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:

• In Progress - When the signing is in progress.

• Complete - When the singing is either complete or pending.

• Not Scheduled - When the appointment date and time is not yet set, and the signing status is not either “In Progress” or “Complete”.

• 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:

• Mobile notary order created

• Mobile notary order canceled

• Mobile notary assigned

• Mobile notary appointment confirmed

• Mobile notary order completed

• Mobile notary order did not sign

• 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.