Guides and Documents

This Guides and Documents page contains the latest versions of Encompass documents, including user guides, white papers, and field reference guides.

Encompass eClose

The following guides and resources provide complete instructions and requirements for setting up and using Encompass eClose, along with helpful tips, frequently asked questions, and more.

Encompass eClose User Guide: This guide incorporates role-specific responsibilities and an overview of what steps must be taken by members of your organization to perform an eClosing. This guide also includes an overview of the steps required by settlement agents in Simplifile when performing an eClosing.
Encompass eClose Quick Start Setup Guide: This guide, intended for Encompass administrators, describes the System Requirements and Encompass persona settings that must be met and configured to enable users to utilize the eClose workflow.
Encompass eClose Project Management Guide: This is a best practices guide for implementing hybrid eClosing across your organization. The key message provided here is that buy-in across the organization is required for success with eClose. A checklist of activities and change management milestones are also included in this guide.
eClose FAQs: This document provides answers to Frequently Asked Questions around Encompass eClose.
eClosing with Simplifile Tip Sheet: Intended for settlement agents in Simplifile to explain how to access the loan, download the document package, and managing the documents based on their eSign status.

Please visit the Encompass eClose page in the Resource Center for access to these guides and resources, on-demand webinars, videos, and more helpful information for using Encompass eClose.