The Encompass Integration for Lenders

Create a seamless signing process with the Notarize 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 Notarize transactions, 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 allows closers to integrate their current workflow with Notarize to create a seamless signing experience for borrowers. The integration was built to allow Lenders to place and update orders from the Notarize 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 Encompass Integration Provide?

• Fully automated processing of loan information and closing documents generated within Encompass.
• Encompass loans are automatically converted into Notarize transactions.
• Closing documents are automatically split, labeled, and tagged.

The Notarize Integration uses one custom input form installed into the Lender’s Encompass instance:

Photo of Notarize Integration in Encompass

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, the transaction gets created on Notarize, and documents are pulled from Encompass to Notarize using ICE Mortgage Technology’s APIs. The integration functions such that there is a trigger ('Place Order') from the Notarize eClosing form installed in Encompass. Notarize uses this trigger to call back to Encompass to get loan data and documents using ICE Mortgage Technology’s RESTful APIs.

Data

Notarize pulls File contacts on a loan in Encompass. See Mapping File Contacts from Encompass to Notarize 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 and options for pushing executed documents back into Encompass:

• Order Documents in Encompass
• Document Pushback Options

Now that you have an idea about how the Notarize Encompass integration works, review the current validations and requirements for onboarding to Notarize with Encompass. See What Does the Encompass Integration Currently Support? for more information.

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