Action: Invitation to Stavvy
Email Recipient: New Users
Email Logo: ORGANIZATION LOGO OR STAVVY LOGO
Email Screenshot:
Subject: You've been invited to join Stavvy!
Email Contents:
You've been invited to join Stavvy!
{Invitee} invited you to join their organization in Stavvy.
Stavvy is a real estate software platform for managing title work, settlement orders, and notarizations.
Click below to complete registration:
{Registration Link}
Note: This link will expire in 5 days. If it expires, please go to connect.stavvy.com to reset your password.
Action: Invitation to Stavvy
Email Recipient: New Users
Email Logo: ORGANIZATION LOGO OR STAVVY LOGO
Email Screenshot:
Subject: Verify your email to use Stavvy!
Email Contents:
Welcome to Stavvy!
Thank you for signing up. Please verify your email address by clicking the following link:
{Confirm my account}
If you are having any issues with your account, please don't hesitate to contact us by replying to this mail.
Thanks!
Stavvy
Action: File Created via Integration (Lender)
Email Recipient: Lender Admins + Any File Followers
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: {Lender} created a new file
Email Contents:
Hi {Recipient},
{Lender} has created a new file for {Loan Address}. Click the link below to view and respond to this request.
File Link:
{Link to Stavvy File}
Action: Order Created via Integration (Title)
Email Recipient: Admins at Title Company (Vendor)
Email Logo: TITLE LOGO (MEETING OWNER), LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: Assigned Settlement order for {Loan Address}
Email Contents:
Hi {Admin User},
Your organization has been assigned to a settlement order by {Lender}. Please sign in to Stavvy to view order details and to accept the order.
Order Link:
{Link to Stavvy Order}
Action: Title Company (Vendor) Rejects Order
Email Recipient: File Followers (Lender Side)
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: {Title Company} has rejected order
Email Contents:
Hi {File Follower},
{Title Company} has rejected the settlement order for {Loan Address}. Please assign it to a new vendor.
Order Link:
{Link to Stavvy Order}
Action: Title Company (Vendor) Accepts Order
Email Recipient: File Followers {Lender}
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: {Title Company} has accepted order
Email Contents:
Hi {File Follower},
{Title Company} has accepted the settlement order for {Loan Address}. Scroll to the ‘Documents’ tab in the link below to access or upload relevant documents.
Order Link:
{Link to Order}
Action: Reject QC
Email Recipient: Admins of org that rejects (but not admins of other org) and any File Followers (Title & Lender)
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: Documents have been rejected in QC
Email Contents:
Hi {File Follower},
Documents have been rejected for the file {Loan Address} in pre-meeting QC. Navigate to the ‘Documents’ tab in the link below to view all rejected documents.
File Link:
{Link to Stavvy File}
Action: Lender Documents added to File
Email Recipient: File Followers (Title & Lender), Lender Admins
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: New document(s) has been uploaded to file
Email Contents:
Hi {User Name},
Documents have been uploaded for file {Loan Address}. Navigate to the ‘Documents’ tab in the link below to view all documents.
File Link: {File Link}
Action: Change to Meeting Details
Email Recipient: File Followers (Title & Lender), Lender Admins
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: Update: Meeting with {Notary Company Name}
Email Contents:
Hi {User Name},
This meeting has been updated.
Reason given for update: {Update explanation}
Action: Send message in File/Order
Email Recipient: File Followers (Title & Lender), All Title Admins (No Lender Admins)
Email Logo: Message Sender Logo
Email Screenshot:
Subject: Action Required: New message for {Loan Address}
Email Contents:
Hi {File Follower},
A new message was sent by {Message sender} on the following order:
Property:
{Loan Address}
Borrower Name:
{Borrower 1}
Borrower Name:
{Borrower 2, if applicable}
Please sign in to Stavvy now to view and reply:
{Link to message}
Action: Create Closing Meeting (Signer)
Email Recipient: Signer
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: Remote signing with {Notary Name }
Email Contents:
You have been included as a notary for an upcoming signing meeting. At the time of your signing you should expect to:
-
Join the meeting from your desktop computer. Please note you cannot use your mobile device to join the meeting. We recommend that you test your computer's video/audio to minimize technical difficulty on the day of your signing.
-
Complete a Knowledge-Based Authentication (KBA). Read the Signer's Guide to KBA for more information.
{Link to add to Calendar} {Link to Join Meeting}
You will need all of the following items for your remote signing:
A desktop/laptop computer that
-
has access to your email
-
has a video camera
-
has a microphone
-
has the latest version of your Internet browser (Chrome preferred)
-
is logged out of your VPN (Virtual Private Network, only applicable if you use one)
A quiet space with a reliable Internet Connection
Action: Create Closing Meeting (Notary)
Email Recipient: Notary
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Email Subject: Remote Signing with {Notary Name}
Email Contents:
You have an upcoming signing meeting. At the time of your remote online meeting, click "Join Meeting" below from your desktop computer. Please note that you cannot use your mobile device to join this meeting. We recommend testing your video and audio before joining.
{Link to add to Calendar} {Link to Join Meeting}
You will need all of the following items for your remote signing:
A desktop/laptop computer that
-
has access to your email
-
has a video camera
-
has a microphone
-
has the latest version of your Internet browser (Chrome preferred)
-
is logged out of your VPN (Virtual Private Network, only applicable if you use one)
A quiet space with a reliable Internet Connection
Action: eSign Documents uploaded and are available for preview
Email Recipient: Signers on eSignable docs
Email Logo: TITLE LOGO (MEETING OWNER)
Email Screenshot:
Email Subject:
Email Contents:
Preview documents for your upcoming closing
{Title Company} has shared documents for your {closing address} closing.
Please log on to the portal to view these documents and make sure all the information is correct before your closing date to ensure your closing runs smoothly.
{Link to Closing Portal}
Or copy and paste this URL into your browser
{URL Link}
Action: Documents uploaded and have a signing window
Email Recipient: Signers on eSignable docs assigned to signing window
Email Logo: TITLE LOGO (MEETING OWNER)
Email Screenshot:
Email Subject:
Email Contents:
Documents have been uploaded to our portal for you to sign within {signing window}
{Title Company} has sent documents for your {closing address} closing.
These documents will only be available to sign within the specific signing window. You will receive another email to remind you when the window is open. Please login and sign these documents before the closing begins to ensure everything runs smoothly.
{Link to Closing Portal}
Or copy and paste this URL into your browser
{URL Link}
Action: Signing window opens
Email Recipient: Signers on eSignable docs
Email Logo: TITLE LOGO (MEETING OWNER)
Email Screenshot:
Subject: Document(s) now available to sign
Email Contents:
The signing window for your document(s) is now open.
You have {Number of Documents} document(s) to sign available before {signing window date}.
These document(s) will only be available to sign within the specific signing window. Please login and sign these document(s) before the closing begins to ensure everything runs smoothly.
{Button for closing portal link}
Or copy and paste this URL into your browser
{URL Link for Closing Portal}
Action: eSign Packet Sent
Email Recipient: Document Signer
Email Logo: TITLE LOGO (PACKET OWNER), LENDER LOGO (PACKET OWNER)
Email Screenshot:
Subject: eSign Invitation: Settlement Agent Docs
Email Contents:
Hi {Signer},
{Organization Name} has invited you to sign {Packet Name} documents.
Having trouble on mobile? Copy and paste this URL into your browser {link}
Please note: You'll need to confirm your email address to sign your documents.
Action: Documents Signed in Meeting
Email Recipient: Notary
Email Logo: TITLE LOGO (MEETING OWNER)
Email Screenshot:
Subject: Documents for {Order Address} have been signed
Email Contents:
All available documents for {Address} have been signed by the following:
-
{Borrower 1}
-
{Borrower 2}
Download your certified documents and their audit trails in the Stavvy meeting details page:
{Link to meeting details page}
Action: Signing Meeting Complete
Email Recipient: Meeting Creator (Title) & Notary
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: Documents for {Address} have been signed
Email Contents:
All documents for {Address} have been signed. The certified documents and their audit trails can be accessed from the Stavvy meeting details page.
Action: Mark Order Complete
Email Recipient: File Followers (Title & Lender), All Title Admins (not lender)
Email Logo: LENDER LOGO (FILE OWNER)
Email Screenshot:
Subject: Documents for order have been finalized
Email Contents:
Hi {File Follower},
All documents for the {Loan Address} order have been finalized. You may choose to view or archive the order below
Order Link:
{Link to Order}
Action: Meeting Ended
Email Recipient: File Followers, Admin
Email Logo: MEETING OWNER
Email Screenshot:
Subject: Meeting Ended for {File Address}: Document Access Available
Email Contents:
A meeting associated with {File Name} has ended, and the documents are now available for access.
To access and download the signed documents, navigate to the 'Documents' tab on the files page linked below.
When {Meeting Date & Time}
Host {Notary Name & Email}
Property {Property Address}
Documents {# out of # signed}
Action: Meeting Ended
Email Recipient: Notaries
Email Logo: MEETING OWNER
Email Screenshot:
Subject: Meeting Ended for {File Address}: Document Access Available
Email Contents:
Your recent meeting has ended, and the signed documents are now available for access.
To access and download the signed documents, navigate to the 'Documents' tab on the meeting details page linked below.
When {Meeting Date & Time}
Host {Notary Name & Email}
Property {Property Address}
Documents {# out of # signed}
Action: Meeting Ended
Email Recipient: Signers
Email Logo: MEETING OWNER
Email Screenshot:
Subject: Meeting Ended for {File Address}: Document Access Available
Email Contents:
Your recent meeting has ended, and the signed documents are now available for access.
To access and download the signed documents, navigate to your signer portal linked below.
When {Meeting Date & Time}
Host {Notary Name & Email}
Property {Property Address}
Documents {# out of # signed}
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