Title Company Workflow for Lender eClose Process

Read this article for a step-by-step guide on how to use Stavvy for eClosings

Completing a Settlement Order for Lender

1. The Lender will assign you a Settlement Order in Stavvy, you will receive notification by email and within Stavvy

2. Click into the Order from the notification, or in Stavvy by selecting Orders from the left column

3. Click into the Order, and click Accept OR Accept from the Pending tab

• • Note: Now the Order will show under Orders --> Origination --> In Progress

4. Double-check that Lender has added a Closing Package to this order within the Documents tab

5. Click + Add meeting from the Meetings tab 

• You can also click Create at the top of the page and select Meeting 

6. Select meeting type

• Select the date/time of the meeting
  • Click Next

7. Assign a Notary or a Notary Signing Service 

• The signer's information will be pre-populated
  • Click Next

8. Select all documents that are required to be signed in the meeting

• Uncheck documents that are signed by the Settlement Agent outside of the meeting such as Closing Instructions, Funding Requirements etc. 
• Click Create and send invites 

9. From the Meeting Details page, select the Documents tab

• Click Upload to add your title documents to the meeting

10. Now add annotations to any of the documents you uploaded 

• Click the actions button on the document you would like to add annotations to and select View and annotate from the dropdown

Reminder: If you are using a Notary Signing Service, this step will be completed for you

11. Return to the file and create an eSign packet for the Settlement Agent docs 

• From the file page click into the eSign Packets tab and click the + Add eSign packet button
  • Name the packet 
  • Check off the documents to be included in the eSign packet 
  • Enter the Settlement Agent's name and email address (you do not need to add the signer to this packet)
  • Annotate the document(s) and send to the Settlement Agent 

12. If there are changes made to the documents by the Lender once the meeting has been created, follow the troubleshooting best practices here

13. Once all documents are tagged, hold the RON Meeting with the borrower

• • When the meeting is complete, documents are certified and tamper-sealed

14. Complete eSign packet

• Once the meeting has been held, the Settlement Agent can complete the eSign packet created in Step 10 above. 
• On the day of the meeting, the agent can access the eSign packet in 2 ways:
  • Option 1: From their email invitation click Sign Now

• Option 2: From the Order page, click on the eSign packet tab

• • Click on the eSign packet
    • Click Sign now

• • • They will acknowledge the eSign Consent Agreement and confirm their Signature 
    • Click on highlighted annotations to apply them to the document
    • Click Finish Packet when all annotations have been applied

15. Return to the Order Details tab and mark the Order as complete

Notary Signing Service Users:

In-house Notary Users: