Description
Notary & Loan Signing Agent Tracker for Excel and Google Sheets
Know what each signing really pays per hour, which companies pay late, and your mileage deduction at tax time. Built for mobile notaries and loan signing agents.
What you get
- Fee Calculator (“Should I take this signing?”): fee offered, miles, driving and signing time, pages and scanbacks in; net profit, total time, profit per hour, the fee you need for your target and a Take it / Counter / Decline call out, plus a ready-to-send counter-offer message.
- Signings: one row per appointment with company, type, fee, notarial acts, miles, pages, minutes, status, invoice and payment. Print and driving cost, net profit, profit per hour, mileage deduction, days to pay and Paid / Unpaid / Late status fill in by themselves. Cancelled with a trip fee and cancelled with no pay are handled.
- Companies: every signing service, title, escrow company and lender with signings, revenue, average fee, profit per hour, average days to pay, amount owed, late invoices and a Top client / OK / Review rating.
- Dashboard: revenue, net profit, profit per hour, mileage deduction, signings, average fee, owed to you and late invoices, with a monthly chart, company scorecard, late invoices to chase and signings by type.
- Expenses and Settings: E&O insurance, bond, commission, background check, printer and toner; your driving cost per mile, IRS mileage rate, print cost per page, target per hour, lowest fee and payment terms.
Details
- Up to 2,000 signings and 60 companies.
- Two files: one with example data so you can see it working, and a blank one to start fresh.
- Format: .xlsx for Microsoft Excel 2016+ and Excel 365. Opens in Google Sheets.
- No macros, no subscription, nothing locked. Instant download after payment.
- A business log, not your official notary journal. Keep your state-required journal separately.
Want to test an offer first? Use the free loan signing fee calculator. Need it set up for your business? Ask us for a custom version.
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