Posted by SherryB on 8/2/05 7:24pm
Msg #56512

Software for SS's

I realize that this is a board that is designed primarily for SA's questions but I know that there are quite a few reputable SS's that post here to. So....I was wondering if anyone knew of any scheduling software that works well in this industry (for a SS)? Any input that you may have would be extremely helpful. Thank you in advance.

Reply by Charles_CA on 8/2/05 7:55pm
Msg #56516

I am not an SS and don't pretend to know what you might need but as an engineer I have used software to schedule multiple events. If there isn't something specific for SSs perhaps something along the lines of Critical Path Method (CPM) software (or PERT, project evaluation and revue technique) could be easily modified. Search CPM in Google, a number of different types of software will show up. One of the nice things about CPM is that you have a very well defined way of determining what is holding up the process because the critical path changes and highlights the item that is on the critical path. Scheduling contactors has become a major consideration in the construction industry and there have been numerous systems developed for it.

Reply by Lee/AR on 8/2/05 8:07pm
Msg #56517

Don't even know if this is what you're talking about but Negretes & AMR have the same software for SA database. But gotta say what Charles is talking about sounds waaaay cool.

Reply by SherryB on 8/2/05 8:11pm
Msg #56518

Thank you both for your replies and Charles it has been a true pleasure chatting with you. I am going to jot down your address for future reference (the one you put in the other post). Thanks for all of the help!

Reply by MJFL on 8/2/05 8:20pm
Msg #56519

Would any SA's care to share what software

they use or method of tracking. Always looking for a better way of doing things.

Reply by BarbaraL_CA on 8/2/05 9:43pm
Msg #56525

Quite frankly, I like my Franklin planner, but...

I also use ACT to maintain my signings, invoicing, phone calls, marketing, etc. I tried using a PDA but found it cumbersome. Guess I'm old fashion (or old - lol) but there is nothing like pen and paper! (And my previous career was in computers!)

Reply by Bonnie/Fl on 8/3/05 12:08am
Msg #56534

Re: Quite frankly, I like my Franklin planner, but...

I just purchased Notary Tracker from Brainmonger. Haven't installed it yet. Once I do, I will let you know how it works and if I like it. Sounded good on the advertisement.

Reply by Ernest__CT on 8/3/05 9:47am
Msg #56582

Re: Would any SA's care to share what software

I use Outlook's calendar for scheduling because it holds all the data I need and will pop up reminders.

For tracking, I use an Excel spreadsheet for each year. It gives me per-month information as well as a running total of signings, profit, etc. If you would like a sanitized copy (fake borrower and signing service names, etc.) please click on my profile and send an email message. Caveat: The spreadsheet works for me, your mileage may vary. I'm not volunteering to teach you all about Excel, but I will help where I can. Your suggestions for improvements are welcome!

Reply by Gina DePriest on 8/6/05 11:00pm
Msg #57436

Re: Would any SA's care to share what software

I use felicita software program.

Reply by thnotary_NY on 9/12/05 4:33pm
Msg #64825

Re: Would any SA's care to share what software

Would u send some comments about this felicita sofware. I used that " tracker " until a problem with a header poped up. I tried looking at the website but it appears to be down at this time. Thank you. Check my profile for the address.

Reply by Gina DePriest on 8/6/05 10:55pm
Msg #57435

I will be happy to refer you to a nice service: http://www.notarysoftware.com/