Adding a Settlement Agent to a Closing in Snapdocs

On the “Closings” page toward the right-hand side in the Closing Team box next to Settlement click “+”

Then, search the Settlement Agent by name or email from the dropdown menu.

Once you have located the settlement agent you’d like to add, click “Add”.

Once you’ve clicked add and successfully added the Settlement Agent to the closing, they will appear underneath the Settlement Company on the closing.

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.