Orders
147 open · 22 need action
+ New order
8
Needs assignment
6
Awaiting confirm
4
Scanback due
CD-10234
Jane Cooper
Assigned
CD-10231
Marco Silva
Confirmed
CD-10228
Priya Nair
Needs notary
CD-10221
Alex Reed
Scanback
The direct closing platform
Run your signing service like clockwork.
Close Direct is the modern operations platform for notary signing services. Assign notaries in seconds, keep every order on track, and close more loans — with a fraction of the emails.
- Free 14-day trial
- No credit card required
- Set up in under 10 minutes
- Cancel anytime
closedirect.app / orders
Built for signing services closing loans in all 50 states
Meridian SigningsNorth Star NotaryTrueline ClosingsCascade Title ServicesAnchor Signing Co.
Your signing service is running on spreadsheets, email, and hope.
Every unassigned order is a client that might not call you back. Every missed scanback, every unconfirmed appointment, every expired commission is revenue leaving the door. You didn't start a signing service to babysit inboxes.
Platform
One console for your entire closing operation.
Orders
Every order, every status, one screen.
See the whole board at a glance. Filter by status, client, or notary. Snap-open any order to see documents, appointment, scanbacks, shipping, and the full audit trail.
- Kanban and table views
- Yellow-panel appointment confirmations
- Automatic activity timeline on every order
Appointment confirmation needed
Tomorrow · 4:00 PM · 1247 Elm St, Denver, CO
Order CD-10234 created
12:14 PM
Assigned to Sarah Whitman
12:22 PM
Documents sent to client
12:24 PM
Appointment scheduled
12:41 PM
Notaries
Assign the right notary in seconds.
Search by distance, rating, credentials, and favorites. Close Direct scores every notary against the order and surfaces the best fit first — no more scrolling a giant list.
- Distance + rating + favorites scoring
- Credential compliance built into the match
- Broadcast to a shortlist, first-accept wins
Match candidates · Order CD-10234
SW
Sarah Whitman
4.9 · 3.2 mi
JB
Jordan Blake
4.8 · 5.1 mi
MT
Miguel Torres
4.7 · 8.4 mi
KA
Kim Alvarez
4.6 · 11.0 mi
Clients
Client CRM built for closings, not sales calls.
Contacts, products, preferences, favorite notaries, and blocked notaries — all on the client card. Every past order, one click away.
- Product-level pricing and rules
- Favorite and block lists per client
- Full order history and invoicing
HL
Horizon Lending Co.
312 orders · Since 2023
Products
Refi, Purchase, HELOC
Favorite notaries
6
Blocked notaries
2
Avg. turnaround
1.8 days
How it works
From order to closed loan — without the email storm.
01
New order lands
Client submits an order, or your team creates one in seconds.
02
Smart match
Close Direct scores every eligible notary and surfaces the best fit.
03
Confirmed
Notary accepts, appointment locks in, documents flow automatically.
04
Closed
Scanbacks uploaded, tracking captured, invoice generated. Done.
Mobile-first for notaries
Your notaries work from their phone. So does Close Direct.
Accept assignments, confirm appointments, download docs, upload scanbacks, and enter tracking — from any device, in the field, in seconds.
One-tap accept
Map & directions
Doc + scanback upload
Message admin
New assignment
CD-10234
Refinance · Horizon Lending
Appointment
Tomorrow, 4:00 PM
1247 Elm St, Denver, CO
Accept
Decline
Loan docs.pdf
Download
Closing disclosure.pdf
Download
ID verification.pdf
Download
Compliance
Never send a loan to a notary with an expired commission again.
Track commissions, E&O insurance, background checks, and W-9s in one place. Get warned before you assign someone who isn't cleared to close.
Compliance queue
Sarah Whitman
Commission expires in 12 days
Miguel Torres
Missing E&O certificate
Kim Alvarez
W-9 approved
Jordan Blake
Background check current
Signing services that closed the loop.
“We cut our order-to-assignment time from 40 minutes to under 5. Our clients notice.”
Rachel M.
Ops Manager · Meridian Signings
“The credential tracking alone is worth it. We haven't sent a loan to a lapsed notary since we switched.”
David P.
Owner · Trueline Closings
“Our notaries actually like using it — which is a first for us with any software.”
Priya S.
Director · North Star Notary
Simple pricing. Start free, upgrade when you're ready.
14-day free trial on every plan. No credit card required.
Starter
$149/ month
For solo shops getting off spreadsheets.
- Up to 100 orders/mo
- 3 admin users
- Unlimited notaries
- Email support
Growth
$399/ month
For growing signing services.
- Up to 750 orders/mo
- 10 admin users
- Smart notary matching
- Compliance dashboard
- Priority support
Scale
Talk to us
High volume, multi-brand, enterprise.
- Unlimited orders
- SSO + audit exports
- Multi-tenant / white label
- Dedicated success manager
Ready to close more loans with less chaos?
Start your free 14-day trial. Move your first orders in under 10 minutes.