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.
Delete an Order from Encompass
Audience: Organizations
If you need to cancel a transaction already sent to signers, you can delete it from Proof or Encompass. Exercise caution before deleting — this action is permanent.
Deleted transactions cannot be recovered or restored under any circumstances. If you may need to reference the information later, consider archiving instead.
Delete from Proof
Log in to your Proof account using one of the following methods:
- Select the hyperlink on the Proof eClosing form in Encompass.
- Navigate directly to the transaction in your Proof account (or the Fairfax testing environment for test transactions).
If the transaction is a draft:
- 1.Locate the transaction.
- 2.Select the trash can icon next to it to delete. This icon only appears for draft transactions.
If the transaction has already been sent:
- Recall it before deleting (this workflow may be limited for online closings depending on the transaction state). See "Recall a real estate transaction" for more information.
- Hybrid transactions can be deleted after completion by selecting Recall → Delete.
Delete from Encompass
Deleting a transaction from Encompass also deletes it from Proof.
- 1.Select Delete in Encompass to delete the transaction from both Encompass and Proof.
If a hybrid transaction is already completed:
- Select Recall from Signers first before deleting.
- Use the Replace Order button to update and resend completed transactions. See "Replace completed hybrid orders from Encompass" for more information.
Summary Checklist
- Deletion is permanent and irreversible — consider archiving if you may need the data later.
- Draft in Proof: use the trash can icon. Sent transaction: recall first, then delete.
- From Encompass: select Delete — this removes the transaction from both Encompass and Proof.
- Completed hybrid: select Recall from Signers before deleting. To update and resend, use Replace Order.
Still unsure? Contact Proof Support for help.
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Encompass Integration Onboarding for Lenders – Proof Help Center
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Upload Wet-Signed Documents in Hybrid Transactions for Title Agents
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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.