|
Organizer Pro for Notaries
Screen Shots
See for yourself how easy and convenient Organizer Pro is to use by
browsing the screen shot links below.
Each link will open in a new window.
Company Profile
For input of clients and individuals, contact information, marketing,
notes, to-do's and signing orders.
Contact Profile
For input of contact information, names, phone, fax, other phone numbers,
home address (optional) and other notary information. Letter writing and
profile.
Signing Orders
Enter borrower name(s), addresses, loan, notary and signing information.
Billing Entry, Work To Do, Outstanding items and Notes.
Billing Entry
Notary name, Date of signing, Billing amount and any notes.
To Do Items
Who?, To Do Date, Activity, Priority and Done, Marked or Omit.
Invoicing
Enter billing information and amount payable. Payment entry area and report
generation.
Daily Planner
For day-to-day scheduling of appointments. Daily, weekly and monthly formats.
|