CloseWise

CloseWise is a mobile notary software designed to optimize the document signing workflow for signing companies and signing agents. According to the vendor, it acts as a digital assistant, simplifying the process of receiving, creating, managing, and updating contracts and clients. CloseWise caters to signing companies and agents of all sizes, from independent notaries to large signing services. The software is utilized by signing agents, notaries, signing companies, loan closers, and escrow companies.

Key Features

Mobile Notary Software: CloseWise is a mobile notary software that enables signing agents to efficiently manage their document signing business on the go. It offers a user-friendly interface accessible from any internet-connected device.

Document Management: CloseWise allows users to securely receive, create, manage, and update contracts and clients. It provides a centralized location for document storage and facilitates easy access and sharing with clients and stakeholders.

Scheduling and Calendar Management: CloseWise provides scheduling and calendar management features that empower signing agents to effectively manage their appointments. Users can view their schedule and appointments in a calendar format, ensuring efficient tracking and workload management. The software also offers notifications and reminders for upcoming appointments to prevent missed signings.

Order Management: CloseWise streamlines the process of receiving and managing orders directly within the platform. Users can accept or decline orders and track the status of each order, eliminating the need for manual data entry and paperwork.

Payment Processing: CloseWise includes payment processing capabilities that enable signing agents to track and manage their payments. Users can easily generate invoices and monitor payment status, ensuring accurate and timely compensation.

Reporting and Analytics: CloseWise provides reporting and analytics features that allow signing agents to analyze their business performance. Users can generate reports on key metrics such as the number of signings, revenue, and client satisfaction. The software offers valuable insights and data-driven decision-making tools to optimize business operations.

Integration and Customization: CloseWise offers integration capabilities with other software systems, streamlining workflow and eliminating duplicate data entry. The software can be customized to align with the specific needs and branding of signing companies and agents.