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Title Holder Role

Last Updated: Aug 29, 2017 04:44PM CDT
The Title Holder role is now accepted through all manual or integration Orders that come through a Doc Prep company.  It is no longer necessary to add the Title Holder as an additional Borrower.


Additional Party

Once an Order is sent to Pavaso, the Title Holder will appear as an additional party in the “Edit Order Details” screen.

  1. In the Digital Close Enterprise Order Lobby, find and click on the Order to open.


  1. Click on the “Edit” link underneath the property address on the top left corner of your screen.

  1. Scroll down to the “Additional Party” section to see the Title Holder or add one if you are creating a manual Order.


Note:  You will see the Title Holder option when selecting the signer for a tag.  For full digital closing Orders, the Title Holder will also need to go through the Review and Accept process so that the Order is ready to close (Pending Closing status).

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