Checklist for Encompass eClose Implementation

This document is a checklist guide for the implementation of Encompass eClose, detailing the necessary steps to prepare for, test, and launch electronic closing processes. It outlines the roles and responsibilities of various team members, including the executive sponsor, project manager, and Encompass administrator, emphasizing the importance of collaboration and communication throughout the project. The guide includes specific tasks such as provisioning for eClose, conducting end-to-end testing, and ensuring readiness and adoption among borrowers and internal teams. It also provides recommendations for creating training materials and standard instructions for users involved in the eClosing process. The document stresses the need for ongoing monitoring and support post-launch to address any issues and to keep all stakeholders informed of updates and enhancements to the eClose system.