How to Manage Repurchase/MakeWhole Requests
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- Piers Hood
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1 How to Manage Repurchase/MakeWhole Requests The Repurchase/MakeWhole section of the Main Menu screen features the following links to preset queries on the different types of repurchase issues: All Repurchase/MakeWhole Requests - Returns a list of all loans that have a review status of Lender Action Requested, Lender Concurred and Lender Rebutted. Open Repurchase/MakeWhole Requests - Returns a list of all loans with a review status of Lender Action Requested. Bulk Concur - Displays a list of loans that Fannie Mae has requested Repurchase/MakeWhole. This provides lenders the ability to concur with Fannie Mae s request for Repurchase/MakeWhole on one, multiple, or all loans in the list. Concurred Repurchase/MakeWhole Requests - Returns a list of all loans with a review status of Lender Concurred (i.e., the lender has agreed with Fannie Mae s Repurchase/MakeWhole Request by clicking on the Concur button). Rebutted Repurchase/MakeWhole Requests - Returns a list of all loans with a review status of Lender Rebutted. Figure 1: Main Menu - Repurchase/MakeWhole Requests
2 Common Features for Repurchase/MakeWhole Requests The five hyperlinks listed under the Repurchase/MakeWhole Requests section have these features in common. 1. Search Criteria Figure 2: Search Criteria Export to Excel 2. Reports In the Search Criteria section, preset queries will display a maximum of 2500 records only. However, the Export to Excel function will display up to 10,000 records. The user can narrow the search results displayed on the screen by using the filter options. a. Report Headings Each search result screen will display a report heading, the date the report is run, and the report purpose. Figure 3: Reports Report Heading Each of the hyperlinks in the Repurchase/MakeWhole Requests menu will return the same data elements. These data elements are provided at the end of this document. Common Features for Repurchase/MakeWhole Requests (continued) 2014 Fannie Mae. Trademarks of Fannie Mae
3 Common Features for Repurchase/MakeWhole Requests (continued) b. Sort Order By default, reports are sorted in order by Fannie Mae Loan Number. By clicking on any column heading, a user can perform a single sort. Multiple sorts (sort by x and y) can be accomplished by exporting the report in an Excel format. Figure 4: Reports Report Column Headings 3. Loan Review Type, Loan Review Status, Selection Reason Description and Status Change From, To and Date The Loan Review Type and Loan Review Status fields are displayed in the Loan Review Information section. The eight Loan Review Types are identified at the end of this document. When Fannie Mae selects a loan for either one of the two selection reasons below, the Selection Reason Description field will be populated with the appropriate description. Voluntary Repurchase Lender Self-Reported QC Issue Figure 5: Loan Review Details Loan Review Information Status Change: Users can view the Status Changed To, Status Changed From, and Status Change Date in the Loan Information section. Note: Voluntary Repurchase and Lender Self-Reported QC Issues are typically brought to Fannie Mae s attention by the lender. They are provided here so that the user is aware that Fannie Mae has selected this loan based on the information provided by the lender Fannie Mae. Trademarks of Fannie Mae
4 Common Features for Repurchase/MakeWhole Requests (continued) Provided below is information regarding two specific column headings featured on the reports within the All Repurchase/MakeWhole Requests category. These columns help users to manage aged loan files. The Age Since LAR Notification is the number of days between when the initial notification was sent, and the current system date. The Age Since Status is the number of days between when the last review status change occurred, and the current system date. Figure 6: Repurchase/MakeWhole Requests Column Headings 2014 Fannie Mae. Trademarks of Fannie Mae
5 All Repurchase/MakeWhole Requests The All Repurchase/MakeWhole Requests displays all open loans where a Repurchase/ MakeWhole request has been issued by Fannie Mae. This includes all open loans that have a review status of Lender Action Requested, Lender Concurred, and Lender Rebutted. Figure 7: All Repurchase/MakeWhole Requests Under the Review Status and Review Type options, selecting All may result in extended response times. It is recommended to narrow the search by using the drop-down options Fannie Mae. Trademarks of Fannie Mae
6 Open Repurchase/MakeWhole Requests The Open Repurchase/MakeWhole Requests displays all the loans where a Repurchase/ MakeWhole request has been issued by Fannie Mae. These loans will have a review status of Lender Action Requested. Note: Once a user Concurs or Rebuts Fannie Mae s repurchase request, the loan will no longer appear in this section. The loan will appear in either the Lender Concurred or Lender Rebutted section depending on the action taken. Figure 8: Open Repurchase/MakeWhole Requests 2014 Fannie Mae. Trademarks of Fannie Mae
7 Bulk Concur Selecting this hyperlink displays a report of all Fannie Mae s repurchase requests based on specific search criteria. The user can select any number (one, several, or all) of repurchase requests in the list by clicking the check box and then clicking Bulk Concur. If a user chooses to include a comment, that comment will be applicable to each selected loan. The bulk concur list of loans can also be exported to an Excel spreadsheet but only before completion of the Bulk Concur action. Steps to Bulk Concur: 1. Select the loans to concur 2. Enter a comment that applies to all selected loans 3. Click on the Bulk Concur button Figure 9: Bulk Concur Once a user performs the Concur function, the status of the loans will change to Lender Concurred. This function cannot be undone by the lender. Please contact your CRT representative for assistance Fannie Mae. Trademarks of Fannie Mae
8 Concurred Repurchase/MakeWhole Requests The Concurred Repurchase/MakeWhole Requests report displays all the loans where the lender has concurred with Fannie Mae s Repurchase/MakeWhole Requests. Figure 10: Concurred Repurchase/MakeWhole Requests The most recent concurred date is displayed on the report under the column heading Latest Concurred Date Fannie Mae. Trademarks of Fannie Mae
9 Rebutted Repurchase/MakeWhole Requests The Rebutted Repurchase/MakeWhole Requests report displays the loans which the lender has rebutted Fannie Mae s Repurchase/MakeWhole Requests. Figure 11: Rebutted Repurchase/MakeWhole Requests The most recent rebuttal date is displayed on the report under the column heading Latest Rebuttal Date Fannie Mae. Trademarks of Fannie Mae
10 Loan Review Details Selecting a hyperlinked loan number will display the Loan Review Details page for that loan and features several different sections. Within the Loan Review Information section, users can review the existing loan review status and also the most recent status changes. Figure 12: Loan Review Information Selection Reason; Status Change Figure 5: Loan Review Details Top of Screen For loans that are foreclosed, the REO Status is displayed in the Loan Information section of the Loan Review Details page. Clicking on the hyperlink takes a user directly to the REO Details Page. Users can view the Loss Reimbursement Statement, BPO, REO Appraisal, and the HUD-1 from this page. Figure 13: Loan Information REO Information 2014 Fannie Mae. Trademarks of Fannie Mae
11 Loan Review Details (Continued) The middle of the Loan Review Details page provides additional history and links to relevant documents. Figure 14: Loan Review Details The Electronic Documents section displays the document(s) that the lender has sent to Fannie Mae, including the type of document for easier identification. The hyperlinked name under the Document Type column is linked to the actual document Fannie Mae. Trademarks of Fannie Mae
12 Loan Review Details (Continued) The bottom portion of the Loan Review Details page contains additional documentation links. The LRS Documents section will display the Loss Reimbursement Statement (LRS) with a link to the PDF format of the document. This will only display when a lender requests the LRS and it will include the date and time stamp of the request. The lender cannot request another LRS document for 30 days after that date. Figure 15: Loan Review Details LRS Documents The Notifications section lists all notifications sent by Fannie Mae in PDF format. Standard headings provided in each notification include: Name of the Notification Subject To From Date of the Notification Action Requested Body [contains the main purpose and description of the request] Figure 16: Loan Review Details Notifications The Comments section allows the user to enter additional information and then click Add Comment. The user can also enter an explanation and then click either the Rebuttal or Concur button to document the research findings. To Concur or Rebut Fannie Mae s Repurchase/MakeWhole Requests, click the appropriate button. Figure 17: Loan Review Details Comments 2014 Fannie Mae. Trademarks of Fannie Mae
13 Loan Review Details (Continued) The Upload Documents section is intended for uploading requested documents (e.g., missing, defective, etc.) and supporting documents on repurchase rebuttals. All documents must be uploaded in PDF format. Figure 18: Loan Review Details Upload Documents The Upload Document section cannot be used to upload an entire loan file. To submit an entire loan file, please see the Electronic Loan File Upload Options on the Fannie Mae QAS page: Fannie Mae. Trademarks of Fannie Mae
14 Data Elements in the All Repurchase/MakeWhole Request Reports Fannie Mae Loan Number Outstanding Documentation Property Address Line 1 Seller Name Initial Loan File Notification Date Review Type Property Address Line 2 Seller Number Initial LAR Notification Date Review Status Property Address City Seller Loan Number Age (Days) Since LAR Notification Age (Date) Since Status Property Address State Servicer Name Latest Reaffirmation Date REO Status Property Address Zip Servicer Number Latest Rebuttal Date REO Status Date Responsible Party Name Servicer Loan Number Latest Concurred Date Primary Borrower Last Name Responsible Party Number Loan Type Loan Review Types RPPR = Random Post Purchase Review PFR = Post Foreclosure Review EPD = Early Payment Default Review RV = Recourse Violation Review PPR = Post Purchase Review DPPR = Discretionary Post Purchase Review LOS = Loss Mitigation Review MBS = MBS Trust Compliance Review 2014 Fannie Mae. Trademarks of Fannie Mae
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