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Closer/Broker Guide

Last Updated: Nov 18, 2016 03:42PM CST

Step 1 – Accessing Digital Close Enterprise

As a Closer or Broker, you will receive an invitation email that contains a link to join Pavaso.com. 
 
  • If you have not signed up for a Pavaso account yet, open the email and click on the link to join.  If you have already set up your account, just sign in.

Note: You must use the link in this email to access Pavaso for the first time.
 
 
  • Once on Pavaso.com, create a password on the Create your account pop-up, and click on the “Create Account” button. 
 
 
  • In the Setup Your Profile pop-up, verify your name and use the Role Type drop down arrow to select your role if it is not already shown – it should be “Closing Agent” for Closers and “Loan Officer” for Brokers.
 
Optional -
You may choose to add a photo to your profile by clicking on the “Add Photo” button so your clients can have more comfort and recognition.
 
 
  • On the Dashboard, click on the Digital Close Enterprise application and then create a six-digit numeric PIN in the next pop-up.  
 
                                          


 

Step 2 – Reviewing the Closing Disclosure

  • In the Order Lobby, click on the Order to open.  Notice the Order’s status is “Under Broker/Title Review” until the Closer and the Broker have reviewed.



In the Order, you will see the Closing Disclosure with an “Awaiting Approval” status. 

 
  • Click on the “Closing Disclosure” link.


 
  • Scroll or use the thumbnail pages to the right of the document to read through and/or review the document. 
 
Note: You must scroll or click on every page thumbnail so that the “Approve” and “Request Revision” buttons become blue and active.
 
 
  • If there are any issues, changes, or corrections that need to be made, click on the “Request Revision” button to send a message to the Lender.
 
(If everything is correct, go to Step 3)
 
 
  • In the Add Notes pop-up, type the revisions being requested and attach any supporting PDF documents, if needed.

Note: It is important to be specific and include as much detail as possible to avoid confusions and delays.
 
  • When finished, click on the “Submit” button.
 
 
Back on the Order, you will see the Closing Disclosure with a “Revision Requested” status.
 

All parties, except Buyer, are now notified by email that there is a pending revision. Once the corrections are made, both Closer and Broker will be notified when the document is ready for review again.  

Note: If either the Closer or Broker has requested a revision, he or she will only see the “Revision Requested” button.   Approvals cannot be made if a revision has been requested.


 

Step 3 – Approving the Closing Disclosure

Whether you are confirming the original Closing Disclosure or a revised one, make sure to scroll through all of the pages or click on every page thumbnail so that the “Approve” button is active and click on it.

Note:
If needed, you can use the “View Previous Version” button to see older versions of your document.
 

Once approved by both the Closer and Broker, the Closing Disclosure and Order will be in the “Pending Review” status, the Buyer will be invited to join Pavaso to review, and all parties will be updated by email.


 

Buyer Reports an Issue

If the Buyer reports an issue with the Closing Disclosure to the Lender, the Lender will revise and upload a new version of the document.  In this case, both the Closer and Broker will need to approve again, before the Buyer can review and approve.  If this happens, you will be notified by email and will need to repeat Steps 2 and/or 3.
 

 

Bypassing the Closer and Broker Approval

At any point, the Lender can choose to bypass both Closer and Broker approval, if needed.  When this happens, both will receive an email notification of it. 
 
You will still be able to sign into your Pavaso account and review; however, you will only have the “Approval” button available. 
 
If a revision is needed, contact the Lender so that they can make the necessary corrections.  Once done, the process will start over again beginning with the Closer and Broker review.



 
Click on the below attachment link for a copy of this guide.

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