Connected Closings allows for a smooth streamline process for all parties involved
With Connected Closings, you no longer have to...
- 1. Ask settlement for updates on the status of the notary search, signing appointment, and scanbacks
- 2. Ask settlement for notary contact info
- 3. Follow-up with notaries to ensure they have the proper documents when there’s a last minute change
Benefits and Features of Connected Closings:
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Close 1.5 days faster – with less manual effort
Keep all parties in sync with real-time signing updates and instant document distribution
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Reduce errors and rework with automatic document sharing
Settlement and Notary partners are immediately notified when redrawn documents are uploaded.
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Increase Settlement adoption
Streamline workflows and simplify notary scheduling with a single platform, decreasing likelihood to paper-out
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Instantly access completed loan documents
Scanbacks are returned 2x faster, expediting loan funding.
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Complete visibility into notary and signing appointments
Eliminate the need to call Settlement Partners, view details within Snapdocs eClose Platform.
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Access performance insights
Use settlement and notary performance data to compare and select top partners.
Connected Closings Workflow
No notary order found:
A matching notary order does not exist in Snapdocs Scheduling.
Notary Order Linked
- A matching notary order is found in Scheduling and auto-linked to the closing. As a result of the link, docs will sync between platforms & appointment details on the closing may be updated. The notary order is the source of truth for the appointment date/time/location. If/when those details update on the notary order, the closing will stay in sync.
- Closings users can now see a more detailed “Appointment status”, the “Notary status”, who the scheduler is, the signing product, and the client fee*. They also now have the ability to message the scheduler from Closings. Lastly, they can click “View details” to cancel the notary order.
Scheduler has started the search:
- The scheduler has started “the automator”, which sends out signing order offers to qualified notaries.
Notary Assigned. Waiting for borrower confirmation:
- Notary is assigned. Closing users will receive an email notification and can see the notary’s picture, contact info, rating, and number of Snapdocs orders completed.
- The assigned notary will have access to the signing appointment details and documents. If documents are added or updated, we’ll email the notary. Additionally, if applicable, we’ll keep the notary informed about the eSigning status.
- Appointment status is updated to “waiting for signer confirmation”. Notary is expected to reach out to signer to introduce themselves and confirm the appointment time.
Appointment Confirmed:
- In Snapdocs Scheduling, the notary indicates that they confirmed the appointment time with the signer. We update the closing to reflect that – “Appointment scheduled and confirmed with signer”.
- Note that this step is optional and not required to move to the next appointment status (“Appointment in progress”).
Appointment in Progress:
- When the signing appointment date/time has passed, we’ll show “Appointment in progress (estimated)” for 1.5 hours after the signing start time.
Waiting for Signing Status:
- 1.5 hours after the appointment start time, if the notary order is still missing a signing status, we update the appointment status on the closing to “Appointment time has passed; waiting for signing status from notary”
Appointment Complete:
- When the notary order is marked as “Signing successful” by either the notary or the scheduler, we update the appointment status on the closing to indicate the same.
Scanbacks Returned:
- When uploaded by the notary, scanbacks are shared immediately with all parties and all parties are notified.
- If scanbacks are not uploaded within 2 hours of the signing appointment time, the notary will receive an automatic reminder to do so.
On Hold & Did Not Sign:
- Closing users can see an indication of when the scheduler marks the signing appointment as “On hold”.
- Additionally, if the wet signing does not go as planned, Closing users can see if the scheduler or notary has marked signing appointment as “Did not sign”, as well as the reason why. In the activity log, users can see a longer free text justification – if inputted by the notary or scheduler.
Partial Redraws:
When a closing and a notary order are linked, and the lender redraws a part of the package, we…
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Immediately update the documents on both Closings & Scheduling
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Add a post in the Closings & Scheduling activity logs
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Email the lender, settlement agent, scheduler, notary, and signer
Full Redraws:
When a closing and a notary order are linked, and the lender needs to replace the entire package, the lender must cancel the closing, then we automatically…
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Unlink the notary order from the closing
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Remove any documents from the notary order that were originally added from the canceled closing (and vice versa)
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Email the lender, settlement agent, scheduler, and notary
When the lender ultimately creates the new closing with the updated documents, we…
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Auto-link the existing notary order to the new closing
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Add the updated documents from the new closing onto the notary order
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Email the lender, settlement agent, scheduler, and notary
Conversions:
When a closing and a notary order are linked, and the lender or settlement agent converts the closing from a wet signing to a hybrid signing (or vice versa), we…
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Immediately update the documents on both Closings & Scheduling
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Add a post in the Closings & Scheduling activity logs
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Email the lender, settlement agent, scheduler, and notary
Expanded Messaging & Activity Logs
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Expanded in-app messaging: When a notary order is connected, Closings users (i.e., lender and settlement) can also exchange messages with scheduler. These messages also generate emails.
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Expanded activity logs: Users on both Scheduling and Closings can see detailed updates about ongoing events on the other platform
