It is best practice to keep your team and office information up-to-date. Outdated information can pose problems on any closings you or your office members are added to. For example, team members who no longer work at your office could accidentally be selected for a closing.
You can also watch a video on Managing You Settlement Office.
Accessing “my office” will allow you to add new team members as well as make any changes to your office name, email, and address.
Simply click the drop-down on your name to access your office.
From here, you can edit several items for your office. Additionally, you can add new team members with whom you collaborate on closings.
Office info items include:
- Office / Branch Name: This is simply the name of your office or branch. You can add additional specifications if there are several branches broken out by location, i.e. First American Bank - Embarcadero.
- Email: This is the general email address for the office/branch and will capture all emails about closings. Ideally, this is a shared address or inbox used across the entire office, rather than an individual user's email.
- Address: The physical location of your office/branch. It is important to ensure that all address information is correct, as misinformation can relay the wrong time zone to a closing when setting signing appointments. This, in turn, can delay the borrower's ability to eSign, as well as display the wrong appointment information to the borrower.
Lastly, if you have colleagues that work on your closings, you can grant them access by adding them as a team member (as shown above). There is no cost to add users to Snapdocs. Similarly, if you need to revoke access, you can manage that from this page at any time as well.