New

Replaced Zendesk widget with Ada chatbot

Snapdocs is rolling out an upgraded AI-Assisted Chatbot, Ada, which serves as a ticket-generating tool when the bot can’t assist the customer. Ada will help enabling our interaction with Snapdocs' users to be continuously available, completely consistent, and always helpful.

Enhancements

Display an indicator for POS-generated closings

We’re adding the POS <partnername> indicator to the closing UI to indicate it’s generated from a POS. Note that the system will include the POS number as part of the in the “closing created” event in the Activity Log.

Refer to the below screenshot for the indicator’s location:

SSO solution for one POS and direct closings

Until we officially launch the support for lenders with multiple POS, Snapdocs is introducing an interim solution, in which:

• POS consumers will get notified from the POS system and log into Snapdocs to review and eSign documents using their POS credentials (if the lender has SSO enabled.)

• Direct closing consumers will get notified from Snapdocs and log into Snapdocs to review and eSign documents via a secure access link, even if the lender has SSO enabled.

Created logic to switch between consumer login preferences

A lender can now have multiple consumer login preferences (a default one and one/every POS that the lender uses).

Use the following logic to determine which login preference is applied to the consumer in a closing:

• For non-POS closings, use the default consumer login preference.

• For POS-generated closings, use the lender login preference.

Allow settlement agents to download the lender’s scanbacks

Settlement agents will be able to download lender’s scanbacks from Snapdocs, but will not be able to delete them.

Added POS’s URL to both the “Finish review” & Back button

For POS integration, after completing reviewing documents (while eSigning is still blocked), when the consumer clicks Finish review, the system will redirect them to the POS’s URL. 

At any point in the Consumer Experience, if the consumer clicks the Back button (located in the upper left corner of the preview screen),  the system will redirect them to the POS’s URL. 

Added Loan Purpose and Loan Type columns to the dashboard

Using these new columns, lender users and settlement agents can display and sort closings.

Added Loan Purpose and Loan Type fields to the closing create form

Lenders can provide loan purpose and loan type information when creating closings in Snapdocs UI:

Possible values for loan purpose are:

Possible values for loan type are:

Added Loan Purpose and Loan Type data to the closing UI

The system will populate loan purpose and loan type’s data on the same row with closing type and closing status. Note that the lender will not be able to edit loan purpose and loan type's data when in Edit mode. 

Full eClosing - Updated the activity log

We’ve updated the activity log for full eClosings as detailed below:

• Changed "Wet signing marked as complete" to "Full eClosing marked as complete."

• Changed "[Name] created a mobile notary order" to "[Name] created a RON notary order."

• Only log one "signed_ron_documents" event when the combined RON package is uploaded.

• Use the "RON notary order" verbiage when mentioning the notary order.

Full eClosing - Updated the “Appointment reminder” email sent to the consumer

In the updated email, we include instructions for the borrower to begin the login process 15 min before the signing appointment to account and swap the location of the Notarize Support and Title Agent contact info.

Below is the updated email:

Full eClosing - Notify the lender and lender contacts when the appointment date/time is updated in Notarize for Collab workflow

Below is the sample email: