As a Snapdocs user, you can create a closing yourself! All closings created by Snapdocs users will have the user’s company branding.
To create a closing, log into Snapdocs and click 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" closing 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
Once you have created the closing and uploaded the closing documents, Snapdocs 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 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, please reach out to our support team here.