Notary Signing Agent OS — Notion Template for Mobile Notaries & Loan Signing Agents
The pain: If you’re a mobile notary or loan signing agent, your business lives in three places that don’t talk to each other: appointments in your phone, fees in a spreadsheet, and your notarial acts in a paper journal. It works until you’re running back-to-back signings — and that’s exactly when a journal entry slips, a print fee goes untracked, or you lose sight of which signing service still owes you on Net 30. With your journal, that’s a compliance exposure. The solution: A complete Notion system built around how signing work actually flows. Five connected databases: • Signings — your job pipeline. Requested → Scheduled → Confirmed → Completed → Paid, on a board or calendar tied to the signing date. Tracks type, fee, mileage, location. • Clients — signing services, title, escrow that order your work, with contact info, Net terms, and an auto count of every signing tied to each. • Documents — the doc package per signing, with type, page count, notarization status. • Journal — a dedicated notarial-acts log so your legal record sits next to the job, not in a separate book. • Income — logs signing fee, mileage, and print fees per job and totals them automatically. Everything is linked: open a client, see their signings; open a signing, see its documents, journal entries, and income in one place. The proof: 5 connected databases • 48 properties • 4 linked relations • 3 automatic rollups • 11 pre-built starter entries • Start Here guide + section instructions • works on Notion’s free plan, desktop and mobile.
Get it → tannerai.gumroad.com