Complete a Hybrid Closing from Encompass – Proof Help Center
The article details the step-by-step process for organizations to complete Hybrid closings (combining e-signatures and wet signatures) by placing a Hybrid Closing order via the Notarize with Proof eClosing form in Encompass, monitoring document processing status, reviewing and adjusting documents in Proof, sending them to signers, and finally receiving e-signed documents back into Encompass according to integration settings.
Audience: Organizations
The short answer: Place a Hybrid closing order from Encompass, review the transaction in Proof, then send to signers.
This article explains how to process Hybrid closings (e-sign + wet-sign documents) from Encompass to Notarize with Proof. All orders are placed from the Notarize with Proof eClosing form in Encompass.
Complete a Hybrid Closing from Encompass
Hybrid closings from Encompass follow the same procedure as placing an order from Encompass to Notarize with Proof.
- 1.
After preparing your loan file and ordering documents, select Hybrid Closing on the Notarize with Proof eClosing form in Encompass to place the order.
- 2.
After selecting Place Order, the closer will receive an email when documents finish processing on the Proof platform. When processing is complete, the transaction status on the eClosing form in Encompass will display a green ready_to_send status. Refresh the form to see the updated status.
- If you have Auto-Send enabled on your account, the transaction will automatically send to the signer(s) and you will not receive the email notification. You will not need to complete steps 3–4 below, unless the documents need attention before sending due to a processing or tagging failure.
- 3.
Log in to Proof to view the transaction. The closer on the file can update transaction details and toggle documents between e-sign and wet-sign. You can also open documents to check signature placements.
- Submit any document errors or feedback to your Onboarding team for corrections.
- 4.
If all transaction details and documents look correct in Proof, select Send to Signer. The transaction will then be sent to the signer(s).
- 5.
After signing is complete, the e-signed documents will be pushed back to Encompass based on your Integration Settings in Proof. See document pushback options for more information.
For Title Agents and Signers
- See instructions for uploading wet-signed documents for hybrid transactions if you would like to give title agents the ability to upload a merged file of completed wet-sign documents and automatically push it to Encompass. Contact your Proof Solutions Engineer to enable this on your lender account.
- See the hybrid closing overview for the title agent and signer experiences.
Summary Checklist
- Select Hybrid Closing on the Notarize with Proof eClosing form in Encompass
- Wait for the ready_to_send status in Encompass (or use Auto-Send to skip this step)
- Log in to Proof and review transaction details, document toggles, and signature placements
- Select Send to Signer when everything looks correct
- Confirm e-signed documents are pushed back to Encompass per your Integration Settings
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
Complete a Hybrid with eNote Closing from Encompass – Proof Help Center
The Proof Help Center guide details the process for completing a hybrid loan closing with eNote from Encompass using eOriginal, highlighting current limitations (support only for eOriginal-generated eNotes, excluding DocMagic and Ginnie Mae notes), prerequisites such as successful onboarding and eVault configuration, and specific required Encompass fields (including loan details, property address, and ULDD data) that must be completed before placing an order through the Notarize with Proof eClosing form to generate and send the eNote for signing.
Encompass Integration Supported Features and Requirements
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Common Encompass Error Messages – Proof Help Center
The Proof Help Center provides lenders with a glossary of common Encompass error messages—such as missing or invalid borrower and contact information, missing closer contact, and account configuration issues—that prevent sending loans for online closings, along with specific instructions to identify and resolve each error to ensure successful closings through Notarize with Proof.
Delete an Order from Encompass – Proof Help Center
The guide explains how organizations can permanently delete orders from Encompass and Proof, emphasizing that deletion is irreversible, advising to recall sent transactions before deletion, detailing specific steps for draft, sent, and hybrid transactions, and recommending archiving if future reference is needed.
Encompass Integration Overview for Lenders
The Encompass integration with Proof enables lenders to seamlessly automate loan processing and closing document management by converting Encompass loans into Proof transactions, allowing order placement and updates via a custom form within Encompass, automatically pulling borrower data and documents through ICE Mortgage Technology's APIs, and ensuring eSigned documents are pushed back into Encompass for centralized tracking across various closing types including hybrid and online closings.
Document pushback options – Proof Help Center
The Proof Help Center explains how to configure document pushback settings in the Proof Lender Portal, allowing users to choose whether completed e-signed files return to Encompass as merged PDFs or separate attachments, specify their pushback location (File Manager, custom folder, or original eFolder), manage audit trail PDF pushback with necessary permissions, and handle wet-signed documents in hybrid transactions with options for title agents to upload merged packages.