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Mobile Notary Loan Signing Agent Fee Ledger Mileage Tracker AR Aging Checklist | Excel PDF

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Mobile Notary Loan Signing Agent Fee Ledger Mileage Tracker AR Aging Checklist | Excel PDF

By Snowfield * Author: Jordan Masopust, Indianapolis, IN

Instant Digital Download * Price: $15.00

IRS Publication 334 self-employment tax-split ledger, slow-pay escrow receivables aging tracker, and 14pt loan signing table audit pack for mobile notaries, certified loan signing agents, and apostille couriers.

Stop overpaying self-employment tax on statutory notary fees, stop letting signing services sit on unpaid invoices past 45 days, and prevent funding delays with a kitchen-table signing audit checklist.

What is included in your download (.zip archive):

  • 1-Mobile-Notary-Signing-Fee-and-Mileage-Ledger.xlsx: Dual-tab auto-calculating workbook for Microsoft Excel and Google Sheets (zero macros, zero merged cells).
  • Tab 1 (1-Signing-Fee-and-Tax-Split): Tracks 12 loan signings and mobile appointments (Refinance, HELOC, Seller Package, Reverse Mortgage, Hospital POA, Apostille Courier) with Gross Fee, Statutory Notary Fee ($0 SE tax under IRS Pub 334), Non-Notarial Travel/Print Fee, Dual-Tray Laser Toner/Paper Cost, Round-Trip Miles (editable $0.67/mi rate in cell H5), and Net Signing Profit.
  • Tab 2 (2-Title-and-Signing-Co-AR-Aging): Tracks invoiced signings across Snapdocs, SigningOrder, and title companies with automated 30/45/60-day overdue collection escalation alerts.
  • 2-Loan-Signing-Table-Checklist-and-Intake.pdf: Exact 2-page high-contrast 14pt printable US Letter document.
  • Page 1: Zero-Defect Loan Signing Table Audit Checklist covering Notice of Right to Cancel (RTC) 3-day rescission verification, 1003 URLA initials, Patriot Act ID, PCOR, Deed of Trust notarial certificates, and scanback/FedEx drop confirmation.
  • Page 2: Signer ID Verification Record, Statutory Unauthorized Practice of Law (UPL) Notice, Notarial Act Log, and Itemized Statutory vs Travel Fee Receipt.
  • START-HERE-BUYER-GUIDE.txt: Quick-start onboarding guide, spreadsheet setup instructions, and commercial usage license.

Product Highlights:

  • Universal Compatibility: Works cleanly in Microsoft Excel 2016+, Office 365, Google Sheets, LibreOffice Calc, and Apple Numbers.
  • Print-Ready Typography: High-contrast 14pt layouts with safe margins (>= 28pt) for dim signing tables.
  • Complete Privacy & Ownership: 100% offline files with zero monthly subscription fees, zero macros, and zero cloud lock-in.
  • Direct Author Support: Created by Jordan Masopust, Indianapolis, IN (jordan.masopust@gmail.com).
You will get a ZIP (49KB) file