If you’d like to add a Settlement Agent to your closing on Snapdocs, follow these steps or watch this video:
- On the “Closings” page toward the right-hand side, click “Add Settlement Agent”
- Then, search the Settlement Agent by name or email from the dropdown menu
- You can also invite a Settlement Agent to the Closing by clicking “Invite Settlement Agent” and by typing in the name and email of the person you’re inviting to the closing
Then click “Send Invite."
You're all set! The Settlement Agent you invited to the closing will be added.