Notary Spreadsheet for Loan Signing Agents | Mobile Notary Business Tracker, Income, Mileage Log & CRM | Excel + Google Sheets

Your signings shouldn't live in your text messages, your glovebox, and three half-full notebooks.

If you're a mobile notary or loan signing agent, you already know the drill: a great month of appointments, then tax season shows up and you're rebuilding the whole year from bank statements and memory. This tracker puts your entire signing business in one clean spreadsheet — built by the kind of person who got tired of doing exactly that.

What's inside (7 connected sheets):

• Start Here — quick setup: tax year and your own editable IRS mileage rate.
• Dashboard — auto year-to-date income, signings count, average fee, total miles, estimated mileage deduction, expenses, and net profit, plus a 12-month breakdown with visual bars and an unpaid-invoice alert.
• Signing Log — ~300 rows: date, client, service type (Loan Signing, General Notary Work, Apostille, RON), number of notarial acts, separate fee columns, miles, and payment status with overdue highlighting.
• Mileage Log — every trip, tied to your rate.
• Expenses — 10 categories with running totals.
• Clients CRM — signing services, title/escrow contacts, terms, and ratings.
• Tax Summary — Q1–Q4 income, expenses, miles, and deduction estimate.

The part most trackers miss: it separates your notarial-act fees from travel and loan-signing fees — the exact split your tax pro asks about at year-end. You keep the record; you hand over clean numbers instead of a shoebox.

How it works: 1) Buy → 2) Download the PDF with your files and the Google Sheets link → 3) Open in Excel or make your own copy in Google Sheets. Start logging today.

Compatibility: Works in Microsoft Excel and Google Sheets. No macros. This is a digital download — nothing ships, and because it's delivered instantly, all sales are final (no refunds) per shop policy.

FAQ

Q: Does this work in Google Sheets?
A: Yes. It works in both Microsoft Excel and Google Sheets with no macros. After purchase you'll get a link to make your own copy in Google Sheets, plus the Excel file.

Q: Can I use it on my phone?
A: You can view and make quick edits in the Google Sheets mobile app, but a laptop or desktop is best for setup and for reading the dashboard comfortably.

Q: Can I get a refund?
A: Because this is an instant digital download, all sales are final and no refunds are offered per shop policy. If something isn't working, message me and I'll help you get it running.

Q: Do I get free updates?
A: Yes — if I release an updated version of the file, you can re-download it from your Etsy purchases at no extra cost.

Q: Is this tax advice?
A: No. It's a record-keeping and organization tool that helps you track and separate your income, expenses, and mileage. It is not tax, legal, or accounting advice — please check with a qualified professional about your specific situation.

This spreadsheet is a record-keeping tool only. It is not tax, legal, or accounting advice. Please consult a qualified professional for guidance on your specific situation.