Everything you need to run a professional signing business
SigningOS was built from the ground up for loan signing agents — not adapted from a generic CRM or business tracker. Every feature reflects real LSA workflow.
AI Order Intake
Forward any signing order email to the app. SigningOS's AI extracts every field — borrower name, property address, signing date and time, lender, loan type, signing service, and reference number — in seconds. Works with Snapdocs, SigningOrder.com, Amrock, ServiceLink, and plain-text emails from title companies.
- ✓Extracts borrower, address, date/time, lender, loan type, reference number, and signing service
- ✓Handles Snapdocs, SigningOrder.com, Amrock, ServiceLink, and title company emails
- ✓One-tap review and confirm — edit anything before saving
- ✓Attach PDF scans via the iOS Share Sheet instead of text for scan attachment flow
Guided Signing Mode
The only app that walks you through every document at the signing table. Based on SPW document presentation sequences — a different sequence for refi, purchase, HELOC, FHA, VA, and seller signings. Each document card shows what to say (script prompt), what to check (sign, initial, date, notarize), and a flag button for issues.
- ✓6 loan type sequences: refi, purchase, HELOC, FHA, VA, seller
- ✓Script prompts for every document — what to say to borrowers
- ✓Per-document checks: sign, initial, date, notarize reminders
- ✓Flag issues with notes (blank notarial block, wrong date, etc.)
- ✓Completion summary before you leave the table
- ✓Progress bar: 14/19 documents complete
Invoice & Payment Tracker
Track the full payment lifecycle for every signing. Mark invoiced (with amount), mark paid (with method), and see aging in color-coded days. Integrates with Deluxe Payment Exchange — the industry-standard eCheck system used by Snapdocs, Amrock, ServiceLink, and most other signing services.
- ✓Mark invoiced with amount — timestamps when invoice was sent
- ✓Mark paid: Check, eCheck (Deluxe), Direct Deposit, Zelle, Venmo, Other
- ✓eCheck (Deluxe) option deep-links to payments.deluxe.com to claim your check
- ✓Aging display: days since invoiced, color-coded green/yellow/red
- ✓Per-order and aggregate payment history
Mileage & Expense Tracking
Log miles driven to each signing and add any out-of-pocket expenses. SigningOS calculates your IRS deduction automatically at the 2026 rate of $0.67/mile. The YTD summary in Settings shows your total income, total mileage deduction, and total expenses — everything you need for tax time.
- ✓Log miles per signing (round trip)
- ✓2026 IRS rate: $0.67/mile — deduction auto-calculated
- ✓Add expenses with notes per order
- ✓YTD summary: total income, mileage deduction, total expenses
- ✓All data stored locally — no export needed, just screenshot or show your accountant
Credential Expiration Tracker
Track every professional credential with expiration dates and get local push notifications before they expire. Covers notary commission, E&O insurance, NNA certification, background check, notary bond, signing agent certification, and custom credentials.
- ✓Tracks: Notary Commission, E&O Insurance, NNA Certification, Background Check, Notary Bond, Signing Agent Cert
- ✓Custom credentials — add anything
- ✓Push notifications at 30, 14, 7, and 1 day before expiration
- ✓Status badges: green (valid), yellow (expiring within 30 days), red (expired)
- ✓Tap renewal URL to go directly to the renewal page
- ✓Quick-add presets for common credentials
53-Item Signing Checklist
A comprehensive pre-signing, at-table, and post-signing checklist covering every phase of a loan signing. Based on real-world LSA best practices — covers document prep, borrower ID verification, notarial procedures, scan-back, and shipping.
- ✓53 items covering pre-signing, at-table, and post-signing phases
- ✓Track completion per order
- ✓Corrections tracking: flag items needing correction with notes
- ✓Covers ID verification, PATRIOT Act, Right to Cancel, scan-back, shipping
Scan-Back Management
Track scan-back timing and attach PDF scans to orders. After scanning with your portable scanner app (ScanSnap Home, Canon PRINT, etc.), share the PDF to SigningOS via the iOS Share Sheet — it attaches to the correct order and auto-advances the status to Scanned.
- ✓Attach PDFs via iOS Share Sheet from your scanner app
- ✓Manual file picker for attaching existing scans
- ✓Scan-back timing: 'Scanned 47 minutes after signing'
- ✓Auto-advances order status to Scanned when scan attached
- ✓Long-press to delete a scan
Signing Service Ledger
Private intelligence on which signing services pay well and pay on time. As you log orders from Snapdocs, Amrock, SigningOrder, and others, SigningOS tracks average fee and average days to pay — surfaced on every new order and on the order detail screen.
- ✓Tracks avg fee, avg days to pay, total orders per signing service
- ✓Shown on new order entry: 'Snapdocs: avg $112, avg 18 days to pay (5 orders)'
- ✓Shown on order detail screen
- ✓Aggregate view in Settings
State Compliance Guide
Journal requirements, max fees, bond amounts, RON authorization status, acceptable IDs, acknowledgment wording requirements, and notary authority for all 50 states plus DC — always in your pocket.
- ✓All 50 states + DC
- ✓Journal requirements, max fees, bond requirements, RON status
- ✓Acceptable ID types per state
- ✓Acknowledgment wording notes
- ✓E&O notes per state
- ✓Direct links to state notary authority renewal pages
AI Signing Assistant
An expert AI assistant for loan signing questions — trained on SPW Code of Conduct, document knowledge (Promissory Note, Deed of Trust, TIL, Closing Disclosure, Right to Cancel, 4506-C, W-9, and 15+ more), PATRIOT Act requirements, Deluxe eCheck procedures, credential renewal knowledge, and state-specific rules.
- ✓Knows every document in a standard loan package
- ✓Right to Cancel rules: 3 business days, rescission date calculation, 2 copies per borrower
- ✓Correction Agreement scope: typographical only, NOT material loan terms
- ✓Deluxe Payment Exchange: how eChecks work, deposit options, $4.99 direct deposit fee
- ✓Credential renewal guidance: NNA, E&O providers, background check requirements
- ✓Will not give legal advice — refers to attorney or lender rep when appropriate
Ready to get started?
Download SigningOS and set up your first order in under 2 minutes.