February Product Updates
Learn what’s new in Snapdocs this month
Increased Notary Outreach from 30 to 60
You may have noticed that the automator paused after notifying 30 notaries about a signing. To improve order management, we have increased the amount of notaries that the automator will reach out to at once. The Automator will now reach out to a total of 60 notaries before pausing.
How to get started: No action is required. Simply create a new order and start looking for a notary. You will notice this message in the “Activity” section.
Client Company and Client User Notes can be viewed on the order
To improve visibility, you will now be able to view personalized notes on each client company and client user directly on a Snapdocs order. These notes will now automatically populate at the top of every Snapdocs order. This enhancement will help reduce any missed requirements or client specific special instructions. These notes cannot be viewed by the Notary or Client User.
How to get started: Simply create an order and locate the Order Info section. There you will be provided with an option to edit or add notes on the Client Company and the Client User. Hit Edit on next to Client Instructions or User Instructions to input your notes.
Notaries can now set the document status
In an effort to improve order maintenance, notaries now have the ability to move the document status. Notaries were not able to write in a Signing Status unless the documents were marked as completed. When a signing appointment date/time has passed, the notary will now have the ability to mark how the documents were retrieved and input a signing status.
How to get started: No Action is required. This is solely an improvement for the notaries signing experience.
Pinning Orders on the Snapdocs Dashboard
We are excited to announce the ability to pin orders! This feature allows schedulers to pin orders that require additional attention or follow-up to the dashboard. Pinning orders to the dashboard grants visibility to the rest of the team and provides another avenue to easily provide the necessary support each order requires.
How to get started: Any open order has the ability to be pinned. Simply navigate to the order page and locate the “Pin order to top of owner's dashboard” underneath the Owner section. Select the check box and hit ‘Save.’ This order will now display at the top of the owners ‘Mine’ Section of the dashboard. Check out this support article for a video on how it works: Pinning an order.
Notaries can now see their “Notary Reviews”
To improve notary quality, Snapdocs will now allow Notaries to review written feedback. Sharing Feedback will allow transparency on performance by increasing cognizance. Your reviews will be shared anonymously and 30 days after the order has closed. These measures have been put in place to avoid any backlash from upset notaries.
How to get started: No action needed. Please review this Help Center article: Leaving Notary Feedback.
March Product Updates
Learn what’s new in Snapdocs this month
New Dashboard Navigation
Schedulers can more easily see which orders are assigned to them with our new dashboard navigation. The scheduler dashboard can now be filtered to show all orders or just the orders assigned to a scheduler with the new 'All' or 'Mine' filters. With this new navigation option, schedulers can focus on their orders without getting distracted by orders that are not assigned to them.
How to get started: No action needed. Login into the scheduling dashboard to view.
Enhanced Automation Suite Settings
Snapdocs' Enhanced Automation Suite Settings allow you to find a high quality notary and confirm a signing in one click. With Enhanced Automation turned on, we provide settings to customize the way Snapdocs Automation will work for you. Once these conditions are set, your scheduling team will remove manually assigning notaries from their workflows.
How to get started: These settings are already available underneath ‘Company Settings.’ Only admin have the permission to alter these settings.
Auto Send Client Confirmation Emails
In an effort to automate manual tasks, Snapdocs Scheduling Confirmation emails will now automatically send after assigning a notary. The Scheduler will notice a 5 minute countdown until the Client and Consumer confirmation emails are sent. The logic behind the delay is to quickly remove any notaries before an email is sent to stakeholders. Schedulers will also have the options to “Send Now” or “Cancel” the confirmation email.
How to get Started: No action needed. This setting will be automatically turned on. If this new process does not fit your team's workflows, then your company can disable this underneath ‘Company Settings.’ Only Admin have the permission to alter these settings.
Snapdocs Verified
For companies with Snapdocs Verified turned on, there are additional preferences that can customize for your company to make that classification even more stringent. Your admin will set these conditions to ensure notaries meet the requirement necessary to complete signings.
How to get Started: These settings are already available underneath ‘Company Settings.’ Only admin have the permission to alter these settings. Here is a support article that will provide more details: Snapdocs Verified Preferences
Attorney Filter
In an effort to increase Notary Search efficiency, the ‘Search Agent’ section of the order now includes an Attorney Filter. By clicking the check box, you will be able to filter only notaires that are Attorneys. Please note that unclicking the check box will remove the filter.
How to get Started: No Action needed. Place an order and see for yourself! 
Omni-Column
Snapdocs wants to ensure you have all the information needed when picking a notary. The “Omni-Column” will provide you with Notary success rates and counts on the product you select. The ‘Omni-column’ count can be found in the ‘Search notary’ section of the order. For more detail on Notaries feedback click directly onto the notary profile and navigate to ‘Order History.’
How to get Started: No Action needed. Place an order and see for yourself!
Learn what's coming soon!
Automatic FedEx labels and tracking
Your entire FedEx delivery workflow can now be automated with Snapdocs eliminating the need for your team to create and manually upload labels. Now, a FedEx return label can be automatically generated and uploaded with every order.
To get started, add the FedEx account number on the client settings page and then labels will be automatically generated under that account number. The label will be accessible under the 'Documents' section on the order page and available for the notary to download. The tracking number and shipping status will also be easily viewable on the order details page.
Client Invoice Updates
To ensure invoices are being sent to the appropriate people in a timely manner, we will send the invoice to your client’s accounting email that is entered on their client profile. This will allow invoices to be sent automatically to the accounting team when closing out an order.
For more information, please check out: Client Level Invoices
April 20, 2021 Product Updates
New Feature
Lender adds signed documents
Lenders now have the ability to upload signed documents to the Closing, which up until recently, was only allowed by Settlement Agents.
Feature benefits
Lenders can proactively speed up the process to complete Closings and fund loans.
User flow
Once the signed docs have been received by the Lender, simply drag and drop the PDF file into the UPLOAD SIGNED DOCUMENTS panel, then click Complete signing:
After clicking Complete signing, the Appointment status will show that it's Complete:
And the closing status will change to be “Signed, ready to close”.
Note:
- Settlement Agents will not be able to delete the signed documents you uploaded.
- Both you and the Settlement Agents can add more signed docs to the Closing as long as the closing status is still “Signed, ready to close”.
May 04, 2021 Product Updates
New Features
Adding digitized title documents to full eClosings with Remote Online Notary
In Sep 2020, we launched Hybrid closings with automatically digitized title documents, a new feature that allows Settlement Agents to experience the full benefits of a digital closing with the ability to upload their title documents for eSigning.
Today, we’re expanding that ability to all full eClosings with Remote Online Notary.
| Lender’s view | Settlement’s view |
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Feature benefits:
- The Consumer can review and eSign more documents ahead of the appointment.
- Lender and Settlement companies no longer need to manually digitize their documents.
Snapdocs and eOriginal partnership
Snapdocs' eVault integration is adding eOriginal to its suite, providing a seamless process for secure storage and management of the eNote from beginning to end of the closing process.
To learn more about this partnership, please reach out to your Snapdocs Customer Success Manager.
Enhancement
Canceling a notary request
Moving forward, when the Lender or Settlement cancels a closing, Snapdocs will cancel the notary request if the signing is not yet complete.
If the signing is already complete, we will keep the request as is, and the Scheduling company will proceed with the invoice.
Bug Fixes
We fixed the following bugs:
- “Consumer opts out of eSigning” email did not send to the Consumers.
- “Please verify or set the signing appointment” email did not send to the Settlement and Lender.
- The Settlement uploaded all title documents, but the user interface displayed as “title package has been skipped”.
May 19, 2021 Product Updates
New Feature
Classifying eSigned documents before returning them to Encompass
Snapdocs now offers the ability to classify and index eSigned documents automatically in Encompass, regardless of whether they have barcodes.
Feature benefit:
Using this feature will save closers and funders time by allowing them to have documents pre-sorted before arriving into Encompass and decreasing reliance on the auto-assign feature.
To learn more about this feature, please reach out to your Snapdocs Customer Success Manager.
Enhancements
Differentiating the signed documents' component in Lender's view and Settlement's view
We are updating the label of the signed documents' components to reflect the different usage of each role:
- Lender user: access signed documents or upload signed documents if necessary.
- Settlement Agent: upload signed documents and send them to the Lender.
| Lender’s view | Settlement’s view |
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Including file number in the “eSigning complete” email
If a Hybrid/Full eClosing has a file number, the file number will be included in the email’s subject.
Consolidating all triggers related to Appointment details into one email setting
The new email setting -- Appointment details are changed -- will trigger the email notification when the date, time, or signing location changes.
Switching from @snapdocs.com to @mail.snapdocs.com domain
Snapdocs is planning to implement a security change to protect our customer's data. This change will impact all emails from the Snapdocs platform, in which the FROM email header will display "no-reply@mail.snapdocs.com." You may need to whitelist the @mail.snapdocs.com domain.
Your Snapdocs Customer Success Manager will be reaching out to let you know the exact date Snapdocs will be enabling the change. We recommend you to contact your IT Department to whitelist the @mail.snapdocs.com domain by June 7.
Note: This change only applies to emails. It does not affect your company's Snapdocs URL.
Bug Fixes
We fixed the following bugs:
- “Other Lender users” were still receiving emails even when the Lender Admin had unchecked that option in email settings. We have now fixed this and emails to “Other Lender users” will appropriately reflect email settings.
- The affected email settings are below:
- Document are available to eSign
- Document are available to preview
- Rush documents are added
- The affected email settings are below:
- The system incorrectly triggered the “Closing type changed” emails, and the emails included incorrect verbiage.
June 08, 2021 Product Updates
Closing API
The Closings API is a set of Public APIs for Lenders to integrate their LOS with Snapdocs. It provides a scalable and secure process for creating, tracking, and updating transactions in Snapdocs. The APIs can also send the signed closing documents back to the Lender. The Closings API allows Lenders to get massive efficiency gains that result in faster Closings and lower costs without the need to leave their LOS environment.
Feature benefits:
- It automates the complete Closing process from creating, tracking and updating Closings, and getting signed documents back, all from within the LOS.
- It increases internal and external security around the Snapdocs closing create process.
How does the feature work?
Snapdocs provides a set of Public APIs to enable Lenders to take the following actions directly from their LOS:
- Authenticate
- Create a Closing
- Send Closing Documents to Snapdocs
- Get a list of Documents on the Closing
- Download Documents from the Closing
- Subscribe to Closing Status Webhooks
- Preview Status
- eSign Status
- Final Documents Available
Please reach out to your Snapdocs Customer Success Manager for more information about integrating Snapdocs Closing API.
Ellie Status Updates
We are adding a new feature to the existing ability to connect into a Lender's Encompass instance. "Ellie status updates" allows Snapdocs to push back Closing status updates (Document Status, Preview Status, eSign Status, etc.) to the associated loan in Encompass, making it more intuitive for Lenders to track the Closing statuses without leaving Encompass.
Feature benefits:
- Lenders will not need to monitor email or log into Snapdocs to see the current status of Closings, making them much more efficient as they are able to live within their system of record.
- Lenders can now create dashboards and automation within Encompass based on the Closing status.
- Lending team members who do not have access to Snapdocs can still get visibility into the Closing status directly from Encompass (or an external system that they draw Encompass info into).
How does the feature work?
Snapdocs will push back updates/statuses as they occur within Snapdocs into Encompass for the following activities:
- Overall Closing Status
- Document Status
- Doc Preview Status
- eSign Status
- Appointment Status
- Closing URL
Please reach out to your Snapdocs Customer Success Manager for more information about the Ellie Status Updates feature.
Enhancements
Updating Lender’s closing create form
We are updating the closing creation form to provide a consistent experience for both Lenders and Settlement when manually create closings in Snapdocs.
| Lender’s UI | Settlement’s UI |
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Adding scanbacks events to the Audit trail
To help track the status of scanbacks in closings created by the Snapdocs-Encompass integration, we are adding the following events to the Audit trail:
- Snapdocs successfully pushed documents to Encompass
- Error: Snapdocs failed to push documents to Encompass
Updating the email content when rush documents added to the closing
We are updating the email content to be more informative to all parties in the closing. Use the following table to reference the improved emails’ subjects and contents when rush documents are added to the closing:
| Trigger | Notary assigned (Y/N) | Email recipient | Email subject | Email text |
| Lender adds rush documents | No | Settlement office | Documents Updated - File #xxxxxxx |
Hello [name], [Lender name] updated documents for file #xxxxxxx. Download the updated documents and use at the signing appointment. |
| Other Lender roles | Documents Updated - File #xxxxxxx |
Hello [name], [Lender name] updated documents for file #xxxxxxx. Download the updated documents and use at the signing appointment. |
||
| Yes | Settlement office | Documents Updated - File #xxxxxxx |
Hello [name], [Lender name] updated documents for file #xxxxxxx. Download the updated documents and use at the signing appointment. The notary has been notified of these additional documents. |
|
| Other Lender roles | Documents Updated - File #xxxxxxx |
Hello [name], [Lender name] updated documents for file #xxxxxxx. Download the updated documents and use at the signing appointment. The notary has been notified of these additional documents. |
||
| Settlement adds rush documents | No | All Lender roles | Documents Updated - File #xxxxxxx |
Hello [name], [SA name] updated documents for file #xxxxxxx. Download the updated documents and use at the signing appointment. |
| Yes | All Lender roles | Documents Updated - File #xxxxxxx |
Hello [name], [SA name] updated documents for file #xxxxxxx. Download the updated documents and use at the signing appointment. |
Improving the logic of the “You have a new closing” email
The new logic includes:
- The Settlement office and Settlement Agent will receive the “You have a new closing” email AFTER the system has processed closing documents.
- If a Settlement office’s email address is the same as a Settlement Agent’s email address, the system will only send one “You have a new closing” email to the address for each Closing.
Improving the content of the “Consumer has finished eSigning” email
In Hybrid and full eClosing, if a Notary is assigned to the closing, the system will inform them as soon as the Consumer completes eSigning the documents, as well as what documents need to download for the wet signing.
We are updating the email content to provide more clarity to the Notary:
Bug Fix
One of our closing integration with Encompass, Scraper, uploaded error-prone documents to a closing, causing failure when the system tried to combine them.
The fix will ensure Scraper checks the download server's response status before uploading documents to Snapdocs.July 01, 2021 Product Updates
New: Added Support for Consumers' Middle Name and Suffix
Companies can now send Consumer’s full name that includes middle name and suffix to Snapdocs for Closing creation. This new feature is important to support the reconciliation and correct mapping between Snapdocs and MERS eRegistry.
When creating a Closing manually, you will notice a “Middle Name” field and “Suffix” field. These fields are optional, as shown in the following screenshot:
When creating a Closing using either Snapdocs Closing API, Snapdocs - Encompass integration, or Encompass Parser, you can include the Consumer’s middle name and suffix in the Closing data.
Note: If the Consumer’s name has a middle name and/or suffix, DocuSign will generate an e-signature using the entire full name for eSigning:
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
Enhancements
Sending email notification to the Settlement office when someone leaves a message on the Closing
When someone leaves a message on the Closing, the system will always send an email notification to the Settlement office. This enhancement will ensure no communication gap between the Settlement office, Settlement Agent, and Lender.
Updated the verbiage of emails to Encompass users
We have updated the verbiage from “"Encompass Consumer Connect" to just "Encompass". The affected emails are:
- Closing is complete.
- eSign incomplete.
Can now send wet signed documents to Encompass after the Lender/Settlement Agent converted the Closing to Wet Closing
In Hybrid Closings, if the Consumer has wet-signed all documents, the system will send the signed documents to Encompass once the Lender/Settlement Agent uploads the signed documents AND convert the Closing to a Wet Closing.
Will not allow Lenders/Settlements to cancel “Did not sign” orders
We will not allow the Lenders or Settlements to cancel the orders with the “Did not sign” status. This change will enable the Notary to collect their travel or print fee due to the order canceling through no fault of their own.
Bug Fixes
We fixed the following issues:
- The Activity log did not show when the Notary downloaded title documents.
The fix ensures this event will be recorded, as shown in the following screenshot:
- The Settlement Agent received the “Incomplete closing” email after uploading signed documents to the Closing.
The fix ensures the system will not send the email if the Settlement Agent uploads signed documents within 1 hour of the appointment time. - The Lender user was able to delete unsigned documents uploaded by the Lender admin.
The fix ensures the system checks if the Lender user is authorized to access the Closing or not. If not, the Lender user will not be able to delete closing documents. - Borrowers were unable to get past the SSN entry when eSigning the eNote. The main reason is that they cannot see what they are typing due to the digits being represented as asterisks, causing mistyping.
The fix ensures the Borrowers can toggle between asterisks/digits to verify they have input the correct SSN. - A Participant could not see the eSigning status of the Closing.
The fix ensures the system fetches all the latest statuses to the Participant’s view. - The Settlement office received the “Notary assigned” email with the wrong embedded link, preventing the Settlement office from viewing the order.
The fix ensures the embedded link is of the right company. - When using the Closing API, if the
mark_finished_uploading_documentsis called twice, the system returned a 500 Error.
The fix ensures the system returns a 409 Error, with the error message as: “The documents have already been marked as ready for processing.” - Validation of the data for the Closing incorrectly failed due to the email address being case sensitive.
The fix ensures email addresses of varying uppercase and lowercase letters will be treated the same. For example, the three email address of First.Last@a-hotmail.com, randy.marsh@a-hotmail.com, and FIRST.LAST@a-hotmail.com will all match as the same user, and the system will accept all three variations.
July 14, 2021 Product Updates
New: Introduce QR Code Wet Sign Cover Page
We are piloting a new feature that automatically adds a cover page with a QR code to the wet sign package. When scanning this QR Code, the signing agent (Notary or SA) will be able to verify if the Consumer has eSigned the documents. If not, the Consumer can simply scan the QR Code and complete eSigning prior to wet signing the remaining documents.
Feature benefits
- Ensure Consumers will always complete eSigning.
- Eliminate technical issues when Consumers eSign on their own, prior to the appointment.
- Eliminate the complications of converting the Closing to Wet at the signing table.
- Support Hybrid Closings with multiple Consumers.
- The following is the cover page with the QR Code included:
When scanning this QR Code, the signing agent (Notary or SA) will be able to verify if the Consumer has eSigned the documents:
To eSign, the Consumer will scan the QR code, then click eSign to start the process. The link is valid for 14 days from the date of wet sign package generation.
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
New: Allow Settlement Agents to receive 2FA code as a text or voice call
Settlement Agents can now opt to receive their 2FA code as a text/call to their phone number. To do so, select Use another verification method from the 2FA page:
New: Title Consent for full eClosings
Lenders using Encompass can now send an email to the Settlement Agent on the loan asking if they consent to conducting it as a full eClosing.
The system will send the following email to the Settlement office regarding the Title Consent request:
The Settlement office will click on Consent to full eClosing to access the Title Consent form:
Notes:
- The Lender can send a Title Consent before or after creating the full eClosing.
- If the Settlement Agent declines the Consent of an existing eClosing, the Lender will need to cancel this Closing.
- The Settlement Agent can revisit the declined Consent and accept it.
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
Enhancements
Added “Settlement office” to the “Rush Documents are Added” email setting
Lender admins can now configure “Settlement office” to receive an email notification when a rush document is added to the Closing:
Updated the “eSign your closing documents” email
We have updated the copy to be: “Please eSign your closing documents on your preferred device before the appointment. If you have any questions, please contact your lender or settlement agent in this signing platform.”
Bug Fixes
We fixed the following issues:
- The Lender user was able to access and comment on a Closing created by the admin.
The fix ensures the system checks if the Lender user is authorized to access the Closing or not. If not, the Lender user will not be able to comment on the Closing. - Closing API - The system did not save the Settlement office’s address sent with the closing data.
The fix ensures the system saves the provided address in Root and displays the address in the Closing UI.
August 04, 2021 Product Updates
New: Send auto-reminder to the Settlement Agent to upload documents
We are launching an auto-reminder feature to help Settlement Agents upload documents on time for the signing.
The system will send an auto-reminder to the Settlement Agent when either:
- The signing is happening in less than two hours, but the system detects no documents or the document status has not been set; OR
- The signing is happening in the morning of the following day, but the system detects no documents or the document status has not been set; the system will send the auto-reminder to the Settlement Agent at 4 pm today.
The system will post the reminder in the Activity log of the Settlement’s view and the order page. The Settlement Agent/Settlement office will also receive an email notification, as shown in the following screenshots:
The Activity log of the Settlement’s view:
The Order’s Activity log:
The email to the Settlement office:
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
New: Send auto-reminder to the Notary to upload scanbacks
If the signing order requires scanbacks and the system detects no scanbacks uploaded after two hours, then it will automatically send a reminder message to the Notary to upload signed documents in the order.
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
Enhancements
Made the QR Code accessible once generated
If the Consumer cannot eSign at the moment due to an eSign constraint when scanning the QR code, the signing agent (Notary or SA) will see the following information:
Please reach out to your Snapdocs Customer Success Manager for more information about the QR Code Wet Sign Cover Page feature.
Updated the instructional text of the Upload Signed Documents section
The new text is: “Upload signed documents. These will be shared directly with your lender.”
Updated Lender’s Closing UI
We have updated the Lender's Closing UI to help streamline the user experience and reduce the visual clutter.
Added additional Scanbacks upload reminders to the email settings
We have added two additional email reminders to the email settings:
- Settlement office hasn't added a signing status yet and it's 1 day after the appointment; and
- Settlement office hasn't added a signing status yet and it's 3 days after the appointment
These emails are configurable. By default, the system will turn them on for all Lenders.
Full eClosing with digitized title documents: added the ability to skip title documents
Both Lender users and Settlement Agents can skip uploading title documents from the Closing UI, as shown in the following screenshots:
| Lender’s view | Settlement’s view |
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Bug Fixes
We fixed the following issues:
- When the Lender/Settlement Agent updates a signer’s information, the system deactivates the closing user and re-creates a new closing user. This practice caused issues for sending the 2FA code to the active closing user.
The fix ensures the system looks for the active closing user and sends the 2FA code to that active user. - Some Closings did not appear in the search results when using the search bar in the dashboard. These closing users appear to have no value in the
last_namefield in the database.
The fix ensures the system searches for the last name in theclosing_userfield instead of theuser_recordfield. - “Other Lender users” were still receiving emails even when the Lender Admin had unchecked that option in the “Original closing package is updated” email setting.
The fix ensures emails to “Other Lender users” will appropriately reflect email settings. - Snapdocs' integration received closing data in which the Consumer's phone number was missing. This Consumer is an existing user, with their user profile containing both a phone number and email address. When creating the Closing, the system displayed the phone number on the Consumer's journey of the new Closing, but the Consumer never received a notification to review documents.
The fix ensures the system does not display any missing information in the closing data sent to Snapdocs and will display an error message on the Closing UI to alert both the Lender and the Settlement Agent.
August 18, 2021 Product Updates
New: Document Redraw
We are launching a new solution that will seamlessly support document redraws for Lenders without leaving their LOS.
Feature benefits:
- Minimize the time it takes Closers to order a redraw (only order redrawn documents).
- Ensure the Settlement Agent (or Notary) gets the new redrawn documents.
- The Settlement Agent (or Notary) only needs to print the redrawn documents.
- Individual redrawn documents are logged in Disclosure Tracking.
- If the Consumer has not completed eSigning, their eSign package is updated with the redrawn documents.
How does it work?
Once the system has processed the original documents, if needed, the Lender can send the documents that need to be updated to Snapdocs.
After the system has located the correct Closing, it will start the redraw process, in which:
- If the Lender provides wet sign documents; the system will add them to the wet sign package and remove the old version.
- Suppose the Lender provides eSign documents, and no Consumers have eSigned. In that case, the system will add the eSign documents to the eSign package and remove the old version.
- If the Lender provides eSign documents, and any of the Consumers have eSigned, the system will add them to the wet sign package.
As soon as the redraw process is complete, the system will notify the Settlement Agent/Notary if the wet sign package was updated.
If the eSign package was updated, the Consumer’s eSign package would be updated.
While documents are in the redraw process, the Lender’s UI will look like the following screenshot:
Here is the Settlement’s UI during the document redraw process:
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If the Consumer is accessing Snapdocs to review and eSigning the documents during the document redraw process, the system will inform them with the following message:
Here is the Lender’s UI after the document redraw process has been completed:
Note:- If the signing appointment is less than two hours away, all redrawn documents will be added as “rush documents” which skip doc processing and are sent instantly to the Settlement Agent/Notary as wet documents.
- If the Settlement Agent has already downloaded the original wet sign package, after the system has completed redrawing the wet sign documents, it will display the Redraw Documents as a separate package, as shown in the following screenshot:
- If the Lender removes the closing package after the redraw has completed, the system will remove the original package + split packages + redraw packages. If the Closing has rush documents, the system will not remove them in this case.
- If the Lender/Settlement Agent converts the Closing from a Hybrid to Wet after the redraw has completed, their Closing UI will look slightly different than the typical Wet Closing, as shown in the following screenshots:
The Audit trail will record the following redraw-related events:Lender’s UI
Settlement’s UI 
Redraw documents marked as finished uploading
Redraw documents split
Rush document(s) added to closing
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
New: Snapdocs Full eClosing Eligibility Form
To power our Lenders who are Encompass users and wanted to adopt full eClosing with Remote Online Notarization, Snapdocs has designed a unique tool called RON e-Eligibility. Using this tool, the Loan officers can instantly check if a given loan is eligible for Remote Online Notarization before opening a Closing.
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Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
Enhancements
Updated the copy of the eSign status
We have updated the copy of the eSign status to be “Consumers can eSign documents on any supported device.”
Add Lender’s logo to the footer of the QR Code Wet Sign Cover Page
The system will automatically include the Lender’s logo in the footer of the cover. If the Lender’s logo is not available for some reason, the system will display Snapdocs’ logo instead:
Please reach out to your Snapdocs Customer Success Manager for more information about the QR Code Wet Sign Cover Page feature.
Allow the removal of the Co-signer’s email address in the Edit form
If needed, Lenders/Settlement Agents assigned to the Closing can now remove the Co-signer’s email address in the Edit form.
September 01, 2021 Product Updates
Enhancements
Record in the Activity log when the Consumer downloads signed
The recorded event will be: “Borrower <borrower_name> has downloaded returned_combined_documents.pdf.
Display the date and time the Consumer can eSign to the QR Code Wet Sign Cover Page
If the date and time the Consumer can eSign have been set, the system will display it on the cover page.
Please reach out to your Snapdocs Customer Success Manager for more information about the QR Code Wet Sign Cover Page feature.
Allow the Consumer to re-select the phone number when completing 2FA step
In Hybrid Closings or full eClosings with Consumers sharing the same email address but have a different phone number: when accessing Snapdocs to eSign documents, they will need to complete the 2FA step.
If they mistakenly select the incorrect phone number to receive the 2FA code during this process, they can click on Picked the wrong phone number? Go back to come back to the “Ready to verify your identity” screen.
Enable DocuSign to handle the Consumer’s change of email address
To help streamline the overall experience when managing Closings in Snapdocs, we have implemented a solution that enables the system to immediately update the Consumer’s new email to DocuSign when the Lenders or Settlement Agents update the Consumer’s email address, instead of restarting the Doc Process as done before.
The system will also re-send the “Review your closing documents” or “Review and eSign your closing documents” email to the new email address.
Bug Fix
We fixed the following issue:
- The “Back” button of the “Text Sent to” popup did not respond when clicking.
The fix ensures this button will take the user back to the previous screen of the 2FA setup.
September 15, 2021 Product Updates
Enhancements
New configuration for the Auto-close feature
Lender companies can now select which number of days a Closing has to stay inactive before being closed automatically. The options are:
- 15 days
- 30 days
- 45 days
Add redraw documents from the Closing UI
Lender users can now upload redrawn documents from the Closing UI:
Please reach out to your Snapdocs Customer Success Manager for more information about the Document Redraw feature.
Added “Escrow ID” field to the Closing Create form
The Lenders can use this field to include an Escrow ID (Title unique Identifier) to the Closing.
Once the field is populated, the system will display the Escrow ID Source field, as shown in the following screenshot:
If provided, the Escrow ID will be displayed in the Reference Numbers section located on the bottom right of the Closing UI:
Please reach out to your Snapdocs Customer Success Manager for more information about this newly added field.
Bug Fixes
We fixed the following issues:
The system triggered Doc Process after the Lender/Settlement Agent saved the Edit form without updating closing information.
The fix ensures the system triggers Doc Process only when critical information such as the Consumer’s first name or last name is updated or when Co-Signer(s) is added to the Closing.
We have updated the text to be: “To change these preferences, please contact your Customer Success Manager.”
The system did not unlock the documents for eSigning after the Lender/Settlement agent set the appointment to be on the same day.
The fix ensures the Consumer can access eSigning immediately once the appointment happens on the same day.
October, 2021 Product Launch
Document Redraw
We are launching a new solution that will seamlessly support document redraws for Lenders without leaving their LOS
Key benefits:
- Minimize the time it takes Closers to order a redraw (only order redrawn documents).
- Ensure the Settlement Agent (or Notary) gets the new redrawn documents.
- The Settlement Agent (or Notary) only needs to print the redrawn documents.
- Individual redrawn documents are logged in Disclosure Tracking.
- If the Consumer has not completed eSigning, their eSign package is updated with the redrawn documents.
- Support Wet, Hybrid, Hybrid with eNote, full eClosing, and full eClosing with eNote.
How does it work?
Once the system has processed the original documents, if needed, the Lender can send the documents that need to be updated to Snapdocs.
After the system has located the correct closing, it will start the redraw process, in which:
- If the Lender provides wet sign documents; the system will add them to the wet sign package and remove the old version.
- Suppose the Lender provides eSign documents, and no Consumers have eSigned. In that case, the system will add the eSign documents to the eSign package and remove the old version.
- If the Lender provides eSign documents, and any of the Consumers have eSigned, the system will add them to the wet sign package.
As soon as the redraw process is complete, the system will notify the Settlement Agent/Notary if the wet sign package was updated.
If the eSign package was updated, the Consumer’s eSign package would be updated.
While documents are in the redraw process, the Lender’s UI will look like the following screenshot:
If the Consumer is accessing Snapdocs to review and eSigning the documents during the document redraw process, the system will inform them with the following message:
Here is the Lender’s UI after the document redraw process has been completed:
Note:
- If the Settlement Agent has already downloaded the original wet sign package, after the system has completed redrawing the wet sign documents, it will display the Redraw Documents as a separate package.
- If the Lender removes the closing package after the redraw has completed, the system will remove the original package + split packages + redraw packages. If the closing has rush documents, the system will not remove them in this case.
- If the Lender/Settlement Agent converts the Closing from a Hybrid to Wet after the redraw has completed, their Closing UI will look slightly different than the typical Wet Closing.
- The Audit trail will record the following redraw-related events:
- Redraw documents marked as finished uploading
- Redraw documents split
- Rush document(s) added to closing
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
Closing Quality Control
Closing Quality Control (CQC) is a Snapdocs technology to classify scanbacks into their appropriate Encompass eFolder and check for missing pages or documents in the scanbacks (relative to the initial loan package).
Key benefits:
- Classify both eSigned and wet signed documents, and upload them to the appropriate eFolder in Encompass.
- Alert the Lender via email of any missing pages or missing documents when the scanback happens.
The CQC progress is visible on both the Lender dashboard and the closing UI:
“CQC in progress” indicator:
“CQC Passed” indicator:
“Possible Errors” indicator:
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
December, 2021 Product Launch
Lender Dashboard Improvements
We are adding two important features to the lender dashboard: Export closing and Bulk close files.
Export closing
Any lender user can export all of their closings by clicking on the “Export current view” button from the dashboard.
After the system has completed the export, it will send an email to the lender user, as shown in the following screenshot:
Bulk close files
Lender admins can close all qualified closings by clicking on Close files. The system will highlight which closings are qualified to be closed, as shown in the following screenshot:
To close those closings altogether, click Close files again. The system will display the following pop-up:
Click Continue to confirm.
A notification will display after all qualified closings have been closed successfully.
Note: Closings that are qualified to be closed need to meet the following criteria:
- For wet closings:
- The In-office singing is marked as complete.
- For hybrid and full eClosing:
- The eSigning is marked as complete; and
- The In-office singing is marked as complete.
Full Document Redraw
Redraws are a common occurrence for many of our lenders. Up to 50% of closings are subject to redraws, often with only a few documents in the package changing.
Using the redraw feature, the lenders can easily request a document redraw, as well as updating closing information without leaving their LOS.
Feature benefits
- Minimize the time it takes closers to order a redraw (only order redrawn documents).
- Ensure the settlement agent (or notary) gets the new redrawn documents.
- The settlement agent (or notary) only needs to print the redrawn documents.
- Individual redrawn documents are logged in Disclosure Tracking.
- If the consumer has not completed eSigning, their eSign package is updated with the redrawn documents.
- If the consumer has already eSigned, Snapdocs will notify them of the document change via email, and allow them to review the replaced documents.
How does it work?
- After the system has processed the original documents, if needed, the lender can send the documents that need to be updated to Snapdocs, or send a new closing package to replace the original one.
- Snapdocs will match the GUID (if provided), file number, and consumer info provided to the original closing. After the system has located the correct closing, it will start the redraw process, in which:
- If the lender provides wet sign documents; the system will add them to the wet sign package and remove the old version.
- Suppose the lender provides eSign documents, and no consumers have eSigned. In that case, the system will add the eSign documents to the eSign package and remove the old version.
- If the lender provides eSign documents, and any of the consumers have eSigned, the system will add them to the wet sign package.
- After the redraw process is complete, the system will notify the settlement agent/notary if the wet sign package was updated.
- While documents are in the redraw process, the lender’s UI will look like the following screenshots:
Here is the settlement’s UI during the document redraw process:
If the consumer is accessing Snapdocs to review and eSigning the documents during the document redraw process, the system will inform them with the following message:
Here is the lender’s UI after the document redraw process has been completed:
Request document redraw from closing UI
The lender can also order a redraw from the closing UI. To do so, click Update documents > Add redraw documents:
Note:
- The existing closing must match the following requirements to receive the redrawn documents properly.
- Must match the GUID (if provided), file number, and consumer info sent in the redraw email.
- Closing must be in an open state (not closed or canceled).
- Closing must not have an appointment scheduled in the past.
- Closing must not have the signing appointment already marked as completed.
- If the system detects multiple matching closings, it will add the redrawn documents to the most recently created closing.
- If the signing appointment is less than two hours away, all redrawn documents will be added as “rush documents” which skip doc processing and are sent instantly to the settlement agent/notary as wet documents.
- If the settlement agent has already downloaded the original wet sign package, after the system has completed redrawing the wet sign documents, it will display the Redraw Documents as a separate package, as shown in the following screenshot:
- The Audit trail will record the following redraw-related events:
- For partial redraw:
REDRAW_DOCUMENTS_SPLITFINISHED_UPLOADING_REDRAW_DOCREDRAW_DOCS_SENT_TO_CONSUMER_FOR_SIGNINGREDRAW_DOCS_SENT_TO_CONSUMER_FOR_PREVIEW
- For full redraw:
CLOSING_CREATE_FROM_REDRAWCLOSING_CANCELLED_FOR_FULL_REDRAW
- For partial redraw:
- If the lender/settlement agent converts the closing from a hybrid to wet after the redraw has completed, their closing UI will look slightly different than the typical wet closing.
- Lender role-based access
- Admins can now assign users to one of several access levels. Here are four predefined levels to select from:
- View and comment – Can only view and comment on closings they have been added to.
- Closing editor -- Can only access and edit closings they have been assigned to.
- Manager -- Can access and edit all closings, but cannot change the company settings.
- Admin -- Can access and edit all closings and make changes in the company settings.
December 01, 2021 Product Updates
Enhancements
Consumer’s UI updates in closing with multiple consumers sharing the same email address
In hybrid and RON closings with multiple consumers who have their phone numbers but share the same email address, when a consumer logs into Snapdocs to eSign the documents, they will see the following UI changes:
- Updated 2FA screen:
- The “Choose another signer” button is displayed on the eSigning complete screen. When a consumer clicks on this button, they will see the above 2FA screen again.
- Updated UI in the consumer’s closing view, with the “Change signers” button is added. When a consumer clicks on this button, they will see the above 2FA screen again.
Updated “Documents” UI in lender’s view
We replaced the pencil icon in the “Documents” section with the “Update documents” drop-down menu:
We also updated the copy of the redraw component, which will be displayed when clicking on Add redraw documents.
Full eClosing - Updated the timing of the “Signing appointment” email reminder
The system will send the “Signing appointment” email reminder 30 minutes before to the appointment time.
Full eClosing - Each consumer must provide their unique email address
We will not allow consumers to share email addresses.
Updated the logic of when the system will/will not reprocess closing documents
The system will not reprocess closing documents if only the consumer’s email is updated.
The system will reprocess closing documents if:
- One consumer’s email is updated to be the same as the other consumer’s email address, or
- One consumer’s email is updated to be different than the other consumer’s email address; or
- The consumer’s name is updated.
December 14, 2021 Product Updates
Enhancements
Added the “View + Download” menu to each classified signed documents
The system will now display all classified signed documents in the “Manage signed documents” panel. To view or download each individual document, click on the ellipsis.
Updated the copy of the lender’s email settings
We changed the copy of the second column from “Email” to “Snapdocs will Email”.
Added new events for "Partial redraw" feature
We have added the following events to the Activity log:
- Redraw documents sent to <consumer's name> for preview
- <Consumer's name> prompted to esign redraw documents
“Join this closing” feature
Introducing “Join this closing,” a new feature that will allow a settlement agent to add themselves to the closing.
