Overview
This guide walks through how to order Closing Documents within Encompass for Floify Hybrid eClosing. This will work for most loan types, however multiple borrower pairs and POA (Power of Attorney) signings are not currently supported. These types of loans/signing scenario’s will need to be sent outside of Floify.
"This guide provides step-by-step instructions for ordering Closing Documents within Encompass for Floify Hybrid eClosing. It supports most loan types; however, transactions involving multiple borrower pairs or Power of Attorney (POA) signings are not currently supported. These types of loans and signing scenarios will need to be processed outside of Floify."
How to Set Up
To generate the Closing Documents, access the RegZ - CD form within Encompass and Order Docs.
Make sure the “Order Type” is set to Closing then Order Docs.
From here the process is the same as ordering other disclosures types. You will select your documents and “Add to eFolder”, making sure sure to “add each document as a separate eFolder attachment” when prompted.
After the documents have been added to the eFolder, you will use the Print option to create the disclosure tracking record. Click Print… and choose Print Selected Documents…
Select a printer from the dropdown menu. Your company may have configured/designated a company or null printer for you to use, or you may need to select Print to PDF. The print step in Encompass triggers the Disclosure Tracking* record creation.
Encompass setups will ask. If yours does not ask, the tracking record is automatically created.
Note: If prompted by Encompass to create a disclosure tracking record, select Yes. Not all
Locate the “CX.CLOSINGDOCSREADY”* checkbox in your Encompass file. Check the box, save your file, and hop out. If everything was done correctly, your disclosures will be picked up and sent to your borrower’s Floify portal, a copy sent to the Settlement Agent, and will be available to sign on the closing date, field 748.