How to Create an Order in Stavvy

A guide to help Lenders create Orders in Stavvy

How to Create an Order

• Click on "Orders" from the left panel

• Click "+Create order" in the upper-righthand corner:

• Choose the order type and vendor from the Create Order page. Click "Continue."
  • Note: You can select more than one order type (i.e. Title and Settlement) and choose separate vendors for each type if necessary.
    Click here for instructions on how to invite a new vendor to Stavvy

    
    

    • Basic Info: Loan Amount, Required Payoffs, and Property Details for the order. Once complete, click "Continue."

    

    • Parties: Enter the borrower's information. Then press "Continue."
    • Add Orders: Set a due date for the Orders, and then click "Continue."
    • Review: Review the order to make sure all values are correct, then click "Create File" to continue.

    

    • Once created, the order will show in Files > Active

    

    • Click here for Vendor registration instructions
    • Click here for Vendor instructions on accepting/rejecting an Order
    • Click here for Vendor instructions on uploading documents and completing an Order