Profile Settings

Follow this Guide to adjust all Profile Settings

• Click on your Name at the top right corner of any screen in Stavvy to adjust Profile Settings
• Review each of the tabs, which will show (or not show) based on your user role

 Profile

• Edit Name
  • Name should match the name commissioned with the State
• Adjust Timezone
• Adjust Signature
  • Typed (cursive font) 
  • Drawn (draw with your mouse/mousepad)  
  • Uploaded (photo of a signature) 

Integrations

• Encompass-import Documents 
• eOriginal-Create & Sign eNotes
  • Contact your Customer Success Manager for more information on these integrations

 Organization

• These Settings are shared by your entire Organization
• Enable/Disable Acknowledgment Meetings/Quality Control
  • Acknowledgement: Turn on countersigning workflows for loss mitigation transactions. This supports a second signing & notarization of a loan modification, after an initial RON meeting with the borrower occurs
  • Quality Control: Related to the above, adding approve/rejection steps before and after the countersigning RON meeting
• Adjust Meeting Host Title for Notarization meetings. If left blank, Notary is the default Host title
• Enable/Disable Pre-Meeting Quality Control for Orders/Files
  • Pre-Meeting Quality Control: Documents that are rejected in an Order/File will not be added to RON Meetings. Documents that are approved/left alone can be added.
  • Strict Pre-Meeting Quality Control: Documents that are not approved in an Order/File will not be added to RON Meetings. Documents that are rejected/left alone will not be added.
• Enable/Disable Files/Orders
  • Files:  Show loan files in Stavvy, the full representation of loans that have been imported. This is typically for lenders/servicers
  • Orders: This allows title/settlement to receive settlement orders from lenders for buy-side closings. These are also requests for title/settlement to do title ordering or conduct closings
• Enable/Disable Order Reminders (Reminders sent to Orders that have not been accepted or rejected)
• Set New Order Email Recipients (Allow only certain individuals to get notifications)
• Enable/Disable Meeting Reminders (Reminders sent to all Meeting Participants 1 hour and 24 hours before a Meeting)
• Enable/Disable the requirement for users to view eConsent agreement before providing consent. See more here
• Compliance
  • Enable/Disable eConsent, requiring signers to view and accept the eConsent agreement before signing
  • Enable/Disable the personally known option for ID Verification and KBA.
  • Restrict eNote Signing to require eNotes only be signed in a Meeting, they cannot be added to eSign packets if this is enabled
    • See more here
• Documents
  • Enable document expiration signing windows in meetings, files, and eSign packets and configure your preferred notification timeframe
  • Utilize this feature within specific documents by selecting the clock icon  
    • See more here
• Set Email messages User correspondence email (ex. meeting invites) can be sent from your own email domain
• Enable IP Restrictions Control login access at the user level by specifying a range of allowed IP addresses for users in your account
• Add Branding Logo - This logo will show on the upper left corner of any screen in Stavvy, as well as on the header of emails sent to your Signers. Preferred sizing is 200 x 40 pixels, and is required to be in PNG format.
• Set Error Notification Email Specify an email to receive system errors
• Enter Custom Internal/External Help Phone Numbers If left blank, the Stavvy number will show

 Notary

• Requirements to Setup Notary Profile
  • Non-expired, government-issued ID (passport, ID card, or driver’s license)
  • Smartphone with a camera
  • Desktop/Laptop Computer accessing Stavvy
• 1. Notary Seal
  • Seal Generation Preview - Confirm that your name, commission number, and commission expiration date are showing correctly on the seal
  • Certification Details - Select the State you are commissioned, commission number, and expiration date
• 2. ID Card
  
  • Upload Your ID - This is where you will complete the Credential Analysis step to verify your Government Issued ID
• 3. Signature 
  • Signature Settings - Confirm that the Signature is correct
• 4. Digital Certificate  
  • Upload Digital Certificate - Upload Identrust Digital Certificate that has been purchased.
• 5.  Exemplar Document
  • Some states require you notarize an Exemplar Document
  • If your state does not require this, you won't see this tab
• 6. Proof of RON Commission 
  • Upload Proof of Appointment
  • This is the confirmation email the SOS (Secretary of State) has provided a notary, confirming you are now a certified RON notary in the state.
  • NOTE: Some states do not provide verification notifications. In those cases, you can take a screenshot of the State website showing you are listed as a RON notary.
• 7. Stavvy Approval 
  • This will clearly display to users the status of their profile, including:

    • If their profile is under review by the Stavvy Customer Support team

    • When their profile has been approved by the Stavvy Customer Support team

    • If their profile has been rejected by the Stavvy Customer Support team and needs to be re-submitted

    • If either their State Commission or Digital Certification will be expiring in 30 days

    • If their State Commission or Digital Certification is expired

 Audit Log

• Your IT team can see the logs of items that have happened in the platform such as emails, SMS text messages sent, canceled meetings, etc.
  • This information can be downloaded as an Excel file 

Watch Demonstration here: