How do I Set a Signing Appointment?

As a settlement agent, when you receive a closing in Snapdocs, you’ll need to set the date, time, and location of the wet-signing.

Note: This information is then provided to the consumer so that they have all of the information about their closing in one place. 

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 it has not been set or is still TBD.

Select Edit appointment.

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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, select the Save as office address checkbox.  After entering the information, select Save

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Tip: The next time you set an appointment, you can selcet Use office address to automatically fill in this information.

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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.