DocMagic’s Total eClose console for Settlement and Title Agents offers a user-friendly platform
to easily review, assign and sign required documents securely, quickly, and efficiently.
For a downloadable PDF version of this guide, click here.
Live training is also available. Please email training@docmagic.com for details.
Below are the steps for using DocMagic's Total eClose Portal for Title Agents. |
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1. |
The Settlement Agent ("You") will receive an invitation email with a link when the lender creates the eClose event. This link, along with the email, is specific to this particular transaction.
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2 . |
Clicking the link in the invite email brings you to this verification page where you'll need to enter the Viewing Code displayed before accessing the portal.
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3 . |
This is the Settlement Agent's portal where you can check documents, assign signers, and verify the process as you go. All pertinent loan information is at the top of your screen.
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4. |
The Signer's area highlights the information of all closing participants.
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5. |
Click on a signer's name to view, edit, or delete participant information. Make sure there is an email listed.
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You can also add participants:
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The following information in the Signer's Tab is only applicable for closing types with eNotary enabled - Hybrid 3 and Total eClose
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8. |
NEVER turn off Preview Mode ahead of the closing date. When the countdown to closing click hits all zeroes, Preview Mode will turn off automatically. As a Settlement Agent, you can sign documents without turning off Preview Mode. The Lender can also disable your ability to toggle preview mode in their settings.
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9. |
The Documents area includes all the documents to be executed. Click on the title of a document to view it.
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10. |
To add settlement documents to the package:
It is extremely important that you do not confuse this with the Upload Ink Signed Documents icon, explained in Step 15.
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When the document is uploaded, it activates AutoPrep, which is our proprietary technology that utilizes machine learning to intelligently tag a document in a matter of seconds. To learn more about AutoPrep, click here. After you complete the AutoPrep process, you will be returned to the Settlement Agent portal. Hit refresh and your AutoPrep document will now be listed in the documents section. |
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12. |
To edit an existing document, select a document and click on the pencil icon. The document will open a new window where you can add signatures, initials, post-fil boxes and notary information from the top. When you're finished, click "Done" to return to the portal.
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13. |
You can use the aforementioned pencil icon to edit documents in the middle of the signing process. This is really useful if you come across an incorrectly tagged document while signing. Just tab over to the Settlement Agent console and make the changes. When you go back to the signing room, you will have to restart the meeting for the changes to take effect. Click your name in the top right corner, then Restart Meeting. Your changes will show.
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14. |
So far, we have only looked at the Details Tab. Two additional tabs, the eJournal and Action Log, are sometimes used for Hybrid 3 and Total eClose. Go to the eJournal tab, and click on the down arrow to look at the borrower's journal. Please note that for Settlement Agents, the eJournal is read-only.
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The Action Log shows the actions that everyone involved in the process has taken, and when. You may also add notes at the bottom.
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Okay, now let's go back to the main page (Details Tab). The Printer Icon allows you to download documents that require wet signatures. The PDF Icon allows you to download and print all the documents. This isn't always necessary, but you have the option.
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Upload signed and scanned documents by clicking on the cloud icon with the arrow pointing up. The QR Code on each page will place the signed documents into the correct order in the stack. Completed wet signed documents will show up in the Print and Sign section of the documents area. A green checkmark will indicate that the document has been successfully signed. It is extremely important that you do not confuse this with the Add New Documents icon, explained in Step 9.
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Click the Assign Notary button on the right to begin the process of assigning a Notary. A seperate window, shown below, will appear. Please note that assigning a notary is only applicable for closing types with eNotary enabled - Hybrid 3 and Total eClose. If you will not be assigning a notary, skip to step 20.
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If you are using World Wide Notary, you will need to do the following: 1. Select WWN as your Notary Provider. 2. Select In Person for Notary Type. 3. Select your closing date, time, and time zone in the Request Summary section. 4. Click "Assign Notary" when done.
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If you are using NotaryCam, you will only need to do the following: 1. Select NotaryCam as your Notary Provider. 2. Select the closing date, time, and time zone in the Request Summary section (2). 3. Click "Assign Notary" when done (3).
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If you are using a DocMagic Remote Online Notary, you will need to the following: 1. Select DocMagic RON from the Notary Provider. 2. Enter your search parameters (Client ID, State, etc.) and hit Search. Please note that entering too many parameters will limit the results that appear. 3. Select your notary from the results that appear by clicking the bubble next to their name. Scroll down using the bar on the right to see more options. 4. Select your closing date, time, and time zone in the Request Summary section. 5. Click "Request Notary Services" when done.
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Once all the documents have been uploaded and prepared for execution, click "Ready to Close" (towards the top right) to alert the Notary, if a Remote Online Notary is required. This is only applicable for closing types with eNotary enabled - Hybrid 3 and Total eClose.
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The Settlement Agent can eSign by clicking on the Open Signing Room button.
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When all signed documents have been uploaded and all signatures, fields, and Notary stamps have been collected, the Settlement Agent will see a fully completed column on the right.
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FREQUENTLY ASKED QUESTIONS |
QUESTION |
ANSWER |
What happens if I need to re-schedule the eClosing? |
Contact the lender (and Notary if applicable) ahead of time. Make sure all parties are alerted, then change the date in your eClose Console. |
How do I assign another notary? |
Go back to the "Assign Notary" button, which now might read "Notify". Click on it, then click on the circle with a plus icon in the top right of the page. This will allow you to choose another Notary. |
What happens if I accidentally turn off Preview Mode ahead of the closing? Can I turn it back on? |
You can turn it back on but make sure that nobody signs anything! If anyone signs, you can't turn it on anymore. |
What happens if I accidentally upload a document to the wrong spot? A settlement document to the ink sign area or vice versa. |
The guidebook shows you where to upload new documents, versus signed documents. |
What do I do if I notice an incorrectly tagged document during the signing? |
Go back to your Settlement Agent Portal which should be open in another tab. Click on the pencil icon and edit the document. Save your changes and go back to the Signing Room. Click on your name in the top right, then click Restart Meeting. The changes should show. |