Enhancements

New configuration for the Auto-close feature

Lender companies can now select which number of days a Closing has to stay inactive before being closed automatically. The options are:

Please reach out to your Snapdocs Customer Success Manager if you would like to update your company’s auto-closer configuration.

Lender users can now upload redrawn documents from the Closing UI:

Please reach out to your Snapdocs Customer Success Manager for more information about the Document Redraw feature.

The Lenders can use this field to include an Escrow ID (Title unique Identifier) to the Closing.

Once the field is populated, the system will display the Escrow ID Source field, as shown in the following screenshot:

If provided, the Escrow ID will be displayed in the Reference Numbers section located on the bottom right of the Closing UI:

Please reach out to your Snapdocs Customer Success Manager for more information about this newly added field.

We fixed the following issues:

The system triggered Doc Process after the Lender/Settlement Agent saved the Edit form without updating closing information.
The fix ensures the system triggers Doc Process only when critical information such as the Consumer’s first name or last name is updated or when Co-Signer(s) is added to the Closing.
The instruction to contact Snapdocs regarding the company package splitting preference was still showing as “To change these preferences, please contact support@snapdocs.com.”
We have updated the text to be: “To change these preferences, please contact your Customer Success Manager.”
The system did not unlock the documents for eSigning after the Lender/Settlement agent set the appointment to be on the same day.
The fix ensures the Consumer can access eSigning immediately once the appointment happens on the same day.