Encompass Workflow - USDA resub and submit to USDA
Kristen Snethen
148 steps
36 minutes
Encompass
Microsoft Edge
Adobe Acrobat
Windows Explorer
1
Double-click here
2
Click here
3
Click "Conditions"
4
Click here
5
Double-click here
6
Click "Document Receipt Date"
7
Click "Maximize"
8
Click here
9
Click here
10
Click "Close"
11
Click "Forms"
12
Click "Underwriting Additional Information"
13
Click here
14
Click "Conditions"
15
Click here
16
Click "Condition Set"
17
Click "OK"
18
Click "All Conditions"
19
Click "closing conditions set"
20
Click "Add All >"
21
Double-click here
22
Click "< Remove"
23
Click "Add"
24
Click "Close"
25
Click "Services"
26
Click "Fraud/Audit Services"
27
Click "DataVerify DRIVE (EPC)"
28
Click "Submit"
29
Click here
30
Click here
31
Click here
32
Click here
33
Click here
34
Click here
35
Click here
36
Click here
37
Click here
38
Click here
39
Click here
40
Click here
41
Click here
42
Click "Close"
43
Click "Forms"
44
Click "Show All"
45
Click "Transmittal Summary"
46
Click here
47
Click here
48
Click "Print to File"
49
Click "Underwriting"
50
Click "Save"
51
Click "OK"
52
Click here
53
Click "Conditions"
54
Click "Documents"
55
Click "File Manager"
56
Click here
57
Click here
58
Click here
59
Click here
60
Click here
61
Click here
62
Click "Select a file above and drag it to a document below"
63
Click "OK"
64
Click "Name"
65
Click "Underwriting Transmittal"
66
Click here
67
Click here
68
Click "Assign"
69
Click "Close"
70
Click "Close"
71
Click "Close"
72
Click here
73
Click "Close"
74
Click "Borrowers"
75
Right click here
76
Click "GSE ServicesDropDown"
77
Click "File Name"
78
Click "Lucas Ecker"
79
Click "Lucas - Flanagan State Bank"
80
Click "Underwriting"
81
Click "OK"
82
Click "OK"
83
Double-click here
84
Click here
85
Click here
86
Click here
87
Click "OK"
88
Click "Stacking Order"
89
Click "USDA Submission Stacking Order Manual"
90
Click "Continue"
91
Click "Underwriting"
92
Click "Date modified"
93
Click "Items View"
94
Double-click here
95
Click "File name:"
96
Click here
97
Click "Close"
98
Click "IMPORT APPLICATION"
99
Click "Upload Files"
100
Click "Underwriting"
101
Double-click "Name"
102
Click "Name"
103
Click "Open"
104
Click "Done"
105
Click "Done"
106
Click "View Findings Previous Next LEGEND: (*) Required (P) Preliminary (F) Final Save Close Cancel ? Validate Application Withdraw Application Recall ..."
107
Click here
108
Click here
109
Click here
110
Click "File Manager"
111
Click "Select a file above and drag it to a document below"
112
Click "OK"
113
Click "Name"
114
Click "Underwriting - GUS Final Findings"
115
Click here
116
Click here
117
Click "Assign"
118
Click "Close"
119
Click "Close"
120
Click "Close"
121
Click here
122
Click here
123
Click "HMDA Information"
124
Click "692 "
125
Click "675 "
126
Click here
127
Click here
128
Click "4. Guaranteed Underwriting System (GUS)"
129
Click here
130
Click "3. Refer/Eligible"
131
Click "Easy Data Entry"
132
Click here
133
Click "Yes"
134
Click "Remove eFolder Duplicates"
135
Click "OK"
136
Click "Underwriting Additional Information"
137
Click here
138
Click here
139
Click "Underwriter"
140
Click here
141
Click "OK"
142
Click "Finished"
143
Click here
144
Click "Close"
145
Click here
146
Click "Borrowers"
147
Click "Yes"
148
Click "Close"
Encompass Workflow - USDA resub and submit to USDA
Kristen Snethen
148 steps
36 minutes
Encompass
Microsoft Edge
Adobe Acrobat
Windows Explorer
1
Double-click here
2
Click here
3
Click "Conditions"
4
Click here
5
Double-click here
6
Click "Document Receipt Date"
7
Click "Maximize"
8
Click here
9
Click here
10
Click "Close"
11
Click "Forms"
12
Click "Underwriting Additional Information"
13
Click here
14
Click "Conditions"
15
Click here
16
Click "Condition Set"
17
Click "OK"
18
Click "All Conditions"
19
Click "closing conditions set"
20
Click "Add All >"
21
Double-click here
22
Click "< Remove"
23
Click "Add"
24
Click "Close"
25
Click "Services"
26
Click "Fraud/Audit Services"
27
Click "DataVerify DRIVE (EPC)"
28
Click "Submit"
29
Click here
30
Click here
31
Click here
32
Click here
33
Click here
34
Click here
35
Click here
36
Click here
37
Click here
38
Click here
39
Click here
40
Click here
41
Click here
42
Click "Close"
43
Click "Forms"
44
Click "Show All"
45
Click "Transmittal Summary"
46
Click here
47
Click here
48
Click "Print to File"
49
Click "Underwriting"
50
Click "Save"
51
Click "OK"
52
Click here
53
Click "Conditions"
54
Click "Documents"
55
Click "File Manager"
56
Click here
57
Click here
58
Click here
59
Click here
60
Click here
61
Click here
62
Click "Select a file above and drag it to a document below"
63
Click "OK"
64
Click "Name"
65
Click "Underwriting Transmittal"
66
Click here
67
Click here
68
Click "Assign"
69
Click "Close"
70
Click "Close"
71
Click "Close"
72
Click here
73
Click "Close"
74
Click "Borrowers"
75
Right click here
76
Click "GSE ServicesDropDown"
77
Click "File Name"
78
Click "Lucas Ecker"
79
Click "Lucas - Flanagan State Bank"
80
Click "Underwriting"
81
Click "OK"
82
Click "OK"
83
Double-click here
84
Click here
85
Click here
86
Click here
87
Click "OK"
88
Click "Stacking Order"
89
Click "USDA Submission Stacking Order Manual"
90
Click "Continue"
91
Click "Underwriting"
92
Click "Date modified"
93
Click "Items View"
94
Double-click here
95
Click "File name:"
96
Click here
97
Click "Close"
98
Click "IMPORT APPLICATION"
99
Click "Upload Files"
100
Click "Underwriting"
101
Double-click "Name"
102
Click "Name"
103
Click "Open"
104
Click "Done"
105
Click "Done"
106
Click "View Findings Previous Next LEGEND: (*) Required (P) Preliminary (F) Final Save Close Cancel ? Validate Application Withdraw Application Recall ..."
107
Click here
108
Click here
109
Click here
110
Click "File Manager"
111
Click "Select a file above and drag it to a document below"
112
Click "OK"
113
Click "Name"
114
Click "Underwriting - GUS Final Findings"
115
Click here
116
Click here
117
Click "Assign"
118
Click "Close"
119
Click "Close"
120
Click "Close"
121
Click here
122
Click here
123
Click "HMDA Information"
124
Click "692 "
125
Click "675 "
126
Click here
127
Click here
128
Click "4. Guaranteed Underwriting System (GUS)"
129
Click here
130
Click "3. Refer/Eligible"
131
Click "Easy Data Entry"
132
Click here
133
Click "Yes"
134
Click "Remove eFolder Duplicates"
135
Click "OK"
136
Click "Underwriting Additional Information"
137
Click here
138
Click here
139
Click "Underwriter"
140
Click here
141
Click "OK"
142
Click "Finished"
143
Click here
144
Click "Close"
145
Click here
146
Click "Borrowers"
147
Click "Yes"
148
Click "Close"
