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[Music] hey what's going on guys victor chambers here back with another video and in this video i'm excited to bring you more information about the software platform that i think is the best software for notaries and notary loan signing agents whether you're doing general notary work or you're doing loan signings or a mixture of both i believe this is the best software to help you manage and track your business the important thing to understand about software such as this is that it allows you to track your business and as an entrepreneur what you don't track won't grow what you track will grow and it's important to know your numbers and just have a general good system and process to manage your your signings your revenue your expenses and all of that so without any further ado let's jump in and get started here the software is called as you already know notary gadget and as you can see it's used by a lot of different notaries out there some of the high level features helps you save thousands on your taxes has a calendar feature it helps you create and manage invoices which is a key feature if you don't have a bank or a system that allows you to create and manage invoicing uh reporting for taxes so you could you know download reports and send them to your accountant for your for your taxes at the end of the year it helps you get paid faster it works on all devices helps you track mileage uh it has bank level security so that's great you can track your expenses as i mentioned earlier and it is recommended by the by the nna you can also see all of the other people that rec uh recommend this platform the national notary association a page separator software loan signing system which is the the course that i took with mark wills and you have just a bunch of other uh organizations and programs here that recommend the solution because it is it is that good so let's let's jump in and just take a look um underneath the hood and we'll talk a little bit more about pricing and that kind of thing later on so i'm just going to log in to i have a just a demo account that doesn't have any of my signing information in it because i obviously for for privacy purposes um and just for just to keep things secure i'm just going to kind of walk you in walk you through what you would see as someone who is just getting started in the platform so as you see when you when you initially go in you know there's uh tips and tools to kind of help you navigate through the platform and those you know come in very handy uh you know when you're getting started the first thing to note here is this green stripe says your trial period expires in 15 signings and then you can subscribe why is that great it's great because when you're getting started as a notary or a loan signing agent you don't have to pay for the software right off the right at the beginning you can get some business you can start growing getting some momentum and then after you've entered 15 signings then you can subscribe so basically you don't have to pay until you want to enter more than more than 15 signings which i think is great this is the the dashboard which shows the year the number of signings you've done how much you've earned from the signings you've done your profit and then your average profit per signing then you have you you normally have a bar chart here of uh the the different months and uh how many signings you're doing per month as well as how much you're making per month so that way you can see your progress your progression as a notary and as a loan signing agent on a month by month basis by the number of signings you're completing per month and also how your revenue is growing per month so and then over on the left you have different ways of filtering on the signings that you've actually entered into the platform so you can see signings that you have upcoming signings where uh you haven't sent out invoices uh signings where you haven't entered the mileage and so on and so forth on on the left here i don't want to go into each of these but you know i think they're pretty pretty self-explanatory so the the probably the most used feature of the platform would be for entering your signing so let's go into that that tab here so this is the signings page where you can enter all of your signings and so to basically do that you would create a signing they have a video that you can watch on how to do it i'll just walk you through how i do it so you can they already have selected here general notary work but you can also add a customer and and the way i do it is a customer is generally a signing service uh title company or um a lender or what have you whoever i'm getting the assignment from so let's just say it's abc signing company right you can enter their address city state zip you can enter maybe the contact person's name email phone let's just say um let's just put in some generic information five five five five five five uh five five five five um you can put in a default signing fee if you want to you don't you don't have to um there's some other information you can put in here websites if you have a login for that particular signing service or what have you you can put that here any special instructions that typically accommodate signings for that signing service and then any other any other note so let's just save that for example and then now i can actually enter uh enter assigning so let's just say um i put my my name in here like i'm the signer right um and then i can put my my phone number so i'll just put a dummy phone number here uh email address abc at 123.com this is all just dummy information and then for let's show you this let's say the signing address is gonna be uh 1600 pennsylvania avenue um uh i don't know lyndon new jersey i'm in new jersey i don't know who lives there or what have you but let's just say it's just the address that came up um so let's just say the signing date is going to be monday the 14th i can put in the signing time let's just say it's going to be 10 a.m i can add it to my calendar you can actually grant it permission to link to whatever google you know whatever your google account is your google calendar i'm not going to do that here for demonstration purposes you can send an email reminder you can also send yourself a text message reminder so you go here enable text messaging i'm gonna just leave that off for now this is invoice number one you can say signing fee a hundred dollars whatever it is then you can also put in your order number or the tracking number that is being used for for the order so that you can reference it later and then click save and then once you do that you have sort of this summary signing summary here right and um you know it has all the critical information about your signing so here you can go and uh email an invoice or generate a pdf um mark it as sent you can edit the invoice if you want to you can enter in mileage so let's say um you know you complete your signing you come in here and you say well i want to track um the you know about how much it cost me or what my approximate tax deduction is for the mile adjustment for that signing so out i you know you do one way or round trip whatever it is and as you can see 16 miles nine point uh nine dollars and 20 cents is the the tax deduction um also if you have multiple signings uh on the same day say they're they're close together there there will be other options that might pop up here to say you know you want to track the mileage from your house to the the first signing you had and then from that first signing to the second signing to you know to the to the shipping location wherever you drop off your package at you can um specify all that in here in general and then save you see this goes to green you can enter your notarial act so it's great to track how many uh notary acts you've done per signing so let's just say on an average signing i'm probably doing nine or ten notary acts and in new jersey the standard fee is to uh two dollars and fifty cents and you can just save that here um and i'll just say yeah that's my default or what have you so um 20 to 22.50 of um i have a 22.50 deduction potentially because um there's actually special code a special tax code at least here in new jersey relevant to being able to deduct um income that you've uh that you've earned um from from notary acts i don't know the exact language off the top of my head or the exact code your state might have something uh different but um there's a tax advantage you have as a notary and as a official of your state for performing notary acts so that's why it's good to track um the number of notary acts you've done obviously if you if you're maintaining a journal you can you have a record of that so you can just enter that here um when you enter those again that lights up green you can enter any other uh expenses relevant to this signing um there's different categories you can put in here i won't i won't go into that um or what have you um and then you can edit it if you need to change the information for the signing you can put it on hold if you're just you know pausing it or just waiting for more information for it you can mark it as canceled um you can also delete it um or create create a duplicate of it um say for example if you have um you know a a signer that's buying two properties and closing on those properties on the same day that would technically be to signing so you can kind of create a duplicate for example um and then just um you know these buttons along the top pretty much do the same thing you can enter once you get paid you can enter the check number for your your payment and and the amount you know here and save it and then exit out of there and then you're back into your signings page and you have your your list of signings and obviously as you get started and as you grow this this list would be you know more than just one thing here another uh cool feature is the calendar view um this is the calendar page where you can see kind of a monthly view of all of your signings as you can see here this is the one we just entered this is today this is the last day to sign for the month for closings that are happening um in in december um and you can just kind of see what your what your calendar looks like so maybe on a weekly basis you may want to you know print this out and just carry it carry it around with you as you're on the go just to kind of see what your what your schedule is then here is also a very important feature which is tracking your expenses so anytime you spend money on paper on on gas on toner or any sort of notary supplies or any expense folders you know binder clips anything you put that expense here you put the date let's just say it was [Music] you know office supplies let's say you spent ten dollars on uh to staples on binder clips right you can put that information in here and it'll be added you can put recurring transactions for example if you pay liability insurance on on a monthly basis you can put that in here that's something good you can also add categories of expenses i think this list is pretty robust so you may or may not need to add anything here you can also track other other income so other income that's not necessarily uh a signing um but you know other income that that you receive and then customers these are your pretty much your signing services or your title or escrow companies or lenders if you can see this here abc signing company this is the the company that we created they already have general notary work for you so if you're signing a power of attorney you know that would be uh general no rework and then you would just put the signers information in the specific signing that that you're creating another great feature is uh the reports so if you go here you can actually you know generate a profit a profit and loss report for your business and you can print this out download it and send it directly to your to your cpa or to your account accountant um this explains how uh how everything is is calculated um um and then it answers some popular questions here for you as a as a notary as a signing agent in terms of how how this report is used um you can see a sales report you can see it you know based on say you you know you want to look at all the the business you're doing for you know a specific um set of signing services or you know a specific you know set of uh of lenders or what have you you can do that here um you can look at all your unpaid invoices for specific customers so if you want to generate that report and say you know a specific signing service is you know 45 days late for a certain number of signings you know you can kind of create that report here mileage report you can you know generate that for the year that's another thing that you know your accountant probably would be interested in for tax purposes and then um this is the 1099 report which gives you a breakdown of the payments you received in in any given year so you can generate that report and then settings you can kind of go in and customize um your logo any information that you want to show up on on your invoices any um the address which you want to use as your home address this is obviously not my not my home address is just a dummy address i put in here kind of the color scheme for your invoices how you want your invoice email to appear if you send it out you can add any custom fields to to the invoice you can also add alerts for you know these various different things you have a google mapping provider so a lot of different features that that are here that i think are very robust for for you as as a notary and as a as a loan signing agent so let's talk about um the the subscription so pricing is um as i said you can do up to 15 signings without even paying which is great like i said if you're just getting started and you want to you know just you know give yourself time to scale you don't incur that expense right away um and then you know after that you can subscribe monthly or um yearly or three years you can order a new specify your credit card information which is which is great so this is pretty much the the the platform you know um you know i i've been using it you know non-stop essentially since since i've started uh the business um the important thing with a software like notary gadget is that you actually need to use it so anytime you get a free moment you know after you know in the evening or after you've completed a set of signings you want to you know you want to log in and and actually update your signings and update your expenses on a very regular basis because you don't want to be caught having to you know catch all of this up because you do you do need to maintain it you're running a business so you do need to enter information into the software and um you know make sure it stays up to date to you know tracking your your your progress and your business so i hope you've enjoyed uh this mini tour of this software i think it's very powerful um you know one thing i wish maybe they they did have was um maybe a a mobile app i don't believe they have a mobile app yet although you can log into it from your from your phone um but definitely a a robust mobile app would be an ipad app would be great you know since yeah you know as a notary and as a loan signing agent you're on the go um so but i hope you have found this to be useful and valuable and just to kind of give you a little behind the scenes of the software of how i'm using it and how i believe it can be valuable and essential to you as as a notary and as a loan signing agent so with that being said um thank you for tuning in if you want to check out the software check out the link down in the description below which is affiliate link to to notary gadget i am a affiliate with notary gadget and so if you want to you want to check it out you want to test drive it you want to try it do if you think you're going to ultimately use it then sign up via the link below i'll put that that down below for you to to check it out until next time i'll see you in the next video peace you