Notary Panels

Follow the instructions below to utilize Notary Panels for your Stavvy meetings

Inviting a Notary Panel to a meeting

• During the meeting creation, click "Add external notary"

• Enter the Notary Panel email address 
  • Make sure to copy and paste from your notary panel list to mitigate error 

• Confirm the email address was entered correctly by checking the External Notary name 

• Once the meeting has been created the signers and Notary Panel will receive an email notification.
• You will see the Notary Panel listed as the notary for the meeting. See example below. You will not be notified when the notary has been reassigned.

• To check for updates to the transaction at a later date: From the Meetings home page, click the My Meetings drop-down and Select All to find the transaction. Click on the desired transaction to access the Meeting Details page.

Steps Taken by Notary Panel

Reassigning the notary 

• Once you receive the invitation email for the transaction do not click on the "Join" button, login to Stavvy via: connect.stavvy.com to review the transaction.
  • Clicking join will take you to the meeting, which you are not ready to do 
• Click the meeting in question to access the details page to make changes.

• Click on the three dots beside the listed notary, click, "Reassign" 
• Select the desired notary within the organization from the dropdown

• When the transaction is reassigned, the Notary Panel and signers will receive emails.
• Once the transaction has been reassigned, it will no longer be viewable in the Notary Panels' account. Only the assigned notary and title company will have access. 

• Once the new notary has been assigned they will receive an email notification.

• Have the notary login to Stavvy via connect.stavvy.com to confirm they have the transaction. NOTE: Clicking join in the email notification will take the notary directly into the meeting which you are not ready to do yet!
• They can review all the meeting details and documents to familiarize themselves prior to the RON signing.

• Follow document tagging process to learn more about tagging documents. 

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Tips for Successful Transactions with Notary Panels

• Ensure the notary has the number to title office so they are able to reach out if the customer has questions they are not authorized to answer.
  • For question during the closing 
  • Once transactions is complete and there are certified docs etc. 
• Notaries who have completed their Notary Profile and have been approved will have a green stamp beside their name
• The notary and notary panel cannot reschedule a meeting 
  • Any rescheduling must go through the title company
    • The notary can reassign the transaction to anyone, at the request of the Notary Panel
    • The title company can only reassign to the notary panel 
• Neither the Notary Panel nor Notary can access the meeting from the email invitation "Join" button.
  • They will need to sign into their Stavvy account via https://connect.stavvy.com/meetings
• The signer will be notified when the notary is reassigned, they can join the meeting from any email invite sent for that transaction 
• Most importantly, be sure to maintain an open line of communication with the Notary Panel 

Still have questions? Please reach out to support@stavvy.com!