About Notary Tracker™ Signing Agency Pro

With the Pro version, you can also send email confirmations to lenders and signing agents (Check the FAQ for configuration requirements) as well as receive priority upgrades.

You can import ayour clients and signing agents from an Excel file and also export to a CSV file for importing
back to Excel (great for mailings).

When used with our Online Services, you can import information directly into your account as well as export new appointment information from the website back to your Signing Agency Pro software.

About Notary Tracker™ Signing Agency Basic

Notary Tracker™ Signing Agency Basic is a software application designed to help signing agencies run their notary business in an easy, user-friendly interface (See below for a summary of features).

View the Online Demo.

About Notary Tracker™ Online Services

Online Orders - Accept orders from clients online! You receive an email or page as requests come in.

Online Registrations - Accept online registrations from signing agents.

Learn More

Features

Expenses

  • Record and keep track of all your expenses.
  • Organize your expenses by business and non-business categories you create and manage.

Clients

  • Maintain a clients database as your business grows.

Signing Agents

  • Maintain a signing agent database to keep track of all your signing agents.
  • Search signing agents by zip code, city, county, last name, or first name.

Appointments

  • Keep a detailed schedule of appointments, including mileage, to track every signing you make.
  • Print a specific day's appointments to take with you on the road.

Email Confirmations

  • Send email confirmations to your client or signing agent (Pro version).

Income

  • Accounts receivable section lets you track overdue payments.
  • Accounts payable section lets you track payments you need to make.
  • View income received (by month or year) from your business.

Reports (Very handy during tax season!)

  • Signings report shows you how many signings you are making over a specified period of time.
  • Expense report based on business and non-business expenses for the year or by month.

Invoices

  • Create printable invoices directly from the application.
  • Upload your logo for a customized look.

Remote Access

  • Access and update all of your information from anywhere on the Web! (See FAQ for details).

Requirements

  • Windows 98 or later with at least 60 megabytes of free space.
  • Internet Explorer version 5 or later.