Posted by Lydia Paton on 1/30/12 6:02pm Msg #410300
Managing Signings?
Help please. Been looking & can't find an answer to my questions. Can a Signing Agent keep track of their singnings on Notary Rotary? OR, is there some other applicable software one can use? Thanks!
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Reply by Yoli/CA on 1/30/12 6:45pm Msg #410304
I use Quick Books. n/m
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Reply by CH2inCA on 1/30/12 6:50pm Msg #410306
There's a 'Manage my Signings' link under Signing Central. Does anyone use this?
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Reply by Claudine Osborne on 1/30/12 8:40pm Msg #410314
I use Quickens
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Reply by Saul Leibowitz on 1/30/12 11:13pm Msg #410323
Excel spreadsheet the columns are, left to right: date scheduled, date funded, name of contracting party, name of borrower, fee promised, fee paid.
I also use the same sheet to track by contracting party per month, promised and paid and a running total for the year by contracting party, promised and paid.
A new sheet every year. Of course, files that cancel are changed to show a yellow fill-in backgrund and no fees are shown.
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Reply by Alz on 1/30/12 11:56pm Msg #410325
I too use excel spreadsheet. It appears to be easier to
manage and see the big picture at a glance.
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Reply by Art_MD on 1/31/12 9:39am Msg #410348
Over the years, I've tracked using a spreadsheet. Currently, if has the following format: There are 14 columns (you could reduce if desired) date of closing Borrowers name days to get paid (built in formula calculated from signing date and date paid) date paid order number if any time of signing address name of TC or SS any notes i.e one signer, refi, etc mileage to signing mileage to drop off package # of notary acts extra column travel fee (per state limit) agreed upon fee outstanding amount (formula buit in-- if there is a date paid entered, then 0 else its the amount of fee)
Many columns have totals at the bottom.
Nice thing about using spreadsheet is sorting. i.e. At end of year, I copy to a file called "notary - taxes 2011". I sort by date paid. Delete closings that haven't been paid. Sort by company name. Then total amount paid by each ss/tc. Can then check with 1099 I get.
Also, the total of travel miles (to signing and to drop package) is used for expenses. Total of notary acts is used for SE tax calcs (after multiplying by state max charge)
Lots of other sorts and calcs available. i.e. sort by days to pay.
Anyone wants a copy, just e-mail me.
Art
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Reply by Lydia Paton on 1/31/12 10:08am Msg #410352
Thanks to all who provided input. Sure do appreciated.
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Reply by Lauren Sni on 2/1/12 12:15pm Msg #410517
I use notarygadget.com for keeping track of my signings, invoicing, mileage, etc. And I can access the website from my phone too, which is helpful, when I'm on the road.
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Reply by Lauren Sni on 2/7/12 1:18pm Msg #411092
I’m not sure if there’s a tool from Notary Rotary that organizes signings, invoices, etc. I am new to the site But, I have been using an online software from notarygadget.com and it works great. Hope that helps.
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