How Snapdocs Improves the Settlement Experience

Digital closings with Snapdocs has been designed to streamline the closing process.

Settlement is critical to the success of digital closings, which is why we've designed the easy-to-access portal with a clearly outlined task-based workflow helping create a better, more efficient experience for you and your team.


Your four easy steps to a 15-minute closing

1. Set the Appointment

The date, time, and location of the signing will automatically be sent to the consumer once they're set.

2. Ensure eSigning is Complete

Remind the consumer to eSign.  If they haven't eSigned by the time you meet in person, have them scan the QR code on the cover page of the wet-sign package to quickly eSign at the table.

3. Print the Slimmed Down Closing Package

These are the only lender documents you will need to get wet-signed at the signing appointment.

4. Scan and Upload Signed Documents

After the signing appointment has taken place, scan and upload the signed documents back to the Snapdocs platform.


Snapdocs Benefits

Reduced Errors

Borrowers can preview their documents and catch errors in advance of the signing appointment, helping reduce errors by 80%.

Faster Closings

Automating manual tasks and reducing paperwork helps streamline closings tasks, making your team more efficient.  This means you can close more loans and get paid faster.

Shorter Signing Appointment

Enabling the borrower to preview and eSign essential documents before their appointment esnures a shortened signing appointment.

Central Place for Communication

Should you receive questions during the closing process, Snapdocs provides on eplatform to everyone to communicate rather than exchanging multiple calls, texts, and emails