We understand that sometimes as a loan signing agent, you may have an unpleasant experience with a company.
In these cases, if you'd like to not work with that company in the future, we allow you to block specific companies. Blocking a company means you'll stop receiving signing notifications from them and you won't show up when they search for a notary in your area.
How to Block a Company
Note: Blocking a company is not permanent. You can always unblock a company if circumstances change and you would like to work with the company.
Step 1: To block a company, you'll need to first receive a signing notification from them.
Step 2: When you do receive a notification from them, select the No, because... option.
Step 3: You can then select from several options why you might not be available for the signing. Select the option that says I do not want to work with [Company Name].
Step 4: You will then see an option to Block this company from sending me signings. Select this box to block the company from sending you any future notifications of available signing opportunities. You can also submit feedback explaining why you would no longer want to work with the company.
How to Unblock a Company
Blocking a company is not permanent. You can always unblock a company if circumstances change and you would like to work with the company.
Step 1: Log in to your Snapdocs account and go to your Companies page. Any companies that you've blocked will be grayed out and will say Blocked next to their company name. In this case, DemoCo has been blocked.
Step 2: Select the company name to navigate to the company's page, which should state at the top that you blocked the company.
Step 3: To unblock the company, just select the orange Unblock button and you should then see a popup that asks you to confirm whether you would like to unblock the company.
Step 4: Select Confirm to confirm that you would like to unblock the company.
