CloseWise
CloseWise is a powerful scheduling and business management software designed for notary signing agents, signing services, and title & escrow companies. It aims to automate and streamline workflows, consolidate order management, marketing, accounting, and analytics into a single platform to increase profit margins. The software facilitates seamless connection between signing professionals and hiring companies, offering features like AI-powered order intake, automated scheduling, real-time tracking, secure document transfers, integrated accounting, and payment processing. CloseWise helps businesses save time, close more deals, and make data-driven decisions with insightful reporting. It also offers white-label solutions for rebranding and boasts high-level security for sensitive data.
CloseWise
CloseWise is a powerful scheduling and business management software designed for notary signing agents, signing services, and title & escrow companies. It aims to automate and streamline workflows, consolidate order management, marketing, accounting, and analytics into a single platform to increase profit margins. The software facilitates seamless connection between signing professionals and hiring companies, offering features like AI-powered order intake, automated scheduling, real-time tracking, secure document transfers, integrated accounting, and payment processing. CloseWise helps businesses save time, close more deals, and make data-driven decisions with insightful reporting. It also offers white-label solutions for rebranding and boasts high-level security for sensitive data.
TL;DR
Sector: Notary scheduling and signing-management software
HQ: San Diego, California, United States
Target customers: Notary signing agents, signing services, title & escrow companies
Employee count: 4
Known funding: Grant funding; total reported $80,000 (USD)
Company Overview
Problem Domain
Inefficient and fragmented workflows for notary signings and related business operations (scheduling, order management, payments, accounting, and agent coordination).
Industry
SaaS / Legal/Real Estate signing workflow software
Funding Track Record
Listed as a Grant round with South Carolina Research Authority named as lead investor.
Investor Signal
“South Carolina Research Authority (grant funding)”