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NotaryPilot

Name: NotaryPilot
Author: NotaryPilot

This all-in-one platform is specifically designed for notary professionals to efficiently manage their signings, client relationships, and administrative tasks without the need for multiple tools or complex training. It offers key features such as instant scanning of signing orders, automatic extraction of essential details, extensive job tracking, professional invoicing with customization options, integrated payment processing via multiple methods, automated overdue payment reminders, and a built-in contact management system, addressing problems related to disorganized workflows, delayed payments, and inefficient record-keeping. The tool is ideal for notaries, signing agents, and mobile notary professionals seeking a streamlined, cost-effective solution to run their businesses smoothly and securely.

NotaryPilot can be found in Online Notarization Software categories.

The most similar products to NotaryPilot are:

Signaturely Promoted →

ProNotary →

NotaryGadget →

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Details

Pricing: $4.5/mo

Consumer Type: B2B

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NotaryPilot Main Features

Job Tracking
Easily log every job with details such as signer, date, fee, and related files or invoices.
Check Reading
Drop in check images or PDFs, and it will automatically find the payer, check number, date, and amount, matching it to the right job or invoice.
Order Scanning
You can quickly drop images or PDFs of signing orders, and the app will automatically get details like company, signer, fee, date, and order number.
Online Payments
Send clients a payment link for Zelle or Square card payments, and have paid invoices marked automatically.
Invoice Creation
Create professional invoices with automatic numbering, edit items and rates, and print or export as PDFs.
Payment Reminders
In case a payment is overdue, the system automatically sends polite reminders until the invoice is paid.
Contact Management
Keep track of clients, signing services, and signers with multiple contact details and create invoices for contacts easily.
User-Friendly Workspace
NotaryPilot is built for notaries to easily manage their business without a steep learning curve.

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NotaryPilot Alternatives

Signaturely Promoted

This platform streamlines the process of obtaining electronic signatures on d...

ProNotary

This cloud-based remote online notarization platform enables secure, complian...

NotaryGadget

NotaryGadget is a comprehensive accounting and management software designed s...

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Online Notarization Software →

Technologies Used

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