Total eClose - Settlement Agent Product Training

 

Click on this sentence to access a tutorial link that you can send directly to your Settlement Agents.

 

DocMagic's Settlement Agent eClose Console allows settlement agents to manage the entire eClosing process - from document review, signing and uploads to notary assignment - across hybrid and total eClose transactions. Agents will access the platform through an invitation link received in their email on a per transaction basis.

 

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating Total eClose - Settlement Agent.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

Total eClose - Notary Product Training

 

 

Click on this sentence to access a tutorial that you can send directly to your Notaries.

 

Once assigned by the Settlement Agent, Notaries are given access to DocMagic's eClose Console. Here you can send and confirm borrower identification verification, assign a closing date and time, invite the participants and complete the eSignature process. You'll know the status of every loan package with access to a PDF copy of the document.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating Total eClose - Notary.
Click on the Wrench Icon to access a very helpful Hack for this product!
Click on the Binoculars Icon to access very special Bonus Material for this product!
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

Total eClose - Borrower's Journey Product Training

 

 

Click on this sentence to access a tutorial link that you can directly send to your borrowers.

 

DocMagic's Customer Signing Experience offers borrowers a user-friendly platform to electronically read and review documents prior to execution. It’s an easy and intuitive eSign process for desktop, tablet, or mobile.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating Total eClose - Borrower's Journey.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

User Accounts Product Training

 

Create, edit, and manage DocMagic User accounts

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating User Accounts.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

Plan Manager Product Training

 

Located in the Account Settings of the DocMagic Dashboard, the Plan Manager gives you the ability to manage loan programs for your account. Add or delete loan programs that can be loaded into DocMagic Online or your Integrated LOS solution for generating packages.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating Plan Manager.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

Lender Profile Product Training

 

Enter and manage key organization information used across mortgage documentation. This includes Company Name, Beneficiary, Loss Payee, Licensing/Identification and UCD Provider Credentials among other items.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating Lender Profile.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

DMO Lender Profile Product Training

DocMagic’s Online solution sets a high bar for online data collection, compliance, eSignature services and eClosings.

If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

SmartClose Product Training

 

SmartCLOSE solves many of the key challenges between lenders and settlement providers with a seamless, bi-directional exchange of data and related information. All relevant parties communicate inside a secure environment during the closing process, offering a true collaborative process.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating SmartClose.
Click on the Wrench Icon to access a very helpful Hack for this product!
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

LoanProducer Product Training

 

Loan Producer is one of many LOS systems that works seamlessly with DocMagic’s exclusive, proprietary DocMagic Direct integration.

 

Don't get charged multiple times for the same package. Click here.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating LoanProducer.
If you have any further questions, you can download the FAQ Page. This LoanProducer at-a-glance provides you with answers to many common questions about LoanProducer.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.

LoanMagic Product Training

 

Borrowers deserve an easy, convenient loan process... free from the hassle of paper, faxes, emails etc. LoanMagic™ for Borrowers is an application for smartphone or tablet that dramatically reduces the time it takes to process mortgage loans.

Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating LoanMagic.
Click on the Wrench Icon to access very helpful Hacks for this product!
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.
RSS Feed

One provider for all your mortgage technology.