Encompass Workflow - USDA Final Approval
Kristen Snethen
48 steps
4 minutes
Encompass
Scribe for Windows
SnippingTool.exe
Windows Explorer
1
Open the final once the conditional commitment is received
2
Click "Forms"
3
Click "Show All"
4
Click "Underwriting Additional Information"
5
Open Efolder
6
Click "Conditions"
7
Verify all PTF conditions have correct from last review
8
Click "Close"
9
Enter the Commitment expiration and RHS ID as PTF conditions
10
Click "CoreInput"
11
Click "Snipping Tool"
12
Click "Snipping Tool Overlay"
13
Press [[Ctrl]] + [[P]]
14
Click "Print"
15
Click "Name"
16
Click "Save"
17
Click "Close"
18
Click here
19
Click here
20
Double-click here
21
Click here
22
Click "Add >"
23
Click "Add to eFolder"
24
Upload conditional commitment and any other documents that need uploaded
25
Click here
26
Click here
27
Click here
28
Click here
29
Click here
30
Click here
31
Click "Trans Details Agency Case #"
32
Make sure manual underwrite or not is accurate
33
Click "12/22/2025"
34
Click "Loan Processor"
35
Click here
36
Click "OK"
37
Click "Easy Data Entry"
38
Click "Remove eFolder Duplicates"
39
Click "OK"
40
Click here
41
Click here
42
Click "Finished"
43
Click here
44
Press [[Return]]
45
Click "Close"
46
Click "Borrowers"
47
Click "Yes"
48
Click "Close"
Encompass Workflow - USDA Final Approval
Kristen Snethen
48 steps
4 minutes
Encompass
Scribe for Windows
SnippingTool.exe
Windows Explorer
1
Open the final once the conditional commitment is received
2
Click "Forms"
3
Click "Show All"
4
Click "Underwriting Additional Information"
5
Open Efolder
6
Click "Conditions"
7
Verify all PTF conditions have correct from last review
8
Click "Close"
9
Enter the Commitment expiration and RHS ID as PTF conditions
10
Click "CoreInput"
11
Click "Snipping Tool"
12
Click "Snipping Tool Overlay"
13
Press [[Ctrl]] + [[P]]
14
Click "Print"
15
Click "Name"
16
Click "Save"
17
Click "Close"
18
Click here
19
Click here
20
Double-click here
21
Click here
22
Click "Add >"
23
Click "Add to eFolder"
24
Upload conditional commitment and any other documents that need uploaded
25
Click here
26
Click here
27
Click here
28
Click here
29
Click here
30
Click here
31
Click "Trans Details Agency Case #"
32
Make sure manual underwrite or not is accurate
33
Click "12/22/2025"
34
Click "Loan Processor"
35
Click here
36
Click "OK"
37
Click "Easy Data Entry"
38
Click "Remove eFolder Duplicates"
39
Click "OK"
40
Click here
41
Click here
42
Click "Finished"
43
Click here
44
Press [[Return]]
45
Click "Close"
46
Click "Borrowers"
47
Click "Yes"
48
Click "Close"
