CRM Route Planner

Route Planning Software for Mobile Notary Businesses

Plan Daily Notary Routes and Appointments with Less Admin and Less Driving

Route Planner AI is route planning software designed for mobile notary businesses that manage daily appointments across multiple locations. It helps notaries plan efficient multi-stop routes, manage clients and appointments in a built-in CRM, and dispatch routes directly to their phone for easy navigation throughout the day.

Many mobile notaries start with Google Maps or manual scheduling, but these tools become inefficient once appointment volume increases and routes need to be planned quickly and consistently. Some mobile notaries choose to replace multiple tools with a single platform like Route Planner AI, which combines multi-stop route planning, customer management, and daily dispatch in one system.

Common Challanges for Mobile Notaries

  • Scheduling multiple signings across different locations in a single day

  • Minimizing drive time between appointments

  • Handling last-minute cancellations or rescheduled signings

  • Keeping track of client details, addresses, and appointment notes

  • Planning routes manually using Google Maps or spreadsheets

Who Route Planner AI Is a Good Fit For

  • Mobile notaries running multiple daily appointments

  • Loan signing agents covering large service areas

  • Independent notaries managing recurring clients

  • Notaries who want simple customer and appointment tracking

  • Professionals who want efficient routing without complex enterprise tools

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