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Configuring an Order

  • DCE: Creating an Order

    The Create Order functionality allows you to manually create a new Order and upload its documents all in one p...

    Aug 29, 2017 05:17PM CDT
  • Editing the Order Details

    Whether an Order has already been transmitted or manually entered into Pavaso, you still have the ability to e...

    Jul 19, 2017 08:07PM CDT
  • Title Holder Role

    The Title Holder role is now accepted through all manual or integration Orders that come through a Doc Prep co...

    Aug 29, 2017 04:44PM CDT
  • Removing a Buyer from an Order

    While an Order is still in “Configuration Needed” status, you have the option to delete a Buyer from the Order...

    Jun 28, 2017 01:38PM CDT
  • Release Order

    The “Release Order” button releases the Order from the Lender to the Title Closing Agent(s). It allows the Le...

    Jun 01, 2017 07:10PM CDT
  • Completing Order Configuration

    For the Borrower(s) to receive an invitation email to initiate the Accept and Review process, an Order must be...

    Sep 12, 2017 01:56PM CDT
  • Overriding the Borrower Process

    In the event, that all Borrowers on an Order do not wish to create a Pavaso account for any reason, you can re...

    Jul 19, 2017 08:31PM CDT

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