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How to Add Users to a Closing

Learn how to set up team members and assign team member roles by adding them to the closing

Team Members

Step 1: In order to add a team member, you will need to open the closing, navigate to "the closing team" section, and then select the + to add a user to your team. 

Important Note: You need to have Closing Editor, Manager, or Admin access in order to add a user to a closing. That said, the user being added directly to the closing must be a part of the lending team in Snapdocs before they can be added to the closing team directly. 

*Consult your company admin if you have any questions about adding new users to the lending team.

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Step 2: Type in the lender's name or email address and select the correct account. 

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Step 3: The user should now appear on the closing. They will receive an email with a link to the closing. 

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Assigning a Team Member Role

The available roles for lending team members are: 

  • Broker, Loan Officer, Loan Coordinator, Closer, Funder, and Other Lender users

These roles dictate what email notifications that user will receive about the closing.

Step 1: After you are able to add the team member to the closing, use your cursor to hover over the name of the team member on the closing page. A pencil should appear.  

Step 2: Select it to edit the closing role. 
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Step 3: If they do have specific roles, check any that apply and then select “Update closing role.”

Settlement Agent 

If you work with other settlement agents who will need access to the file, you can easily add them to the closing.

Important Note: Settlement Agents can also add other Settlement Agents to closings as long as the user already has an account with Snapdocs.

Simply navigate to the right-hand side of the closing where the Settlement box is located under Closing Team. From here, select the +add settlement contact button to add another agent.

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If your colleague already has an account, you can search for them by name or email address. If they don’t appear, you can invite them to the closing by selecting +invite settlement agent and entering their email address.

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If for any reason you need to remove a settlement agent, simply hover over their name and you should see an “X” pop up over their name. Select this and you will be prompted to remove them from the closing.

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Buyer Attorney

The closer can add a buyer attorney on the closing by navigating to the Consumer Team panel on the right hand side located underneath the Closing Team panel

Step 1: Select the + sign

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Step 2: Either select from the list of buyer attorneys who have been added to your previous closings or add a new buyer attorney

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Step 3: If adding a new buyer attorney, type in their name, email address, and phone number (required to login using 2FA). For phone number, it’s preferred to add the mobile phone number for easier 2FA access.

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Important Note: By adding a buyer attorney, the closer agrees that a) the attorney is required for the transaction and/or b) the consumer. We also only allow for one buyer attorney to be added to the closing at this time.