Golden Eagle Notary
Category: CRM
Duration: 12
Client: Brad Hogg
Golden Eagle Notary is a US-based company that provides a freelance platform for registered notaries, connecting citizens with notaries for all their legal signing needs. Serving both corporate and individual clients nationwide, the company ensures seamless and secure notary services.
Features
Employee Management
A centralized module for managing employee records, roles, and responsibilities. Admins can add new employees, track work hours, manage payroll, and monitor performance metrics. The system supports role-based access control to ensure secure handling of sensitive data.
Notary Management
Allows administrators to manage a database of registered notaries. The system includes tools for verifying credentials, updating notary availability, tracking past assignments, and ensuring compliance with legal regulations.
Order Management
Tracks and manages all notary service requests. The system assigns notaries based on location, availability, and expertise. It provides real-time order status updates, allows for cancellations or rescheduling, and ensures that all signings are completed within the required timeframe.
Text Messaging via Telnyx API
Integrates Telnyx API to enable SMS notifications for real-time updates, appointment reminders, and critical alerts. This ensures that clients and notaries receive important information even when they are offline or away from email.
Email Scheduling – Notification & Event Management
Automates email communications by scheduling notifications, reminders, and event updates. Clients and notaries receive appointment confirmations, payment receipts, and service updates. The system supports customizable email templates and automated follow-ups.
Stripe Payment Processor
Ensures a secure and seamless online payment experience by integrating Stripe for processing transactions. The system handles payments for notary services, supports recurring billing, manages refunds, and ensures PCI-compliant transactions for data security.
Google Maps API for Notary Locator
Integrates Google Maps to help users locate nearby notaries based on their location. The system displays real-time distance estimates, provides navigation assistance, and ensures that clients can connect with the most convenient and available notaries.
Gallery
Project Summary
Golden Eagle Notary’s Admin Panel offers a powerful and intuitive system for managing every aspect of notary services. From client interactions and appointment scheduling to financial tracking and compliance verification, this platform ensures seamless operations, enhanced security, and improved service efficiency for both businesses and individuals.