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Software Status:Active

About CloseWise

CloseWise is a scheduling and business management platform for notary signing professionals. It helps teams accept orders, schedule signings, and track status while keeping documents stored securely. Integrated accounting tools support invoicing, payments, and expense tracking, and reporting provides visibility into revenue and service performance. Marketing features like directory listings and digital business cards help notaries get discovered. Key capabilities: Appointment scheduling and order tracking Secure document management and sharing Invoicing, payments, and expense tracking Reporting on signings and revenue Marketing tools and directory visibility Best for: Notary signing agents and signing services.

CloseWise Details

Vendor
CloseWise
Year Launched
2020
Location
Lexington, South Carolina 29027, US
Deployment
cloud
Training Options
videos
Countries Served
All Countries
Languages
English
Users
Notaries, signing agencies, and escrow companies
Industries Served
Notary Signing Agents, Signing Services, Title & Escrow Companies
Tags
Appointment Scheduling, CloseWise

CloseWise's In-App Market Place

Does CloseWise have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

  • AI-driven automation for scheduling and order intake.
  • Secure communication and document transfer capabilities.
  • Full notary business management in one platform.
  • Real-time tracking and insightful reporting.
  • Integrated payment processing and accounting.
  • Limited information on countries and languages supported.
  • Lack of clear integration options.
  • Not enough detail on in-app marketplace or additional service extensions.
  • The user interface is not described, making it hard to gauge ease of use.
  • No pricing or detailed deployment information available.

CloseWise's Support Options

Chatbot

Available

CloseWise's Alternatives