Signing Agent Management Software

摘要

The embodied invention is a software system in a central computer that facilitates scheduling of a high volume of meetings among a wide array of individuals and companies with important secure methods for managing documents requiring a notarized signature or third party document exchange. The schedule is run from a central location where individual notaries attend signing appointments and closings. Important convenience features are included that facilitate the volume of meetings and the accuracy needed to transfer signed legal documents to the correct authority in a timely manner.

主权项

1. A computer-implemented method, comprising:
specifically programming at least one computer machine to at least perform the following: A) providing a database for receiving information related to a signing appointment, wherein said database resides on a central computer system, B) providing for a work order record to be associated with said information related to said signing appointment, C) providing an interface between a plurality of users and said database, wherein said users include administrative staff, notaries, and persons related to said work order record, D) wherein said users utilize a web browser to access said database, E) providing an administrative function related to said work order record, wherein said administrative function includes:
1) updating said work order record manually or automatically,2) editing said work order record, and3) providing status monitoring of said work order record, wherein said status monitoring includes color coding, G) determining automated alerts based on the status of said work order record, H) providing communication of automated alerts initiated from said central computer system to said users from at least one item selected from the group consisting of:
1) e-mail communication,2) mobile text communication, and3) phone communication, I) providing a secure exchange of documents associated with said work order record between said central computer system and said users by use of a secure web browser connection, J) providing a method for said notaries to close out said work order record by utilizing a hyper-link provided in an e-mail communication or mobile text communication, K) additionally providing for said closing out of said work order to require a login and password, and L) providing for an invoice to be automatically created after said work order record is closed out.