Completing the Intent to Proceed

Completing the Intent to Proceed

To complete the intent to proceed in Encompass.
  1. Open the Disclosure  Tracking Screen
  2. Double Click on the initial disclosure package
  3. On the Details Screen that opens make sure you have an actual received date populated
  4. Click the Intent to Proceed box on the left side and make sure the Date field underneath is dated the date they signed the ITP  
Images below