Notary Signing Agent Tracker Spreadsheet, Excel and Google Sheets, Mobile Notary Log, Loan Signing Invoices, Mileage, Income

Notary Signing Agent Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Log every signing, see who still owes you, score your signing companies and never miss a commission, bond or E&O renewal. Perfect for notary signing agents and loan signing agents. ✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers). ★ WHAT'S INCLUDED ★ • 15 tabs with a clickable Start Here page and a How To Use guide with FAQ • Dashboard: 16 KPI tiles (fees earned, collected, unpaid, over 60 days, average fee, net profit, goal progress, appointments in the next 7 days, real hourly rate, miles, average days to pay, renewals to act on and more), month by month table, upcoming appointments, renewals to watch, oldest unpaid invoices, signing company scorecard and 5 charts • Signings (1,500 rows): date, time, company, signing type, signer, city, fee, pages printed, round-trip miles, hours, status (Scheduled, Completed, Trip fee, Did not sign, Rescheduled, Cancelled), docs returned and invoice #, with fee earned, mileage and print cost, estimated net, $ per hour, paid status and days unpaid • Weekly Schedule: type any Monday to see that week's appointments in date and time order • Invoices & Payments (1,500 rows): amount adds up from Signings, terms, due date, payment, balance, status, days to pay and aging (0-30, 31-60, 61-90, 90+) • A-R Aging: unpaid by signing company and age, oldest invoices first with a suggested next step, plus a chart • Signing Companies (40): pay terms, your rating, signings, fees earned, average fee, average days to pay, unpaid balance, oldest unpaid invoice and an A to D grade • Notarial Acts (2,500 rows): act type, document, ID type, ID checked, thumbprint, fee and your official journal entry #, with a check for fees over your state's max • Mileage Log (1,000 trips) with miles by month (signing miles come in from Signings), and Expenses (800 rows) with a by-category summary • Renewals (30): notary commission, surety bond, E&O insurance, certification, background check and more, with days left and Expired / Renew now / Coming up status • Monthly Summary: completed, cancelled, earned, collected, average fee, $ per hour, miles, mileage deduction, expenses and net profit, by signing type and by weekday, with 2 charts • Fee Calculator: compare up to 4 offers to see your real hourly rate, the fee you need for your target rate and an Accept / Counter / Decline verdict • Sample data from a busy loan signing agent so you can see how it works ★ PERFECT FOR ★ ✓ Notary signing agents and loan signing agents ✓ Mobile notaries and general notary work ✓ Remote online notaries (RON) tracking appointments and income ✓ New notaries starting a signing business ★ COMPATIBILITY ★ • Microsoft Excel (desktop, Mac, web) • Google Sheets (upload to Google Drive and open with Google Sheets) • 4 files included: an Excel v