Create a seamless signing process with the Notarize with Proof Encompass Integration. Aggregate functions into a single spot with fully automated processing of loan information and closing documents in Encompass. Loans are automatically converted to transactions in Notarize with Proof platform, and closing documents are automatically split, labeled, and tagged.
For all things, Encompass, see our Encompass Integration support hub.
What is Encompass?
The Encompass Integration with Notarize with Proof allows closers to integrate their current workflow with Notarize with Proof to create a seamless signing experience for borrowers. The integration was built to allow Lenders to place and update orders from the Notarize with Proof eClosing form inside Encompass, a one-stop-shop.
A user of Encompass will input loan-level data about individual borrowers or a borrower pair into various sections of the loan creation process. Various validations (custom and standard) prevent a user from advancing with the loan process if not completed. See What Does the Encompass Integration Currently Support? for more information.
What Does the Notarize with Proof Encompass Integration Provide?
- Fully automated processing of loan information and closing documents generated within Encompass.
- Encompass loans are automatically converted into transactions in Notarize with Proof.
- Closing documents are automatically split, labeled, and tagged.
The Notarize with Proof Integration uses one custom input form installed into the Lender’s Encompass instance:
The lender can place and update orders from a single screen in Encompass. The available closings consist of Hybrid, Hybrid with eNote, and Online closings. When placing an order from Encompass to Notarize with Proof, the transaction gets created on Notarize with Proof, and documents are pulled from Encompass to Notarize with Proof using ICE Mortgage Technology’s APIs. The integration functions such that there is a trigger ('Place Order') from the Proof eClosing form installed in Encompass. Notarize with Proof uses this trigger to call back to Encompass to get loan data and documents using ICE Mortgage Technology’s RESTful APIs.
Data
Notarize with Proof pulls File contacts on a loan in Encompass. See Mapping File Contacts from Encompass to Notarize with Proof for more information.
Documents
When final closing documents are generated, the information inputted into the documents is placed in its respective places on the PDFs within Encompass. These documents must be added to the eFolder in Encompass. eSigned documents will automatically push back into Encompass, allowing closers to keep track of everything in Encompass.
See resources below for how documents must be ordered to Notarize with Proof and options for pushing executed documents back into Encompass:
Now that you have an idea about how the Notarize with Proof Encompass integration works, review the current validations and requirements for onboarding to Notarize with Proof with Encompass. See What Does the Encompass Integration Currently Support? for more information.
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, or email us at support@proof.com.
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