A Lender’s Checklist for Selecting the Right Digital Closing Solution

Racing to realize eClosings? Be sure your digital closings provider checks these boxes before getting started.

Download the Checklist

ALenders Checklist-min

Implement eClose Successfully

Having implemented digital closing programs for leading mortgage lenders, we know what it takes to start fast. So, we put together this checklist of criteria so that you can make sure your digital closing systems can help you implement eClose at full-speed.


To generate real business results with digital closings, lenders need a digital closing solution that meets most, if not all, of the following criteria.


Improve the borrower experience

  • Document preview: Borrowers can review their documents prior to the day of the closing
  • eSigning: Borrowers can electronically sign their loan documents
  • eNote: Borrowers can electronically sign the promissory note
  • In-person electronic notarization (IPEN): Borrowers can electronically complete the notarized documents in-person
  • Remote online notarization (RON): Borrowers can remotely complete the notarized documents online
  • Customizable eSign policy: Borrowers can eSign on the day of the closing or days in advance
  • Single sign-on: Borrowers can use one login for their entire mortgage experience
  • Modern design: Borrowers enjoy a simple, intuitive user experience
  • Chat: Borrowers, lenders, and settlement agents can communicate in one place
  • White labeling: Borrowers see your brand in the digital closing interface

Security, compliance, and accessibility

  • Audit trail: Automatically logs key actions taken by each party on a closing
  • MISMO certified: Meets MISMO’s eClose standards
  • ADA compliant: Meets ADA accessibility standards
  • SOC II compliant: Meets SOC II security standards
  • CFPB compliant: Allows lenders to pass fees onto borrowers, in compliance with the CFPB/TRID
  • GSE/GOV approved: Approved by Fannie Mae, Freddie Mac, and Ginnie Mae
  • Underwriter acceptance: Accepted by your title underwriters

Streamline your closing operations

  • All closing types: Supports wet closings, hybrid closings, and eClosings
  • All closing documents: Supports standard docs, custom docs, title docs, and security instruments
  • 100% of loan volume: Supports all of your loan volume — no matter how the loan is closed
  • Automated document sorting and tagging: Automatically splits packages into wet-sign and eSign documents and tags them with eSignature fields
  • Document quality control: Reviews document sorting and tagging to ensure accuracy
  • eVault: A turn-key solution to store, transfer, and register eNotes with MERS


Rapid implementation


Digital closing experience

  • Mortgage industry experience: Understands the nuanced requirements of the mortgage industry
  • Mortgage closing focus: Core company focus is on the closing
  • Successful customers: Has multiple lender clients who are closing the majority of their loans as hybrids or eClosings

Download the Checklist

Learn more about Snapdocs

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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