar Integration, Available Agent
Listings, Easy Call Con?rm Features, etc.
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Features of CloseWise Software

• Noti?cations
• Let us help! You have enough to keep track of in
  your day to day. CloseWise noti?cations keep you
  ahead of the job with minimal effort, Settings
  allow you to choose what reminders and
  noti?cations you want to receive and how.
• Reporting
• Analyze each avenue of your business. Here, you
  can generate reports of Mileage Log, Receipt
  Tracking, Status Reports and Summary.
• Closing File Details
• Everything you need for your assignments at a
  glance. Click the action button and see all the
  details of your order. Signer information,
  Lender and Client information, Appointment
  details, Critical Document Uploads from your
  client, Activity logs of all actions taken on the
  order, Expenses directly related to the order you
  have added, Special Instructions from your
  client.

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Contact Us
Email support_at_closewise.com Call Us 1 (800)
555-5666 Website https//www.closewise.com/