eClosing by Snapdocs Features

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Manage contact details and communication with clients

Digitally sign online documents

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Easily integrates with loan origination solutions

Facilitates the creation and maintenance of relevant notifications for important dates

Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance

Set up connections to third-party platforms to improve business processes

Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements

Automates email or other marketing campaign efforts

Create, design and manage workflows for repetitive tasks

Distribution and delivery of funds to approved borrowers

Store, manage, and track all electronic documents in a centralized location

Automate maintenance of escrow accounts on behalf of borrowers

Calculation of consumption tax imposed on properties

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Searchable database of information about loan borrowers

Tool used to determine accurate pricing and product eligibility for borrowers

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage and track all task activities and progression

Track and manage adherence to policies for any service, product, process, or supplier

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Tracks listings, closing rates, and overall pipeline information

Tracks and analyzes the performance of individual real estate agents

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track interaction history by documenting conversations for contacts

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Provides built in e-signature capabilities for document signing.

Provides borrowers the ability to digtially sign and send the relevant promissory note.

Contains an e-vault for document storage

Allows notaries to notarize relevant documents electronically.

Allows all parties to review relevant documents prior to close.

Contains a library of pre-built document templates.

Integrates with the Mortgage Electronic Registry System (MERS).

Integrates with loan origination systems.

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Process of collecting loan interest and escrow payments from a borrower.

The initial step in the mortgage workflow

Process of securing a loan from a bank or any other lender.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Used by brokers

Report customer payment history and outstanding debts to credit bureaus

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Electronic storage of stakeholder contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Expand services to areas outside of the home location, functioning as an extension of the home location.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store and organize documents in a centralized system

Automate workflows and trigger campaigns based on customer actions

Manage, organize, and store contact information

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Reports that show customers their invoices, payments, and balance on the account

Track sent and received payments, invoices, and bills.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Import and export data to and from software applications

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-made examples and templates for emails

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Set up connections to third-party platforms to improve business processes

Private online space that lets businesses securely share documents and provide information access to clients

Alter the layout and content of reports

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create and send email blasts/campaigns

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users