Enhancements
Loan Purpose and Loan Type
When creating a closing using the EMI or the Parser, lenders can include both loan_purpose and loan_type fields.
Snapdocs will use these fields to build the ability for lender users to filter their dashboards by loan purpose or loan type, and introduce it soon.
Full eClosing - Display new signing statuses in the UI
Below are the new signing statuses:
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In Progress - When the signing is in progress.
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Complete - When the singing is either complete or pending.
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Not Scheduled - When the appointment date and time is not yet set, and the signing status is not either “In Progress” or “Complete”.
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Scheduled - When the appointment date and time is set, and the signing status is not either “In Progress” or “Complete”.
Full eClosing - Updated the Consumer Journey
We've updated the Consumer Journey to include the RON provider name in the "Completed Signing appointment" step.
POS - Changed the endpoint for requesting eSigning opt-out/opt-in
When consumers want to opt out of eSigning from the POS, use the /closings/{uuid}/esigning/opt_out
endpoint.
When consumers want to opt back into eSigning from the POS, use the /closings/{uuid}/esigning/opt_in
endpoint.
POS- Notify the POS about notary order’s statuses
Snapdocs will notify the POS when any of the following events occur:
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Mobile notary order created
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Mobile notary order canceled
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Mobile notary assigned
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Mobile notary appointment confirmed
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Mobile notary order completed
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Mobile notary order did not sign
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Mobile notary assigned
Updated the “Review and eSign” email when the closing has non-eSigning consumers
The updated email will contain the following information: “Please review your closing documents on your preferred device. After you finish reviewing, please eSign your documents if available. All signers will need to eSign these documents separately. Each co-signer, and any other document viewers, will receive this email.”
Updated the logic triggering the “Documents updated” email
The system will only send the “Documents updated” email to the consumer when the redraw is either eSign, preview, or eNote.
Bug Fix
We fixed the issue where the system did not display the alert banner on several closings where consumers did not have a phone number.