No need to login to Notarize to update closing schedules on your loans! We 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 Windows | Setting Closing Schedule in Encompass | Invalid Closing Window | How Closing Window Appear in Notarize
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. To access these settings, follow the instructions below.
- Click your name in the upper right corner of your account.
- Select Account Settings from the dropdown menu.
- Click Integrations from the menu on the left side.
- Select Closing Windows in the Notarize Lender Portal.
- Update each setting for Hybrid Closings, Hybrid Closings with eNotes, and Online Closings to the desired window in 24-hour increments, up to 14 days.
- Default for each is 24 hours.
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.
Set an individual transaction Closing Schedule in Encompass
When you select your order type, the default closing schedule will automatically appear along with the default timeframe. The closing window can be updated for each order.
Example #1: Online Closing set to be 72 hours by default in Notarize.
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.
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 an invalid closing window (i.e., the ‘Expiration’ date is before the ‘From' date) is set, update the closing window to a valid present or future schedule to proceed.
How closing schedules appear in Notarize
If you were to check the transaction in Notarize after selecting Place Order in Encompass, the closing schedule sets 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
Closing Window that appears in Notarize
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