GoSeedly Mobile Notary & Loan Signing Kit
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.
YOUR WETINK WORKSPACE
01 — BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / BoardSigning 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.
02 / AppointmentsUpcoming appointments with signers, who ordered them, the kind of package and the place, appointments whose outcome is not recorded yet, and the last 30 days with outcomes and recorded miles.
03 / PackagesOpen packages in four columns (awaiting documents, documents in, printed, signed and not dropped) with the escrow reference, appointment, page count, sets printed and scanbacks, then dropped and delivered packages.
04 / ReturnsReturn shipping labels to drop, dropped and delivered in the last 30 days, each with carrier, tracking number, return-to label and dates as the office recorded them. Wetink does not connect to any carrier.
05 / FixesOpen fix requests and booked return visits with the pages the office named and the due date, then fixed and cancelled requests.
06 / FeesInvoiced and not paid with the late one first, not invoiced yet, paid in the last 60 days and fees by ordering company. Money only, as the office recorded it.
07 / InsightsSignings by outcome, packages by station, pages by kind of signing, miles by who ordered, fees by payment status and return shipments by carrier. Signings, pages, miles and dollars are never added together.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
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.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.
Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.
THE KIT, UNPACKED
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.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
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.
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.
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.
DEVLAUNCH ALL ACCESS
DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
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.
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.
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.
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.
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.
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.
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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