In order to map a document to the proper bucket (eSign, Wet-Sign, or Informational), action will be need to taken in Encompass. If you do not have access to these options, a supervisor or Encompass administrator may need to take action on your behalf.
TABLE OF CONTENTS
- Document Types
- Mapping a Document Permanently
- Mapping a Doc as Settlement Only (Not Viewable by Borrowers)
Document Types
- eSign - These documents will be signed electronically before the physical (wet-signed) documents are completed with the notary. The borrower(s) will be able to view these documents.
- Wet-Sign - These documents will be signed with a notary on closing-day. The Settlement Agent will download this portion from our Settlement Agent Workspace to be completed. The borrower(s) will be able to view these documents.
- Informational - These documents will be sent to the Settlement-Agent only and will not be viewable by the borrowers during signing. This may include documents such as the Closing Instructions.
Mapping a Document Permanently
- Navigate to your settings in the top left
- Select eFolder Setup
- Click on Documents
- Select your documents
- Change the Signature Type to reflect the appropriate change
Mapping a Doc as Settlement Only (Not Viewable by Borrowers)
1. Click on KM tools in your pipeline view
2. Select 'Blend Integration'
3. Navigate to the 'Mappings - Doc Types' tab
4. You will see a list of documents. Find the document, uncheck the eSign box, and type "CLOSING_SETTLEMENT_ONLY" into the text box on the left. Click 'Save' once finished.
Questions? Please contact support@blendclose.com for assistance.
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