Compliance Newsletter - January 2022
96
DocMagic
Compliance Newsletter - January 2022
96
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Total eClose - Settlement Agent Product Training
DocMagic's Settlement Agent eClose Console offers a user-friendly platform to easily review, assign and sign required documents securely, quickly, and efficiently. Add and assign a Notary! And... adding documents for eSignature is made easy with DocMagic's AutoPrep tool, automatically assigning eSign tags in seconds! You'll know the status of every loan package with access to a PDF copy of the document. eDeliver signed documents anywhere in any format.
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.
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.
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.
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.
User Accounts Product Training
Part of the Account Settings in your dashboard on DocMagic.com, the Users tab lets you set up and manage user accounts and permissions for any member of your team.
**Need to update your password? Click here.**
Click on the download button for an in-depth PDF Guide designed to provide you with step-by-step instructions for navigating User Accounts.
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.
Plan Manager Product Training
Part of the Account Settings in your dashboard on DocMagic.com, the Plan Manager tab gives you the ability to manage loan programs for your account. Choose, add or delete programs to your program list so you can access them when processing a package.
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
Part of the Account Settings in your dashboard on DocMagic.com, the Lender Profile tab allows you to manage your company and contact information. You can assign Beneficiaries, Loss Payees, Trustees, input licensing and Identifications and UCD Provider Credentials.
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.
If you still need help, click on the Customer Service button to schedule a call with one of our trained professionals.
