Snapdocs helps lenders & settlement agents better manage outstanding trailing documents.
From the same page you manage closings today, you can upload copies of trailing documents – recorded mortgage/deed and final title policy – to be instantly returned to the lender. Completing this upload here will keep everyone in sync on the latest status of trailing documents & minimize follow-ups requesting trailing documents.
How to Send Trailing Documents
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Login to Snapdocs
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Upload trailing documents underneath the “Trailing Documents” section
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When all trailing documents are uploaded, select Complete Trailing Documents.
Helpful Tips
- You can upload documents individually across multiple days.
- For example, if a recorded mortgage/deed is ready before the final title policy, you can upload the recorded mortgage first. Then, come back later to upload the title policy and mark the task complete.
- The person(s) responsible for trailing documents must be added to the closing in order to upload trailing documents.
- Simply add the contact to the closing and assign their role as a “Post-Closer”. Assigning this role will filter all trailing doc notifications to this person.
