CRM KitsMobile notaries and loan signing agents
Signed, dropped and on its way back.
A signing desk for mobile notaries and loan signing agents: every appointment by day and time, each document package from awaiting documents to printed, signed, dropped and delivered, the return shipping label with its tracking number, fix requests and the fee each ordering company owes. Wetink is not a notary journal and never stores signer ID details.
See missing documents, late returns, fixes and late fees first.
Signing files with no documents for today's appointment, a return not dropped by its drop-by date, a fix past its due date or a fee past its recorded due date lead. Then the signing board shows today and the next six days by time, each appointment with its package track and return label.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Board operating view
- Appointments operating view
- Packages operating view
- Returns operating view
- Fixes operating view
- Fees operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable signing checklists and preserved row history
four pipelines
- Loan signings · 9 stages
- General notary visits · 7 stages
- Fix requests and return trips · 7 stages
- Ordering companies · 6 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New signing request
- Documents check
- Return drop
- Delivery check
- Invoice follow-up
- Visit request
- Visit wrap-up
- Fix request
- New ordering company
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Signing request
- Mobile notary visit request
- Return shipping instructions
- Appointment confirmation
- Package check sheet
- Return shipping slip
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional signing files: five scheduled, six signed and one signer who did not show, ten document packages and two general notarizations, with 6 return shipments and 2 fix requests. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set business name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected signing file creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, logins, card, ID, loan and account numbers, dates of birth and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked signing file holds the kind of signing, who ordered it, the signer names, the escrow or file reference, the appointment date, time and place, the outcome, recorded miles, the documents-in and printed dates, page count, sets and scanbacks, the recorded fee and payment dates, return shipments with carrier and tracking labels, fix requests and an editable checklist.
Wetink records what the office scheduled, received, printed, signed, dropped and invoiced. It gives no legal advice and makes no notarial-validity, title or lending claim, does not review documents, track shipments, book appointments, plan routes, collect e-signatures or take payments. It is not a notary journal: ID, driver's license and passport numbers, dates of birth, labelled loan numbers, account and routing numbers, card numbers, Social Security numbers, and door or lockbox codes and passwords are refused in recorded text and in the native form drafts, while escrow references and tracking numbers are kept.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory signing files.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Wetink keeps its white signing-margin side rail across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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