Creating a RON Meeting

Follow the instructions below to create a RON Meeting.

To create a Signing Meeting follow this article. To create an IPEN Meeting follow this article. 

RON is for real estate related remote online notarization signings, Signing Meetings are for non-real estate-related RON signings and IPEN Meetings are for in-person electronic notarization. 

• Click + Create Meeting on the Meeting Page, or + Create New at the top left of any screen in Stavvy
• Select RON

First Screen

• Select Meeting type: 
  Purchase, Refinance, Equity, Modification 
• *Optional- enter File/Loan Number
  • This is required for Modification closings
• Enter Property Address 
• Enter Meeting Location, Date, Time, and Length
• *Optional- add a meeting note that will show in the body of the email invitation

Second Screen

• Select Notary
  
  • Stavvy Approved Notaries will have (Approved) beside their name 
    • Notaries not yet approved will not be able to be assigned to the meeting until their Notary Profile is approved by Stavvy
  • Follow this guide if using a Notary Signing Service

• Add Attendees (Signers or Observers)
  • Add additional Signers or an Observer at the bottom.
  • Each signer must have a unique email address
    • An Observer is someone who does not need to sign but wants to be a part of the Meeting. See more here.

Once created, all participants (Notary, signers, observers) will receive an email invitation to add the meeting to their calendar. This invitation will include a button to join at the date/time of the meeting.

Third Screen

• Upload meeting documents
  • Follow the instructions HERE to annotate the documents 

Note: Documents can be uploaded to the meeting at any time from the Meeting Details page:

1. From the Meeting Details page click the Upload button

2. Click the ellipses (three dots) to the right, and select View and annotate

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