Features

Business-management tools for notaries and loan signing agents.

NotaryLedger is subscription-based business-management software for notaries and loan signing agents. It helps users track signing orders, appointments, customers, invoices, payments, expenses, mileage, and business reports in one account.

Signing order management

Create and update signing records with customer, signer, signing type, payer, appointment date, fee, invoice number, payment status, and notes.

Appointment tracking

Keep upcoming signings visible on the dashboard so scheduled work is easy to review before the next appointment.

Customer records

Track repeat title companies, signing services, clients, revenue, unpaid orders, and latest signing activity.

Fee and payment status

See pending payments, paid signing orders, monthly revenue, year-to-date order counts, and average signing fees.

Invoice management

Generate invoice records and PDFs from signing details while keeping invoice numbers connected to the original order.

Mileage and expenses

Record business mileage, parking, deductible expenses, business-use percentages, and expense categories for better records.

Business reports

Review dashboard metrics and tax summary reports for income, expenses, client totals, estimated payments, and export-ready records.

Notary tools

Use credential tracking and rescission-date support alongside the business records signing agents manage every week.

Order and payment tracking

Keep signing records searchable by customer, signer, type, invoice number, fee, paid date, and payment status.

NotaryLedger signings page with signing records, invoices, fees, mileage, and payment status.

Customer and invoice records

Review customer revenue, unpaid work, invoice history, and generated invoice PDFs from the same signing records.

NotaryLedger customer cards showing latest signing, signings count, unpaid work, revenue, and invoice actions.

Expenses and mileage

Track business expenses, business-use percentage, deductible amounts, miles, parking, and travel details connected to signing work.

NotaryLedger expenses page showing monthly expenses, categories, business-use percentage, and deductible amount.

Business reports

Review dashboard and tax-summary totals for recordkeeping. Reports are informational business records, not legal, financial, or tax advice.

NotaryLedger tax summary with income, deductible expenses, estimated tax, and client totals.
See the current subscription plan.

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