Notary Tracker: Signing Agent

Mobile Notary & Signing Agent Business App

Notary Tracker is the all-in-one business app for mobile notaries and loan signing agents (NSA). Track signings, log mileage, send invoices, and stay tax-ready — all from your phone.

APPOINTMENT MANAGEMENT
• Smart calendar with monthly and yearly views
• Recurring appointments (daily, weekly, bi-weekly, monthly)
• Automatic mileage calculation from your location
• Payment status tracking: Paid, Pending, Partial
• Appointment reminders with notifications
• Professional invoice generation
• CSV import for bulk appointments

FINANCIAL TRACKING
• Real-time income and expense monitoring
• Payment status dashboard with detailed breakdowns
• Visual income trend charts with analytics
• Quarterly tax estimates with IRS calculations
• Mileage deduction reports (IRS rate: $0.67/mile)
• Expense categorization for tax preparation
• Export PDF reports for your accountant

CLIENT MANAGEMENT
• Complete client database with contact information
• Client portal for sharing appointment status
• Generate booking links for new appointments
• Track client history and revenue per client
• CSV import for bulk client additions

AUTOMATIC MILEAGE TRACKING
• Google Maps integration for accurate distance calculation
• GPS tracking with Track Drive for real-time logging
• Manual entry fallback for offline use
• IRS mileage rate tracking automatically included
• Professional mileage reports for tax deductions

TAX TOOLS
• Quarterly tax estimate calculator
• IRS-compliant mileage and expense tracking
• Expense categorization by tax-deductible categories
• Quarterly due date reminders
• Professional PDF reports (Income, Expenses, Mileage, Tax Summaries)
• Estimated self-employment tax calculations

PROFESSIONAL INVOICING
• Generate branded invoices with business information
• Customizable invoice numbers and due dates
• Email or text invoices directly to clients
• Track invoice status with payment monitoring
• Send invoice button for pending payments

SIGNING ORDER PIPELINE
• Track jobs from Offered → Confirmed → Docs Received → Completed → Paid
• Visual kanban-style pipeline for signing orders
• Never lose track of where a job stands

ANALYTICS DASHBOARD
• Visual dashboard with key business metrics
• Income trend charts (monthly/yearly)
• Payment status overview with percentages
• Appointment completion tracking
• Top client revenue analysis
• Period filtering: Today, Week, Month, Year, All Time

CLIENT PORTAL
• Share appointment status with clients
• Generate shareable booking links
• Professional client-facing portal view
• Booking instructions and service pricing

PRE-VISIT SIGNING AGREEMENTS
• Send clients an agreement before the appointment
• They review and sign from any device — no install
• See ✓ on the card the moment they sign
• Customize the template in Settings

COMMISSION TRACKING
• Commission expiration date tracking
• Automatic alerts 30, 7, and 1 day before expiration

RECURRING APPOINTMENTS
• Create multiple appointments at once
• Preview all occurrence dates before saving
• Manage series or individual appointments

BUILT FOR NOTARIES
• Save 5+ hours per week on admin work
• Maximize tax deductions with accurate tracking
• Never miss commission expiration
• Look professional with branded invoices
• Make data-driven business decisions
• Track every appointment, payment, and expense

PRIVACY
Your data is private. We never sell your information. All data stays on your device.

Download Notary Tracker and transform your notary business today!

Learn more at notarytracker.com — guides, walkthroughs, and tips to get the most out of the app.

Privacy Policy: https://sites.google.com/view/notary-tracker-privacy-policy