Navigating PE – Whole Loan Application

Overview

The Pricing & Execution – Whole Loan® (PE – Whole Loan) single platform uses navigation and menu options that are consistent on each screen whether you are working with mandatory, best efforts commitments.

PE – Whole Loan opens to the Upcoming Expirations screen. The execution type toggle at the top-right of the screen allows you to select what type(s) of commitments you want to view: All, Mandatory, Best Efforts commitments .

The function menu on the left of each screen provides access to the most used functions in the PE – Whole Loan application.

PE – Whole Loan also tailors your user experience based on your most frequent actions. If for instance you typically log in to access and commit utilizing the mandatory execution, the mandatory execution toggle will be remembered upon log in. Please continue to explore the job aids for other instances where the application remembers your preferences.

Buttons, Links, and Icons

At the top of the screen, there are eight helpful features:

1. Banner Messaging:  On the Upcoming Expirations screen, banner massages alert users to changes, issues, scheduled outages and holidays. When in use, banner messages will scroll across the PE – Whole Loan header bar. Users may also hover over the message for a static display.

2. Make Commitment Button: The Make Commitment button accommodates both mandatory best efforts commitments. For more information on making commitments, see the Making a Mandatory Commitment job aid or the Making a Best Efforts Commitment job aid.

3. Search Field: The basic search field allows you to quickly locate a commitment by its Commitment ID  The Advanced Search option, under the search field, enables you to quickly search their commitment data using a more robust advanced search functionality. You can search by up to 200 individual commitment IDs at once, perform partial searches, and export their search results to a .csv file format. For more information on how to search for commitments see the Searching Commitments job aid.

4. Seller Name Drop Down: If your user ID is associated with multiple seller-servicer numbers (branches), you may switch between seller branches and numbers by scrolling over your Seller Name and selecting a new branch number from the drop-down list.

5. Execution Type Toggle: The execution type toggle is available throughout the application including the Make Commitment, Search, Browse Prices, Pipelines and Fees screens. The toggle allows you to switch between execution types. From the Pipelines and Fees screens you can use the toggle to view All commitments or just the Mandatory, Best Efforts commitments.

6. User Name Drop Down: By scrolling over your User Name, a drop-down list will appear that will allow you to go directly to the Preferences function or quickly Logout of the application. For more information on options available under Preferences, see the Setting Up Your Contact Preferences job aid.

7. Help & Support Link: The Help & Support link takes you to the Pricing & Execution - Whole Loan page on fanniemae.com. This page contains the latest information on updates, announcements, training, and support.

8. Export & Print Icons: Export & Print icons are available throughout the application including the Browse Prices, Commitment Details, Pipeline views, and Fees screens.

Function Menu

The function menu on the left of each screen provides access to the most used functions in the PE – Whole Loan application:    

1. 1. 1. 1. 1. Pipeline Views - Choose the pipeline view that is most useful for the task you want to perform. For more detailed information about each pipeline view, please refer to the Viewing Your Pipeline Overview job aid.

            1. • Each pipeline presents data in a summary graph followed by a complete listing of the commitments that meet the selected criteria.

               • Group data by product, execution type, status, or in the case of Upcoming Expirations, view data by expiration date.

               • Sort data by key commitment parameters by clicking on the column header.

               2. Browse Prices - The Browse Prices feature gives you the ability to browse, print or export prices for multiple products at one time.

               • Last Browsed - Restores the last parameters you browsed, regardless of when you last logged in.

               • Save as New Template - Customize Browse Prices templates for sets of products, commitment periods, and other parameters that you view regularly.

               3. Fees - A comprehensive fee view that tracks all fees for pair-offs, extensions, and over-deliveries across all applicable execution types.

               4. Preferences - Within the Preferences feature, you can create a contact list and an email list of recipients who should receive commitment confirmations and notifications.