How to Complete a Settlement Order & Hybrid eClose

Accepting the Order

• When you have an order, you will receive an email. To review the order, click on the order link. 

• You will be brought to the details page, click Accept to proceed with the order. You will see the order status change from, Pending to, In Progress

Reviewing the Documents 

• Next, select the Documents tab to take a look at the documents sent to you
• To filter documents click, Filters on the right
  • Filter the documents the borrower will be signing during the in-person meeting by selecting Wet Sign and Closing Package 
    • Click the checkbox at the top to select all of the documents

• Select the square at the top left of the Documents section to Select All. Then click the Download icon on the right. 
  • Print the documents when ready. 
    • The borrowers will sign these documents during the in-person meeting
      • Once the Wet Signed docs have been signed, scan all of the signed documents we will
      • Click +Add documents. 

• Find the documents on your computer and click Open
  • From the Signing type dropdown select Wet sign
    • Select Yes for, “Is this a signed document”
  • From the Document type dropdown Other
    • Fill in the document type description for ex. fully executed closing documents from title 
  • Click Upload

Note: When adding additional documents to the order, you must use a new/different document name or the new upload will replace the old document as a more recent version. Read more on Document Versions here.

• If you forget to change the Signing type to Wet Sign, click the ellipses (three dots) to the right and click Change signing type. 

• Click the eSign Packets tab, to view the eSign packet that is available. The borrower will have received an email that this packet was created. 
• Under the eSign Packets tab we will have a packet with a Status of Ready to Sign
  • Clicking on the packet we can see the list of documents included in the packet 
• Once the borrowers have completed their eSign packets the Status will change to Complete

Note: Prior to the borrower signing the documents the document status will read Ready to Sign. Once the documents have been signed it will update to read, Completed.

• For a seamless process, instruct your signers to complete the eSignable portion of the closing packet prior to meeting you for your in-person signing session where the documents marked Wet Signed will be completed.
  • Review what to do if the signers do not complete the eSign packet prior to your in-person meeting.
• Click, Mark as complete once the order is finished 

Navigating Through Orders

• Find Orders on the left-hand panel of any Stavvy page 
• There are four tabs towards the top: Pending, In Progress, Favorites, Completed 
  • Pending will be any orders not yet accepted
  • In Progress are the orders that you are currently working on and have not yet marked “Complete”
  • Favorites is any order that you clicked the star on to “favorite” 
  • Completed will be where all of your orders marked “Complete” will fall for you to look back at later on when as needed

• Orders can be searched by: Loan number, Lender, Property, or Borrowers 
• This information stays stored in Stavvy for a minimum of 10 years

Review Demonstration Below: