This article provides tips and tricks for closers to test the submission of loans from Encompass to Notarize as they onboard onto the Encompass integration. This workflow should not be utilized for sending live loans from Encompass to your signers on Notarize. We suggest that lenders dedicate a resource to testing the first few packages sent through to Notarize. You can utilize your Project Plan > Template Tracker provided by your Notarize Onboarding team to see which packages have been tested so far and for confirmation from our Onboarding team.
Testing Tricks to Speed Up the Process
- Duplicate loans in Encompass, swap out details for the loan (rather than creating loans from scratch). Add a closer, order documents, and place the order to Notarize!
- Test multiple loan packages without starting from scratch by updating the loan number in Notarize and refreshing the loan in Encompass:
- After placing an order from Encompass, rename the loan in Notarize. Click 'Save and Exit' to save the loan in Notarize with your new loan number.
- By renaming the loan in Notarize, you disassociate that transaction from the loan in Encompass. So if you refresh the form in Encompass, you will have the ability to place a brand new order.
- Update your loan details accordingly for your next test before clicking ‘Place Order’ again on the Notarize eClosing form. Delete the contents in the eFolder from the previous order and order your new documents. Click ‘Place Order’ to submit the new loan.
- Update your loan details accordingly for your next test before clicking ‘Place Order’ again on the Notarize eClosing form. Delete the contents in the eFolder from the previous order and order your new documents. Click ‘Place Order’ to submit the new loan.
- After placing an order from Encompass, rename the loan in Notarize. Click 'Save and Exit' to save the loan in Notarize with your new loan number.
Once your team sends over tests for the loan types and states you will be operating in, the Notarize Onboarding team will ensure the documents are tagged appropriately. If you notice any errors or have questions, please reach out to your Notarize Onboarding team at onboarding@notarize.com or utilize your feedback form.
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