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Title Holder Role

Last Updated: Oct 26, 2018 12:07PM CDT

Adding an Additional Party for Title Holder


Currently, if there is a non-purchasing spouse that needs to digitally sign documents on an order, they can be added as a Title Holder.
 

Add Title Holder Role to Existing Orders


1. Select existing order from the “Order Lobby”:

2. Select "Edit":



3. Enter all required fields for Order Details. Scroll down to "Additional Party" and select "Title Holder" from the drop-down box:



4. Enter the Title Holder's required fields:

(*) Asterisks denote required fields.

5. Scroll to the top of the order and select "Save" and "OK":





 

New orders with a Title Holder Role

Orders with lenders associated will be created by the lender. Closing Agent/Title office will manually create new orders for cash closings only.

1. Select “Create Order” from the “Order Lobby”:


2. Enter all required fields for Order Details. Scroll down to "Additional Party" and select "Title Holder" from the drop-down box:



3. Enter the Title Holder's required fields:

(*) Asterisks denote required fields.

 

Title Holder Role Added as Signers

If a Title Holder has been added to an order, they will appear in the signature tag Signers drop-down menu. 
 
NOTE:  The Title Holder is not required to review documents before the closing, however, the order cannot be closed until the Title Holder has created their account in Pavaso and digitally signed the documents.
 
 1. Add a “Tag for Signature” and select the “Title Holder” from the drop-down menu:


2. Scroll to the top of the document and select "Save" and "OK":




 

Contact Us

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  • Need Immediate Support? Pavaso Support is available to customers on Saturdays!

    Support Hours:

    Monday – Saturday

    7 AM – 8 PM CST

    Email: support@pavaso.com

    Phone: (866) 288-7051, Option 3
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