Lender Video Tutorial Videos
- How to Admin your Snapdocs Portal: Learn how to manage users, update your branding information, review your document preferences, and configure your email settings.
- How to Navigate the Snapdocs Dashboard: Navigate the Snapdocs dashboard to quickly find the closing you are looking for or see all closings at a glance.
- How to Manually Add a Closing: Manually sign in and add a closing to Snapdocs by adding the relevant details and uploading the closing package.
- How to Change Closing Type: Convert a closing from wet to hybrid or hybrid to wet.
- How to Cancel a Closing: Quickly cancel a closing.
- How to Manage Closing Packages: Review, add or remove closing packages within a specific closing and learn more about our document processing.
- How to Manage Users on a Closing: Add, edit, and remove any type of user in specific closings. Users include borrowers, the settlement office or agents, loan officers or closers, and any additional participants.
- How to Navigate the Activity Feed: Track and manage communication with specific people involved in specific closings.
- The eSign process for Loan Officers: What LOs can expect during the eSign process,, and how they can talk to their customers about eClosing; to be sent to LOs with above videos
Settlement & Borrower Video Tutorials
- Snapdocs for Borrowers: This brief video tutorial will explain how you can easily prepare for your signing appointment by previewing and eSigning your documents. Benefits include a shorter signing appointment, a central location for communication, and a reduced chance of signing errors.
- eNote for Borrowers: Similar to Snapdocs for Borrowers but adds in the signing room for eNote
- Snapdocs for Settlement: This brief video tutorial will show you how to manage digital closings on Snapdocs. Benefits include a reduced signing appointment time, central location for communication, informed and prepared signers, and reduced signing errors.
- RON walkthrough for Borrowers: How to complete an end-to-end digital closing, including how to log into the RON signing room and complete the RON signing itself.