Run your notary business with tools built for the way you work
Build the software your notary practice needs. Create a booking page, a client and document portal, a loan signing tracker, mileage logs, and invoicing tools—just by describing your workflow. Turn scattered spreadsheets and messages into simple apps tailored to how you operate.
Start with the basics
Build the tools your notary practice actually needs
Notaries juggle appointment requests, travel, document prep, last‑minute changes and follow‑ups—often across texts, emails and spreadsheets. Mobile visits, scanbacks, shipping labels, invoices and status updates can quickly become hard to track when every job is slightly different.
Use YeshBe to build custom apps around your own process. Create a booking system with service types and travel zones, a loan signing pipeline with statuses and task checklists, a client portal for document uploads and appointment details, and dashboards for mileage, expenses and outstanding invoices—all designed around the way you work.
Instead of adapting to generic software, turn your workflow into simple tools: intake forms that capture the details you care about, day views that match your schedule, and records that reflect your services, fees and steps like printing, scanbacks and shipping. Start small and add more when you’re ready.
- Custom booking & availabilityBuild a public booking page with your services, time windows, buffers and location options (client address, office or online session link).
- Loan signing workflowTrack signings from assignment to paid with statuses, checklists, scanback notes, shipping details and fees.
- Client & document portalCreate a place for clients to upload files, confirm details and review a pre‑appointment checklist you control.
- Mobile notary operationsSet travel zones or mileage fees, log trips and expenses, and view your day’s schedule in one dashboard.
Learn and apply
Guides for Notaries
Practical guides that help notaries and notary businesses run the business better.
- 9 min readRun your notary businessPractical steps to structure services, pricing, intake, scheduling, documents, and client communications—and how to turn that workflow into your own app with AI.Read the guide
- 9 min readRun Your Notary BusinessA practical guide for notaries to build a strong website, streamline booking and client intake, manage documents and records, and turn workflows into custom apps with AI.Read the guide
- 9 min readRun your notary businessA practical guide for notaries to organize services, pricing, intake, scheduling, records and client communication—then turn the workflow into a custom website and business app with AI.Read the guide
Build it yourself
What notaries and notary businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Notary appointment booking system
Let clients request appointments with clear service types, locations and availability while you control approvals.
PromptBuild an appointment booking system for my notary business. Include a public booking page with services (General notarization, Loan signing, Online session placeholder), my availability by day, time buffers between appointments and maximum bookings per day. On the request form collect client name, phone, email, document type, number of signers, location option (Client address with address fields, My office with a fixed address shown, Online via my preferred platform with a link field), preferred date/time and notes. Calculate travel fees by zone (I should be able to define zones with a name and fee) or apply a flat in‑office fee. After submission show a confirmation screen and create an admin dashboard where I can approve/decline, reschedule, block out times and edit service fees and zones.
Loan signing order tracker
Track orders from assignment to payment with statuses, tasks, fees and shipping details.
PromptBuild a loan signing tracker for my notary business. Each record should include: order number, title/escrow company, contact person and phone, agreed fee, appointment date/time/location, signer names, printing page counts (borrower/lender), scanback required (yes/no), shipping carrier, tracking number field, and notes. Create a status pipeline: Assigned, Confirmed, Completed, Scanbacks sent, Shipped, Invoiced, Paid. Add a task checklist I can customize per order. Provide a dashboard that shows today’s appointments, overdue tasks and unpaid orders, with filters by company, status and date, plus a simple export to CSV.
Client portal for uploads & prep checklist
Give clients a simple portal to upload documents, confirm details and see appointment info.
PromptBuild a client portal for my notary appointments. A client enters their email plus an access code I provide to view their appointment details (date, time, location, service). Let them upload PDFs or images, provide full legal names as they appear on documents, number of signers, any witness needs, and special instructions. Show a pre‑appointment checklist that I can edit in an admin page. On the admin side, let me request missing items by generating a shareable link to the specific request, and mark items as received.
Invoicing, payments tracking & mileage log
Track invoices, add‑on fees and mileage linked to appointments, and keep an eye on what’s due.
PromptBuild an invoicing and payments tracker for my notary business. I need invoices with: client/company, appointment link, line items (service fee, travel, printing, wait time, other), tax if applicable, notes, due date and status (Draft, Sent, Due, Paid). Provide a printable receipt page. Add a mileage and expense log linked to appointments with date, start/end odometer or miles, purpose, parking/tolls and notes. Include a dashboard for outstanding balances and a CSV export for invoices and mileage.
Questions and answers
Common questions about Notaries
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and iteratively refine it. You can build booking pages, portals and dashboards without coding.
Can I create a signing order tracker for title/escrow work?
Yes. You can build a tracker with your own statuses, fee fields, scanback notes, shipping details and reports that match how you run signings.
Can I handle mobile travel fees and service types in booking?
Yes. Set your own services, availability and travel zones or mileage fees, then approve requests from an internal calendar.
Can clients upload documents and view appointment details?
Yes. Build a client portal where they can see appointment info, upload files and follow a pre‑appointment checklist you control.
Build the app your notaries and notary businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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