---
title: CloseWise Reviews
meta_title: 'CloseWise Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CloseWise works for a business like yours.
date_modified: '2026-09-28'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# CloseWise Reviews
**Vendor:** CloseWise  
**Category:** [Digital Mortgage Closing Software](https://www.g2.com/categories/digital-mortgage-closing)
## About CloseWise
CloseWise is a business management platform for the mortgage signing and notary industry. Signing services, title and escrow companies, and law firms use CloseWise to place and track closing orders, coordinate notary networks, verify credentials, enforce scanback and quality control rules, automate agent payouts and 1099s, and maintain visibility into every signing from order through completion. The notary signing agents who perform those closings use CloseWise for scheduling, order management, invoicing, expense and mileage tracking, notary log compliance, review collection, and a marketplace listing. A permanent free tier is available with no credit card. CloseWise is not a remote online notarization platform. It manages the business and operational workflow around signings. The notarial act itself is performed by a commissioned notary, either in person or on that notary's own authorized RON platform. Founded in 2020. 140,000+ notaries across all 50 states. $21 billion+ in real estate transactions supported. SOC 2 compliant. Veteran-owned and operated.






- [View CloseWise pricing details and edition comparison](https://www.g2.com/products/closewise/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-01+10%3A35%3A12+-0500&secure%5Bsession_id%5D=c5d1a3e3-4a5c-4c8a-b349-2f1cc497dec8&secure%5Btoken%5D=396c52ec3c6b870972ef3462100fa00f7e5a6ef588b6f3582ce87411180fb78d&format=llm_user)

## CloseWise Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
- Commercial Mortgages
- Third-Party Integrations

**Core Functionality**
- eSignature
- eNote
- eVault
- eNotarization

**Generative AI**
- AI Text Summarization
- AI Image-to-Text
- Generative AI

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
- Workflow Management
- Loan Management
- Document Management
- Escrow Management
- Property Tax Management
- Lead Management
- Borrower Management
- Pricing Management
- Pipeline Management
- Refinance Management
- Task Management
- Compliance Management
- Residential Mortgages

**Document Management**
- Document Preview
- Document Library

**On the Job**
- Location
- Employee Communication
- Behavior Monitoring
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**Interoperability**
- MERS Integration
- LOS Integration

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Third Party Loan Origination
- Loan Servicing
- Outsource Processing
- Pre-Qualification
- Loan Origination
- Visual Presentation
- Accounting
- Activity Dashboard
- For Brokers
- Credit Reporting
- Generative AI
- API
- Client Database
- HUD Settlement Statements
- Search/Filter
- Government Loans
- For Borrowers
- Promissory Notes
- Multi-Branch
- AI Copilot
- Lender Search
- Reporting & Statistics
- Document Storage
- Marketing Automation
- Contact Management
- Amortization Schedule
- Customer Statements
- Electronic Applications
- Payment Tracking

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- CRM Integrations
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Agentic AI -  Digital Mortgage Closing**
- Proactive Assistance

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

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