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CloseWise - Notary Database and Scheduling Software

CloseWise is a robust platform for signing agents and the signing service industry, helping them manage their document signing business with ease. The platform is made by signing companies for signing companies introducing new-age technology to save time and money while increasing workflow through automation and organization.

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CloseWise - Notary Database and Scheduling Software

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  1. CloseWise Best Notary Database and Scheduling Software

  2. 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.

  3. 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

  4. 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 profit & 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 & Confirm Features, etc.

  5. Features of CloseWise Software Notifications Let us help! You have enough to keep track of in your day to day. CloseWise notifications keep you ahead of the job with minimal effort, Settings allow you to choose what reminders and notifications 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.

  6. Contact Us Email:support@closewise.com Call Us: +1 (800) 555-5666 Website:https://www.closewise.com/

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