Encompass Integration Onboarding for Lenders – Proof Help Center
The Proof Onboarding team guides organizations through a 6–8 week Encompass-to-Proof integration process involving phased testing—starting with hybrid closings and advancing to hybrids with eNotes and online closings—requiring lenders to send two test transactions per loan type and state to ensure proper document tagging and system connection before going live, with ongoing feedback and support provided throughout.
Audience: Organizations
The Proof Onboarding team is here to make your experience from Encompass to Proof as seamless as possible. Testing on your end is required to ensure everything is configured properly and documents are tagged correctly.
The Proof Encompass integration supports hybrids, hybrids with eNotes, and online closings. It is typically recommended to start with hybrids and move to hybrids with eNotes and online closings as you get comfortable. To perform a hybrid with eNotes and online closings, you need an eVault set up.
Onboarding timeline
On average, lenders are onboarded within 6–8 weeks of connecting Encompass to Proof. This timeline depends on your availability to test the integration. Testing ensures that your closers are comfortable sending transactions from Encompass into Proof and that document tagging is accurate before going live.
Testing
- 1.Test sending an order from Encompass to Proof to verify the connection between the two systems.
- 2.Send two tests per loan type and state you'll be operating in. This ensures documents are tagged correctly before sending live transactions to signers.
- 3.During onboarding, submit feedback about documents or errors via the lender-specific feedback form provided by the Proof Onboarding team. You can also contact the Support team for any issues during Encompass integration onboarding.
Go live
The Proof Onboarding team will import your Fairfax template library into your Proof production account to prepare for going live. Follow the same configuration steps for your Proof portal, and send at least one test transaction from your Encompass instance before sending a live transaction.
Summary Checklist
- Start with hybrid closings and progress to hybrids with eNotes and online closings as you get comfortable.
- Send two tests per loan type and state before going live to verify document tagging accuracy.
- Submit feedback via the Proof Onboarding team's lender-specific form during testing.
- Before going live, send at least one test transaction from your production Encompass instance to Proof.
If you are still unsure, contact Proof Support for help.
Related
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.
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.
Complete an Online Closing from Encompass – Proof Help Center
The article explains that fully digital online closings using Encompass integrated with Notarize with Proof require specific prerequisites such as eOriginal eNotes and onboarded title agents, follow a defined workflow routing orders from lender to title to closing operations before reaching the signer, and highlights current limitations including unsupported DocMagic and Ginnie Mae notes.
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.
Upload Wet-Signed Documents in Hybrid Transactions for Title Agents
Title agents participating in hybrid closings can upload finalized wet-signed documents via a secure link emailed by Proof—after the signer completes the online portion—making these documents accessible directly to the lender within their account, provided the Collab feature is enabled, the title agent is added to the transaction with document access, and the original wet-signed documents are also overnighted to the lender; however, unlike eSigned documents, these wet-signed files do not automatically sync with Encompass and require manual upload to the lender's system.
Encompass Integration Supported Features and Requirements
The Notarize with Proof Encompass integration supports hybrid, hybrid with eNote, and online closings via a custom form, requiring collaboration between Notarize with Proof and the lender to configure and test the integration in UAT and Production environments, adherence to specific validations such as properly formatted contact information, limited borrower and signer counts, unique signer emails, and use of original ICE Mortgage Technology documents ordered to the Encompass eFolder, with API keys provisioned by ICE Mortgage Transactions and thorough lender testing and training before going live.