List of Snapdocs Digital Closing Platform Customers
San Francisco, 94104, CA,
United States
Since 2010, our global team of researchers has been studying Snapdocs Digital Closing Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Snapdocs Digital Closing Platform for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Snapdocs Digital Closing Platform for Intelligent Document Processing include: Taylor Morrison Home Corporation, a United States based Construction and Real Estate organisation with 2700 employees and revenues of $8.23 billion, Evergreen Home Loans, a United States based Banking and Financial Services organisation with 800 employees and revenues of $200.0 million, Waterstone Mortgage, a United States based Banking and Financial Services organisation with 800 employees and revenues of $170.0 million and many others.
Contact us if you need a completed and verified list of companies using Snapdocs Digital Closing Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Evergreen Home Loans | Banking and Financial Services | 800 | $200M | United States | Snapdocs | Snapdocs Digital Closing Platform | Intelligent Document Processing | 2018 | n/a |
In 2018, Evergreen Home Loans implemented the Snapdocs Digital Closing Platform, an Intelligent Document Processing application, to accelerate eNote adoption and scale hybrid eClosing workflows across its Western U.S. offices. The deployment targeted digital signing and electronic note workflows to streamline funding and collateral processing as part of the lender’s eNote strategy.
The implementation emphasized eSign and eNote functionality within the Snapdocs Digital Closing Platform, combined with automated document ingestion, routing and reviewer handoffs to compress closing to funding cycles. The configuration included document processing controls and inferred eVault and eNote custody capabilities to manage electronic promissory notes as part of end to end closing orchestration.
Operational coverage focused on closing, funding and collateral workflows across Evergreen Home Loans Western U.S. offices, aligning borrower facing signing flows with internal closing and funding operations. The project scaled hybrid eClosing workflows so that both remote and in person transactions were processed through the Snapdocs Digital Closing Platform, enabling consistent document state management and electronic note lifecycle handling.
Governance and rollout were executed as a lender wide eNote strategy, with phased adoption across regional offices and centralized process controls to enforce eSign and eNote policy. Outcomes documented by the lender included high borrower satisfaction, a 4.9 out of 5 CSAT score, approximately a 60 percent increase in funding productivity and reduced dwell time in funding and collateral workflows.
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Taylor Morrison Home Corporation | Construction and Real Estate | 2700 | $8.2B | United States | Snapdocs | Snapdocs Digital Closing Platform | Intelligent Document Processing | 2018 | n/a |
In 2018, Taylor Morrison Home Corporation implemented the Snapdocs Digital Closing Platform, deploying the Intelligent Document Processing solution across Taylor Morrison Home Funding's U.S. homebuilder lending operations. The deployment targeted borrower-facing closing workflows and lender funding operations to centralize document orchestration and enable hybrid eSigning across the loan close lifecycle.
The Snapdocs Digital Closing Platform configuration included borrower document preview and hybrid eSigning capabilities, and automated document sorting and tagging to assemble eSign packages. The implementation achieved approximately 94% borrower document preview rates and enabled roughly 80% of loan closings to be eligible for eSign, metrics that were tracked as part of the production rollout.
Operational integration connected the Snapdocs Digital Closing Platform with the lender LOS to map loan data and documents into automated closing packages, supporting funding and closing teams and borrower touchpoints across U.S. operations. Broader eNote and remote online notarization RON scaling were discussed as part of later rollout efforts and planned module adoption across additional transaction types.
Governance and workflow changes focused on reconfiguring closing appointment processes and transaction orchestration to support hybrid eSigning and automated package delivery. As an explicit outcome of the new workflow, closing appointments were reduced from approximately 60 minutes to approximately 15 minutes, reflecting condensed in-person activity and greater pre-signing completion by borrowers.
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Waterstone Mortgage | Banking and Financial Services | 800 | $170M | United States | Snapdocs | Snapdocs Digital Closing Platform | Intelligent Document Processing | 2019 | n/a |
In 2019, Waterstone Mortgage implemented the Snapdocs Digital Closing Platform to digitize mortgage closings in the United States. The Snapdocs Digital Closing Platform is an Intelligent Document Processing solution that enabled a shift to approximately 70 percent hybrid eClosings, accelerating funding and driving reported improvements including a 60 percent faster closing pace, an 80 percent reduction in errors, and a 40 percent increase in loans closed with the same staff.
The engagement focused on document intake workflows and automated eSign orchestration, with the Snapdocs Digital Closing Platform configured to capture, validate, and route closing documents and to manage signer authentication and sequencing. The implementation scaled to support eNote issuance and eVault custody capabilities, extending digital continuity from origination through funding.
Operational scope centered on closing and funding operations, impacting closing teams, loan operations, and post closing custody functions. The system was used to centralize document handling and standardize signing workflows, reducing manual touch points and error pathways in the end to end closing lifecycle.
Governance changes accompanied the rollout with formalized eSign and eNote handling processes, revised workflows for signer verification, and operational controls for document custody and auditability. Training and process orchestration supported adoption as hybrid eClosings scaled, enabling the operational throughput gains reported while staffing levels remained constant.
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