Case Study: Evergreen Home Loans achieves streamlined digital closings with Snapdocs

Evergreen Home Loans A Beautiful Borrower Experience

Evergreen Home Loans, an independent mortgage bank with 65 offices across the Western United States, wanted to improve the borrower experience as digital closings gained momentum in the industry. With more than 1,000 settlement agents using different processes and varying levels of technical sophistication, Evergreen needed a way to modernize closings without adding complexity to its purchase-heavy business. To meet this challenge, Evergreen chose Snapdocs Digital Closing Platform.

Snapdocs helped Evergreen create a standardized closing workflow for wet, hybrid, and eSign closings, with automated document classification and signature-line detection that required little additional work from loan officers or settlement agents. The result was a modern borrower experience, faster in-person closings of as little as ten minutes, and a single process across all partners. With Snapdocs, Evergreen rolled out the solution to all branches in under six months, achieved 80% loan packages eligible to eSign, and moved to 100% closings on the platform.

Evergreen Home Loans

Tamra Rieger

Chief Operating Officer