Review and QC the Lender Documents for eClose

Who is this for? This is for Settlement Agents conducting a transaction for Rate (or its sister companies) in Stavvy using the Encompass integration.

1. From the Documents tab, click the Actions (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.
6. Important: Rejecting one document will reject all documents, and the lender will need to complete a redraw. Please notify closing@stavvy.com that a redraw is needed.
7. 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.
8. When all documents have been reviewed, click Back to order details in the upper left corner.