Stavvy End to End User Guide

Follow this Guide to learn Stavvy in its entirety. Look out for any linked topics to learn more!

LOGGING IN

• Receive Welcome Email to Stavvy from an admin of your account 
  • Verify email address & setup login credentials. See instructions here
• Login URL: https://connect.stavvy.com/
• Technical Requirements for using Stavvy: here
• Home Screen: Meetings
  
  • Upcoming meetings show by default, but you are able to switch to Completed or Cancelled meetings as well
  • Search Bar (Search Stavvy Meetings by signer name, property address, or file/loan number)
  • Filter on the right by which Notary's meetings you would like to see

Watch Demonstration Below:

TOP RIGHT OF SCREEN

• Notification Center (Bell icon, sends notifications related to Files/Orders)
• Profile Settings (Top right, your name. Click here for information on Profile Settings)

LEFT COLUMN PANEL

• + Create New (Meeting, eSign, Order, etc)

Transactions

• Meetings (Upcoming, Past, Cancelled)
• eSign (Learn more here)
• Acknowledgement
• QC/Acknowledgement
• Files
• Loan files
• Orders (Title/Settlement/Foreclosure Orders)
• How to Create a Title/Settlement Order
• Foreclosure Orders

• Configurations

• Templates (Learn more here)
• Organization (Invite vendors, connected to files/orders)
• Users (Learn more here)
  
  
  

CREATING A MEETING

• Click + Create Meeting on the Meeting Page, or + Create New at the top left of any screen in Stavvy
• Choose type of Meeting

First Screen

• Select Meeting type: 
  Purchase, Refinance, Equity, Modification
• Enter Property Address (Closing Meetings only)
• Enter Meeting Location, Date, Time, and Length
• *Optional- add a meeting note that will show in the body of the email invitation

Second Screen

• Select Notary
  
  • Stavvy Approved Notaries have a green stamp next to their name 
  • Notaries without a green stamp need to complete their Notary Profile and be approved by Stavvy
  • Follow this guide to add an external notary
• Add Attendees (Signers or Observers)
  
  

• Once created, all participants (Notary, signers, and observers) will receive an email invitation to add the meeting to their calendar. This invitation will include a button to join at the date/time of the meeting.
  

Watch Demonstration Below:

Meeting Details Page

Upper Right Icons

• • Refresh : Refresh the Meeting to see any recent changes
  • Archive: When a Meeting is Archived, it's unable to be reopened, but all Notary Journal details can still be referenced for the minimum 10 years
  • More Actions
    • Add Meeting: If you have multiple Signers that need separate meetings, add additional meetings and select/deselect which Signers to include
    • Reschedule: If your Client cannot make the meeting and has a new time that works, use the reschedule option!
    • Cancel: If the transaction is no longer taking place, use this button
• Participants: Attendees of the Meeting (Notary, Signer, Observer)
  • Edit name/email address, or resend the invitation, by clicking on the three dots to the right of a Participant name 
  • Reassign Notary by clicking on the three dots to the right of the Notary name 
• Documents: Documents to review during the Meeting
  
  • Click here for more information on adding/annotating Documents
  • If you use the same Documents for most Meetings, save time and create a Template! Learn more here

RUNNING A MEETING

• Notary Guide to running a Meeting: here
  • More information on ID Verification: here
  • More information on Knowledge Base Authentication: here
• Signers Guide to joining a Meeting: here

POST MEETING ADMIN WORK

• From the Meeting Details page, check the Notary Journal  whenever you need to reference KBA results, ID upload, certified documents, etc.
  • Click "Print" to either print or download the Notary Journal
  • Stavvy is MISMO certified, so this will be accessible and stored with this transaction for a minimum of 10 years

• Click on the Meeting Details page, and go to the Documents tab. To download the documents click on the check box beside the documents you wish to download and click the Download icon- or click beside the document and click the Download button
• You will also find the Audit Trail in the documents list

• Click More Actions on the Meeting Details page and Request Recording if you need a recording of the Meeting