FAQs: Master Servicing Portfolio Manager

Master Servicing Portfolio Manager offers management oversight and self-service functionality related to performance, loan activities and portfolio management that will help drive efficiency and straight through processing.

• The new self-service management tool provides servicers with access to Loan, Cash and Liquidation exceptions that require servicer review and confirmation.
• Servicers can use the tool to enter resolution plans and resolution dates to address these exceptions.
• Master Servicing Portfolio Manager allows for data downloads such as the Daily Liquidation Report and Enhanced MBS.

• Self-service access to information, enabling adherence to Fannie Mae’s investor reporting requirements.
• Visibility into consolidated servicer investor reporting metrics (at the end of the period) to help drive improvements and process enhancements.
• Increased transparency between servicer and Fannie Mae related to loan and cash exception management.

Master Servicing Portfolio Manager was introduced on June 6, 2022.

If you have questions about the Master Servicing Portfolio Manager or have feedback on Master Servicing Portfolio Manager features and/or functionalities, please email Master Servicing.

All data will be available on the 4th business day of each month.

Remediation plans and confirmation are due no later than the 14th business day of each month.

• MSPM - External READ_REQUEST, Read access to Master Servicing Portfolio Manager cases.
• MSPM - External READ_REQUEST_WRITE, All External READ-REQUEST access, plus updating servicer exception(s) and submit workflow request cases.
• MSPM - External ATTEST, All External READ-REQUEST_WRITE access, plus approving workflow request cases.

Servicer corporate administrators will request access through Fannie Mae’s Technology Manager for all servicer users starting June 3rd. Once users have been provisioned, they will be notified via email. Use this job aid to access Master Servicing Portfolio Manager.

Yes, sub-servicers will have access to all the data they are authorized to view.

Yes. The Master Servicing Portfolio Manager User Guide will be available on our Fannie Mae Master Servicing Portfolio Manager webpage.

Please contact Master Servicing at 1-800-2-FANNIE and choose Option 1, Option 6, or email Master Servicing with any questions.