How do I create a closing in Snapdocs?

Jeff Ho -

As a Snapdocs user, you can create a closing yourself! All closings created by Snapdocs users will use the user’s company branding.

To create a closing, all you have to do is log into Snapdocs and clicking the "Add Closing" button in the upper right corner. Once you have clicked that button you will be prompted to provide the following information:

  • Select a Wet or Hybrid (partial eSign) closing
  • Add the assigned Settlement Office
  • Select your Lender
  • Input Consumer information
  • Set the appointment date and time
  • Upload closing documents

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Once you have created the closing and uploaded the closing documents, Snapdocs will take it from there! We will make sure all participants are notified of the closing and documents are made available.

As a settlement agent working in Snapdocs you can easily manage your closings in one place within your own company-branded platform. From start to finish, all information related to your closings can be shared and maintained with just a few clicks!

Don’t see the “Add Closing” button? Your company isn’t using Snapdocs to create closings yet. If you’d like more information, reach out to our support team at support@snapdocs.com.

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