For Escrow & Title Teams
Your next step, made simple.
Quick walkthroughs for placing orders, managing signings, and finding what you need in the SigningOrder portal.
Getting Started 3
Start with a new order, then prepare your documents and signing details.
How to create an order in SO with Immediate
Start a new order end to end, from entering details to submitting it.
How to upload documents to Signing Order (SO)
Get closing documents into SO in the right format, ready for assignment.
Best practices to avoid signing delays
What to check before a signing so it starts on time and closes without hiccups.
Managing Signings 6
Keep documents, appointment changes, and signing progress in one place.
Managing documents in the portal
Organize, replace, and keep track of the documents attached to an order.
How to add notes and comments to an order
Leave instructions, flag issues, and keep everyone on an order in sync.
How to reschedule, update, or cancel a signing
Change a signing time, edit its details, or cancel it without losing history.
Tracking signing status through the portal
Follow an order from assigned to completed with live status updates.
How to request and download scanbacks
Request scanbacks after a signing and pull the completed set from the portal.
Reviewing past orders and documents
Find a completed order and get back to its documents and details fast.
Troubleshooting 1
Find help with notary assignments and file uploads.