Create and track Snapdocs mortgage closings, appointments, users, comments and documents, and run Post Close QC packages.
Explore 37 workflow actions for Snapdocs, including account permissions and operation limits.
20 read actions17 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add closing user
Write
Add a settlement agent, company team member, buyer agent or buyer attorney to a closing.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel closing
Write
Cancel an open closing.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Complete closing
Write
Mark a closing's tasks complete.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create closing
Write
Create a closing with its signing method, borrowers, lender users, settlement office and agents, property, loan and appointment.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create comment
Write
Add a comment to a closing and choose who can see it.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create QC package
Write
Create a Pre-Close QC package, answered with its UUID.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete webhook subscription
Write
Delete a webhook subscription.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find closing by external ID
Read
Find a closing's UUID by your system's loan ID, GUID, file number or other identifier.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get appointment
Read
Read a closing's signing appointment.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get closing
Read
Read a closing's data.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get closing audit trail
Read
List a closing's audit trail events.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get closing quality control
Read
Read a closing's quality control status, notifications and document checks.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get closing status
Read
Read a closing's statuses and milestones.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get comment
Read
Read a closing comment.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get company audit trail
Read
List your company's audit trail events for a date.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get notary
Read
Read a closing's notary, appointment and signing status.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get QC package
Read
Read a QC package.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Get QC report status
Read
Read the latest QC result status for a review type.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List available webhook events
Read
List the webhook events your credentials can subscribe to.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List borrower statuses
Read
Read each borrower's preview and eSign status.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List closing users
Read
List a closing's users.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List comments
Read
List a closing's comments.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List company users
Read
List your company's users with their roles and active status.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List document types
Read
List every document type QC accepts.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List documents
Read
List a closing's documents and their types.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List loan data fields
Read
List every loan data field QC accepts.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
List settlement agents
Read
List the settlement agents that can be assigned to a closing.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
Opt borrower into eSigning
Write
Opt a borrower back into eSigning.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Opt borrower out of eSigning
Write
Opt a borrower out of eSigning, with a reason.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove closing user
Write
Remove a user from a closing.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove webhook subscription event
Write
Remove an event from a webhook subscription.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reopen closing
Write
Reopen a completed closing.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Submit documents
Write
Submit the uploaded documents of a type for processing.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Submit full redraw
Write
Resubmit a closing's full data for a redraw.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update appointment
Write
Change a closing's signing address, date, time or time zone.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update signing method
Write
Change a closing's signing method.
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload QC loan data
Write
Send the loan data QC should check documents against (keys from List loan data fields).
Permissions and limits
Account permissions
A Snapdocs production client ID and secret with the eClose or Quality Control scopes the steps use
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Snapdocs. A saved workflow is not a completed provider action.
Productivity ยท CONNECTION
