Fannie Mae Connect Implementation Notification October 6, 2015 Updated November 16, 2015
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1 Fannie Mae Connect Implementation tification October 6, 2015 Updated vember 16, 2015 On vember 20, 2015, Fannie Mae will launch Fannie Mae Connect a new, user-friendly portal that streamlines and centralizes key Fannie Mae information and data from multiple reporting applications, making it easier to do business with us. Key Benefits Fannie Mae Connect will: Consolidate multiple applications currently used to provide reports to lenders and other Fannie Mae business partners Provide a customizable experience, allowing users to set preferences and alerts Enable future updates for even more flexibility In This tification This tification provides information about the implementation of Fannie Mae Connect, including reports that will be available initially, the migration of user credentials, future phases, and retirement of certain Fannie Mae report applications. Phase 1 Fannie Mae reports will be migrated to Fannie Mae Connect in phases. The reports listed in the table below will become available in Fannie Mae Connect on vember 20, 2015 (Phase 1). Please note: Existing users with access to any of the Phase 1 reports listed below will be able to access Fannie Mae Connect with no new registration required. Their user credentials will be activated automatically through Technology Manager for access to Fannie Mae Connect and to the specific report category for the reports for which they are authorized. During a transition period, these reports will be available in both Fannie Mae Connect and the applications through which they are currently accessed. Reports available in Fannie Mae Connect will be placed in categories. The default category for each report is included below. Report Administrators will also be able to set up custom categories. Additional details about the migration of these reports are provided in the Appendix (pages 4 6). Those details will include technical specifications to assist report users that have automated processes to pull reports into their own systems Fannie Mae. Trademarks of Fannie Mae Page 1 of 6
2 Report Category Report Name Accessed By Currently Accessed Through Loan Delivery MBS Final Schedule of Mortgages (Servicer Version) MBS MBS On-Line for Loan Delivery MBS Final Schedule of Mortgages (Seller Version) MBS Sellers MBS On-Line Report for Shipping Pricing & Execution Committing and Delivery Fee Draft PE Whole Loan (formerly ecommitting) and PE MBS Remittance Update Report (LRR01401) SURF Cash Remittance System Draft Cash Remittance System DLRS Disbursement MBS On-Line for MBS Guaranty Fee Draft MBS On-Line for MBS P&I Draft MBS On-Line for Additional LASER Reports SURF Trial Balance Report SURF Pool Deficiency Reports MBS On-Line for Underwriting Technology Servicer Invoices & Billing Profile Management (formerly known as Online Billing Service) Sellers and n- Seller Technology Users Online Billing Service (OBS) Management Rep & Warrant Relief Report Sellers Message Manager Service Provider (REAM) Field Services Dashboard Real Estate Asset Management Field Services Vendors Service Provider (REAM) Agent Scorecard Real Estate Asset Management Vendors Future Phases In future phases, additional reports will be migrated from other applications. Some reports that currently are not available, or are provided by or another method, will be added to Fannie Mae Connect. of updates will be provided Fannie Mae. Trademarks of Fannie Mae Page 2 of 6
3 Retirement of Applications The applications listed below will be retired effective February 20, More information will be provided at a later date. Remittance Update Report (LRR01401) Cash Remittance System Draft Committing and Delivery Fee Draft DLRS Disbursement MBS Guaranty Fee Draft MBS P&I Draft Additional Laser Reports Trial Balance Report (LRR03201) Pool Deficiency MBS Final Schedule of Mortgages Servicer MBS Final Schedule of Mortgages Seller Online Billing & Reporting Service (OBS) Additional Fannie Mae applications that are used for reporting purposes will be retired as reports are added to Fannie Mae Connect; users will be notified in advance Fannie Mae. Trademarks of Fannie Mae Page 3 of 6
4 Appendix (added vember 16, 2015) The table below provides additional information about reports that will be available in the initial release of Fannie Mae Connect: technical details for automated processing and whether the report can be viewed by subservicers. See Appendix for additional technical details related to the reports becoming available in Fannie Mae Connect. Report Name Report Changes High-Level Details Duration of Data Provided Subservicer View? MBS Schedule of Mortgages (Servicer Version) Ability to search by either Lender Loan number, Fannie Mae Loan number or Pool Number systems, must export as Data > Underlying > Show all columns. User must select the data to export, the selection can be an entire table or part of one. If selecting an entire table, select any record of the table MBS Schedule of Mortgages (Seller Version) Ability to search by either Lender Loan number, Fannie Mae Loan number or Pool Number systems, must export as Data > Underlying > Show all columns. User must select (click) the data to export, the selection can be an entire table or part of one. If selecting an entire table, select any record of the table Committing and Delivery Fee Draft Remittance Update Report (LRR01401) Ability to search by either Lender Loan number or Fannie Mae Loan number For Section B, B Pool, B.1, B.1 Pools only, click on Download Section for a full download options. Cash Remittance System Draft 2015 Fannie Mae. Trademarks of Fannie Mae Page 4 of 6
5 Report Name Report Changes High-Level Details Duration of Data Provided Subservicer View? DLRS Disbursement MBS Guaranty Fee Draft MBS P&I Draft Additional LASER Reports Lender Recap tab: export selected by clicking Download LRR01201: Lender Recap Report within that tab Ability to search by the Lender Loan number or Fannie Mae Loan number on the Main Page for Monthly PMT te Rate Pass Thru Rate Change Form Ability to search by Pool Number, Lender Loan number or Fannie Mae Loan number for Final Maturity Date Trial Balance Report Ability to search by either Lender Loan number, Fannie Mae Loan number or Lender Loan number Navigate to specific Parts: Part A Whole Loan & Active/Active loan, Part A Pool, Part A Participations, Part B Whole Loan & Active/Active loan, Part B Pool, Part B Participations, Part C Whole Loan & Active/Active loan, Part C Pool & Part C Participations 6 Months Pool Deficiency Reports Ability to search by pool number Ability to navigate directly to Pool Deficiency Summary and Reconciliation Report 3 Months Technology Servicer Invoices & Billing Profile (formerly known as Online Billing Service) View all invoices not related to Desktop Underwriter or Desktop Originator by navigating to the Other Invoice List tab (e.g., PEW, PER, Credit Services, etc.) Invoice alerts will appear on the Report Center on top for easy reference 24 Months 2015 Fannie Mae. Trademarks of Fannie Mae Page 5 of 6
6 Report Name Report Changes High-Level Details Duration of Data Provided Subservicer View? To export data in the legacy format, utilize the column headers with yellow shading. Use Billing Profile Management hyperlink to update payment details and to view the remittance address, messages and view your organization s mailing address. Additional access required for above functionality, please see Corporate Administrators Guidelines to Managing Reports and User Access to Fannie Mae Connect for further details. Rep & Warrant Relief Report Contains cumulative data for January 2013 acquisitions forward, which have achieved full or partial payment or QC relief Contains the Fannie Mae loan number in the first column, compared to the Activity Month as it is in the legacy report (Message Manager) As of January 2013 Acquisitions Field Services Dashboard New vendor self-serve report Ability to view scoring data for Field Service and Relator data on REO vendors. The scorecards give detailed metrics showing areas of strength and weakness Filterable options to allow customers to filter down to specific areas in order to provide more detail on performance 13 months prior Agent Scorecard New vendor self-serve report Ability to view scoring data for Field Service and Relator data on REO vendors. The scorecards give detailed metrics showing areas of strength and weakness Filterable options to allow customers to filter down to specific areas in order to provide more detail on performance 13 months prior For detailed technical specifications for reports with changed formats, please view the Phase 1 Report Technical Specifications Excel spreadsheet Fannie Mae. Trademarks of Fannie Mae Page 6 of 6
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