No need to login to Notarize to update closing schedules on your loans! We now support closing scheduling inside Encompass, providing convenience and flexibility to the Encompass integration. Your team can set default closing schedules to appear in Encompass and have full control of updating closing schedules for each transaction.
Closing Window Settings
In the Notarize platform, you can choose to set default closing schedules for each order type, determining how the closing schedule appears in Encompass. These settings live under Integrations > Closing Windows in the Notarize Lender Portal. Default settings, set in 24-hour increments up to 14 days, will be set based on transaction types: Hybrid Closings, Hybrid Closings with eNotes, and Online closings.
Video of How to Set Closing Window in Encompass
When opening the form in Encompass, the closing window will default to whatever you have set up for each closing type. The defaulted timeframe will also be listed. If you update the closing timeframe, Notarize will not override your changes.
Setting Closing Schedule in Encompass
When you select your order type, the defaulted closing schedule will automatically appear along with the default timeframe. The closing window can be updated for each order.
Video of Setting Closing Window
Example #1: Online Closing set to be 72 hours by default in Notarize.
Photo of Online Closing Defaulted to 72 Hours
Example #2: Hybrid Closing set to 24 hours by default in Notarize. The closing date will be listed and is not editable from the form.
Photo of Hybrid Closing Schedule Defaulted to 24-Hours
Updates to the default settings in Notarize will appear when the form reloads in Encompass. If the updated settings do not appear after reloading the form, you may need to switch between closing types to see the updated settings.
Invalid Closing Window
If you set an invalid closing window (i.e., the ‘Expiration’ date is before the ‘From' date). You will need to update the closing window to a valid present or future schedule to proceed.
Photo of Error Message in Closing Window
How closing schedules appear in Notarize
If you were to check the transaction in Notarize after clicking 'Place Order' in Encompass, you will see the closing schedule set automatically on the transaction. For example, if you set your Online Closing schedule to be 6/28 - 6/30 in Encompass, it will appear this way in Notarize. Signers can sign documents anytime within this window at their convenience.
Closing Window set in Encompass
Photo of Closing Window in Encompass
Closing Window that appears in Notarize
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