Streamlined multi-brand management with enhanced login security and stricter account validation.
1. Manage multiple brands from a single Snapdocs instance
You can now apply unique branding to each closing—based on fields like branch ID or loan type—while managing all closings from a single Snapdocs instance.
- Benefits
- Time savings: Admins and users only need to manage one login and account.
Consistent borrower experience: Borrowers see branding tailored to their specific closing based on branch or loan type.
- Time savings: Admins and users only need to manage one login and account.
- How it works
- If you’re in the implementation process, you can start using this functionality right away.
- If you’re already using the platform, you can migrate to a single instance. We’ll help transition all users to the central account.
- Limitations
This functionality is not available if:- Each brand requires different document or annotation settings. Only one set of preferences can be applied across multiple brands.
- Different user access levels are required per brand. User permissions apply across all brands.
- Available for the following integration types
- Snapdocs UI (i.e., closings created manually in Snapdocs)
- Snapdocs Connect (formerly CAPI)
- All Encompass Integrations
- 9-eclose-multiple brands
2. Updated login experience with MFA for demo environments
Beginning the week of June 16, we will update the login and MFA experience for those using our Digital Closings Demo Environments for testing. Upon login, you’ll see a refreshed login UI and will be prompted to set up a second authentication method using SMS or an Authenticator App—the same change was implemented in Production earlier this year. For more information, reference our MFA setup help center article here.
3. Preventing settlement office creation with invalid email addresses
To reduce errors and improve data accuracy, Snapdocs will now block the creation of settlement offices and closings when an invalid email address is provided (e.g., typos or incorrect domains). If an invalid email is entered, the closing will not be created and you’ll receive an automatic notification prompting correction. This prevents delays, reduces duplicates, and minimizes the need for manual cleanup by lenders.
4. Enhanced password requirements
To further enhance platform security, Snapdocs is increasing the minimum password length from 8 to 12 characters. This will only apply for new users or password resets, and existing users will still be able to use their current passwords.