Applications & Technology
Single Family Technology Applications and Roles
This list provides the Fannie Mae Technology Single Family Applications and associated roles available in Technology Manager for user management.
For more information, review the resources on Technology Manager.
| Application Code | Application Name | Description | Role Name | Updated Role Description | Function |
|---|---|---|---|---|---|
| ALPHA | Collateral Underwriter | Collateral Underwriter® (CU®) provides an automated risk assessment of an appraisal report to support proactive management of appraisal quality. | EXTERNAL_USER | Provides Read-Only access to view segment appraisals and make an informed decision on the appraisal. This role is applicable for lenders. | Selling |
| APIPORT | API Developer Portal | The Developer Portal providing a means for Fannie Mae API customers and partners to discover, register to use, and test Fannie Mae APIs. | DevPortal_TSP | Provides Write access to browse the catalog of APIs and generate keys. This role is applicable for Technology Service Providers (TSPs)/Technology Integrators (TIs). | Selling / Servicing |
| APIPORT | API Developer Portal | The Developer Portal providing a means for Fannie Mae API customers and partners to discover, register to use, and test Fannie Mae APIs. | DevPortal_Org_Admin | Provides Write access to browse the catalog of APIs and generate keys. | Selling / Servicing |
| APIPORT | API Developer Portal | The Developer Portal providing a means for Fannie Mae API customers and partners to discover, register to use, and test Fannie Mae APIs. | DevPortal_Developer | Provides Read-Only access to browse the catalog of APIs. | Selling / Servicing |
| AQM | Appraiser Quality Monitoring | Access the Appraiser Quality Monitoring (AQM) list, accessible to approved Fannie Mae sellers and servicers, which lists appraisers who appraisals are subject to 100% review or whose appraisals are no longer accepted by Fannie Mae | External_aqm | Provides read-only access to perform downloads of the published AQM list. This role is applicable to sellers and servicers. | Selling |
| ARMINDEX | Adjustable-Rate Mortgage (ARM) Index Values | Fannie Mae provides values for adjustable-rate mortage (ARM) indices. For Fannie Mae loans, lenders should select the index that corresponds to the index code specified in their monthly investor reporting. For non-Fannie Mae loans, lenders should use caution in selecting and using the appropriate index. | External_ARMINDEX | Provides external general user access to ARM Index Values protected content on the Business Portal website. This role is applicable to Fannie Mae buisness partners. | Selling |
| AUDUUI | AU Desktop Underwriter UI | This is the DU component to replace on premise on the web. This application is used for the both Lenders and Brokers. The main functionalities of this application is the users can import, export and underwrite loan applications. | Underwriter | Provides Write access for a lender to create and underwrite loans directly in DU. This role does not have a relationship with broker. This role is NOT applicable for Lenders who work with Brokers. | Selling |
| AUDUUI | AU Desktop Underwriter UI | This is the DU component to replace on premise on the web. This application is used for the both Lenders and Brokers. The main functionalities of this application is the users can import, export and underwrite loan applications. | DOLender | Provides Write access to allow lenders to submit loans into DU the have been originated in DO. This role is applicable for Lenders who work with Brokers. | Selling |
| AUDUUI | AU Desktop Underwriter UI | This is the DU component to replace on premise on the web. This application is used for the both Lenders and Brokers. The main functionalities of this application is the users can import, export and underwrite loan applications. | Originator | Provides Write access to create and underwrite loans to seek a preliminary and final finding with or without selecting a particular Lender. This role is applicable for Brokers only. | Selling |
| AV | SURF | Servicer's Reconciliation Facility (SURF™) allows Fannie Mae servicers to report and view loan-level portfolio data, as well as download rejected data and upcoming ARM rate reduction and loan maturity notifications. | Lender Update | Provides Write access to input and/or upload/download reports. This role is applicable to Servicers. | Servicing |
| AV | SURF | Servicer's Reconciliation Facility (SURF™) allows Fannie Mae servicers to report and view loan-level portfolio data, as well as download rejected data and upcoming ARM rate reduction and loan maturity notifications. | Lender upload only | Provides Upload-Only access to submit loan activity records. This role is applicable to Servicers. | Servicing |
| AV | SURF | Servicer's Reconciliation Facility (SURF™) allows Fannie Mae servicers to report and view loan-level portfolio data, as well as download rejected data and upcoming ARM rate reduction and loan maturity notifications. | Lender View | Provides Download-Only access to view and download loan activity records/reports. This role is applicable to Servicers. | Servicing |
| AV | SURF | Servicer's Reconciliation Facility (SURF™) allows Fannie Mae servicers to report and view loan-level portfolio data, as well as download rejected data and upcoming ARM rate reduction and loan maturity notifications. | Service Bureau upload only | Provides upload ONLY access to submit loan activity records. This role is applicable for Service Bureaus. | Servicing |
| B2BSSP | Enterprise B2B Gateway - B2B Self Service Portal | Self Service Portal for B2B gateway which will be used to onboard new applications and customers as well as provide self-service capability for various B2B related tasks. | B2BPORTAL_EXTERNAL | Provides write-access to B2B self service portal to conduct external customer onboarding via Enterprise B2B Gateway service. This role is applicable to all customers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | CCE Remediation | Provides capability to upload supporting documents for Compliance Customer Evaluation Remediation. . This role is applicable for Sellers/Servicers and Mortage Insurance Companies. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | CCE Review | Provides capability to upload supporting documents for Compliance Customer Evaluation Review. This role is applicable forSellers/Servicers and Mortage Insurance Companies. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | Compensatory_Fee_Doc_Sub | Provides upload ONLY access to submit Compensatory Fee Documents. This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | Cust_Engagement_PART | Provides upload ONLY access to submit supporting loan documents. This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | DF_Bulk_Transaction_FileUpload | Provides upload ONLY access to submit Bulk transaction loan information. This role is applicable for Deal Factory Users. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | HECM_Document_Upload | Provides capability to upload supporting documents for 571 Claims Doumentum. This role is applicable for Credit Operations, Home Equity Conversion Mortgage (HECM) team. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | LAT | Provides upload ONLY access to submit supporting documents to determine new lender approvals.This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | LOLA_Upload | Provides upload ONLY access to servicers to submit supporting loan documents. This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | MORA_Remediation | Provides capability to upload supporting documents for Mortgage Origination Risk Assessments Remediation. This role is applicable for Seller/Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | PAM | Provides upload ONLY access to submit supporting documents to perform Pre-Assessment MORA reviews. This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | PMIERs and MORA Portal | Provides write access to submit supporting documents for MORA reviews and PMIERs compliance. This role is applicable for Mortgage insurers and Reinsurers | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | PMIERs Portal Download | Provides capability to download supporting documents for Private Mortgage Insurer Eligibility Requirements. This role is applicable for Mortgage Insurers and Reinsurers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | PREFCL_LOAN_PRSVN_REQUEST_USER | Provide write access to request property preservation, inspection and expense data on a pre-foreclosed delinquent loan. This role is applicable to servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | PREFCL_LOAN_SUBMISSION_USER | Provide write access to submit pre-foreclosure loan information for property preservation workflow. This role is applicable to servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | QAS_Loan File_Upload | Provides upload ONLY access to submit files to NUC/QAS. This role is applicable for Financial Institutions. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | QSE_FileXfer_NSO_Campaigns | Provides capability to upload supporting documents for NSO Campaigns. This role is applicable for Seller/Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | REOFC_LnData_Arch | Provides capability to upload supporting documents for Data Archive file. This role is applicable for HomeTracker Loan Data Archive Authorized users. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | Servicing_Repurchase_Doc_Sub | Provides upload only access to submit Servicing Repurchase documents. This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | SRaM Review Documentation | Provides capability to upload supporting documents for Servicer Review and Measurement. This role is applicable for Servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | Subservicer_Documentation | Provides upload ONLY access to submit billing and claims documents. This role is applicable for Sub-servicers. | Selling / Servicing |
| CLMQSE | File Transfer Portal | File Transfer Portal application helps to quickly move and securely data between external entities and Fannie Mae applications. | TPRM Review | Provides upload ONLY access to submit any documents. This role is applicable for Vendors. | Selling / Servicing |
| CLMWEB | Asset Management Network (CLMWeb) | Fannie Mae’s Asset Management Network (AMN) application features powerful tools for servicers and vendors, including the HomeSaver Solutions Network and REO Notifications. This application also contains; HomeSaver Solutions Network: allows servicers to submit Fannie Mae loss mitigation workout cases via the Internet, as well as report delinquencies each month via Delinquency Reporting. The use of the Loss Mitigation module is required for submitting workout cases to Fannie Mae. Also, REO Notifications: allow loan servicers and REO vendors to submit and report on activities related to the foreclosure and disposition of REO properties. | No Roles | N/A | Servicing |
| CMMP | MarketPoint | Provide lenders with a single platform that drives more price certainty and execution options for our customers, making Fannie Mae the liquidity provider of choice, and connecting sellers and buyers together by leveraging APIs | WholeLoanSeller-Write | Provides Write access to view pricing and make commitments. This role is applicable for whole loan sellers. | Selling |
| CMMP | MarketPoint | Provide lenders with a single platform that drives more price certainty and execution options for our customers, making Fannie Mae the liquidity provider of choice, and connecting sellers and buyers together by leveraging APIs | MBSSeller-Write | Provides Write access to make MBS Commitments and view MBS Attribute Based Price Adjustments. This role is applicable to MBS lenders. | Selling |
| CMMP | MarketPoint | Provide lenders with a single platform that drives more price certainty and execution options for our customers, making Fannie Mae the liquidity provider of choice, and connecting sellers and buyers together by leveraging APIs | WholeLoanSeller-Read | Provides Read-Only access to view pricing and see commitments. This role is applicable for whole loan sellers. | Selling |
| CMMP | MarketPoint | Provide lenders with a single platform that drives more price certainty and execution options for our customers, making Fannie Mae the liquidity provider of choice, and connecting sellers and buyers together by leveraging APIs | WholeLoanSeller-Read | Provides Read-Only access to view pricing and see commitments. This role is applicable for whole loan sellers. | Selling |
| COLLDATA | Uniform Collateral Data Portal | Allows the user to control UCDP user set-ups and UCDP relationship management and execute all functions for the lender. | UCDP_LENDER_ADMIN | Provides Lender Admin privileges to manage company roles and lender relationships at a business unit level. This role is applicable to “Lenders” and each lender should have two active Admins. | Selling |
| CONDO | Condo Project Manager | Condo Project Manager™ (CPM™) is a web-based tool that enables lenders to quickly and easily certify a condo project (or a legal phase of a project) through the CPM review process. The project must meet the requirements for CPM review. CPM's built-in rules apply the best and most streamlined guidelines to a project. | Lender User | Provides read-only access to view reports, input and modify responses to the questionnaire in the certification workflow listed in CPM AWS. This role is applicable to Lenders. | Selling |
| CONDO | Condo Project Manager | Condo Project Manager™ (CPM™) is a web-based tool that enables lenders to quickly and easily certify a condo project (or a legal phase of a project) through the CPM review process. The project must meet the requirements for CPM review. CPM's built-in rules apply the best and most streamlined guidelines to a project. | Lender Read-Only | Provides Read-Only access to search for static forms and canned project related reports. This role is applicable for Lenders. | Selling |
| CONDO | Condo Project Manager | Condo Project Manager™ (CPM™) is a web-based tool that enables lenders to quickly and easily certify a condo project (or a legal phase of a project) through the CPM review process. The project must meet the requirements for CPM review. CPM's built-in rules apply the best and most streamlined guidelines to a project. | Lender Admin User | Provides read-only access to view reports, input and modify responses to the questionnaire in the certification workflow listed in CPM AWS. This role is applicable to Lender Admins. | Selling |
| CREDTCHK | Streamlined Doc Non-Eligible | Allows users to access to the Non-Eligible List or the Principal Reduction Eligible List. Fannie Mae, as directed by the Federal Housing Finance Agency and jointly developed with Freddie Mac, in order to help seriously delinquent underwater borrowers recover from home value depreciation that occurred as a result of the housing crisis. The Fannie Mae Principal Reduction Modification offers principal reduction and targets mortgage loans with negative equity that are at least 90 days delinquent as of March 1, 2016, and meet the eligibility requirements. | No Roles | N/A | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | CSRS_Partner_User_Default | Provides Read-Only access to view invoices. This role is mandatory for all Users and is applicable for Servicers. | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_571_RESEARCH_USER | Provides Write access to take action on 571 Refunds bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_ADVANCES_USER | Provides Write access to take action on Advance bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_COMP_FEES_RESCISSION_USER | Provides Write access to take action on Compensatory Fee Recession bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_COMP_FEES_USER | Provides Write access to take action on Compensatory Fee bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_DILS_USER | Provides Write access to take action on Deed in Lieu bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_FHA_USER | Provides Write access to take action on FHA bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_HAZARD_INSURANCE_USER | Provides Write access to take action on Hazard Insurance bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_HOA_USER | Provides Write access to take action on HOA bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_INDEMS_USER | Provides Write access to take action on Idemnification bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_LENDER_RECOURSE_USER | Provides Write access to take action on Lender Recourse bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_MODS_USER | Provides Write access to take action on Modification bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_NODS_USER | Provides Write access to take action on Notice of Defect bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_POOL_MI_USER | Provides Write access to take action on Pool MI bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_PRIMARY_MI_USER | Provides Write access to take action on Primary MI bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_REOGRAMS_USER | Provides Write access to take action on REOgram bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_TAX_USER | Provides Write access to take action on Tax bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_TPS_USER | Provides Write access to take action on Third Party Sale bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_USDA_USER | Provides Write access to take action on USDA bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_VA_USER | Provides Write access to take action on VA bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_IR_COMP_FEES | Provides Write access to take action on Investor Reporting Compensatory Fee bills. This role is applicable for Servicers | Servicing |
| CSRSW | Fannie Mae Invoicing | Fannie Mae Invoicing application provides a web-based portal for servicers to access consolidated loan-level invoices, resolve claims, add and retrieve documentation, and communicate with our teams. | INV_CSRS_MI_TERMINATION_RECOVERY_USER | Provides Write access to take action on MI Termination bills. This role is applicable for Servicers | Servicing |
| CVA | Credit Variance Administration System | Credit Variance Administration System (CVAS) allows Fannie Mae approved lenders to submit requests for single-loan waivers and project eligibility waivers, update outstanding requests, and view the status of previously submitted requests. | ZQ_EXT_User | Provides write access to tracker log for Single Loan Waivers (SLWs) and Project Eligibility Waivers (PEWs) owned by the user. This role is applicable to lenders. | Selling |
| CVA | Credit Variance Administration System | Credit Variance Administration System (CVAS) allows Fannie Mae approved lenders to submit requests for single-loan waivers and project eligibility waivers, update outstanding requests, and view the status of previously submitted requests. | ZQ_EXT_Admin | Provides write access to Single Loan Waiver (SLW) & Project Eligibility Waiver (PEW) tracker log. View waiver adhocs, SLW & PEW summary waiver reports owned by user. This role is applicable to lenders | Selling |
| DCC | New Document Certification | This external role will provide access to custodians to certify loans. | Loan_Cert_Access | Provides write access in NDC to upload/download loan data, to execute certification for loans and UI access to manually certify loans. This role is applicable to custodians. | Selling |
| DCCC | New Document Certification CLVE | This external role will provide access to custodians to certify loans. | Loan_Cert_Access | Provides write access in NDC test environment to upload/download loan data to execute certification for loans and UI access to manually certify loans. This role is applicable to custodians. | Selling |
| DRA | Default Reporting Application - DRA | This component of the Business Solutions Builder workflow tool will allow attorney firms to report foreclosure and bankruptcy activities to FNM | DRA Attorney | Provides write access in a production environment to upload foreclosure & bankruptcy data, modify data that has already been consumed & view read only reports with respect to data submitted. This role is applicable to attorney firms. | Servicing |
| DRA | Default Reporting Application - DRA | This component of the Business Solutions Builder workflow tool will allow attorney firms to report foreclosure and bankruptcy activities to FNM | DRA Servicer | Provides read only access in a production environment to view foreclosure & bankruptcy data that has been consumed by the application & view read only reports with respect to data submitted. This role is applicable to servicers | Servicing |
| DU | Desktop Underwriter | Desktop Underwriter® (DU®) provides lenders a comprehensive credit risk assessment that determines whether a loan meets Fannie Mae’s eligibility requirements. DU is an automated tool that assists lenders in the underwriting of conforming mortgage loans. DU provides an assessment of a loan’s eligibility for sale and delivery to Fannie Mae. Lenders can access DU through an easy-to-use interface on FannieMae.com or through an integrated third-party or proprietary loan origination system. | External_DU | Provides Write access to perform Underwriting tasks for DU Lender users that have DU. This role is applicable to Lenders. | Selling |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | CTOPExternal | Functionality is not used. This role will be cleaned up at a later date. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | DeliveryExternalUpdate | Provides Write access to Reverse Mortgage Delivery. This role is applicable for Lenders. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | DeliveryExternalView | Provides Read-only access to view Reverse Mortgages. This role is applicable for Lenders. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | EnergyExternal | Functionality is not used. This role will be cleaned up at a later date. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | HSHMExternal | Functionality is not used. This role will be cleaned up at a later date. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | RMExternalCustodian | Provides Read-Only access to view Reverse Mortgages. This role is applicable for Custodians. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | ServicingExternalUpdate | Provides Write-access to perform Reverse mortgage servicing. This role is applicable to Lenders. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | ServicingExternalView | Provides Read-only access to lenders to view Reverse mortgage servicing. This role is applicable to Lenders. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | SURFExternal | Functionality is not used. This role will be cleaned up at a later date. | Servicing |
| EBOUTIQ | eBoutique | Supports servicing of reverse mortgages owned by Fannie Mae. | WRAPExternal | Functionality is not used. This role will be cleaned up at a later date. | Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Custodian_Reports | Provides Read-Only access to view all reports under Custodian Category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | FANNIEMAE_CONNECT_API_EXTERNAL | Provides Read-Only access to the APIs available in Fannie Mae Connect. For list of APIs please visit https://developer.fanniemae.com/#/home. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Report Administrator | Provides Report Administrator access. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | All_Reports | Provides Read-Only access to view all unrestricted reports. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | General_Report_User | Provides Read-Only access to view all reports under Custom categories. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Loan_Delivery_Reports | Provides Read-Only access to view all reports under Loan Delivery category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Loan_Servicing_Reports | Provides Read-Only access to view all reports under Loan Servicing category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Management_Reports | Provides Read-Only access to view all reports under Management category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Pricing_Execution_Reports | Provides Read-Only access to view all reports under Pricing & Execution category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | QC_Compliance_Reports | Provides Read-Only access to view all reports under QC/Compliance category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECEP | Fannie Mae Connect | The Fannie Mae Connect™ reporting portal streamlines and integrates key information and data for our business partners in a single location, with a single sign-on. With simplified access to data, reports, and analytics -- Fannie Mae Connect makes doing business with Fannie Mae easier. | Underwriting_Reports | Provides Read-Only access to view all reports under Underwriting category. This role is applicable to lenders/servicers/3rd party. | Selling / Servicing |
| ECHECK | EarlyCheck | Fannie Mae's EarlyCheck provides users with access to Fannie Mae delivery edits at any point in the lender's business process. EarlyCheck assists lenders in identifying and correcting potential eligibility and/or data issues early in their processes and prior to loan delivery. | Full access- internal and external | Provides Write access to view and submit EarlyCheck cases. This role is applicable for Servicers. | Selling |
| ECRM | Enterprise Customer Relationship Management | Lender Record Information allows lenders to prepare their annual certification and submit it electronically to Fannie Mae. Also, this application is used to provide periodic updates regarding a lender's business. | FORM582_BUSINESS_ROLE | Provides Write access to the “Lender Record Information (Form 582)” application, allowing them to add/update/view and submit their certification data. This role is applicable to Sellers/Servicers | Selling / Servicing |
| ECRM | Enterprise Customer Relationship Management | Lender Record Information allows lenders to prepare their annual certification and submit it electronically to Fannie Mae. Also, this application is used to provide periodic updates regarding a lender's business. | FORM582_READONLY_ROLE | Provides Read-Only access to the “Lender Record Information (Form 582)” application, allowing them to add/update/view and submit their certification data. This role is applicable to Sellers/Servicers | Selling / Servicing |
| EFANNIE | Business Portal | eFannieMae.com is Fannie Mae’s business-to-business Web site. Our intent is to have customers login to eFM.com so we can provide customized content and application access via single-signon. | No Roles | This role is automatically provisioned | Selling / Servicing |
| ETRNSFRS | e-Transfer Request | eTransfers allows lenders to import and download servicing transfer request transactions for additions, updates, and deletions, as well as validate loan-level data and view transactions. | Analyst | Provides internal testers access to external web platform to perform testing and shakeouts. This application code and all of its associated roles are applicable to internal testers only. | Servicing |
| ETRNSFRS | e-Transfer Request | eTransfers allows lenders to import and download servicing transfer request transactions for additions, updates, and deletions, as well as validate loan-level data and view transactions. | TransferView | Provides internal testers access to external web platform to perform testing and shakeouts. This application code and all of its associated roles are applicable to internal testers only. | Servicing |
| FMSSO | FM Single Sign On - FMSSO | Manage access to web applications and application programming interfaces (APIs). | AllowExtIdLoginFromIntNetwork_DU_ACN | Provides internal testers access to external web platform to perform testing and shakeouts. This application code and all of its associated roles are applicable to internal testers only. | Selling / Servicing |
| FMSSO | FM Single Sign On - FMSSO | Manage access to web applications and application programming interfaces (APIs). | AllowExtIdLoginFromIntNetwork_MFDCWY_EZU | Provides access to external test IDs to login to DUS Docway application from Fannie Mae Internal Network. This role is applicable to FannieMae Test orgs in RAM that are used by app teams for shakeout | Selling / Servicing |
| FMSSO | FM Single Sign On - FMSSO | Manage access to web applications and application programming interfaces (APIs). | AllowBasicAuth_B2BGateway_FCP | Provides access to basic authentication pattern in FMSSO for B2B Gateway APIs. This role is applicable to external customer system ids. | Selling / Servicing |
| GXB | Master Servicing Portfolio Manager | A loan servicing management tool that allows for oversight and self-service in managing servicing performance, portfolios and loan activity utilizing near real-time and cycle end views. | MSPM - External ATTEST | Provides write access to Master Servicing Portfolio Manager for approved 9-digit servicer numbers. User may attest to exception notification activity. This role is applicable to servicers. | Servicing |
| GXB | Master Servicing Portfolio Manager | A loan servicing management tool that allows for oversight and self-service in managing servicing performance, portfolios and loan activity utilizing near real-time and cycle end views. | MSPM - External Performance READ | Provides read-only access to Investor Performance Reporting Metrics for associated lender marketing ID, may view at the master and/or acting servicer level. This role is applicable to servicers. | Servicing |
| GXB | Master Servicing Portfolio Manager | A loan servicing management tool that allows for oversight and self-service in managing servicing performance, portfolios and loan activity utilizing near real-time and cycle end views. | MSPM - External READ_REQUEST | Provides write access to approved 9-digit servicer numbers. May view portfolio level info, submit/download data requests and view exception notifications. This role is applicable to servicers. | Servicing |
| GXB | Master Servicing Portfolio Manager | A loan servicing management tool that allows for oversight and self-service in managing servicing performance, portfolios and loan activity utilizing near real-time and cycle end views. | MSPM - External READ_REQUEST_WRITE | Provides write access to approved 9-digit servicer numbers. May view portfolio level info, submit/download data requests and respond to exception notifications. This role is applicable to servicers. | Servicing |
| HPSS | HomePath Short Sales | This role will provide the small servicer with the ability to access page allowing that user to submit a blank request for change to terms of an existing case and allow the user any visibility into case history for their ID or any ID within HPSS. | Servicer User | Provides write access to submit a blank request for change to terms of an existing case and allows user to view case history for their ID or any ID within HPSS. This role is applicable to Servicers. | Servicing |
| HPSS | HomePath Short Sales | This role allows Servicer users to view cases and make comments within the HomePath Short Sale Servicer Portal | Servicer Representative | Provides write access to view cases and make comments within the HomePath Short Sale Servicer Portal. This role is applicable to Servicers. | Servicing |
| HPSS | HomePath Short Sales | This role allows Servicer users to assign assets to the servicer representative users within the HomePath Short Sale Servicer Portal | Servicer Admin | Provides write access to assign assets to the servicer representative wihtin the HomePath Short Sale Servicer Portal. This role is applicable to Servicers. | Servicing |
| IRTE | Investor Reporting Test Environment | Content is available to internal and external users | External User | Provides read-only access to investor reporting test environment content on the Business Portal website. This role is applicable to Servicers and TSPs who are testing changes ahead of implementation. | Servicing |
| LDDA | Disbursement Agent Management | Allows external users to enter loan data and submit it to Fannie Mae for delivery/purchase | LD_Disbursement_Agent | Provides read/write access to manage/approve wiring instructions assigned to their organization in LD. No access to view/update loan/pool level data. This role is applicable to disbursement agents. | Selling |
| LDEF | ASAP Plus | Allows External Users to view ASAP Plus Loan Data | LD_ASAP_PLUS_READ | Provides read-only access to view SF ASAP Plus loan data and wiring instructions in Loan Delivery. This role is applicable to Early Funding Sellers and shipping managers. | Selling |
| LDEF | ASAP Plus | Allows external users to enter loan data and submit it to Fannie Mae for delivery/purchase | LD_ASAP_PLUS_ACCESS | Provides read/write access to import, edit and submit SF ASAP Plus loan data in Loan Delivery. Provides read only access to wiring instructions. This role is applicable to Early Funding Sellers. | Selling |
| LDEFC | ASAP Plus CLVE | Allows External Users to view ASAP Plus Loan Data. | LD_ASAP_PLUS_READ | Provides read-only access to view SF ASAP Plus loan data and wiring instructions in Loan Delivery. This role is applicable to Early Funding Sellers and shipping managers. | Selling |
| LDEFC | ASAP Plus CLVE | Allows external users to enter loan data and submit it to Fannie Mae for delivery/ purchase. | LD_ASAP_PLUS_ACCESS | Provides read/write access to import, edit and submit SF ASAP Plus loan data in Loan Delivery. Provides read only access to wiring instructions. This role is applicable to Early Funding Sellers. | Selling |
| LDN | Loan Delivery | Loan Delivery is a web-based application through which lenders submit loans to Fannie Mae for Whole Loan sale and MBS Pools. Loan Delivery is equipped with intuitive navigation, streamlined editing and reporting, expanded data delivery options, and much more. | LD_MANAGE_WIRES | Provides read/write access to manage wiring instructions in Loan Delivery. Does not allow access to view/update loan-level data. This role is applicable to Sellers. | Selling |
| LDN | Loan Delivery | Loan Delivery is a web-based application through which lenders submit loans to Fannie Mae for Whole Loan sale and MBS Pools. Loan Delivery is equipped with intuitive navigation, streamlined editing and reporting, expanded data delivery options, and much more. | LOAN_DELIVERY_ACCESS | Provides read/write access to import, edit and submit SF loan/pool data in LD. Wiring instructions and ASAP Plus Loans are not editable. This role is applicable to Sellers. | Selling |
| LDN | Loan Delivery | Loan Delivery is a web-based application through which lenders submit loans to Fannie Mae for Whole Loan sale and MBS Pools. Loan Delivery is equipped with intuitive navigation, streamlined editing and reporting, expanded data delivery options, and much more. | LOAN_DELIVERY_READ | Provides read-only access to view SF loan/pool data and wiring instructions in Loan Delivery. This role is applicable to Sellers. | Selling |
| LDNC | Loan Delivery Test Environment | Loan Delivery Test Environment (LDTE) is available to Fannie Mae delivering lenders who wish to test their production-ready Uniform Loan Delivery Dataset (ULDD) data. | LD_MANAGE_WIRES | Provides read/write access to manage wiring instructions in Loan Delivery. Does not allow access to view/update loan-level data. This role is applicable to Sellers. | Selling |
| LDNC | Loan Delivery Test Environment | Loan Delivery Test Environment (LDTE) is available to Fannie Mae delivering lenders who wish to test their production-ready Uniform Loan Delivery Dataset (ULDD) data. | LOAN_DELIVERY_ACCESS | Provides read/write access to import, edit and submit SF loan/pool data in LD. Wiring instructions and ASAP Plus Loans are not editable. This role is applicable to Sellers. | Selling |
| LDNC | Loan Delivery Test Environment | Loan Delivery Test Environment (LDTE) is available to Fannie Mae delivering lenders who wish to test their production-ready Uniform Loan Delivery Dataset (ULDD) data. | LOAN_DELIVERY_READ | Provides read-only access to view SF loan/pool data and wiring instructions in Loan Delivery. This role is applicable to Sellers. | Selling |
| LDWL | Warehouse Lender Management | Allows external users to enter loan data and submit it to Fannie Mae for delivery/purchase | LD_Warehouse_Lender | Provides read/write access to manage wiring instructions in Loan Delivery. Does not allow access to view/update loan-level data. This role is applicable to Sellers. | Selling |
| LEGALDOC | Legal Documents | Allows user to access certain legal documents on Fannie Mae's Business Portal, and accessible by all single-family mortgage servicers. | External_LEGALDOC | Provides external general user access to legal related protected content on the Business Portal website. This role is applicable to FNM partners involved with default-related legal services. | Selling / Servicing |
| LENDER | Desktop Underwriter (Wholesale) | Wholesale lenders who use Desktop Underwriter® (DU®) must perform several setup tasks to ensure that the underwriting submissions they receive from sponsored originators will be handled in a way that best suits their business processes and workflow. | Underwriting | Provides Write access to perform Underwriting tasks. This role is applicable to Lenders. | Selling |
| LENDER | Desktop Underwriter (Wholesale) | Wholesale lenders who use Desktop Underwriter® (DU®) must perform several setup tasks to ensure that the underwriting submissions they receive from sponsored originators will be handled in a way that best suits their business processes and workflow. | Process Submissions | Provides Write access to manage loan submissions from the sponsored brokers. This role is applicable to brokers. | Selling |
| LENDER | Desktop Underwriter (Wholesale) | Wholesale lenders who use Desktop Underwriter® (DU®) must perform several setup tasks to ensure that the underwriting submissions they receive from sponsored originators will be handled in a way that best suits their business processes and workflow. | Corporate Administration | Provides read-only access to Admin tool. The role is applicable to Administrators. | Selling |
| LQCS | Loan Quality Connect | Loan Quality Connect is a tasked based system to drive loan quality and manage the post-purchase review process. Specific roles have permission to perform different actions in the system. | Lender DVC Specialist | Provides write access to review and respond to DVC Data change requests. This role is applicable for Lenders. | Selling / Servicing |
| LQCS | Loan Quality Connect | Loan Quality Connect is a tasked based system to drive loan quality and manage the post-purchase review process. Specific roles have permission to perform different actions in the system. | Lender Doc Technician | Provides write access to perform various actions such manage, respond, enter comments and submit a lender Self Report. This role is applicable for Lenders. | Selling / Servicing |
| LQCS | Loan Quality Connect | Loan Quality Connect is a tasked based system to drive loan quality and manage the post-purchase review process. Specific roles have permission to perform different actions in the system. | Lender Manager | Provides write access to manage team performance and view lender dashboards. This role is applicable for Lenders. | Selling / Servicing |
| LQCS | Loan Quality Connect | Loan Quality Connect is a tasked based system to drive loan quality and manage the post-purchase review process. Specific roles have permission to perform different actions in the system. | Lender Remediation Specialist | Provides write access to perform remediation tasks like responding to a Fannie Mae resolution request. This role is applicable for Lenders. | Selling / Servicing |
| LSDU | Loan Servicing Data Utility | Loan Servicing Data Utility (LSDU) is a custom-built utility that enables servicers to submit their loan data to Fannie Mae for matching data discrepancy identification and guidance on prioritization and resolution of the most prevalent servicing discrepancies | Seller - Update | Provides write-only access to the Loan Data Change function. External View or External Update roles are required to access LSDU. This role is applicable to Sellers/Servicers. | Selling / Servicing |
| LSDU | Loan Servicing Data Utility | Loan Servicing Data Utility (LSDU) is a custom-built utility that enables servicers to submit their loan data to Fannie Mae for matching data discrepancy identification and guidance on prioritization and resolution of the most prevalent servicing discrepancies | External View | Provides view-only access to LSDU for applicable seller/servicer numbers. This role is applicable to Seller/Servicers. | Selling / Servicing |
| LSDU | Loan Servicing Data Utility | Loan Servicing Data Utility (LSDU) is a custom-built utility that enables servicers to submit their loan data to Fannie Mae for matching data discrepancy identification and guidance on prioritization and resolution of the most prevalent servicing discrepancies | External Update | Provides view-only access to LSDU for applicable seller/servicer numbers and write-access to submit LAR transactions. This role is applicable to Seller/Servicers. | Selling / Servicing |
| MBSC | Pricing and Execution MBS | Seller - WRITE | Seller - WRITE | Provides write access to view prices in PE-MBS, take new commitments and manage pipelines. This role is applicable to Sellers (Lenders/Third Party Service Providers acting on behalf of Lenders). | Selling |
| MBSC | Pricing and Execution MBS | Read Only access for external | Seller - Read Only | Provides read-only access to view prices in PE-MBS, view/download commitments and view pipelines. This role is applicable to Sellers (Lenders/Third Party Service Providers acting on behalf of Lenders) | Selling |
| MBSP | MBS Trading Portal | TSP user role - This API role allows TSP users to execute trades on behalf of lenders using API integration (executable role) | MBSP-API-Prod-TSP-Trade-Execute | Provides write access to execute trades on behalf of lenders using API integration. This role is applicable to TSP users. | Selling |
| MBSP | MBS Trading Portal | This API role allows lender users to authenticate when using 3rd party API integrations | MBSP-API-Prod_API_Connectivity_Only | This API role allows lender users to authenticate when using 3rd party API integrations | Selling |
| MBSP | MBS Trading Portal | LENDER user role - This API role allows lender users to execute trades using API integration (executable role) | MBSP-API-Prod-Trade-Execute | Provides write access to execute trades using API integration. This role is applicable to Lenders. | Selling |
| MBSP | MBS Trading Portal | TSP user role - This portal role allows TSP users to view transaction history only. (non-executable) | MBS Trade_TSP - Read Only | Provides read-only access to view transaction history. This role is applicable to TSP users. | Selling |
| MBSP | MBS Trading Portal | TSP user role - This portal role allows TSP users to execute trades on the behalf of lenders. (executable role) | MBS Trade_TSP - Execute | Provides write access to execute trades on behalf of lenders. This role is applicable to TSP users. | Selling |
| MBSP | MBS Trading Portal | LENDER user role - This portal role allows lender users to view transaction history only. (non-executable role) | MBS Trade - Read Only | Provides read-only access to view transaction history. This role is applicable to Lenders. | Selling |
| MBSP | MBS Trading Portal | LENDER user role - This portal role allows lender users to execute trades on their own behalf. (executable role) | MBS Trade - Execute | Provides write access to execute trades. This role is applicable to Lenders. | Selling |
| OLR | On-Line Registration | Allows a lender access to perform an action (e.g. sponsor, not sponsor, hold, remove) on an originator's request. | OLR_LENDER_ADMIN | Provides read/write access to approve, deny, hold or remove a Mortgage Broker’s sponsorship request. This role is applicable to Lenders. | Selling |
| ORIGNTR | Desktop Originator | Desktop Originator® (DO®) can help brokers and correspondents generate more loans, gain a competitive edge in the marketplace, boost profitability, and enhance customer service and satisfaction. | Process Transactions | Provides Write access to perform processing transaction tasks. This role is applicable to Sponsoring Lenders. | Selling |
| ORIGNTR | Desktop Originator | Desktop Originator® (DO®) can help brokers and correspondents generate more loans, gain a competitive edge in the marketplace, boost profitability, and enhance customer service and satisfaction. | Origination | Provides Write access to perform Origination tasks. This role is applicable to Brokers | Selling |
| ORIGNTR | Desktop Originator | Desktop Originator® (DO®) can help brokers and correspondents generate more loans, gain a competitive edge in the marketplace, boost profitability, and enhance customer service and satisfaction. | Administration | Provides wrote access to Admin tool. The role is applicable to DO Sponsoring Lender Administrators. | Selling |
| PESERV | Servicing Marketplace | Servicing Marketplace, available via Fannie Mae’s Pricing & Execution - Whole Loan® application, is a new platform that supports co-issue sales transactions, and brings sellers and servicers together to deliver pricing certainty, transparency, and operating efficiency. All loans are bifurcated - selling reps/warrants stay with the seller. | Servicer - MANAGE | Provide access to view SRP prices, view Seller Adjustments, view Commitment Pipeline, manage Seller Relationships & manage Servicer contacts. This role is applicable to Servicers. | Servicing |
| PESERV | Servicing Marketplace | Servicing Marketplace, available via Fannie Mae’s Pricing & Execution - Whole Loan® application, is a new platform that supports co-issue sales transactions, and brings sellers and servicers together to deliver pricing certainty, transparency, and operating efficiency. All loans are bifurcated - selling reps/warrants stay with the seller. | Servicer - PRICING | Provides Write access to manage SRP prices, Seller Adjustments, view Commitment Pipeline, manage Seller Relationships. This role is applicable to Servicers. | Servicing |
| PESERVC | Servicing Marketplace CLVE | Servicer users with access to manage SRP prices, view commitment pipeline, manage seller relationships. | Servicer - PRICING | Provides Write access to manage SRP prices, Seller Adjustments, view Commitment Pipeline, manage Seller Relationships. This role is applicable to Servicers. | Servicing |
| PESERVC | Servicing Marketplace CLVE | Servicer users with access to view SRP prices, view commitment pipeline, view seller relationships. | Servicer - MANAGE | Provide access to view SRP prices, view Seller Adjustments, view Commitment Pipeline, manage Seller Relationships & manage Servicer contacts. This role is applicable to Servicers. | Servicing |
| PRICSRV | Indicative Pricing | Indicative prices are typically updated once a day at approximately 8:15 a.m. (ET). | External_PRICSRV | Provides external general user access to pricing and net yields protected content on the Business Portal website. This role is applicable to FNM business partners. | Selling |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PREFCL_LOAN_PRSVN_REQUEST_USER | Provides Read-Only access to view loan information, preservation and expenses related to delinquent loans in Prefcl Program. This role is applicable for Servicers in Prefcl pgm. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PREFCL_LOAN_SUBMISSION_USER | Provides Write access to submit loan information on delinquency to the Prefcl Program. This role is applicable for Servicers in Prefcl pgm. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360_PROD_EXCESSFEES_READONLY | Provides Read only access to search and view Excess Fees Requests. This role is applicable to Attorneys. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360_PROD_EXCESSFEES_SUBMISSION | Provides Write access to submit a pre-approval request for any excess fees or costs that they incur during delinquency or bankruptcy. This role is applicable to Attorneys | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360_PROD_EXPENSES_SUBMISSION | Provides Write access to submit a new expense through UI, view claims, search claims, edit a claim, void a claim. This role is applicable to Servicers. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360-PROD-EXPENSES-BULKUPLOAD | Provides write access to upload expenses in bulk for processing and also provides view, search, edit, void functions to a claim. This role is applicable to Servicers. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360-PROD-EXPENSES-READONLY | Provides Read only access to search claims, export claims and view claims details. This role is applicable to Servicers. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360-PROD-REOGRAM-DECISION | Provides Write access to review, update loan data attributes and Confirm REOgrams. This role is for Servicers. | Servicing |
| PROP360 | Property 360 | Property 360 will pull potential REO properties applying all business process triggers for REO creation displaying on the web for the servicer?s REOgram submissions. Servicer will then review and approve properties which are eligible for REOgram. | PROP360-PROD-REOGRAM-READONLY | Provides Read only role to view REOgrams in Property360. This role is for Servicers. | Servicing |
| QUATRO | Quick Exchange | External facing application designed to provide API / WEBUI functionality for Fanniemae external customers to submit/retrieve business process information. | QUATRO_PROD_BATCH_USERS | Provides Write access to submit requests through automated or batch processing for any process onboarded. This role is applicable for any user(Servicer, Attorneys, MI Companies) | Servicing |
| QUATRO | Quick Exchange | External facing application designed to provide API / WEBUI functionality for Fanniemae external customers to submit/retrieve business process information. | FORM629_SRVCR_PROD | Provides Read/Write access to the Form629 (Request for Servicing Transfer Approval) hosted in the Quick Exchange application. This role is applicable for any servicer that accesses FNMA. | Servicing |
| QUATRO | Quick Exchange | External facing application designed to provide API / WEBUI functionality for Fanniemae external customers to submit/retrieve business process information. | FORM200_SRVCR_PROD | Provides Read/Write access to the Form200 (Servicer Attorney Selection Form) hosted in the Quick Exchange application. This role is applicable for any servicer that accesses FNMA. | Servicing |
| QUATRO | Quick Exchange | External facing application designed to provide API / WEBUI functionality for Fanniemae external customers to submit/retrieve business process information. | FORM20_SUBMIT_USER | Provides Read/Write access to the Non-routine Litigation Form (Form 20) hosted in the Quick Exchange application. This role is applicable for any external user that needs to submit Non-routine Litigations to Fannie Mae. | Servicing |
| QUATRO | Quick Exchange | External facing application designed to provide API / WEBUI functionality for Fanniemae external customers to submit/retrieve business process information. | QUATRO_PROD_USERS | Provides Read/Write access to Quatro application. This role is applicable for any user(Servicer, Attorneys, MI Companies) | Servicing |
| REOINT | REO Integration | System will be used to manage REO properties for Credit Loss Area. This is a replacement for CLM/Trax | PREFCL_SRVCR | Provides API access to make Pre foreclosure Loan API calls. This role is applicable to Servicers, participating in the Pre-Foreclosure Program. | Servicing |
| REOINT | REO Integration | System will be used to manage REO properties for Credit Loss Area. This is a replacement for CLM/Trax | PREFCL_LOAN_SUBMISSION_USER | Provides Insert/Edit access to submit/change pre-foreclosure loan information for Property preservation. This role is applicable to Servicers, participating in the Pre-Foreclosure Program. | Servicing |
| REOINT | REO Integration | System will be used to manage REO properties for Credit Loss Area. This is a replacement for CLM/Trax | PREFCL_LOAN_PRSVN_REQUEST_USER | Provides read-only access to view property preservation, inspection/expense data and Servicers Pre-Foreclosure Loans status snapshot data for delinquent loans. This role is applicable to Servicers. | Servicing |
| SDMU | SMDU | Servicing Management Default Underwriter. Credit Loss Default Management service to provide Servicers' with a platform to check eligibility of loans for modifications and subsequent structuring NOTE: Application Name is SMDU but the Application Code is SDMU. This is not a typo |
SMDU_API | Provides write-access to evaluate borrower-initiated MI termination and order and manage valuation orders related to MI termination and property liquidation. This role is applicable to servicers. | Servicing |
| SDMU | SMDU | Servicing Management Default Underwriter. Credit Loss Default Management service to provide Servicers' with a platform to check eligibility of loans for modifications and subsequent structuring NOTE: Application Name is SMDU but the Application Code is SDMU. This is not a typo |
SDMU_External | Provides write-access to perform loss mitigation workout and case management activities. User must have SMDU_UI_EXTERNAL user role to access SMDU UI. This role is applicable to servicers. | Servicing |
| SDMU | SMDU | Servicing Management Default Underwriter. Credit Loss Default Management service to provide Servicers' with a platform to check eligibility of loans for modifications and subsequent structuring NOTE: Application Name is SMDU but the Application Code is SDMU. This is not a typo |
SMDU_UI_EXTERNAL | Provides write-access to perform loss mitigation workout and case management activities. User must have the SDMU_EXTERNAL user role to access SMDU. This role is applicable to servicers. | Servicing |
| SDMU | SMDU | Servicing Management Default Underwriter. Credit Loss Default Management service to provide Servicers' with a platform to check eligibility of loans for modifications and subsequent structuring NOTE: Application Name is SMDU but the Application Code is SDMU. This is not a typo |
SMDU_UI_EXTERNAL_MI_TERMINATION | Provies write-access via UI to perform evaluation and valuation ordering activities related to borrower-initiated requests to terminate mortgage insurance. This role is applicable to servicers. | Servicing |
| SDMU | SMDU | Servicing Management Default Underwriter. Credit Loss Default Management service to provide Servicers' with a platform to check eligibility of loans for modifications and subsequent structuring NOTE: Application Name is SMDU but the Application Code is SDMU. This is not a typo |
SMDU_UI_EXTERNAL_VALUATION | Provides write-access to valuation-related functionality for loan modifications, charge-off, short sale, mortgage release and reserve price bid instructions. This role is applicable to servicers. | Servicing |
| SDMUCLVE | SMDU CLVE | Role assigned to External Users to be able to call SMDU LMP Webservice | SDMU_External | Provides write-access to perform loss mitigation workout and case management activities. User must have SMDU_UI_EXTERNAL user role to access SMDU UI. This role is applicable to servicers. | Servicing |
| SDMUCLVE | SMDU CLVE | Role to access all SMDU APIs | SMDU_API | Provides write-access to evaluate borrower-initiated MI termination and order and manage valuation orders related to MI termination and property liquidation. This role is applicable to servicers. | Servicing |
| SDMUCLVE | SMDU CLVE | This external role is used to authorize SMDU external partners on B2B Gateway. | SMDU_B2BGW_External_Role | Provides write-access to post files to B2B Gateway for delivery to SMDU. This role is applicable to servicers. | Servicing |
| SDMUCLVE | SMDU CLVE | Role to access SMDU Web Application | SMDU_UI_EXTERNAL | Provides write-access to perform loss mitigation workout and case management activities. User must have the SDMU_EXTERNAL user role to access SMDU. This role is applicable to servicers. | Servicing |
| SDMUCLVE | SMDU CLVE | Role to access SMDU MI Termination API through SMDU UI | SMDU_UI_EXTERNAL_MI_TERMINATION | Provies write-access via UI to perform evaluation and valuation ordering activities related to borrower-initiated requests to terminate mortgage insurance. This role is applicable to servicers. | Servicing |
| SDMUCLVE | SMDU CLVE | Role to access SMDU Valuation Functionality | SMDU_UI_EXTERNAL_VALUATION | Provides write-access to valuation-related functionality for loan modifications, charge-off, short sale, mortgage release and reserve price bid instructions. This role is applicable to servicers. | Servicing |
| SMPET | Servicing Marketplace Easy Transfer | This component asset is for integration of Registration Account Management (RAM) to Box for SMP Easy Transfer. | smpet_seller_servicer_read | Provides Read-Only access to view loan files in FNMA box. This role is applicable to Seller and Servicers. | Selling / Servicing |
| TAPPRL | Property Data API -- AWS | Provide capability for selected users to only retrieve data via the API service | External_Retrieve_Data_Only | Provides read access to Property Data Collection data and image information. This role is applicable to Lenders. | Selling |
| TAPPRL | Property Data API -- AWS | To be used by external Users (the external users will be 3rd party vendors). | CIDAPI | Provide write access to submit Property Data Collection data and images. This role is applicable to Vendors. | Selling |
| UCD | Uniform Closing Dataset | Uniform Closing Dataset (UCD) Data Capture is a service that allows lenders to submit UCD XML files to Fannie Mae through one or more of our existing applications. | UCD_SUBMIT | Provides write access to submit UCD file as a single or zip file with ability to search and view findings report to comply w/the FHFA mandate. This role is applicable to sellers and correspondents. | Selling |
| UCD | Uniform Closing Dataset | Uniform Closing Dataset (UCD) Data Capture is a service that allows lenders to submit UCD XML files to Fannie Mae through one or more of our existing applications. | UCD_ADMIN | Allows read-only access to manage relationships with other sellers/correspondents to set-up UCD transfers to aggregators. This role is applicable to sellers and correspondents. | Selling |
| UCDCLVE | UCD Data - Acquisition CLVE | Allows access to Submit UCD File as a single or zip file with ability to search and view findings report- | UCD_SUBMIT | Provides write access to submit UCD file as a single or zip file with ability to search and view findings report to comply w/the FHFA mandate. This role is applicable to sellers and correspondents. | Selling |
| UCDCLVE | UCD Data - Acquisition CLVE | Allows access to manage relationships with other SSRNs. This role should be similar to UCD_SUBMIT. | UCD_ADMIN | Allows read-only access to manage relationships with other sellers/correspondents to set-up UCD transfers to aggregators. This role is applicable to sellers and correspondents. | Selling |
| UCP | Pricing and Execution Whole Loan | Single commitment portal for Whole loan sales (mandatory/best efforts/negotiated executions); Broker mortgage servicing rights (MSRs) on whole loans; B2B integration w/Secondary Marketing systems/LOS; Market-based pricing to align MBS & whole loan pricing | PEWL_API_EXTERNAL_API_Connectivity_Only | Provides read-only access which allows API integration with UCPCLVE. This role is applicable to sellers or TSPs. | Selling |
| UCP | Pricing and Execution Whole Loan | Single commitment portal for Whole loan sales (mandatory/best efforts/negotiated executions); Broker mortgage servicing rights (MSRs) on whole loans; B2B integration w/Secondary Marketing systems/LOS; Market-based pricing to align MBS & whole loan pricing | Seller - READ | Provides Read-Only access to browse Fannie Mae’s whole loan pricing and view the whole loan commitment pipeline and commitment details.This role is applicable for Sellers. | Selling |
| UCP | Pricing and Execution Whole Loan | Single commitment portal for Whole loan sales (mandatory/best efforts/negotiated executions); Broker mortgage servicing rights (MSRs) on whole loans; B2B integration w/Secondary Marketing systems/LOS; Market-based pricing to align MBS & whole loan pricing | Seller - WRITE | Provides write access to retrieve whole loan pricing and create and manage commitments, and view commitment pipeline. This role is applicable to sellers. | Selling |
| UCPCLVE | Pricing & Execution Whole Loan CLVE | Allow seller users to view commitments and their commitment pipeline. | External Trader - READ | Provides read-only access to view commitments and their commitment pipeline and to retrieve whole loan pricing. This role is applicable to sellers. | Selling |
| UCPCLVE | Pricing & Execution Whole Loan CLVE | Allow seller users to take and maintain commitments and to view and maintain their commitment pipeline. | External Trader - WRITE | Provides read-only access to maintain commitments and view commitment pipeline. This role is applicable to sellers. | Selling |
| UCPCLVE | Pricing & Execution Whole Loan CLVE | Allows user to view and/or update unmasked Non-public Private Information on commitments (add-on role). | NPI | Provides read-only access to view unmasked non-public private information on commitments. This role is applicable to sellers. | Selling |
| UCPCLVE | Pricing & Execution Whole Loan CLVE | Allows TSP users API Integration with UCPCLVE | PEWL_API_EXTERNAL_API_Connectivity_Only | Provides read-only access which allows API integration with UCPCLVE. This role is applicable to sellers or TSPs. | Selling |
| UCPCLVE | Pricing & Execution Whole Loan CLVE | Allow seller users to view commitments and their commitment pipeline. | Seller - READ | Provides read-only access to browse Fannie Mae’s whole loan pricing and view the whole loan commitment pipeline and commitment details.This role is applicable for Sellers. | Selling |
| UCPCLVE | Pricing & Execution Whole Loan CLVE | Allow seller users to take and maintain commitments and to view and maintain their commitment pipeline. | Seller - WRITE | Provides write access to browse Fannie Mae’s whole loan pricing and create and manage whole loan commitments.This role is applicable for Sellers. | Selling |
