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Drawn by a licensed architect Notary & Loan Signing Agent Business Kit · $16 Browse the collection
Quire Paper / Technical & professional / Notary & Loan Signing Agent Business Kit
For Excel & Google Sheets

You stamp for a living. Your books shouldn't be a shoebox of confirmations.

Most notary templates are printable journal pages — and your official journal already has a home (the one your state prescribes; this workbook is emphatically not it). What nobody hands the mobile notary or loan signing agent is the BUSINESS side: which signing services actually pay well, what a general-notary call is really worth against a loan signing, how many of those miles you're entitled to count, and whether the month netted anything after E&O, bonding, toner, and fuel. This kit runs all of it from one habit — log the appointment with its fee, miles, travel time, and status — and the formulas do the rest: income by month, by signing type, and by client; an expense log your tax pro can group their way; and a mileage engine that totals your business driving into an estimated deduction at a rate you set, because rates change and this workbook refuses to go stale. To be clear about what you're buying: a record-keeping tool — not an official notary journal, not legal or tax advice. It keeps the records; your state and your tax professional make the rules.

Available soon See what's inside
Excel & Google Sheets · pure formulas, no macrosSigning log · income by month/type/client · expense rollup · mileage engine at YOUR rateNot an official notary journal — keep your state-required journal separately
Notary & Loan Signing Agent Business Kit cover

No fee schedule and no mileage rate are hardcoded.
Your state sets fee rules and rates change — every number is yours to set.

The actual workbook

This is the dashboard itself — not a mockup.

As it opens in Excel or Google Sheets: the net-income and signings-completed heroes, the verdict strip (the year, the work, awaiting & ahead), the KPI ribbon with business miles and the estimated mileage deduction, fees by signing type next to your top clients, and the month-by-month cash trend.

Notary & Loan Signing Agent Business Kit — the actual workbook, full size
Shown with the included sample business — eight payers, six months of signings, one cancelled appointment that correctly counts nowhere, and a January that goes negative the month the annual E&O and commission renewals land. Every figure is illustrative and user-supplied; overwrite the green cells and it all recalculates.
How it works

Log the appointment. The books do the rest.

One signing log in, four honest views out.

01

Set up your payers

Clients tab: signing services, title companies, attorneys, and direct-client rows, plus ten renameable expense categories. Every dropdown and rollup reads from here.

02

Log every signing

Date, client, type (loan signing, general notary work, apostille support, other), location, fee, miles, travel minutes, status. Completed rows tint amber until they're paid; Cancelled rows grey out and count nowhere.

03

Log the money out

Expense Log: date, category, vendor, amount — E&O, commission and bond, supplies, fuel, training. A by-category rollup totals it live, with an uncategorized check that flags anything missed.

04

Let the miles count themselves

Signing miles pull straight from the log — Completed and Paid rows only. Add supply runs and training drives to the Other Trips log, set YOUR rate, and read the estimated deduction.

05

Read the Income tab

Signings completed, fees earned, fees collected, expenses, and net — month by month for your books year — plus fees by signing type (with average fee) and the full by-client table with unpaid balances.

06

Then read the verdicts

The dashboard names the year (net on collected), the work (which signing type leads), and the pipeline (how many completed signings are still awaiting payment, and what's booked ahead).

What's inside

Seven tabs. Zero macros. Every number a live formula.

  • DashboardNet-income and signings-completed heroes, three verdicts, a 6-KPI ribbon (collected, outstanding, expenses, miles, est. deduction, avg fee), fees by type, top clients, and the month-by-month IN/OUT/NET trend.
  • Signing Log — 60 rowsDate, client/signing-service dropdown, type, location & notes, fee, miles, travel minutes, and the status that drives everything: Booked / Completed / Paid / Cancelled.
  • IncomeThe books-year monthly strip (signings, earned, collected, expenses, net) plus by-signing-type and by-client tables — averages, unpaid balances, and an unassigned check.
  • Expense Log — 60 rows + MileageCategorized spending with a live rollup, and the mileage engine: signing miles auto-pulled, a 20-row other-trips log, travel-time readback, and the estimated deduction at your rate.
  • Clients & Categories + How to UseThe register that feeds every dropdown, and a how-to with the status definitions, the compliance notes, and the unlock password.
Inside Notary & Loan Signing Agent Business Kit
Get it now
$16 · one-time

Notary & Loan Signing Agent Business Kit

One-time $16. Runs the professional-tools shelf with the Self-Employed Tax Deduction + Mileage Tracker (the Schedule-C-shaped year for all your 1099 work), the Freelancer Rate & Profitability Calculator (what to charge so the take-home works), and the Small-Business Bookkeeping Workbook (full books when you outgrow a single log).

Available soon
Instant download · Personal/single-business license · A business record-keeping tool — NOT an official notary journal and NOT legal, tax, or accounting advice. Notary journal and record-keeping requirements vary by state; keep your state-required journal separately. No state fee schedule and no mileage rate included — every fee and the rate are user-set. Sample data is illustrative only.
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