Follow the steps below to upload your Title documents to the file and conduct the Quality Control process for the Lender documents!
Uploading Title Documents
1. Log in to connect.stavvy.com
If you have any issues logging in, please contact support@stavvy.com.
2. From the left menu, click on Orders.
3. Click the In Progress tab and click on the order.
4. Click the Documents tab.
5. Click the + Add document button.
6. Click Upload files.
7. Select the documents from your computer and click Open.
8. Click on the dropdown to change the Signing Type, if needed. The default is eSign.
9. Select the Document Type to the right. If you do not see a descriptor that matches, select Other and type it in.
10. When you are done uploading documents, please continue to Lender Document Review to QC the lender documents.
Lender Document Review
1. From the Documents tab click the Actions (button with three dots) button, select Quality Control.
2. Review the document.
3. If all annotations are correct and no information is missing, select Approve and click Submit.
4. If there are missing or incorrect annotations, please reach out to closing@stavvy.com.
5. If there are errors (i.e. incorrect names, dollar amounts, etc) select Reject and click Submit.
Rejecting one document will reject all documents and the lender will need to do a redraw. Please notify closing@stavvy.com that a redraw is needed.
6. Click on the right arrow near the top left of the page to move to the next document. Repeat steps 2 and 3 for the remaining documents.
7. When all documents have been reviewed, click Back to order details.
Still have questions? Click the blue Help icon at the bottom right corner of any page in Stavvy to chat with our Support team!
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