The Settlement Agent’s Guide to Completing Digital Closings

Snapdocs: The Settlement Agent’s Guide to Completing Digital Closings



Best practices for utilizing the Snapdocs digital closing platform

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
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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 Center.

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Learn more about Snapdocs


Founded in 2013, Snapdocs is the mortgage industry’s leading digital closing platform. With its patented AI technology and connected platform, Snapdocs is on a mission to perfect mortgage closings for all. ​Powering millions of closings a year, Snapdocs is leading the charge to modernize, streamline, and improve the mortgage process for lenders, borrowers, and settlement. Snapdocs is the only solution with a proven track record of creating a single, scalable process for every closing. ​Every day, over 130,000 mortgage professionals rely on Snapdocs to automate manual work and digitize paper processes that plague the industry. Snapdocs is a rapidly growing San Francisco based real estate technology company backed by leading investors including Sequoia, Y Combinator, Tiger Global, F-Prime, Zigg Capital, Alkeon, Wellington Management, Greenpoint Partners, Maverick, Founders Fund, SV Angel, Gokul Rajaram, Lachy Groom, Jack and Sam Altman and Coyne Lloyd. To learn more, please visit​​​​​.

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