Account Setup for Lenders

A lender can set up their account in just a few easy steps.

Logging Into Snapdocs

An admin has the ability to add new lenders, reset passwords, and deactivate users. Once your admin has created your account.

Step 1: You will receive an email to activate it. 

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Step 2: You will then be brought to a page that requires you to enter in a two-factor authentication code. You should receive the code via email. 

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Step 3: You will be prompted to create a password.

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Step 4: You're in! We will now confirm the information on your account is correct. You can edit this here or in the settings on your dashboard. Feel free to select I'll do this later at the top, right-hand corner. 

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Dashboard View 

You can view closings, search for a closing, create a closing, and create a filter for your closings.

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Account Settings

Select the arrow next to your name and select My Account. Account Setup for Lenders-6 

In your settings, you can update any of your information, add a photo, change your time zone and password, choose how you receive 2FA codes, update your time zone, and view your active sessions. 

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By default, all lender team members’ time zones are set to their home office’s time zone. To change this, navigate to the My Account page from the settings menu. Then, select Change within the time zone panel and choose your time zone. Upon saving, your time zone will be updated to reflect the selection. 

Note: The appointment time zone will always be in the appointment's set location. All other timestamps, such as comments and actions, are reflected in your customizable time zone.