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About

Snapdocs is the mortgage industry’s leading digital closing platform. Powering millions of closings each year, Snapdocs combines a fully integrated platform with patented AI technology, an extensive settlement network, and a team of industry experts to serve lenders, secondary market participants, title companies, and notaries alike–all while enabling the perfect closings at scale. Delivered within a powerful, easy-to-use platform for all parties in the closing process, Snapdocs is trusted by hundreds of lending organizations nationwide–including Taylor Morrison, Fairway, and Federal Savings Bank–to streamline the closing process, reduce operating costs, and enhance the borrower experience.

About

Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions. Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership. The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions. Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mortgage Lenders, Secondary Market Investors, Settlement and Title Companies, Notaries

Audience

CRM and customer engagement platform for agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$69 per user per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Snapdocs
Founded: 2012
United States
www.snapdocs.com

Company Information

Total Expert
totalexpertinc.com

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
MeridianLink Engage

MeridianLink Engage

MeridianLink

Categories

AI Lending Supported
Mortgage and Loans Supported

Categories

Real Estate Agency Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Not Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Email Marketing Supported
Flyer / Catalog Printing Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported

Integrations

BeSmartee Supported
Capacity Not Supported
Cyclr Not Supported
Denim Social Not Supported
Docusign Supported
Encompass Supported
Evolve Supported
Facebook Not Supported
Insider One Not Supported
LinkedIn Not Supported
Mortgage Cadence Supported
MortgageHippo Supported
Notarize Supported
X (Twitter) Not Supported
eOriginal SmartSign Supported

Integrations

BeSmartee Not Supported
Capacity Supported
Cyclr Supported
Denim Social Supported
Docusign Not Supported
Encompass Not Supported
Evolve Not Supported
Facebook Supported
Insider One Supported
LinkedIn Supported
Mortgage Cadence Not Supported
MortgageHippo Not Supported
Notarize Not Supported
X (Twitter) Supported
eOriginal SmartSign Not Supported
Claim Snapdocs and update features and information
Claim Snapdocs and update features and information
Claim Total Expert and update features and information
Claim Total Expert and update features and information