SnapClose has improved the efficiency of our Closing process and, as a result, has saved us time. We are no longer having to manually create all of the necessary closing documents, which is where we have saved a tremendous amount of time.
Template forms added to SnapClose to be merged and generated are created as a .rtf format and will open in Microsoft Word. These documents then can be combined in a .pdf format in the software. Word files that are combined to a pdf open in Adobe and will open with any pdf reader or editor, including Foxit.
At this time, we have underwriter integrations which will create the file automatically in the underwriter’s platforms including premium and endorsement details. Any underwriter e-remittances are handled through the underwriter.