CloseWise is an automated platform that digitizes and streamlines the document signing process for signing agents, signing services, and title service providers. By minimizing manual errors and accelerating transaction times, it enhances operational efficiency in real estate closings.
Funding
$50K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
The loan closing and notarial industry relies on manual processes for scheduling, document handling, and payment processing, leading to inefficiencies and increased operational costs. Errors in manual data entry, lack of real-time tracking, and disjointed communication channels further complicate the closing process. These inefficiencies impact notaries, signing services, and title/escrow companies.
Solution
CloseWise is a comprehensive platform designed to streamline and automate notary scheduling, business management, and payment processing for the loan closing and notarial industry. The platform connects signing professionals with hiring companies, providing tools for automated order intake using AI, real-time tracking of signing status, and secure document transfer. CloseWise offers integrated accounting features, including automated invoice management and direct deposit payments, alongside insightful reporting tools for data-driven decision-making. By consolidating these functions into a single platform, CloseWise reduces manual effort, minimizes errors, and accelerates the closing process for notaries, signing services, and title/escrow companies.
Target Audience
CloseWise targets notary signing agents, signing services, and title and escrow companies seeking to streamline operations, reduce costs, and improve efficiency in the loan closing process.
Features
- AI-powered auto order intake to streamline initial requests
- Automated scheduling tools with Google Calendar sync and agent availability ratings
- Real-time tracking of signing status with automated updates
- Secure document transfer and communication channels
- Integrated accounting suite with automated invoice management, income monitoring, and expense tracking
- Payment processing system for notary payroll automation and vendor pay management
- Insightful reporting tools with analytics summaries, mileage logs, and status reports
- Notary marketing tools including website builder, booking and payments, and email/text CRM
- Digital business cards for notaries
- Integration with NotaryNearMe.com directory