In this article, we'll cover how to redraw a closing package in Encompass and send it to Blend.

You must redraw a closing package in Encompass if any of the following information changes:

  • Closing date
  • Any update to borrower information (i.e email address)
  • CD information changes
  • Settlement Agent changes
  • Non-borrowing owner (NBO) needs to be added
  • Updates to an NBO
  • If the information on the documents has changed and needs to be replaced

 

To redraw a closing package in Encompass

  1. Open the Encompass file.

  2. Go to Forms > RegZ - CD.

  3. Click Order Docs on the top right.

    enc_forms_regz_cd_order_docs.png

  4. Review the Closing Docs Audit and click Order Docs to proceed.

    enc_closing_docs_audit_order_docs.png

    A progress bar will appear while documents are generated.

    enc_generating_documents_progress_bar.png

  5. Review the documents in the Stacking Template then click the B Send button on the lower left to send the redraw to Blend.

    enc_stacking_template_send.png

  6. Review the eClosing Management details then click Manage Documents.

    enc_eclosing_management_manage_documents.png

    exclamation_mark_triangle.png Note: The closing status on the eClosing Management dialog should show SENT.

  7. Click Yes to confirm.

    enc_redraw_confirmation_dialog.png

  8. Review and update the documents then click Close.

    enc_document_management_dialog_close.png

  9. The eClosing Management dialog will show a DRAFT status. Review and click Send.

    enc_eclosing_managment_dialog_send.png

Encompass will go through the redraw process and send the package to Blend for processing.




Questions? Feel free to reach out to support@blendclose.com if you require further assistance.