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Lender Configuration Settings

Last Updated: Sep 12, 2017 02:04PM CDT


 

Accessing Configuration Settings:

  1. On your Home Dashboard, click on the “My Company” tab on the upper right of the screen.  
 
 
 
  1. Click on the “Edit” link next to the company in which you would like to view and/or edit the configuration settings for.
 
 


 
  1. On the left side of the screen, click on the “Configuration” link 





 

Configuration Settings: Defined

1.  Allow Pre-Drawn signature:  Allows the Borrower(s) to choose from several fonts for a system generated signature instead of creating a digital signature of their own. 


2.  Enable Multi-Stage Order Approval:
This setting breaks an Order’s configuration phase into two: Lender and Title configuration.  
 
  • When an Order is submitted into Pavaso, it will only be available to the Lender.  After configuring the Order, the Lender can then release the Order to the Title company so that they can finish their own configurations and send to the Borrower(s).

 
  • The Title company can then make their own configurations before inviting the Borrower(s) to the Order.  
     

Note: If this option is DISABLED, the Order will be available to both Lender and Title, when the order is pushed through to Pavaso.
.

3.  Print Bundle of Documents:  Option to have a link to open a printable pdf file of the entire document package.
 

4.  Show IE Warning: Web Closing Signature Drawing:  This option will show a message during the Web Closing platform that warns of a potential issue with drawing signatures on the Internet Explorer browser.


5.  Lock “Signing Process” of Order to:  
 
  • Approve All, Sign Once: The Borrowers’ signatures will automatically apply to all documents that have been both reviewed and accepted when the closing is started.
 
Note:  For any document(s) that was reviewed, but not accepted by a Borrower, that same Borrower, must click on each assigned tag to place his or her signature initials, etc..
 
 
  • Sign Each: All Borrowers must click on their respective tags in each document to apply their signature, initials, etc.
 
 

Accessing Configuration Settings:

  1. On your Home Dashboard, click on the “My Company” tab on the upper right of the screen.  
 
 
 
 

 
  1. Click on the “Edit” link next to the company in which you would like to view and/or edit the configuration settings for.
 
 

 
 
 
  1. On the left side of the screen, click on the “Configuration” link
 
 
 
 
 

Configuration Settings: Defined

  1. Allow Pre-Drawn signature:  Allows the Borrower(s) to choose from several fonts to create a system generated signature instead of creating a digital signature of their own.
 
  1. Enable Multi-Stage Order Approval:  This setting breaks an Order’s configuration phase into two: Lender and Title configuration.  
 
  • When an Order is submitted into Pavaso, it will only be available to the Lender.  After configuring the Order, the Lender can then release the Order to the Title company so that they can finish their own configurations and send to the Borrower(s).
 
  • The Title company can then make their own configurations before inviting the Borrower(s) to the Order.
Note: If this option is DISABLED, the Order will be available to both Lender and Title, when the order is pushed through to Pavaso.
 
  1. Print Bundle of Documents:  This option displays a link to open a printable pdf file of the entire document package in the Closing Setup phase.
 
  1. Show IE Warning: Web Closing Signature Drawing:  This option will show a message during the Web Closing platform that warns of a potential issue with drawing signatures on the Internet Explorer browser.
 
  1. Lock “Signing Process” of Order to:
 
  • Approve All, Sign Once: The Borrowers’ signatures will automatically apply to all documents that have been both reviewed and accepted when the closing is started.
 
Note:  For any document(s) that was reviewed, but not accepted by a Borrower, that same Borrower, must click on each assigned tag to place his or her signature initials, etc.
 
  • Sign Each: All Borrowers must click on their respective tags in each document to apply their signature, initials, etc.
 



 

Additional Settings

The following settings are available to you by contacting Pavaso at 1-866-288-7051, option 3 or by email at support@pavaso.com.  Hours: 7 AM – 8 PM CST, Monday-Friday
 
  1. TILA RESPA compliance checks:  This option will time and enforce the Borrower’s review to the three-day rule.  Closing will not be able to commence until the three days have elapsed.
 
  1. Web Closing:  This option makes the Web Closing platform available for closing.
 
  1. Show Paper Closing Option:  This option allows the entire document package to be wet-signed, but still imported back into the system for digital delivery to the Lender.
 
  1. Retention Policy:  When enabled, Orders will be deleted from the system after the specified number of
  2. months has passed since the Closing Date.  This option can be set to display under the company admin account, if needed
 
  1. Require security questions on new user invitations to Orders:  For added security, this option allows you to choose a set of four preset questions to be answered by any user creating his or her account for the first time.
 
  1. Early Disclosures:  When enabled, this option allows you to send or create closing disclosure type orders into Pavaso.
 
  1. Easy Order Creation via Email:  This option allows you to configure which email addresses can send in orders via the easy order creation method.
 
  1. Original Closed Package Purge Process:  When enabled, Order XML files will be purged from the system after the specified number of months has passed since the Export Date.
 
  1. Apply Company Branding:  This option is used to set up any of your own company branding on specified parts of the Pavaso platform.
 





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

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