Partner Documents Delivery
A Partner Documents Delivery EPC integration enables a Partner to send closing documents from Encompass to their system for completion of the document signing process. Once the document signing process is completed, the integration enables the Partner to return the signed documents back into the Encompass eFolder. Partners also have the ability to update the Disclosure Tracking logs.
Encompass eFolder
To develop a Partner Documents Delivery EPC integration, a Partner must do the following:
- Register their product in the
DOCcategory - Implement the Partner Documents Delivery request types that you support:
| Request type | eFolder workflows |
|---|---|
CLOSING_DOC_DELIVERY | Closing |
DISCLOSURES_DOC_DELIVERY | Disclosures |
PRECLOSING_DOC_DELIVERY | Pre-Closing |
GENERIC_DOC_DELIVERY | Request/Send |
- Support both UPDATE_DISCLOSURE_STATUS and UPDATE_DISCLOSURE actions
Additional information
For more information on Partner Document Delivery support in Encompass, see the Release Notes for Encompass 24.3 Major Release.
Partners with a Partner Documents Delivery integration will appear during the eClose workflow as available recipients for closing documents. When a Lender selects a Partner as a recipient for the closing documents, a transaction will be created and the Partner will receive a webhook notification. More details about the transaction can be found in Transaction Fulfillment.
Below is a sample transaction created when a Lender selects "Partner Documents Delivery Integration" during the eClose workflow:
{
"id": "00518e30-dad3-4684-a2ae-7d5365500eb4",
"status": "pending",
"clientId": "3010000024",
"environment": "sandbox",
"entityRef": {
"entityId": "urn:elli:encompass:BE11205531:loan:a4471ec8-0c5a-4dbe-93e7-9994ebed8f8e",
"entityType": "urn:elli:encompass:loan"
},
"product": {
"id": "da0a3eab-b9e4-4cdf-b6d6-60f71957cc54",
"partnerId": "007001",
"name": "Partner Documents Delivery Integration"
},
"request": {
"loanFormat": "application/vnd.plm-2.0.0+json",
"loan": {},
"resources": [
{
"id": "B2.be11205531KS*f189a2ec-c019-48a9-a105-0ee0847b4307KS*eclosing-cb6edd14-aa51-4477-a5f8-83d7b11210d6.pdf",
"name": "First Payment Letter",
"mimeType": "application/pdf",
"assignedTo": {
"id": "97e9b379-df42-4efe-9310-2be0f6aa96a5",
"name": "First Payment Letter"
}
},
{
"id": "B2.be11205531KS*f189a2ec-c019-48a9-a105-0ee0847b4307KS*eclosing-c807574b-7228-4801-b100-a7c54d594645.pdf",
"name": "Closing Disclosure",
"mimeType": "application/pdf",
"assignedTo": {
"id": "4a8f6dee-8277-41fd-b901-2a43b4db63c0",
"name": "Closing Disclosure"
}
}
],
"credentials": {},
"requestingParty": {
"name": "Ellie Mae - Encompass Platform",
"address": "4140 Dublin Blvd. # 301 null",
"city": "Santa Maria",
"state": "CA",
"postalCode": "93458",
"pointOfContact": {
"name": "Admin User",
"email": "[email protected]",
"phone": "123-234-5678"
}
},
"options": {
"parties": [
{
"id": "Borrower-AdityaFN EDSQABorrower",
"contact": {
"phoneNumber": "123456789",
"emailAddress": "[email protected]"
},
"fullName": "AdityaFN EDSQABorrower"
},
{
"id": "Borrower-Aditya PRE EDSQACOBorrower",
"contact": {
"phoneNumber": "123456777",
"emailAddress": "[email protected]"
},
"fullName": "Aditya PRE EDSQACOBorrower"
},
{
"id": "Originator-Admin User",
"contact": {
"phoneNumber": "123456888",
"emailAddress": "[email protected]"
},
"fullName": "Admin User"
}
],
"resources": [
{
"id": "9cdf3bff-739c-42ce-bf8b-79f0a6ebc96a",
"signers": [
{
"fields": [
{
"top": 413.558,
"left": 118.061,
"name": "BorrowerSignAndDate",
"page": 1,
"type": "SignAndDate",
"right": 568.061,
"scale": 0.75,
"bottom": 435.558
}
],
"partyId": "Borrower-AdityaFN EDSQABorrower"
},
{
"fields": [
{
"top": 422.65700000000004,
"left": 118.475,
"name": "BorrowerSignAndDate",
"page": 1,
"type": "SignAndDate",
"right": 568.475,
"scale": 0.75,
"bottom": 444.65700000000004
}
],
"partyId": "Borrower-Aditya PRE EDSQACOBorrower"
}
],
"reviewers": [
{
"partyId": "Borrower1-AdityaFN EDSQABorrower"
},
{
"partyId": "Borrower2-AdityaFN EDSQABorrower"
}
]
}
]
},
"type": "CLOSING_DOC_DELIVERY"
},
"response": {},
"application": "urn:elli:application:developerconnect",
"orderType": "MANUAL",
"created": "2023-07-13T12:46:45Z",
"createdBy": "urn:elli:service:soo",
"events": [
{
"id": "619d9734-5362-4e78-9699-d93982ad0717",
"text": "Transaction Request Created",
"type": "urn:elli:epc:transaction:request:created",
"from": "System",
"sent": "2023-07-13T12:46:45Z",
"comments": "New file(s) have been added.",
"resources": [
{
"id": "B2.be11205531KS*f189a2ec-c019-48a9-a105-0ee0847b4307KS*eclosing-cb6edd14-aa51-4477-a5f8-83d7b11210d6.pdf",
"name": "First Payment Letter",
"mimeType": "application/pdf",
"assignedTo": {
"id": "97e9b379-df42-4efe-9310-2be0f6aa96a5",
"name": "First Payment Letter"
}
},
{
"id": "B2.be11205531KS*f189a2ec-c019-48a9-a105-0ee0847b4307KS*eclosing-c807574b-7228-4801-b100-a7c54d594645.pdf",
"name": "Closing Disclosure",
"mimeType": "application/pdf",
"assignedTo": {
"id": "4a8f6dee-8277-41fd-b901-2a43b4db63c0",
"name": "Closing Disclosure"
}
}
]
}
],
"identity": {
"hash": "CliSga00MQWCefoWb7e7G4BdXK1NdN6lLVmW0phuGKg="
}
}
The transaction created is a typical EPC transaction with the exception of the options section. The options section contains details about the following:
partiesindividuals who need to review and/or sign each resource in the package.resourcesdocuments in the package that need to be reviewed and/or signed.
Below table explains the attributes within options section:
| Attribute | Description |
|---|---|
$.options.parties[].id | Recipient Id |
$.options.parties[].contact.phoneNumber | Recipient phone number |
$.options.parties[].contact.emailAddress | Recipient email address |
$.options.parties[].contact.fullName | Recipient full name |
$.options.resources[].id | Resource Id |
$.options.resources[].signers[].partyId | Id of recipient who need to sign this resource |
$.options.resources[].signers[].fields | Signature fields |
$.options.resources[].reviewers[].partyId | Id of recipient who need to review this resource |
Upon receipt of transaction webhook notification, the Partner should update the disclosure tracking log status using the UPDATE_DISCLOSURE_STATUS action. For more information, see Update Disclosure Tracking Status.
As documents get delivered to recipients, the Partner can update the disclosure tracking details with partial updates for recipients who have completed their tasks. The Partner could also wait till all recipients have completed their tasks, and perform one update to the disclosure tracking log that includes all disclosureRecipeints. It is recommended to peform partial updates as recipients complete tasks. Full details about UPDATE_DISCLOSURE action explained in the Update Disclosure Tracking Details.
The table below describes thedisclosureRecipients fields of the UPDATE_DISCLOSURE action:
| Attribute | Description |
|---|---|
$.result.details.disclosureRecipients[].id | Recipient Id that was provided in Transaction.request.options.parties[].id |
$.result.details.disclosureRecipients[].eSignedDate | The time and date that the borrower e-signed the eDisclosure package consent. |
$.result.details.disclosureRecipients[].eSignedIP | IP Address that the borrower was on while eSigning. |
$.result.details.disclosureRecipients[].wetSignedDate | The time and date that the borrower wet-signed the package The format is yyyy-MM-ddTHH:mm:ssZ |
$.result.details.disclosureRecipients[].wetSignedIP | |
$.result.details.disclosureRecipients[].actions[].type | Type of action that recipient did. Allowed actions: viewed, accepted, rejected, authenticated |
$.result.details.disclosureRecipients[].actions[].consentDate | The time and date that the borrower accepted the consent request. |
Updated about 1 month ago