eSign Reminder
If the signing appointment is approaching and the borrower has not eSigned, you can quickly send an eSign reminder with the click of a button.
To send a reminder, log into the Snapdocs platform either directly through your login page or using the blue button in a previous email. Then navigate to the eSign Status section of the closing and select Send an eSign reminder. Select the option to either send an email or text message reminder.
Note: The messages sent via email or text cannot be edited.
If you select Send text message reminder, there will be a pop-up, and the company will need to check the required checkbox stating that the borrower has consented to receive closing updates through text messages.
Borrower's Email Reminder Example
Borrower's Text Reminder Example
QR Code
If the borrower has not eSigned prior to the wet-signing appointment, they can easily eSign at the signing table. The borrower can complete their eSigning by using their phone, computer, or tablet, by either:
- Scanning the QR code on the printed wet sign cover page. This will bring the borrower directly to the place to 2FA into Snapdocs and preview and eSign their closing documents. Have the borrower preview the closing documents by scrolling to the bottom, then select eSign next. Follow prompts to eSign and select finish.
Tip: Settlement can scan the QR code to check the eSign status for the closing.
- Or by searching their email by the subject line "Review and eSign your closing documents.” Then select the blue button in the email and complete the 2FA sign-in to access their eSign docs.
Tip: As a last resort, you can convert the closing to a full wet closing by clicking edit on the top right-hand corner of the closing page. Then, locate the "Closing method" section and click Wet signing, and click Save changes.
Once reprocessed, the Settlement team will need to reprint the full wet sign package to be ink-signed and upload it back into Snapdocs to send to the lender.
