This document will outline the step by step process for split signings. It will highlight the process from receiving the notification of the new closing to creating and requesting the mobile notary. This process will require you to sign in to both your Lender/Settlement and Client accounts.
Login to Snapdocs:
Check email for message coming from the Lender, you are working with, regarding a split signing
Open email message. Click View Closing:
Closings page will appear
Scroll down to Activity box to view split signing information:
Scroll down to Activity box to view split signing information
On upper right corner click on username to view drop down menu (Switching Between Roles article)
Right click Client Account and open in new tab:
Enter security code if prompted:
Click + Add Order:
Copy split signing information from the activity audit trail (Closings page).
Fill order form using copied split signing information.
Ensure the form includes the following fields:
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Lender
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File # (copy file number from Closings page)
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Add Participants (Add Closer email address from closing page)
Ensure the following notes are added to Special Instructions field:
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File#
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Type the following: “This is a split signing, part 2 of 2”
Click Create Order:
Return to Closings page
Scroll down to SET SIGNING APPOINTMENT box
Click Request Notary:
Request a Notary window will appear
Complete the form
Go to Instructions field
Type the following: ““This is a split signing, part 2 of 2. Please adjust Fedex label to have docs send to the 2nd notary”
Click Request Notary:
Wait for signing to complete. This could take up to 24 hours:
Return to Client Account
Search for order by File #:
scroll to Documents box
Download scanback documents:
Return to order Closings page
Upload scanback documents to order