How to Make Changes to a Closing (Encompass)

The following guide provides steps to make changes based on various scenarios after a closing package has been issued in Encompass.

Note: Please check with your internal admin to ensure the following steps apply to your lender's processes.

• Cancel a Closing Package
• Redraw a Closing Package
• Changing a Closing Type

Cancel a Closing Package

If a closing will not be taking place and must be canceled, you can cancel a package within the Encompass KM Plugin.

Canceling a package will remove any existing close tasks from the borrower's Blend Portal including any incomplete review, scheduling, and eSign tasks. Any completed tasks and existing closing packages will be removed as well.

Step 1: You will need to go back to the Manage Closing screen. You can go there through the RegZ-CD form or go through the B button on the upper right and click Manage Closing.

The Closing Status will determine the current state of the closing. In order for the package to be canceled, the Closing Status will need to go back to Draft state. 

Step 2: Click Edit in the upper right corner in order to put the file back in Draft state, which will also cancel the existing closing package.

Redraw a Closing Package

If you need to make a correction to a closing package that has already been sent, you will need to cancel the existing package first in order to send an updated closing package.

Step 1: Go through the steps of ordering the closing package.

Step 2: Click the B button and in the Manage Closing screen follow the steps under Cancel Closing Package to put the Closing Status back to Draft state.

Step 3: Select the Closing Type, Note Signing Type, Pre-Closing or Closing, add Contacts and then click Send.

Note: If you attempt to send a revised closing package without putting the Closing Status back in Draft state, when you click Send, you will get the following alert:

The integration pop up allows you to put the closing back into a Draft state in order to send a revised closing package.

Changing a Closing Package

If a closing type needs to be changed from what was originally selected (Traditional, Hybrid, RON) after a closing package has been generated, the Closing Status will need to go back to Draft state. 

Follow the steps above in Cancel a Closing Package in order to put the closing back in Draft. This will remove any existing closing package and tasks from the borrower portal.

Go through the original steps to issue the closing and select the updated closing type and send the updated closing package. This will trigger the updated closing tasks to the borrower based on the associated closing type and notifications to the necessary parties.