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 * Simplifile Release Notes
 * Getting Started
 * Feature Guide
 * Navigation Menu
 * My Simplifile Toolbar
 * Settlement Agent Tip Sheets
   * Back
   * Settlement Agent Tip Sheets
   * Simplifile Account Set‑up Process
   * Settlement Agent Tip Sheet for Collaboration with Lenders
   * eClosing with Simplifile Tip Sheet
     * Back
     * eClosing with Simplifile Tip Sheet
     * Step 1 ‑ Access the loan
     * Steps 2 ‑ 5: Download docs
     * eClosing tips and FAQ
     * Learning videos
     * Contact Simplifile Support for assistance
 * More Information

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 * Simplifile Release Notes Simplifile Release Notes 
 * Getting Started Getting Started 
 * Feature Guide Feature Guide 
 * Navigation Menu Navigation Menu 
 * My Simplifile Toolbar My Simplifile Toolbar 
 * Settlement Agent Tip Sheets Settlement Agent Tip Sheets 
   * Simplifile Account Set‑up Process Simplifile Account Set‑up Process 
   * Settlement Agent Tip Sheet for Collaboration with Lenders Settlement Agent
     Tip Sheet for Collaboration with Lenders 
   * eClosing with Simplifile Tip Sheet eClosing with Simplifile Tip Sheet 
     * Step 1 ‑ Access the loan  Step 1 ‑ Access the loan  
     * Steps 2 ‑ 5: Download docs Steps 2 ‑ 5: Download docs 
     * eClosing tips and FAQ eClosing tips and FAQ 
     * Learning videos Learning videos 
     * Contact Simplifile Support for assistance
 * More Information More Information 


ECLOSING WITH SIMPLIFILE TIP SHEET

QUICK TIP: eClosing with Simplifile is simple and closely mirrors the
traditional paper closing process. Follow these steps for completing the
eClosing.

 


STEP 1 ‑ ACCESS THE LOAN

To download the documents and check the borrower eSign status without signing in
to Simplifile, go to Method 1 below.



For full site access, including uploading signed documents, log in to Simplifile
and go to Method 2 below.

METHOD 1 ‑ WITHOUT LOGGING IN WITH A SIMPLIFILE USER ID

Before closing, receive your closing package email and select "Click here" (see
 1  in the screen shot below) to access the closing documents.



You may be able to access the loan by validating loan information depending in
lender preferences.



METHOD 2 ‑ WITH YOUR SIMPLIFILE USER ID

Based on lender preferences, you may be required to log in with your Simplifile
User ID.



NOTE: You can always use your Simplifile User ID to access all loans. If you
need assistance contact Support 1.800.460.5657 x 3.


STEPS 2 ‑ 5: DOWNLOAD DOCS

IMPORTANT: Steps 2 ‑ 5. The steps are the same regardless of how you access the
loan in Simplifile.

 

Step Description 2 Verify the eSign Status. If incomplete, contact the borrower
to eSign prior to arriving. 3 Download, Upload, and Tag Documents. Select
Download Only Ink Closing Documents for the closing. If prompted to upload and
tag title documents, then take action. 4

Complete eSigning and eNotarizing. Select Borrower eSign Needed to complete
eSigning with borrower. If prompted to eNotarize documents using Simplifile then
take action.

IMPORTANT: The following information is unique to Encompass eClose loans.

The eClosing date when the borrower can eSign is determined by the closer at the
lender institution . This requires the closer to have provided authorization for
the borrower to eSign.

The eClosing room used by the borrower is called Encompass Consumer Connect.

If the signers are having any issues completing their portion of the eSign the
should immediately contact their Lender for assistance.

 

5 Upload Ink signed Closing Package. If prompted, upload the ink signed closing
package.

METHOD 1: WITHOUT LOGGING IN WITH A SIMPLIFILE USER ID FROM THE CLOSING STATUS
PAGE

After accessing Simplifile using the loan details, complete steps 2 ‑ 5 on the
Closing Status page.



METHOD 2: WITH YOUR SIMPLIFILE USER ID FROM THE CLOSING WORKFLOW TAB

After accessing Simplifile using your User ID, complete steps 2 ‑ 5 on the
Closing Workflow tab.




ECLOSING TIPS AND FAQ


BEFORE CLOSING

 * After reviewing the closing documents, if a revised closing package is
   needed, contact the lender directly.
 * eClosing requires a full redraw.
 * If the eSigning Status is Incomplete, then contact the borrower(s) that have
   not completed eSigning and request that they eSign all available documents
   before arriving at the closing table to save time.
 * Download Only Ink Closing Documents for the closing.
 * You may be requested to Upload Settlement/Title Documents to be Signed and
   Tagged for certain loan closing types, such as Remote Online Notarization
   (RON), and by certain lenders. These steps will typically be grayed out with
   no action needed.
 * When uploading and tagging title documents is needed or optional, you can
   take the below steps:
   1. Upload Settlement/ Title Documents to be Signed and Tag Signature Points
      for the eClosing.
      1. Add title document for the closing.
      2. Name the document added, such as: Title Documents for Closing.
      3. Mark the This Completes the Title Document Uploads required for closing
         and marks this step as complete checkbox.
      4. Click the Upload and Continue To Tagging button.
      5. Begin tagging by selecting the signing party.
      6. Select if you what type of tag you are placing on the document for the
         Signer: Initials, Signature, Text, or Notary Seal.
      7. Place the tag on the document and repeat these steps on all documents.
      8. Mark tagging Complete.
   
   2. Release the documents to the remote notary provider.
      
      
      
       
      
      
      
       
      
      
      
       
      
      
      
       


AT CLOSING

 * If the eSign Status is Incomplete at the time of closing, instruct the
   borrower to complete the eSigning using the link provided by the lender using
   their own device.
 * The borrower received their closing package email link from their lender at
   the same time you received your closing package in Simplifile.
 * If the borrower cannot locate their email link, as the agent, you may assist
   the borrower and launch the closing room to obtain the remaining eSignatures
   using Simplifile. The borrower will be prompted to authenticate using your
   computer or tablet to complete the eSigning steps.
 * All eSign Complete documents will automatically be added to the Simplifile
   loan for your records when all signors are complete.
 * All closing documents must have either an eSignature or ink signatures to
   finish the closing.
 * The notary and or agent must verify the eSign Status in Simplifile is
   Complete for all borrowers, non‑borrower spouses, and trustees as applicable.
   A mobile notary may use the Simplifile QR code to verify the signing status
   is Complete.
 * If the loan requires a notary to perform an In Person Electronic Notarization
   (IPEN), the witnessing notary must use their Simplifile User ID, and will be
   prompted on the Closing Workflow tab to complete the eNotarization using
   their stored eNotary seal. If needed, contact Simplifile support for
   assistance setting up your eNotary credential or watch the video link below.


AFTER CLOSING

 * After the closing, if the blue Upload Ink Signed Closing Package is listed in
   Simplifile After Closing: Signed Documents section, then upload the scanned
   ink signed closing package.
 * Return the original ink‑signed documents as specified by the Lender’s closing
   instructions.


LEARNING VIDEOS


ECLOSING WITH SIMPLIFILE

eClosing with Simplifile (hybrid) video


HOW TO STORE YOUR ENOTARY CREDENTIALS IN SIMPLIFILE WHEN AN IN‑PERSON
ENOTARIZATION IS REQUESTED BY THE LENDER


NOTARY SETUP VIDEO

Notary Setup video


CONTACT SIMPLIFILE SUPPORT FOR ASSISTANCE

 * Call: 800.460.5657 and press option 3
 * Email support@simplifile.com



REV‑L



 * Settlement Agent Tip Sheets
   * Simplifile Account Set‑up Process
   * Settlement Agent Tip Sheet for Collaboration with Lenders
   * eClosing with Simplifile Tip Sheet
     * Step 1 ‑ Access the loan
     * Steps 2 ‑ 5: Download docs
     * eClosing tips and FAQ
     * Learning videos
     * Contact Simplifile Support for assistance

Settlement Agent Tip Sheets > eClosing with Simplifile Tip Sheet


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