I am looking for a Online Service to help me manage my business. I feel like Snapdocs doesn’t do a good enough job managing everything. Plus, I need an on-line presence and I’m looking to start trying to expand my business locally.
The only thing I was able to find so far was CloseWiise. It seems like a platform that will enable me to have an online presence, do some basic marketing and blogging to move me up the google search ranks, along with all the order tracking. It seems they are also working on doing order fufillment through the site, which could offset the monthly fee.
I’m plannning on starting a trial next week. Anyone else working with software that helps them automate/promote their services?
I’ve never used these. What I’d be looking for would be
Will they steal my customers?
If they go out of business or kick me off the site, will I have all the records I need for filing taxes and resolving any questions about old assignments?
I use and resell GHL. I have custom Snapshots specifically for notaries. Gives you Website, Automation, Calendar, Text Messaging, it’s everything plus more. Highly recommend even if you don’t use my link. But I can get anyone a 30 day Free Trial if interested.
I manage everything in an Excel workbook. Haven’t seen the need for a website at this time. What I track on snapdocs leaves off phone numbers and contact names. It’s for my own records only.
How would the site steal your customers? I am assuming +90% of the companies you work with can be found on free lists on the web, forums, and just standard searches. I currently use Snapdocs, and when I create an order on there that is just from my pipeline, I never fill in all the info. Just a company name, last name of the borrower, city traveled to, and the fee.
Regarding records, I would only be worried about retaining them for legal purposes (different by state).
For taxes, you should have everything you need from your bank account, credit card statement, and mileage difference on your vehicle.
Any issues with old assignment, you should have all the emails related to whatever order is in question in your mailbox… what can a journal entry help you with?
Sorry, been busy. It’s a CRM/Automation Platform that can be used for just about any business. I’ve tweaked it with custom code and set-up specifically for notary work, predominantly GNW and am working with SigningOrder to integrate their tech into it at the moment to better target Title Companies. I’ll walk you thru it if you want, send a message and we can schedule.
I have had forum posts (I can’t remember which discussion site) where notaries claimed that they filled out a notary journal on a signing service platform that offered a free electronic journal or tracking application, for an assignment that didn’t come from the signing service. The notary later heard from the notary’s customer that the customer had received solicitations to use the signing service for their future needs. I don’t recall the exact problem the notaries were complaining about on the forums, but I think it was for customers such as local lawyers, banks, and escrow companies.
For a journal, one of the most important features is that it be available far into the future, in case something comes up. In my state, a journal is not required and there are no standards for what counts as an acceptable journal, but I think paper would be more credible than electronic.
For taxes, it’s important to document expenses and put them in the right category. If I see, in my business account statement,
STAPLES $250
I won’t know what categories to put it in. Maybe I bought Turbotax for small businesses, pens, paper, and a pocket calculator. Those would go in about three different categories. And the IRS requires a contemporaneous log of mileage and travel expenses, so I need to know the mileage for each trip, plus tolls and parking.
I don’t know if my following insights will help, but. . .
I use Notary Gadget for all my notary management. Seems to work quite well for me. I back that up with a routine Quickbooks application for my overall business/perosnal accounting. I’ve never had a problem documenting my accounting and notary management stuff. My tax guy seems happy with it all. My approach is not to overthink the matter. Keep it simple and focus attention of developing and maintaining business.
About 90+% of my practice is real estate oriented and the rest is GNW. Notary Gadget handles it all. I probably spend less than 10% of my time on administrative/financial activities. What else can I tell ya?
Oh, by the way, Notary Gadget computes my mileage and provides a way to record any number of expense items. I’m sure other similar programs do the same.
