FAQs: Technology Manager
Frequently Asked Questions for Technology Manager Administrators.
FAQs updated March 24, 2023
Who can use Technology Manager?
All Fannie Mae customers in all customer segments can use Technology Manager. An individual can either have access as an end user or as an Administrator. There are two types of Administrators – Corporate Administrators (CA) and User Administrators (UA) – each have a different type of access.
What is a Corporate Administrator (CA)?
Corporate Administrators have the authority to manage all access to Fannie Mae technology for your company, including activating and configuring applications, managing user access, and managing lender/broker relationships, if applicable, and configuring company-wide features such as multifactor authentication settings. Additionally, Corporate Administrators can reset passwords. This role is available to Fannie Mae seller/servicers. Individuals designated as Corporate Administrators have the ability to legally bind your company by signing and submitting requests and terms and conditions for technology applications until Fannie Mae receives a signed Technology Manager Administrator Registration Request directing that their status as a Corporate Administrator be terminated. Corporate Administrators will be the recipients of Bulletins to your company’s Software Subscription Agreement with Fannie Mae.
What is a User Administrator (UA)?
User Administrators have the ability to set up and manage user profiles, passwords, and access to Fannie Mae technology applications. Some organizations do not have a Corporate Administrator. In those instances, the User Administrator can also register and manage other administrators, manage System IDs and edit some company configurations.
What is an End User?
End users (also referred to as External Technology Users) have access to Fannie Mae technology applications and can manage their own profiles in Technology Manager, but they are not administrators. Depending on the organization’s password management settings, end users may also be able to change their own passwords.
Setting up an Administrator
What is the process to register a Corporate Administrator or User Administrator?
To register a new administrator, please follow the instructions below:
Corporate & User Administrators* Other Users
Register corporate and user administrators through Technology Manager via the Manage Users option on your dashboard.
Call 800-2Fannie (800-232-6643) or type ‘Help’ in the Technology Manager Virtual Assistant chat window
Once your identity has been verified by a Help Desk agent, you or your organization's point-of-contact will be notified by email with next steps.
*User Administrators at organizations without a 5-digit seller/servicer number.
What is a 5-digit Seller/Servicer Number?
The 5-digit Seller/Servicer Number is the first 5 digits of the 9-digit Seller/Servicer number.
What is a User Group and a User Group ID?
A User Group ID is a system-generated 6-digit, alphanumeric identifier (Example, a12x4g). It is sometimes referred to as “Subscriber ID.” This number is different than the Seller/Servicer Number. It is easy to identify because the first five digits of any User ID are also the first five digits of the User Group ID.
User Groups are utilized to organize users for the purpose of user administration. A Corporate Administrator can use Technology Manager to provision a user group, but as a best practice we do not recommend creating specific user groups.
As a Corporate Administrator, how can I allow my users to reset their own password?
- As a Corporate Administrator, you can change the administrator-managed setting by going to the Corporate Administrator Home Page. Then select the organization (“My Company” drop-down) that you wish to edit. In “Company” section, click the Edit Company Configuration link.
- In “Passwords are Managed by Administrator Only” Field select “No” and click Submit.
- After the configuration is changed to self-serve, your users will be able to reset their password here.
I’m an Administrator trying to reset a password and the Reset button is not enabled. What can I do?
The Administrator will be unable to reset a user’s password if the user did not set their security question, and then got locked out. The user cannot go in and set the security question until the password is reset.
Call 1-800-2FANNIE (232-6643), (select 1 three times) to get the password reset and then notify the end user to set their security question.
I am having issues with resetting my password.
Refer to this list of scenarios to troubleshoot password reset issues.
For a user to perform their own password reset, the following parameters must be set in their User Profile.
- The setting for Password is Managed by Administrator Only must be set to No.
- The User’s Email in the User Profile must be a non-public email domain.
What is 90-Day Password Expiration?
As a general rule, all Fannie Mae user IDs automatically lock if the user has not logged into any Fannie Mae technology application for more than 90 days. As an added layer of protection, all users within your company are required to change their password every 90 days regardless of how frequently the ID is used. Four reminders will be sent to the user 10 days, 5 days, 2 days before expiration and day of expiration.
What is a System ID?
In Technology Manager, an ID can be set up as a unique system ID for your systems, jobs and processes (i.e., backend integration for APIs or Loan Origination System). The System ID is designed to enable system-to-system transactions. Once the System ID is established, the password will expire in 365 days. The profile is never locked due to inactivity, but it will be locked if the password is not reset by the expiration date. A System ID cannot be used to access the UI of a Fannie Mae application like User IDs can.
How can I create and manage a System ID?
Corporate Administrators (and User Administrators for organizations that do not have a 5-digit seller/servicer number), can create and manage all System IDs from within Technology Manager, including creating System IDs with a password or SSH Key, granting the IDs access to applications, changing the System ID password, deactivating and reactivating System IDs.
Managing Desktop Originator® (DO® ) Sponsorship Requests
Why is my company’s institution ID not listed when I attempt to approve a new DO Sponsorship request?
The list of available company institutions only includes institutions for which relationships do not currently exist. If the relationship already exists, it will be shown in the current relationship tab at the bottom of the Select Institution screen. To remove the duplicate request (if the relationship already exists), click on the ‘Cancel’ option to go to the previous ‘Manage Originator Sponsorships’ screen. Select the duplicate request and click on the ‘Remove’ option below the Request Summary screen. The duplicate request will be removed from the queue.
If I remove or deny a sponsorship request because the mortgage originator already has a sponsorship with me, will that remove the current relationship that exists?
No, denying a current request will not affect the existing relationship.