This article will outline the step by step process for split signings.
It will highlight the process from receiving the notification of the new closing to creating and requesting the mobile notary. This process will require you to sign in to both your Lender/Settlement and Client accounts.
Step 1: Login to Snapdocs. Check your email for any message coming from the Lender you are working with regarding a split signing
Step 2: Open the email message. Select View Closing.
Closings page will appear
Step 3: Scroll down to Activity box to view split signing information:
Step 4: On upper right corner select on username to view drop down menu (Switching Between Roles article).
Step 5: Right select Client Account and open in new tab.
Step 6: Enter the security code if prompted.
Step 7: Select + Add Order in.
Step 8: Copy split signing information from the activity audit trail (Closings page). Fill order form using copied split signing information.
Ensure the form includes the following fields:
- Lender
- File # (copy file number from Closings page)
- Add Participants (Add Closer email address from closing page)
Ensure the following notes are added to Special Instructions field:
- File number
- Type the following: “This is a split signing, part 2 of 2”
Step 9: Select Create Order.
Step 10: Return to the Closings page Scroll down to SET SIGNING APPOINTMENT box
Step 11: Select Request Notary.
Step 12: Complete the form and go to Instructions field.
Step 13: Type the following: “This is a split signing, part 1 of 2. Please adjust Fedex label to have docs send to the 2nd notary."
Step 14: Select Request Notary. Wait for signing to complete. This could take up to 24 hours.
Step 15: Return to Client Account and search for order by File #.
Step 16: Scroll to Documents box and download scanback documents.
Step 17: Return to order Closings page and Upload scanback documents to order.