Redrawing Documents (Automated Title Workflow)

Review these scenarios for next steps to take after a lender has redrawn documents

How to check if a Closing Meeting has been added to a Settlement Order

To check this, from the Order/File, scroll down on the Details tab. 

If a Meeting has been created from the Order you will see it here:

If that area is blank, there has not been a Meeting created on this Order.

Redrawing Documents before a meeting has been scheduled 

Situation: Lender documents have been rejected or a new version of documents come through before you create the Closing Meeting.

Solution:

• The Lender is notified documents have been rejected. They will make the necessary corrections and redraw the Closing Package to Stavvy.
  • You will receive an email that new documents have been uploaded to the file.
  • The Lender may also utilize the messages feature to send you a notification that your documents are ready. 
• Follow the standard meeting creation workflow
  • When you create a Meeting from this Order, the redrawn documents will show as an option to include in the Meeting, the rejected documents will not.

Redrawing Documents after a meeting has been scheduled 

Situation: After scheduling your Closing Meeting you find an error and reject the documents or a new version of the documents have come through. 

Solution:

• The Lender is notified documents have been rejected. They will make the necessary corrections and redraw the Closing Package to Stavvy.
  • You will receive an email that new documents have been uploaded to the file 
  • The Lender may utilize the Messages feature within the File to send a notification to you that the documents are ready to be pushed to the Meeting.

• From the Order, click on the Documents tab
• Click 'Move to Meeting' and select the Documents that should be sign-able via the Settlement Meeting

• Apply the Signing Window 

Redrawing documents after meeting has been completed 

Situation: You have rejected the Lender Documents or new documents have come through after the Closing Meeting has been completed. Documents need to be redrawn, and a new closing meeting needs to be scheduled. 

Solution:

• The Lender is notified documents have been rejected. They will make the necessary corrections and redraw the Closing Package to Stavvy.
  • You will receive an email that new documents have been uploaded to the file 
  • The Lender may also utilize the messages feature to send you a notification that your documents are ready.
• Follow the standard meeting creation workflow
  • When you create a Meeting from this Order, the redrawn documents will show as an option to include in the Meeting, the rejected documents will not.

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