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.
What is Encompass?
The Encompass integration with Proof allows closers to integrate their current workflow with Proof to create a seamless signing experience for borrowers. The integration allows lenders to place and update orders from the Proof eClosing form inside Encompass — a one-stop-shop.
A user of Encompass inputs loan-level data about individual borrowers or a borrower pair into various sections of the loan creation process. Various validations (custom and standard) prevent a user from advancing with the loan process if not completed.
What does the Proof-Encompass integration provide?
- Fully automated processing of loan information and closing documents generated within Encompass.
- Encompass loans are automatically converted into transactions in Proof.
- Closing documents are automatically split, labeled, and tagged.
The integration uses one custom input form installed into the lender's Encompass instance. The lender can place and update orders from a single screen in Encompass. The available closing types include hybrid, hybrid with eNote, and online closings. When placing an order, the transaction is created in Proof and documents are pulled from Encompass using ICE Mortgage Technology's APIs.
Data
Proof pulls File Contacts on a loan in Encompass.
Documents
When final closing documents are generated, information inputted into the documents is placed in its respective places on the PDFs within Encompass. These documents must be added to the eFolder in Encompass. eSigned documents will automatically push back into Encompass, keeping everything trackable in one place.
See the resources below for how documents must be ordered to Proof and options for pushing executed documents back into Encompass:
- Order documents in Encompass
- Document pushback options
For current validations and onboarding requirements, see "What Does the Encompass Integration Currently Support?"
Summary Checklist
- Loans are automatically converted to Proof transactions and documents are auto-split, labeled, and tagged.
- Documents must be added to the eFolder in Encompass before they can be pulled into Proof.
- eSigned documents automatically push back into Encompass when complete.
- Supported closing types: hybrid, hybrid with eNote, and online closings.
Still unsure? Contact Proof Support for help.
Related
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.
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.
Recall Orders from Encompass – Proof Help Center
To update a transaction already sent to signers, use the "Recall from Signers" button on the Proof eClosing form in Encompass to move the order to a recalled draft state in Proof, make necessary updates, then resend it via "Send to Signers" or "Send to Title," with the option for automatic sending if auto-send is enabled.
Set Up API Users in Encompass – Proof Help Center
The article guides Encompass administrators through creating an API user with specific permissions—including Read/Edit Loans, Edit Subordinate Loans, and Encompass LO Mobile Connect—to enable Proof's integration using provided API keys, and instructs notifying the Proof Solutions Engineer to complete the connection and receive necessary eClosing forms.
Connect Encompass to Proof – Proof Help Center
The document provides detailed guidance for organizations on setting up the Proof-Encompass integration for lenders, emphasizing collaboration between Encompass administrators and Proof Solutions Engineers, recommending use of a UAT instance for thorough testing (preferably by state and starting with top states), and outlining key configuration steps including providing Regression UID and Client IDs, obtaining API keys from ICE Mortgage Technology, and setting up API users to ensure a smooth onboarding and go-live process.
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.