Case Study: The Mortgage Firm achieves automated digital closings in one month with Snapdocs

The Mortgage Firm From clunky templates to automated digital closings in a month

The Mortgage Firm, an independent mortgage bank handling 750+ loan closings a month across 47 offices, needed a better way to support digital closings. Their first attempt was cumbersome and manual, requiring custom templates for multiple package types by state and repeated document transfers from their LOS, which created extra work for staff.

Snapdocs provided The Mortgage Firm with an AI-powered Digital Closing Platform that automatically identifies eSign-eligible documents, applies signature fields, and ingests data directly from their systems. In just one month, TMF rolled out the platform across 100% of closings, achieved 83% borrower eSign in hybrid closings, and saw 99% of closings with settlement agents uploading completed packages—helping them increase volume without adding headcount.

The Mortgage Firm

Sheri Nedley

SVP of Loan Operations