Set Custom Closing Windows in Encompass
The guide explains how to configure default and individual closing windows for different order types in Proof, which then control the closing schedule display and behavior in Encompass, including setting timeframes in 24-hour increments up to 14 days, handling invalid windows, and ensuring updates sync properly between Proof and Encompass.
Closing window settings
In Proof, you can set default closing schedules for each order type to control how the closing schedule appears in Encompass.
- 1.Select Settings from the menu on the left.
- If you don't see the menu, select the arrow to expand it.
- 2.Select Integrations from the Organization Settings menu.
- 3.Select the Closing Windows tab on the Integrations page.
- 4.Update each setting for Hybrid Closings, Hybrid Closings with eNotes, and Online Closings to the desired window in 24-hour increments, up to 14 days.
- The default for each type is 24 hours.
When opening the form in Encompass, the closing window defaults to whatever you have set for each closing type. The defaulted timeframe is also shown. If you update the closing timeframe in Encompass, Proof will not override your changes.
Set an individual transaction closing schedule in Encompass
When you select your order type, the default closing schedule and timeframe appear automatically. The closing window can be updated for each individual order.
Example 1: Online Closing set to 72 hours by default in Proof.
Example 2: Hybrid Closing set to 24 hours by default in Proof. The closing date is shown and is not editable from the form.
Updates to default settings in Proof appear when the form reloads in Encompass. If updated settings don't appear after reloading, try switching between closing types to see the update.
Invalid closing window
If an invalid closing window is set (the Expiration date is before the From date), update the closing window to a valid present or future schedule to proceed.
How closing schedules appear in Proof
After placing an order in Encompass, the closing schedule is automatically set on the transaction in Proof. For example, if you set your Online Closing schedule to 6/28–6/30 in Encompass, it appears the same way in Proof. Signers can complete documents any time within the window at their convenience.
Summary Checklist
- Set defaults: Settings → Integrations → Closing Windows → configure per order type (up to 14 days, default 24 hours).
- Per-transaction windows can be adjusted in Encompass — Proof won't override changes you make.
- Invalid window (Expiration before From date)? Update to a valid present or future schedule.
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.
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.
Map File Contacts from Encompass to Proof – Proof Help Center
The article explains how organizations can configure the mapping of contact information from Encompass File Contacts to Proof transactions by adjusting settings under Settings → Integrations → Contacts, including toggles for visibility to signers, document access (necessary for title/settlement agents), and skipping incomplete contacts, while emphasizing that all contacts—especially those from the Vesting Form—must have an email address in Encompass to prevent "unsupported closing entities" errors.
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.
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.