How to Request a New Vendor

There are four options to invite a new vendor to Stavvy, depending on where you are in the platform.

Option 1: From the "Organizations" Tab in Stavvy

1. Within Stavvy, click on Organizations from the left panel

• • Note: Only Stavvy admins will be able to access this Setting

2. Click + Add Connection at the top right 

3. Complete the form and click Continue

4. On the next screen, review if this Organization has an existing Stavvy account. If so, click 'Connect' on the correct account, and an invitation will now be sent to your new vendor and they will be added to your list of available vendors.

• • If this Organization does not have an account in Stavvy, click Send invitation

5. You can send the vendor Orders once they accept the invite and create a Stavvy account.

Option 2: From an Existing Loan File in Stavvy

1. Under the Orders section of the loan file click + Add order

2. Select the type of order you wish to submit and its due date.

3. Just under the vendor drop-down menu, click Invite the organization to connect

4. Complete the form and click Continue

5. On the next screen, review if this Organization has an existing Stavvy account. If so, click 'Connect' on the correct account, and an invitation will now be sent to your new vendor and they will be added to your list of available vendors.

• • If this Organization does not have an account in Stavvy, click Send invitation

6. Select the newly added vendor from the drop-down list.

7. Click Submit Order

Option 3: When Creating a New Order in Stavvy 

1. Click the Create new button on the top left side of your screen.

2. Select Order

3. Repeat Steps 2-7 listed above in Option 2

Option 4: From the Stavvy-Encompass Integration 

1. Once your loan is fully set up in Encompass, navigate to the custom Stavvy form to export your loan to Stavvy.

2. Click Send Loan to Stavvy. You'll then be taken to the Stavvy platform.

3. Repeat Steps 3-7 listed above in Option 2