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.
The short answer: The Notarize with Proof Encompass integration supports hybrid closings, hybrid with eNote closings, and online closings submitted through the Proof custom input form. The requirements below must be met before onboarding onto the integration.
See Connect Encompass to Notarize with Proof for more information about getting started.
Requirements and Expectations
Before going live with the Encompass integration, the following requirements must be in place:
- 1.Notarize with Proof must collaborate with the lender (normally the Encompass Super Admin) to configure the integration in both UAT and Production Encompass environments.
- 2.Notarize with Proof must inspect sample closing document packages and fine-tune document templates during testing. Closers will need to test the integration with packages that mirror Production loans before going live.
- 3.The lender must thoroughly test the integration and train its closing team. Proof provides training resources.
- 4.ICE Mortgage Transactions must provision API keys — allow 3–5 business days for this step.
- 5.The lender's IT team does not need to participate, but the integration requires tight collaboration and communication between the lender and Proof.
Current Validations
The following validations are enforced by the integration and must be met for orders to process correctly:
- 1.Phone numbers and email addresses must be properly formatted.
- 2.Notarize with Proof pulls File Contacts from Encompass. All File Contacts must have an email address.
- 3.A maximum of two borrower pairs and two signers per document are supported.
- 4.Each signer must have a unique email address (for Hybrid transaction types).
- 5.ICE Mortgage Technology documents must be generated in Encompass and ordered to the eFolder in Encompass.
- 6.Notarize with Proof can only pull original versions of documents saved in Encompass.
- Under Encompass Settings > eFolder Setup > Document Conversion, "Keep copy of original format" must be checked globally.
- When adding documents individually to the eFolder, this setting must also be checked for each placeholder under Encompass Settings > eFolder Setup > Documents. If unchecked, it overrides the global setting and the document will not be pulled to Notarize with Proof. This setting only needs to be checked once per placeholder.
- The Proof Onboarding team cannot template scanned documents, but can template custom documents provided by the lender.
Summary Checklist
- Coordinated with Proof to configure the integration in UAT and Production environments.
- ICE Mortgage API keys provisioned (allow 3–5 business days).
- "Keep copy of original format" enabled globally and on individual document placeholders in Encompass.
- Closing team trained and integration tested with production-mirror packages before go-live.
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Related
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.
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.
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.
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.
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.