Review criteria
- +Title and signing-company contacts
- +Jobs and fee history per client
- +Unpaid-invoice highlighting
- +Works in Google Sheets and Excel
Signing Agent Client Tracker in Notary & Loan Signing
The Signing Agent Client Tracker is a copy-ready spreadsheet for notary & loan signing that tracks companies, contact, jobs, fee, payment. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 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 “Signing Agent Client Tracker”
Tabs: How to use · Companies · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 9
Columns (grey = calculated for you)
- Company
- Type
- Contact
- Jobs (YTD)
- Typical fee
- Avg days to pay
- Unpaid jobs
- Rating
- Revenue YTD
- Open the Companies tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Average days to pay tells you which companies are worth accepting at their fee.
- Direct title and escrow relationships usually pay more and faster than signing services.
- 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.
Signing Agent Client Tracker
About this template
It is built for people who want results without another subscription: signing agents nurturing title-company clients. 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 Signing Agent Client Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Signing agents nurturing title-company clients
- +Anyone chasing unpaid signing invoices
Pause before choosing when
- -Automatic invoicing
- -Order-platform integration
About Notary & Loan Signing
Why people consider this option
- +Track signings, mileage, fees, and clients without paid software
- +Capture deductible mileage and print fees
- +Keep title-company clients organized
What to review before acting
- -No e-journal or scheduling integration
- -Busy signing agents eventually want dedicated apps
Trust FAQ
Questions people ask before copying a template
Does the Signing Agent Client 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 Signing Agent Client 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 Signing Agent Client Tracker track?
It tracks companies, contact, jobs, fee, payment. 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.