Who is this for? This is for Settlement Agents participating in an eClose transaction with a rate using the Stavvy platform.
Uploading the Documents
- Log in to connect.stavvy.com
- From the left menu, select Orders.
- Select the In Progress tab and click on the order.
- Select the Documents tab.
- Click the Upload button.
- Click Upload files and locate your documents. You can also drag and drop them into the purple section.
- Leave the Signing Type as eSign.
- Choose a Document Type from the drop-down. If you do not see a descriptor that matches, select Other and type it in.
- When you're finished, click the Upload button.
What happens next?
The Stavvy Concierge team will move your documents to the meeting and annotate them.
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