The complete operations hub for mobile notaries and loan signing agents. Track every signing, generate professional invoices, monitor credential expirations, log mileage for tax deductions, and analyze revenue by signing type and platform. Every session starts with a proactive credential dashboard with 🔴🟡🟢 traffic light alerts. ## What's included - **Signing log** — purchase, refi, HELOC, reverse mortgage, GNW, RON; fee + mileage capture for IRS Schedule C deductions - **Professional invoices with auto-escalating follow-ups** — 7-day reminder, 14-day firm notice, 30-day formal demand - **Platform + title company analytics** — payment speed per signing service; identify which platforms pay the most + fastest - **Loan package checklists** by signing type — what to look for, what to explain to borrowers, critical liability items if missed - **6+ credential expiration tracking** — state commission, E&O insurance, NNA membership, NNA Certified Signing Agent cert, surety bond, RON platform authorizations - **Monthly P&L** — IRS Schedule C-ready: mileage at current IRS rate, E&O / NNA / supply expenses categorized, net profit - **Cancellation fee tracking** — never forget to invoice a last-minute cancellation - **Multi-format support** — split signings (borrower + seller separately), hybrid IPEN, RON workflows - **Wire fraud awareness** — never accidentally notarize wire transfer instructions ## Limitations - **Not a notarization platform** — pairs with NotaryDash / SnapDocs / OneNotary / DocVerify for RON sessions - **Not a payment processor** — generates invoices; collection via Stripe / Square / direct ACH - **Not legal counsel** — notarial law is state-specific; complex situations (estate signings, contested documents) need an attorney's call - **Not an EHR / loan-doc system** — handles the operations side; loan docs live in the title company's system - **U.S.-state-notary-focused** — Canadian + UK + AU notarial practice differs entirely ## Best fit Mobile notaries doing general notary work (GNW) who want to professionalize operations. Loan signing agents (LSAs) working through Snapdocs, SigningOrder, SigningAgentHub. Remote Online Notary (RON) practitioners managing multiple platform authorizations. Especially valuable for full-time notaries doing 30-200 signings/month — the credential tracking + auto-escalating invoice collection alone typically recovers 8-15 hours/month of admin time AND captures 80%+ more mileage deductions than memory-based tracking.
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