Guides

Borrower SSO Instructions (SAML 2.0)

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This page provides an overview and instructions to complete the setup and testing of the Snapdocs feature that allows borrowers to log in using their SSO provider.

We will first set up the SSO connection in a test instance. After it is working, repeat the process to move it to production.

Overview

What does the feature do?

Allows borrowers to sign into Snapdocs using the credentials from their POS system

How does the feature work?

  1. As a borrower I receive an email notification from Snapdocs to take action on my closing.
  2. When I click the link in the email, I am sent to my POS’s sign-in page
  3. When I sign in through my POS credentials, I am redirected back to Snapdocs and taken to my closing!

Setup

  1. Provide the following information to Snapdocs. Both of these can be found in a “SAML metadata” file. Snapdocs will first be tested in our UAT environment. You can choose to do the same or go straight to production on your side.

    1. SSO Target URL
    2. SSO Certification Fingerprint (SHA1)

  2. Snapdocs will provide you with a SAML metadata file. The EntityID is https://app.snapdocs.com and the ACS URL is located in the “Location” tag in the SAML metadata file we provide. Configure your UAT or production SSO provider.
    NOTE: Replace the subdomain in the ACS URL with “app” - instead of lender.snapdocs.com/auth/saml/callback, set app.snapdocs.com/auth/saml/callback

  3. Snapdocs will configure the setup on their side and alert you when they are ready to test.

  4. On a call, Snapdocs will add you (or one of your users) as a user in our test environment. You will receive an email giving you access to the platform. When you click the link in the email, you should be given a choice of logging in via user name/password or SSO. Choose SSO and attempt to log in.

  5. After it is working in the test environment, you will now move to production. Snapdocs will provide you with the metadata file from the Production environment. Please use this to either set up the production SSO or update your previous setup.

  6. Snapdocs will turn on SSO in the production environment and repeat step 5 until successful.

Updated almost 3 years ago