Welcome to Snapdocs!
Snapdocs is a digital closing platform that allows you to process closings with your lender partners easily and efficiently. There are many benefits to the Settlement experience when using Snapdocs, read more here!
Watch this video for a quick tutorial of the Snapdocs platform.
Table of Contents
- How to set your password
- How to access the closing page
- How to set the signing appointment
- Setting appointment details
- Ensure eSigning is complete
- How to print lender documents
- How to upload signed documents
- Support
How to Set your Password
Step 1: If it is your first time utilizing Snapdocs, once a lender creates a new closing, you will receive an email notification about joining your Settlement Office and setting a password. Select Set Password to begin!
*If you already have an account on Snapdocs, proceed to “How to access the closing page”.
Step 2: After navigating through the email link, click in the New Password field to set a unique password.
This will expand the box to show you the password requirements. Once you've entered a password that meets these requirements, all check marks will turn green.
Step 3: Select Set My Password to set your password and be taken to your account.
Step 4: Once logged in, you will be taken through a short onboarding tutorial that shows you the four easy steps to a successful closing. Select the Get Started link to begin the onboarding tutorial.
How to Access the Closing Page
Step 1: Once a lender creates a new closing in Snapdocs, you and your Settlement Office will receive a notification via email. This email will contain information about the closing type and a checklist of what to do to ensure a successful closing.
Subject line: [BorrowerName] [#LoanNumber], You have a new closing | [LenderCompany]
First, click on the Print Lender Documents button in the email to get started.
This will open Snapdocs for you to login. Enter in your email and password and then select Log in.
Step 2: Once you login, you will be automatically directed to the new closing in Snapdocs.
From here, you will have four easy steps to managing and completing your closing on Snapdocs:
How to Set the Signing Appointment
Step 1: First, scroll down the page to set the appointment date, time, and location. In some instances, the lender may have already scheduled these for you depending on their business operations. If the required information has not been populated, you will see "Please set the appointment details", as well as language indicating that is has not been set or is still TBD. Select Edit appointment.
Step 2: Follow your normal process to determine when and where the appointment will take place. If you'd like to save your office address to auto-fill in the future, click on the Save my office address checkbox. After entering the information, select Save.
Once set, the consumer and lender will be able to view the appointment details when they log into Snapdocs. The consumer's ability to eSign may also be affected by whether or not their appointment has been set, so please be sure to set the appointment as soon as possible to keep all parties on track for a successful closing.
Tip: The next time you set an appointment, you can click Use office address to automatically fill in this information.
Step 3: Keep track of the consumer's progress through the journey by viewing the consumer panel displayed in the right-hand corner. You will also receive email notifications throughout this process. Please pay particular attention to whether the consumer has eSigned or not. You can view the preview and eSign status in multiple places throughout the closing page, highlighted below. In this example, the "review" and "eSign" portions have not been completed.
Additionally, in the "Signed Documents" section we can see eSigning is incomplete.
Step 4: If the consumer has not completed eSigning before the in-person signing appointment, you have a few options to make sure that they do so:
First option, send the consumer a reminder to eSign from the eSign Status panel. You can choose to send an email reminder or a text reminder. Depending on the eSign constraints in place with a lender, the reminder buttons may be grayed out until the eSign window opens.
Second option, plan to have the consumer eSign these documents at the signing table. Be sure to bring a compatible device such as a smartphone, computer, or tablet to the appointment. The consumer can also complete eSigning on their smartphone. Additionally, there will be a QR code for the consumer to scan to open their eSigning, this is available on the cover page of the wet-sign package.
As a last resort, you can convert the closing to a full wet signing. The closing will require 1-3 minutes to reprocess on the Snapdocs platform and then you will be able to download the full package for the wet-signing appointment.
*Please be sure to communicate with your Lender partner before taking this action. Some lenders have elected to block settlement users from taking this action on their own so you may need to have them convert the closing for you.
How to Print Lender Documents
Step 1: Once the appointment details have been set and saved, download the wet-sign package for the in-person signing appointment. Proceed to the Documents section of the closing and locate the wet-sign package. Download the package by clicking on the download icon on the right side of the panel.
Step 2: If a lender adds an additional document, redraws, or removes and resubmits the entire closing package, an email notification will be sent out with the relevant details prompting you to login and download the new documents.
You will now see the additional document(s) available for download.
How to Upload Signed Documents
Step 1: After the wet-signing appointment has been completed, scan and upload the signed title and lender documents to Snapdocs. Expand the Signed Documents panel, click Choose files to upload the signed wet-sign package. You can also drag and drop your package into this section as well.
Step 2: After documents have been uploaded, click Finish Adding to complete the signing appointment.
Step 3: A window will pop up to confirm all documents are uploaded along with some additional information about the completion of the closings. Select Yes, send documents to lender if you are ready and select Cancel if you need to continue adding documents.
Once the package is uploaded, you will see it listed in the closing with a "signed" status. If necessary, you can continue to upload additional signed documents.
Revisiting the Consumer Journey in the top right of the Closing Page, you will see that all necessary steps have been completed and the closing is ready to be closed by the Lender.
Support
Thank you for your time. If you have any questions or require support, please communicate with your Lender and if you need to contact Snapdocs directly, you can reach us at support@snapdocs.com or (833) 762-7362.