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.
The short answer: If you need to update a transaction that has already been sent to signers, use the Recall from Signers button on the Proof eClosing form in Encompass to recall it. This transitions the order to a recalled state in Proof — essentially a draft transaction you can update and resend.
Recall orders from Encompass
You can recall a transaction after it has been sent to the signer from Proof, or recall the order directly from the Proof eClosing form in Encompass.
Signers receive an email alerting them that the transaction is being updated. Once you resend, they'll receive a new email to sign the documents.
Use the Update Order button for any updates to the transaction. The transaction in Proof will show as being in a recalled state, but you can update it just as you would a draft. Any new documents ordered to the eFolder will be replaced on the transaction in Proof. See How documents are pulled from Encompass to Proof for more information.
When you finish making updates, log in to the Proof portal and select Send to Signers for hybrid transaction types, or Send to Title for online closings.
With auto-send enabled, selecting Update Order from within Encompass will automatically send the order.
See also: Replace completed hybrid orders from Encompass and Recall a real estate transaction.
Summary Checklist
- Select Recall from Signers on the Proof eClosing form in Encompass — the order moves to a recalled (draft) state in Proof.
- Make updates to the loan and/or documents, then select Send to Signers (hybrid) or Send to Title (online closing) in Proof.
- With auto-send enabled, selecting Update Order in Encompass will send the order automatically.
Still unsure? Contact Proof Support for help.
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.
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.
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.
Order documents in Encompass – Proof Help Center
The Proof Help Center guide instructs organizations using Encompass to prepare loan files by adding fully processed Closing Documents, saved as original copies and designated as Closing Documents in the eFolder, either merged into a single file or as separate attachments, to ensure these documents successfully import into Notarize with Proof for e-signing and automatically push back into Encompass after completion.
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.
Place an Order from Encompass to Notarize with Proof
To place an order from Encompass to Notarize with Proof, organizations must first ensure Encompass is connected to Notarize with Proof and that document settings preserve original formats, then prepare the loan, order and add documents to the eFolder, assign a closer to avoid errors, and finally use the Notarize with Proof eClosing form in Encompass to select the appropriate closing type (Hybrid, Hybrid with eNote, or Online Closing) before sending the transaction.