When Can Use Auto-Send?
Lenders on the Notarize with Proof Encompass Integration with a high template accuracy can use Auto-Send by default for Hybrids and/or Online Closings. You can check or uncheck this box on each individual order, but your organization can set the standard default based on your comfort level for sending documents.
If Auto-Send is enabled, after you click Place Order on the Notarize with Proof eClosing form in Encompass, the transaction will be created in Notarize with Proof and your documents will import.
Click Place Order on the Notarize with Proof eClosing form in Encompass with the Auto-send checkbox left unchecked.
A yellow importing documents status displays at the top of the form. This could take up to 10 minutes for documents to finish processing on Notarize with Proof.
The order status will update to ready_to_send (you may have to click the Refresh button on the right) when documents have completed processing in Notarize with Proof.
The closer listed on the file will also receive an email when the documents are ready to be reviewed and sent. At this point, you could login to Notarize with Proof, review the order details and documents before manually clicking Send. This process can be time-consuming for closers; however, it can be useful for sending new loan packages and gaining confidence when beginning to send eNotes.
Check the box next to the Auto-Send and click Place Order on the Notarize with Proof eClosing form in Encompass. The status will still show importing_documents, but no need to wait for the documents to finish processing!
You may move on since the order will automatically be sent to the next closing party once documents finish processing.
If any errors are in the package, an email will be sent alerting the closer to log in to Notarize with Proof, check the documents, and send the transaction. The error will also be shown in the order status box on the Notarize with Proof eClosing form.
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