Snapdocs consultants
We can help you automate your business with Snapdocs and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Snapdocs.
About Snapdocs
Snapdocs is a digital closing platform designed for the mortgage and real estate industry. It automates the document preparation, signing, and notarisation steps of property transactions, replacing the manual paper-heavy processes that typically slow down settlements.
For lenders, title companies, and settlement agents, Snapdocs addresses a specific pain point: the coordination of closing documents between multiple parties. Rather than emailing PDFs back and forth and tracking signatures manually, Snapdocs provides a centralised platform where documents are prepared, reviewed, signed, and stored in one place. This reduces errors, speeds up closing times, and gives all parties real-time visibility into document status.
At Osher, we help property and finance businesses integrate Snapdocs into their broader operational workflows. This includes connecting closing data with your CRM, syncing settlement records to accounting systems, and building automated notification workflows that keep all parties informed throughout the closing process. Our robotic process automation services are particularly relevant for the document-heavy processes in real estate. See our property inspection automation case study for how we approach real estate industry workflows.
Snapdocs supports e-signatures, remote online notarisation (RON), hybrid closings, and automated document package preparation. For Australian businesses in property and finance looking to reduce settlement processing times, it offers a purpose-built platform for an industry that still relies heavily on manual document handling.
Snapdocs FAQs
Frequently Asked Questions
Common questions about how Snapdocs consultants can help with integration and implementation
What does Snapdocs automate in the property closing process?
Can Snapdocs integrate with our existing loan origination system?
Does Snapdocs support remote online notarisation?
How can AI improve document processing in real estate closings?
Is Snapdocs compliant with Australian property regulations?
How long does it take to implement Snapdocs?
How it works
We work hand-in-hand with you to implement Snapdocs
As Snapdocs consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Snapdocs with integrate and automate 800+ tools.
Step 1
Closing Process Audit
We review your current property closing workflows, document handling processes, and the tools your team uses today. This includes mapping out every manual step from document preparation through to settlement completion so we know exactly what to automate.
Step 2
Digital Closing Design
Based on the audit, we design your digital closing workflow in Snapdocs. This covers document templates, signing sequences, notarisation requirements, and how closing data will connect to your loan origination system and other business tools.
Step 3
Snapdocs Configuration
We set up your Snapdocs account with the right document templates, user roles, and workflow settings. Each configuration is tailored to your transaction types and compliance requirements rather than using one-size-fits-all defaults.
Step 4
System Integration Build
Using n8n, we connect Snapdocs to your CRM, accounting software, and document management systems. Automated workflows handle data synchronisation, status notifications, and record-keeping across all connected platforms.
Step 5
Testing with Sample Transactions
We run test closings through the complete workflow, verifying document generation, signing flows, notarisation processes, and data accuracy across all integrated systems. Your team reviews the experience from both the internal and borrower perspectives.
Step 6
Rollout and Team Training
After testing, we roll out Snapdocs to your team with training sessions covering the new digital closing process. We monitor the first batch of real transactions to catch any issues and provide ongoing support as your team adapts to the new workflow.
Transform your business with Snapdocs
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Snapdocs consultation.