CRM for Notaries

• The problem

  A caller wants a signing tonight while you are at a closing table and cannot pick up.

  In Kompot.ai

  The call is logged and recorded on your Twilio, Telnyx or Vonage number, and an unknown caller becomes a new contact. A workflow creates a callback task right away; on the Full Service plan the voice agent can answer instead and take the address, the document and the time.

• The problem

  Signers show up without valid ID, or without the witness the document requires.

  In Kompot.ai

  Keep your what-to-bring instructions as saved replies and in a public knowledge base category. A workflow sends the confirmation message when a signing is scheduled — ID requirements, witnesses, documents left unsigned — so the appointment does not end at the door.

• The problem

  Two mobile signings on opposite sides of town are booked into the same hour.

  In Kompot.ai

  Each signing is a job with an address, a time window and an assignee, and it sits on the shared calendar synced with Google Calendar. You see the evening's appointments in order before you accept another one, and a second notary's jobs show beside yours.

• The problem

  The loan package, the confirmation and the lender's instructions are spread across a signing service's emails.

  In Kompot.ai

  Attach the documents and the instruction sheet to the job as files and add notes: printing done, signed, scanbacks sent, package dropped for shipping. Stages you define show on the job board where each signing stands, from confirmed to paid.

• The problem

  Signing services pay weeks later, and you lose track of which invoices are still open.

  In Kompot.ai

  Invoice each signing the same evening from your price list: notarial acts, travel, printing, after-hours. Title companies and signing services are contacts with all their invoices on one page, overdue ones are flagged, and a private client can pay by card through the link.

What you keep on record

Signing details

Document type as the job type, with signers, witnesses and ID notes written in the job's notes.

Title and signing companies

Each company as a contact with its escrow officers, its instructions, its fee terms and every invoice you sent it.

Loan packages and confirmations

Files attached to the job: the order confirmation, the lender's instruction sheet and the scanbacks.

Notary fee list

Per-signature fees, loan signing packages, travel, printing and after-hours charges as price-list items.

Questions owners ask

Can I notarize documents with Kompot.ai's e-signature?

No. The e-signature in Kompot.ai is for your own paperwork, such as a service agreement or a fee acknowledgment, and keeps an audit trail. It is not a notarial act or a remote notarization platform. You perform notarizations and keep your journal the way your state requires.

Does it work for a mobile notary who is on the road all day?

Yes. Kompot.ai opens in your phone's browser. You see the day's signings with addresses and time windows, read the instructions, attach files and notes, and send the invoice before you leave the driveway.

Can clients book an appointment at my office themselves?

Yes. Put the link to your online booking page on your website and in your messages. A client chooses an open slot for an office visit, and it shows up on your calendar and in Google Calendar. Mobile signings are better entered as jobs, because they need an address and a time window.

How do I keep track of what title companies and signing services owe me?

Each company is a contact, and every invoice you send it is listed on its page as paid, partially paid or overdue. An invoice that passes its due date is flagged, and a workflow can send the company a reminder.