Hi Notary friends!
Im looking to finally invest in a tech software platform that will automate some of the work. For example, Apt reminders, Google review requests and marketing strategies. Do you have any recommendations that are fairly inexpensive?
The Notary income is not flowing as fast as I expected and trying to scale without breaking the bank.
Thanks for all your help
I just signed up for Notary Gadget. It’s a great accounting system and sends out reminders and invoices when necessary.
I’d like to know this as well! Excellent question.
@heidiminor18 I use an application known as closewise and here’s a referral link for your viewing: Manage Your Business With CloseWise Pro Growth
Thanks Lori for the recommendation. It seems like Notary gadget seems to be pretty popular.
Thanks cfletcher for the reply. I think I’m signed up for the free version on them. I will look into it again now Im a different space.
My account with Closewise is the professional growth level.
I use VenBooks for invoicing and reporting - it keeps up with mileage and has a great dashboard…worth every bit of the $9/month.
I use notaryassist. Com
Gave me year end reports tracked signings ..payments ..directions by company and whatever i needed. Love them
Thanks for the response graphix.cloud. Thats a steal for $9. Those are valuable pieces to the business.
Thank you Cafran2 for your feedback. I have received some others with the same recommendation. And its focused on the notary industry needs. I just might put in them in the contenders list. ROI is important specially for me in the early business stage.
Yes, I too use Notary Assist and I love it.
The Loan Signing System CRM is a powerful, all-in-one platform specifically designed for loan signing agents. It includes marketing templates, automation, and training support but it is an investment, I truly benefit from it, you need to actively use all of its features. However, there are several other CRM options that can be more cost-effective like Zoho CRM, Notary Gadget, and CloseWise just to name a few.
Thanks beautiful for the tips. We must meet up soon in MA.
I agree with you, they all are an investment. I was really considering the LSS CRM just because of all the extra features but the Notary Assist is the second contender.
Hi Heidi, I would love to meet up soon. Please let me know when you are in Massachusetts, or we can pick a day to plan something. Regarding Notary Assist, it isn’t a full CRM, but in my opinion, it is the best notary tracker available. While there are a few minor changes I’d like to see, it is especially helpful for year-end reporting as long as you stay on top of your entries. The mobile app is also great!!!
zoho books, wave accounting, both free!! also, Monday.com, ASANA, click up,
Not gonna lie, I wasted money on fancy tools at first - start with something like Calendly + basic follow-ups, then upgrade once income picks up.
I use outlook on my pc and an old fashioned hand written day planner. My CRM includes sending handwritten thank you notes, popping by offices, and keeping connections with my local escrow teams fresh randomely and as I feel it. I blast an email to certain comanies every so often.
My handwritten day planner includes the time, names, hiring party, phone number and fee for each signing. I insert the mileage. I add up fees and mileage per week and then per month. I cross off paid appointments when I get paid. Its old school and its reliable. It also serves as written documentation of business mileage for the IRS.
I feel that using additional software to track these things is a waste of time and effort. I can use my planner while Im on the phone in a parking lot. It can’t be hacked. Working smarter not harder over here.
Prior to full time notary work I was in professional support throughout the years and I’ve seen businessspeople waste most of their day screwing with their CRMs. I’ve spent WEEKS messing with CRM input and data. It’s a waste of time. If you can get something automated and bare bones it, that’s great. But in notary world - people who need a notary need to find you easily (Google “near me”) and escrow teams respond to repeated personal contact, not marketing.
I run my business part-time which is the only reason I haven’t invested in it yet, but I really want to. Can you tell me more about how you’ve benefited? The closer I get to retirement (57) the more I want to start to set the tools in place to transition into this.
