Review criteria
- +Signing status from scheduled to docs returned
- +Signing-company and escrow reference columns
- +Pay-received and unpaid follow-up flags
- +Works in Google Sheets and Excel
Loan Signing Appointment Tracker in Mobile Notary
The Loan Signing Appointment Tracker is a copy-ready spreadsheet for mobile notary that tracks signings, company, status, docs back, pay. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Loan Signing Appointment Tracker”
Tabs: How to use · Signings · PayFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Date
- Time
- Signing company
- Borrower ref
- Location
- Type
- Fee
- Status
- Tracking #
- Paid on
- Open the Signings tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Record the shipping tracking number for every package; it is your proof when a company asks.
- Update to Paid with the date when payment arrives; Unpaid fees is what you are still owed.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Loan Signing Appointment Tracker
About this template
It is built for people who want results without another subscription: loan signing agents tracking many companies. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Loan Signing Appointment Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Loan signing agents tracking many companies
- +Anyone chasing unpaid signing invoices
Pause before choosing when
- -Automatic order import from signing platforms
- -Document scanning and delivery
About Mobile Notary
Why people consider this option
- +Keep a notarial journal and appointment log without paid notary software
- +Track mileage and fees for taxes in one place
- +Own your signing records in a file you keep
What to review before acting
- -No automatic order intake from signing services without a tool
- -Loan-signing volume eventually needs scheduling and document apps
Trust FAQ
Questions people ask before copying a template
Does the Loan Signing Appointment Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Loan Signing Appointment Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Loan Signing Appointment Tracker track?
It tracks signings, company, status, docs back, pay. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.