The Send Encompass Docs API set includes endpoints and methods to allow a caller to generate an Encompass Document Order, which can then be seen by the designated recipients on an ICE Mortgage Technology supported signing portal (i.e. Consumer Connect for borrower and non- borrowing owner recipients and Loan Connect for third-party recipients).
This API set includes endpoints and methods to manage plan codes, audit a loan file, generate a doc set, add documents to the generated package, send the completed document package to the identified recipients for review and/or signing.
Users of the APIs can generate documents through 4 different flows:
- Opening Docs Flow – Generates the Initial Disclosure package
- Closing Docs Flow – Generates the ink Closing Package
- On-Demand Forms – Generates any other documents needed (including initial CD, revised LE, revised CD, or other forms)Requirements for Sending Document Packages
When generating the Initial Disclosure package or an On-Demand Form, a fax coversheet automatically generates for all wet sign documents. The generated coversheet will be seen by the designated recipients on an ICE Mortgage Technology supported signing portal.
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