{"product_id":"notary-signing-agent-tracker","title":"Notary and Loan Signing Agent Tracker Spreadsheet","description":"\u003cp\u003eThis notary signing agent tracker shows what each appointment actually earned once the drive is paid for. It is for mobile notaries and loan signing agents who run their own books and want to know which title companies and signing services are really worth the trip.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eNet per job, after the drive\u003c\/h2\u003e\u003cp\u003eA signing fee is not what you keep when the appointment is a long drive away. For every job you enter the fee and the kilometers, the sheet applies your own mileage rate, and a net column shows what is actually left. That one figure is what tells you whose work to keep accepting.\u003c\/p\u003e\u003ch2\u003eThree hundred signings\u003c\/h2\u003e\u003cp\u003eThe Signings tab logs up to 300 appointments.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eDate, type, company, page count, fee and status\u003c\/li\u003e\n\u003cli\u003eTen job types, from loan signing to apostille to jail signing\u003c\/li\u003e\n\u003cli\u003eBilled but not yet paid, totaled at the top, because signing services pay in thirty days and some do not pay at all\u003c\/li\u003e\n\u003cli\u003eA printed yes\/no on every job, since print and paper come out of the same fee\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eA full ledger behind it\u003c\/h2\u003e\u003cp\u003eA notary business is self-employment, so the workbook carries the bookkeeping too, with your notary income and costs in one place.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome and Expenses:\u003c\/strong\u003e 400 rows each\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e a built-in mileage tracker for every trip\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly and Quarterly:\u003c\/strong\u003e totals by period\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEstimated Tax:\u003c\/strong\u003e an amount set aside as you go, so the April question already has an answer\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit and Loss, Balances and Dashboard:\u003c\/strong\u003e the overall picture\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClients, Start Here and Setup:\u003c\/strong\u003e your companies and a few minutes of setup\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo dynamic arrays, no macros, no add-ins and no subscription\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eTwo Excel files: a worked example of a mobile notary's last two months, including one cancellation, and a blank copy\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, which has one-click links to the Google Sheets versions\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready as soon as payment clears. The tracker is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDo I need Excel, or can I use Google Sheets?\u003c\/h3\u003e\u003cp\u003eEither. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.\u003c\/p\u003e\u003ch3\u003eHow does it work out net per job?\u003c\/h3\u003e\u003cp\u003eYou enter the fee and the distance for each signing. The sheet applies your own mileage rate and shows the fee less the drive.\u003c\/p\u003e\u003ch3\u003eWhat types of signings can I log?\u003c\/h3\u003e\u003cp\u003eTen job types are built in, ranging from loan signings to apostilles to jail signings, with company, page count, fee and status on each.\u003c\/p\u003e\u003ch3\u003eDoes it help with self-employment tax?\u003c\/h3\u003e\u003cp\u003eIt sets aside an estimated tax amount from the income you record and keeps monthly, quarterly and profit and loss totals. It is a tracker, not tax advice.\u003c\/p\u003e\u003ch3\u003eCan I see who still owes me?\u003c\/h3\u003e\u003cp\u003eYes. Everything billed but not yet paid is totaled at the top of the Signings tab.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597866467422,"sku":"OPX-119","price":29.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/notary-signing-agent-tracker-01.jpg?v=1790832605","url":"https:\/\/opxviashop.com\/products\/notary-signing-agent-tracker","provider":"OPXVIA","version":"1.0","type":"link"}