The 4 digital closing steps for settlement agents

In this article, we will provide educational resources and best practice guidance so you can easily complete all lender-requested digital closing activities within the Snapdocs platform. For a printable walk-through of each step, download The Settlement Agent’s Guide to Completing Digital Closings.

The benefits of the Snapdocs digital closing platform include:

1. Fewer closing errors
2. Faster closings
3. Shorter signing appointments
4. Secure, centralized communication between all closing parties

How to complete each closing

When you’re assigned to a closing with Snapdocs, you will receive an email to login or create your free account. From there, you can access all closing documents before being prompted to follow a few simple steps:

1. Set the wet-signing appointment, including the correct date, time and location as needed
2. Ensure borrower eSigning portion is complete before the wet signing appointment
3. Download the wet-sign documents and complete the in-person signing appointment
4. Upload the final wet-signed document package back into Snapdocs

Congratulations! Your digital closing is complete!

Questions? Visit the Settlement Agent Resource Hub to learn more.