eClosing with Snapdocs

Maxwell eClosing - Snapdocs Integration

We have an integration for eClosing with Snapdocs the leading provider in eClosing. This integration was built to optimize hybrid eClosings for borrowers. Lenders can generate Closing Docs packages through one of two methods.

• Directly from the Snapdocs platform

• From an Encompass LOS integration

Once the closing docs package is generated, the Point of Sale will create a task for the borrower to review and sign their closing docs package in the POS. The borrower will receive an email notifying them their closing docs are available and the link will direct them to their POS task where they can review and sign the documents. This way, borrowers will be able to view the documents and sign without the need to create a new account with Snapdocs.

Borrower Hub Closing Documents task

Borrower review and sign the documents

Borrower can verify the status of the closing tasks

Lenders can generate a closing docs task from the Snapdocs app. When this happens, borrowers will receive an email letting them know that the closing docs are available and ready to sign on a new task in the POS. Both borrowers and Lenders will be able to see the status of the task. If it has been signed or if it has already been seen.

Lender view of the tasks screen of the borrower signed document status

We also offer the ability to generate closing docs tasks from the Encompass LOS.

From Encompass, it is possible to send the document to Snapdocs

Leveraging this Feature: Admins should contact [email protected]. to let us know if this is something they would like us to enable for them.