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Additional products and services for your notary business.

 
Organizer Pro for Notaries — Business Software

Organizer Pro for notaries is a business software specifically designed for the Mobile Notary or Signing Agent to be able to organize and simplify the way they work. The software is compatible with all Windows operating systems and was developed for the individual notary operating a small business. This program is also be used by smaller Signing and Closing Companies that use contracted outside mobile notaries or signing agents for signing work. Organizer Pro 4.0 for notaries is formatted to help notaries manage day-to-day tasks doing notarizations for clients and companies.

Designed to automate and streamline any office environment, Organizer Pro for notaries focuses on the six most common business activities which include Contact Management, Appointment Scheduling, Signing Orders, Billing Entries, Invoicing and Letter Writing. Since each screen shares common characteristics, the system is easy to use and easy to master, from input of Company/Contact information to Appointment Scheduling, Signing Order and Billing entries, to the final Invoicing. You can easily follow your clients with Marketing, To Do Lists, and Letter Writing with standard form letters available, and customizable as well. You also have the options to memo, fax and e-mail. With great reporting capabilities, sorting and finding is a snap. Need to find just one client or a group to mail to? With Organizer Pro, it only takes a moment to complete. In addition, Organizer Pro for notaries ships with a comprehensive User Manual and Guided Tour.

We invite you to download a 30 day trial demo of Organizer Pro 4.0 for notaries.

Features

  • Store client information, including address and contact data, marketing data, multiple air shipping account information, and links to unlimited contact names.
  • Ability to easily print, fax or e-mail correspondence to a single contact or to a group of contacts.
  • Save and restore found sets of records.
  • Create Signing Order forms, Payment Vouchers, and reports for your clients.
  • End of the month billing is easy and can be completed in a short period of time.
  • Easy tracking of receivables and payments for your receivables.
  • Comprehensive list of reports.
  • As an added bonus a Daily Planner has been incorporated into the software package.

 

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