PRS Seller/Servicer User Guide Quick Start Manual
Contents
1. If available users can select one or more data rows in the grid by clicking the checkbox within the TOW FI Customelb gt CompanyName ALEM Alfreds Futterkiste ANA TR Ana Trujillo Emparedados y helados ANTON Antonio Moreno Taqueria AROUT Around the Horn BERGS Berglunds snabbkop contactame Maria Anders Ana Trujillo Antonio Moreno Thomas Hardy Christina Berglund Country Germany Mexico Mexico UK weden Change page i P Displaying page 1 of 19 items 1 to 5 of 91 Context Menu The Context Menu or Right click Menu is used to perform an action on a single record While hovering over a row on a grid click the right button on the mouse to bring up the Context menu The Context Menu offers a limited set of choices that are available in the current state or context of the items on the grid 4 Trouble Ticket New Trouble Ticket 1 22 2008 7 43 15 PM New Trouble Ticket 1 22 2008 7 43 16 PM New Trouble New Trouble Equipment Request Help Desk Question Grid Menu The Grid Menu is used to perform an action on multiple records To select multiple rows check the box on the left side of each row To perform an action on these rows click the appropriate button on the Grid Menu 33 38 Freddie A Mac Multifamily Type EN J Y e Download Selected Templates Due Date Change Requests Waiver Request Output to Excel 5 5 Name Portfolio S 5 No S S Loan No Do2. Multifamily Home S S Overview The Seller Servicer Overview provides a summary of information regarding the Seller Servicer including any current meaningful system notifications Click Add New on the respective grid to add new Office Locations or Contacts Ps ai SIS Overview 55 Pentre Gumeery Notification Date Printing Tithe Notification Uptoed F akres Be ECH Thit os a Test S5 Meteage Vto f ads es o Di fe y s Cuts w wrgen KL tte im a AA Add Hee at Location Mame Street Address I Street Address 2 City State Ze Delete di ontacts Add New tat Contact Type Contect Meme Tithe Street Addres Cas State Tip Code Main Phone Direct Phone Mob e Phone Ferme Emad Address Delete Nis record to dips S S Pipeline Summary The S S Pipeline Summary provides a summary of the Assessment status totals by type status and quarter e Js S S Pipeline Summary SS ege AB Assessments Pipetne Summary e Ota te Laced Uptoed Fares Sed mission Siatzen Quarter 3 Queter Z Querter 3 Quarter 4 Tote Vaikdoton Fakres Due kad 59 3 213 613 Date viures AbAscowements FS o n 0 o 0 Ce Accepted 0 o 0 o o a is Waived 0 0 o H D A8 Spended 4 2 0 o 3 An Rew mintion D 0 0 Q D Loan Menegernent Ferm Een Output to Eve Subesiion Matus Quarter 1 Quarter 2 Quarter J Quarter 4 Total Due ot a H 57 160 Compete D 0 D Oo D Accepted o D o o D Waived H 0 0 o Q Sanpernded 3 H 0 6 3 Rewab micten D D D o n Quartery ke omg 6 Enpense Pootra
3. Accepted The Accepted queue includes Assessments that are being reviewed by Freddie Mac These assessments are no longer available for upload Due The Due queue includes all Assessments that are Due This includes assessments that are due late don t have the necessary documentation have been returned by Freddie Mac and have a Waiver or Extension request pending with Freddie Mac The sub statuses are indicated in the grid iJ All Assessments Due All Assessments ir Type EN e o Download Selected Templates Due Date Change Bulk Waiver Request Bulk Output to Excel Ces SCH 5 5 Name Portfolio S S No S S Loan No FM Loan No Accepted ir ra T T LMF pee w Type AIE Showing 50 of 88 items Group continues on the next page QIE l EE O Demo Bank Demo Drvision 1 AIE zj AIF 5 Demo Bank Demo Division 1 Demo Bank Demo Division o ViewLoan Details Demo Bank Demo Division l e Download Template O Demo Bank Demo Division Vises Forn O Demo Bank Demo Division View Documents CC Demo Bank Demo Division Due Date Change Request F Demo Bank Demo Division Waiver Request Demo Bank Demo Division 1 Deme Bank Demo Division 1 O Demo Bank Demo Division 1 O Demo Bank Demo Division 1 E Demo Bank Demo Division 1 E Demo Bank Demo Division 1 I Demo Bank Demo Division 1 7 Demo Bank Demo Division 1 22 38 Freddie Mac Multifamily a Grid Menu
4. Output to bocel Sub mintion Saha Quarter Quarter 7 Lag ber 3 Quarter 4 Total r eg In addition to the above both the AIE and AIF pipelines would be shown below the QIE pipeline Upload Failures The Upload Failures page provides a list of uploads that have failed during the upload process and includes a description of the error El Upload Failures Osetra Dizi ol Caztput bo Fecal wera Fre pre es yx puy ee ee Ue Nie Lipa Chair Ferme Le rien Waikdetion F muner aa i z is ns Mis PE CDI Ten drier Dia Var Woo EAR On Fage i ofl a Pape sei 3i Change All Anansi 7 T LMF iz m 19 38 ee Multifamily Validation Failures The Validation Failures page provides a list of field level validations that failed during the AIF form upload process and includes a description each validation failure aes Validation Failures BE Cheta eT e GE ee li Cutput to Eiai L d Fos vw on een Lipid Dale Err Cheis ip licen Evrae Flat eileen Pee Cabs yarig Al Ange zsm EI Hic emt ced be diaple Wo fale oH Pegel i of f Dn Pegesice Su Change 1 2 EEL Data Warnings The Data Warnings screen allows Seller Servicers to view individual file upload warnings generated by the system due to data discrepancies within the incoming assessment template vs data that exists in PRS by Assessment type Users have the ability to add comments to a given warni
5. Account Administration Help Freddie PRS Pm oye Mac Property Reporting System Reports fea Available Reports Output Type Si Late Assessments Report x Performance Report New z Rejected Reason Report Pe Return Report New Xe Ki Risk Rating Reportfor Assessments 17 38 Freddie A Mac Multifamily My Account Change Password To view or update your User Profile perform the following functions 1 On the Main Menu go to the My Account drop down menu and select Change Password Home Upload Download Administration Help Change Password A Freddie PRS a Mac Property Reporting System 2 Enter your current password and new password twice Click Change Password Home Upload Download My Account Administration Help Freddie PRS Property Reporting System t Mac Change Password Password New Password Confirm Password Change Password Forgotten Password Go to the Login page Click Forgot your password Enter your username Click Change Forgotten Password An email will be sent to the address associated with your account that includes a temporary password Use this temporary password to log into the system If the temporary password is accepted you will be immediately asked to provide a new password oo ae Em If you have forgotten your username or are unable to access your login page please contact your administrator 18 38 Freddie A Mac
6. Document Interface window to the documents Assessments and Attachments for the Assessment You cannot upload documents directly to this page all uploads should be done through the Upload Upload Individual Files ttem on the Main Menu Accepted The Accepted queue includes Assessments that are being reviewed by Freddie Mac Document uploaded to these assessments is not available and will fail If you need to re upload a file to any Assessment in the Accepted queue please contact your Freddie Mac representative Home All Assessments Z All Assessments Accepted 5 5 Name T 7 Geigener ee wi Type AJE Showing 50 of 1119 items Group continues on the next page a Re Demo Bank Demo Bank Demo Bank Demo Division 1 Demo Division 1 Demo Division L Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demme Diversion 1 _ Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 1 F Demo Bank Demo Division 1 Deme Bank Demo Bank Dermo Bank Demo Division 1 Demo Division 1 Demo Division 1 View Form Context Menu Items these apply only to a single selected Assessment 1 View Form To view the form on screen click View Form This will open a pop up window with the associated Assessment 27 38 Loan Details Loan Details Loan Details provides information re
7. Ends VWVith ANTON All filters in a single table are applied using AND operator That is only items grid rows that comply with all filters are displayed 30 38 Freddie A Mac Multifamily Note When you have more than one value to filter on values should be entered separated by a space Grouping If enabled on the grid the grid can be grouped based on the value of a particular column Users can also have multilevel grouping based on different criteria To facilitate grouping a special area called the GridGroupPanel will be displayed at the top of the grid to display the grouping options GridGroupPanel SupplieriD 1 CategorylD 1 d H categorylD 2 3 SupplierlD 2 CategoryIb 2 Chai Chang Anizeed TUE Chet Anton s Cajun 2 Seasoning Louisiana Fiery Hot 10 boxes x 20 bags 24 12 07 bottles 16 19 12 550 mi bottles 43 5 oz jars 22 27 0 OF When a table is grouped all group fields appear in this group panel as elements with an icon that indicates the sort order To remove a field from the grouping click the X To change the sort order of the grouping click the down arrow in the GridGroupPanel for that item d X Recevwed From Folder name SIZE wi Received from date Monday March 28 2005 3 28 2005 3 28 2005 3 28 2005 3 28 2005 3 28 2005 EWarner web com NBullard web com TSholl web com SWard web com GTo
8. Items these apply to items selected on the Grid 1 Download Selected Templates To download multiple pre populated templates Select the Assessments using the checkbox click the Download Assessment Templates and PRS will place a pre populated version of the selected templates in a Document Interface popup window To download these files as a zip selected all files right click and select Download as Zip 2 Due Date Change Request If you would like to simultaneously request Due Date Change for multiple Assessments Select the Assessments using the check box click Due Date Change Request complete the popup For date change request enter the requested date and the justification in the comments section and click Submit Freddie Mac will review the request and approve or deny the request Freddie Mac gt S amp S D DueDateChangeRequestBulk S S Loan No Request Type Request Status Requested Due Date Select Reason Due Date Change Pending Approval Pending Payoff Comments Submit 3 Request Waiver for Selected If you would like to simultaneously request a waiver for multiple Assessments Select the Assessments using the checkbox click Request Waiver for Selected complete the below pop up by selecting the reason and entering comments for waiver then click Submit 23 38 ee Multifamily Freddie Mac gt amp 0 B WaiverRequestBulk Freddie Mac Loan No R
9. 4 The bulk file will upload and you will be provided with a report outlining any errors 13 38 Freddie A Mac Multifamily Download Files Download Blank Templates To download one or more Assessment or Attachment files perform the following functions 1 On the Main Menu go to the Download drop down menu and select Blank Assessment Templates Home Upload My Account Administration Help Blank Assessment Templates x e Doc entatio Freddie SE i Mac 2 The following page will appear with the latest Assessment templates for download Templates H L amp Temp 0 subfolders Templates 7 files 5 48 MB A Name Type Date Modified _ Annual Income and Expense_BTL_v2 XLSM File 11 2 2012 3 55 PM EN Annual Income and Expense_v3 2012_Blank Form XLS File 6 18 2013 12 23 PM Si Loan Management BUT vd XLS File 10 1 2012 2 51 PM Si Loan Management_v5 2012_Blank Form XLS File 4 3 2013 2 49 PM _ Quarterly Income and Expense_BTL_v1 XLSM File 5 7 2013 4 14 PM GI Quarterly Income and Expense_v1 XLS File 6 4 2013 1 01 PM _ x0000000_Inspection_MM DD YY_S YYYY_BlankForm XLSM File 12 17 2013 9 16 AM 2 Right click on the file you would like to download and select Download 14 38 Freddie A Mac Multifamily Download Documentation To download the latest system documentation perform the following functions 1 On the Main Menu go to the Download drop down menu and select Documentation Hom
10. 8 40 PM 9 4 2009 8 39 PM 9 4 2009 8 38 PM 9 4 2009 8 38 PM 9 4 2009 8 41 PM 10 38 Type File folder Adobe Ac Adobe Ac Adobe Ac Adobe Ac Adobe Ac Freddi A Msc Multifamily Bon Multifamily 7 Navigate to the appropriate folder and select the files you wish to upload and click Open You may select one or more files for upload 8 The file s you selected will appear in the Upload Files window If you would like to add more files repeat steps 3 through 5 If you would like to clear a file right click on that file and select Clear 9 Once you are ready to complete the upload click Upload 10 Your documents will be immediately processed by the system O O If successful the documents will be immediately moved to the proper Assessment folder and will not appear on this page If unsuccessful the files will remain on this page and will be added to the Upload Failures list accessible by clicking the View Upload Failures button below the document window which provides feedback on the reason for failure Failures must be corrected and re uploaded Upload Failures Pop Up Sa Drag a column header and drop it here to group by that column Output to Excel File Name Upload Date v Error Description 487796659_Inspection_12 31 13_S 2013 xlsm 1 6 2014 3 32 24 PM Invalid Version of the Template 504133373_Inspection_03 31 14_S 2014 xlsm 12 30 2013 7 48 53 AM File date does not match assessmen
11. Freddie Mac Seller Servicer Quick Start Manual Freddie Mac Multifamily a Seller Servicer Quick Start Manual Freddie A Mac Multifamily Table of contents Ideal Der e WE 4 el E 4 WOON ee 5 Gewn o ME eae a E E E E 6 YEM e n CC 6 LOO I a 7 IOS TE 9 FIOW TOW 6 OaG One Or MOLE WES EEN 9 How to Upload a BulkEie 11 DOWNA WE 14 Download Blank Tempolaies 14 Download Documentation n nnnennnannnanennnnennounnnnnennrnnrrnrrrnnrrsnrnrrrnnrrnrenrrrnrrnnrrnnrrnrenne 15 Download Pre populated Templates ccccccccceececeeeeceeeceeeseuseseueeseueeseneeseeensees 16 See 17 WY ee 18 Eer Aten enn E ee eee 18 Forgotten Password E 18 lte 19 SE Eege 19 IDC IS UIA E 19 Ba eria FNS E E A E A E A AE E 19 EH e rei We UE 20 RECHNEN 20 ASSESSING QUGUCS ee eege 22 BIL 22 VV INCE SUIS OC NOS E 23 Beiler 24 PRE GCOS E 25 Beigl 28 Beigl EE 28 Assessment Details cccccceccceeceeeeeceeeeeeeeeeeseeeseeeeeeesaeeseeeeseeeseeesueesueeseeeseueeseeenaees 27 PIV E 29 ONO GON OLS araa E E A 30 E te 30 OM ING E 30 SI dee BEE 30 TOUDI D 31 ROW ClCH aeea aa E Ea 32 Selecting a ROW with a Check 32 Selecting a Row with a Checkbox ccceecceceececeeeeeceeeeeseeesseeeesseesesseeeesaeeeeas 33 CONE MONU eege 33 Grid Menu 33 DOCUMEN E le ER MOOG GT 34 Excel Assessment Templates 37 Additional Excel nee E 37 JPO GG Set 38 Freddie A Mac Multifamily Introduction Welcome F
12. Ne records to display QIE Details AIF Details Activity Waiver Requests Ka e Request Request Approved Denied e Decision Assessment Type Submission Period R R S Requestor Request Date Status By Approval Denial Date Decision Reason Fees Bulk waiver per 3 S Loan Management 2012 Freddie Gina Thompson 10 31 2012 Approved Gina Thompson 10 31 2012 3 52 34 PM Approved Mac Suspend Requests Assessment Type Submission Period Suspension Status Suspended By Suspension Date Decision Reason Decision Comment No records to display 29 38 Freddie A Mac Multifamily Common Controls Grids Many screens in PRS are grid based that include similar functionality This functionality is enabled as needed on each grid and is not be available on all pages depending on required functionality This section reviews the basic functionality of the grids that applies across the system Sorting If sorting is enabled users are able to sort the grid by any column by clicking on the column header The sorting function toggles between three modes e ascending e descending no sort CustomerID CompanyName ContactName ContactTitle Address PostalCode BOTTM Bottom Dollar Markets Elizabeth Lincoln Accounting Manager 25 Tsawassen Blvd T2F 8M4 FISSA FISSA Fabrica Inter Salchichas SA Diego Reel Accounting Manager C7 Moralzarzal 86 28034 HANAR Hanari Carnes Mario Pontes Accounting Manager Rua do Paco 67 05454 876 LILAS LILA Supermerca
13. Windows XP Professional x64 Edition Windows Vista 32 bit Windows Vista 64 bit Windows Vista with Service Pack 1 SP1 or higher Windows Server 2003 32 bit with Service Pack 2 SP2 or higher Windows Server 2003 64 bit with Service Pack 2 SP2 or higher Windows Server 2008 32 bit or higher Windows Server 2008 64 bit or higher Windows 7 128MB Windows XP 32 bit with Service Pack 2 SP2 or higher 64 MB Windows XP Professional x64 Edition 128 MB Windows Vista 32 bit 512 MB Windows Vista 64 bit 512 MB Windows Server 2003 32 bit with Service Pack 2 SP2 or higher 64 MB Windows Server 2003 64 bit with Service Pack 2 SP2 or higher 128 MB Windows Server 2008 32 bit 512 MB Windows Server 2008 64 bit 512 MB Hard Disk Space Windows 7 150MB 6 38 pM Freddie Mac Multifamily e Windows XP 32 bit with Service Pack 2 SP2 or higher 150 MB e Windows XP Professional x64 Edition 200 MB e Windows Vista 32 bit 70 MB e Windows Vista 64 bit 120 MB e Windows Server 2003 32 bit with Service Pack 2 SP2 or higher 150 MB e Windows Server 2003 64 bit with Service Pack 2 SP2 or higher 200 MB e Windows Server 2008 32 bit 150 MB e Windows Server 2008 64 bit 200 MB Drive e CD ROM drive if installation is done from a CD ROM Display e Super VGA 800 x 600 or higher resolution monitor with 256 colors Peripherals e Modem or Internet connection e Microsoft Mouse Microsoft IntelliMouse
14. ank Den View Documents Demo Bank Demo Division 1 Demo Bank Demo Division 1 Deme Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 1 Demo Bank Demo Division 2 Demo Bank Demo Drviston 1 Demo Bank Demo Diviston 1 Demo Bank Demo Division 1 Grid Menu Items these apply to items selected on the Grid 1 Download Selected Templates To download multiple pre populated templates Select the Assessments using the checkbox click the Download Assessment Templates and PRS will place a pre populated version of the selected templates in a Document Interface popup window To download these files as a zip selected all files right click and select Download as Zip 2 Output To Excel Click this button to output the Grid to Excel Context Menu Items these apply only to a single selected Assessment 1 View Loan Details Opens a popup with details about the Loan with which this Assessment is associated including previous Assessments 2 Download Template To retrieve a pre populated template for this Assessment click this button and PRS will place the pre populated version of the selected templates in a Document Interface popup window To download this file right click on it and select Download 3 View Form To view the for on screen click View Form This will open a popup window with the associates Assessment 26 38 Freddie A Mac Multifamily 4 View Documents Provides a popup with a
15. ck Submit sample shown above 24 38 Freddie Mac Multifamily a Waived Suspended The Waived Suspended queue includes all Assessments that have been waived or suspended by Freddie Mac Loan Management Waived Suspended Drag a column header and drop it here to group by that column o Download Selected Templates Output to Excel S S Loan S S Name Portfolio S S No No FM Loan No Status Status Date Property Name emm E d dk T T d T T d LI Demo Bank Demo Division 3 Suspended 12 26 2012 North Forest Apartments Demo Bank em e Waived 10 31 2012 Granby Oaks Apartments o View Loan Details F Demo Bank Waived 10 31 2012 Foxfire Apartments Download Template E Demo Bank View Documents Suspended 10 10 2012 VILLAS AT TOWNGATE E Demo Bank Demo Division 3 Waived 10 31 2012 THOUSAND OAKS Grid Menu Items these apply to items selected on the Grid 1 Download Selected Templates To download multiple pre populated templates Select the Assessments using the checkbox click the Download Assessment Templates and PRS will place a pre populated version of the selected templates in a Document Interface popup window To download these files as a zip selected all files right click and select Download as Zip 2 Output To Excel Click this button to output the Grid to Excel Context Menu Items these apply only to a single selected Assessment 1 View Loan Details Opens a popup with details abo
16. cument I nterface PRS utilized a standard document interface to manage all document repositories within the system The basic functionality includes the following Menu Items Up One Level Create New Folder Download and Upload Left Panel Tree view showing the folder structure Main Window Listing of documents in the repository ja Order e158 Documents E E E t 0 subfolders Order No 1539 Documents 3 files 340 KB A Name Size Type Date Modified T Additional_Note 42 KB PDF File 2 20 2012 5 05 PM Mortgage 43 KB PDF File 2 20 2012 5 05 PM Title_Policy 255 KB PDF File 2 20 2012 5 05 PM Upload Files 1 On the menu click on the blue UP arrow Upload Files 34 38 Freddi A Msc Multifamily Piatt 0 subfolders Name 504149679 LMGT_02 14 12 2011 2 The Upload Files window will pop up 4 Select files to be uploaded O files Name Sze Type Status 3 Click Add 4 The Select Files window will pop up 35 38 Freddie Mac Multifamily a e i Select file s to upload by gresweb0 GC EI Date modified A Appraisals 10 26 2010 11 55 File folder Mortgage pdf 9 4 2009 8 40 PM Adobe Ac Note pdf 9 4 2009 8 39 PM Adobe Ac Rent Roll pdf 9 4 2009 8 38 PM Adobe Ac D Site Inspection pdf 9 47 2009 8 38 PM Adobe Ac Title Policy pdf 9 4 2009 8 41 PM Adobe Ac All Files with Extensions Navigate to the appropriate folder a
17. do Carlos Gonzalez Accounting Manager Carrera 52 con Ave Bolivar 65 98 Llano Largo 3508 QUEDE Que Delicia Bernardo Batista Accounting Manager Rua da Panificadora 12 02389 6735 QUICK QUICK Stop Horst Kloss Accounting Manager Taucherstrabe 10 01307 ROMEY Romero y tomillo Alejandra Camino Accounting Manager Gran Via 1 28001 SUPRD Supr mes d lices Pascale Cartrain Accounting Manager Boulevard Tirou 255 B 6000 VINET Ving et alcools Chevalier Paul Henriot Accounting Manager 59 rue de l Abbaye 51100 WARTH Wartian Herkku Pirkko Koskitalo Accounting Manager Torikatu 38 90110 M 4 1j2 3456789 10 gt m Pagesize 10 91 items in 10 pages Some grids have a default sort enabled and the user is able to override this default by clicking the header to sort by a different column If the user leaves the page and returns the grid will return to the default sort Filtering When filtering is enabled a filtering item appears below the column header The user can enter a filter criterion in the filter box A drop down list allows the user to select a filter expression that is applied to the criterion for the column When the user presses the filter button next to the filter box the grid displays only the records matching the filter criteria specified using the filter boxes CustomernD CompanyName ContactName C M d y NoFilter AER Alfreds Futterkiste Contains Ana Trujillo DoesNotContain ANATR Emparedados y helados Antonia Moreno
18. e Upload My Account Administration Help Blank Assessment Templates ae 8 CR Documentation Freddie e Mac 2 The following page will appear with the latest system documentation available for download specific filenames may vary E Documentation H L 0 subfolders Documentation 1 files 5 99 MB A Name Size Type Date Modified T Freddie Mac User Guide PRS2 5 99 MB PDF File 6 15 2012 2 29 PM 15 38 Freddie A Mac Multifamily Download Pre populated Templates Pre populated templates can be downloaded from the Due queue menus in the system To download an individual assessment FADS On the Due queue grids hover over the row of the particular Assessment Right click to open the Context menu Select Download Template A document interface window will open with the file you ve requested ready for download To download multiple assessments 1 2 3 4 On the Due queue grids select the desired Assessments by clicking the check box next to each assessment that you d like to download On the Grid Menu select Download Selected Templates A document interface window will open with the files you ve requested ready for download Hold shift and select the requested files then click the down arrow to begin the download 16 38 Freddie Bs Multifamily Reports The reports menu shows the list of available reports that can be previewed printed Home Upload Download Reports My
19. equest Type Request Status Waiver Reason Waiver Pending Approval Other Comments Submit 4 Output To Excel Click this button to output the Grid to Excel Context Menu Items these apply only to a single selected Assessment 1 View Loan Details Opens a popup with details about the Loan with which this Assessment is associated including previous Assessments 2 Download Template To retrieve a pre populated template for this Assessment click this button and PRS will place the pre populated version of the selected templates in a Document Interface popup window To download this file right click on it and select Download 3 View Form To view the form on screen click View Form This will open a popup window with the associated Assessment Note The AIF form cannot be viewed on screen due to the size of the form 4 View Documents Provides a popup with a Document Interface window to the documents Assessments and Attachments for the Assessment You cannot upload documents directly to this page all uploads should be done through the Upload Upload Individual Files item on the Main Menu 5 Due Date Change Request If you would like to request a due date change for this Assessment Click Due Date Change Request complete the pop up and click Submit Sample shown above 6 Request Waiver for Selected If you would like to request a waiver for this Assessment click Waiver Request complete the pop up and cli
20. garding the loan Population File Loan Details _ Loan Details Loan Details sn Loan Details eene SellerfSenicer Name Demo Bank gei Seller Servicer Loan No ee Property Name Granby Oaks Apartments AIF Details City Ei SE Zip Code een emgeet Note Date 02 26 2003 Risk Rating 4 Previous Quarter Risk Rating 4 Senior Housing Flag No COOP Flag No I O Flag No Subordinate Debt Flag No Blanket Flag No Data on this page is being populated from the Portfolio Demo Division 3 FM Loan No Street Address State Number of Units 148 Funding Date 04 07 2003 Maturity Date 03 01 2014 Risk Rating as of Date 08 10 2012 Previous Quarter Risk Rating as 05 10 2012 of Date Bond Flag No Unstable Flag No Crossed Flag No Revolver Flag No Amortization Begin Date 02 26 2003 Freddie A Mac Multifamily Upon opening the Loan Details screen users can view details for individual LMF AIE QIE and AIF records In addition users can view the activity i e Due Date changes Waiver requests and suspensions that s occurred on the selected loan soanvems i Activity Loan Details Due Date Change Requests No records to display Requestor Status By Date Approved Denied Approval Denial Decision Comment Waiver Requests Assessment Submission Request Request Type Period Reason Comments Requester Bulk Inspection 2012 waiver per Gina Mac Bulk Loan 2012 waiver per Gina Management F
21. l nspection_09 30 14_S 2014 xlsm 4 29 2014 4 29 55 PM items Beauty Barber Shop Repair SHSInspectionBarberShopRepairCost Cost cannot be blank TEST Management Company pe eee ete PartyRoleManagementCompanyName nspection_06 30 14_S 2014 xism 4 17 2014 3 06 31 PM Overall Rating Building Exteriors cannot be blank Trend Curb Appeal cannot be blank nspection_03 31 14_S 2014 xlsm 4 7 2014 3 05 40 PM when Curb Appeal Overall Rating is PropertyComponentDetailTrendCurbAppealType equal to 1 to 5 nspection_03 31 14_S 2014 xlsm 4 7 2014 3 05 40 PM PropertyComponentDetailConditionRatingBuildingExteriorsType 12 38 Freddie A Mac Multifamily How to Upload a Bulk File To upload a bulk LMF AIE or QIE file Excel format perform the following functions 1 On the Main Menu go to the Upload drop down menu and select Upload Bulk File Download My Account Administration Help Upload Individual Files Upload Bulk File Ce Mac 2 This will take you to the Upload Bulk File page Upload Bulk File This page is ONLY for upload of Bulk Data Excel files Please DO NOT upload Assessment or Attachment files here Select 3 Either enter the file path or click Select and locate your Excel file that is ready for upload Once you have entered the path click Submit The filename of any bulk file must begin with one of the following file naming convention prefixes a Bulk_AlE b Bulk_QIE c Bulk_LMGT
22. loan number MM DD YY due date of QIE YYYY Statement Submission Period Y ear n Quarter 1 2 3 or 4 QIE Rent Roll XXXXXXXXX_QIE RR MM DD YY_S YYYYQnz xls XXXXXXXXX loan number MM DD YY Date of Rent Roll YYYY Submission Period Year n Quarter 1 2 3 or 4 Inspection Other Attachments xxxxxxxxx_AL Other MM DD YY S YYYY xIs XXXXXXXXX loan number MM DD YY due date of Inspection YYY Submission Period Year Inspection Rent Roll XXXXXXXXX_ALI RR_MM DD YY_S YYYY xIs XXXXXXXXX loan number MM DD YY date of Rent Roll YYYY Submission Period Year Inspection Photos Attachment xxxxxxxxx_ALIl Photos MM DD YY_S YYYY XXXXXXXXX loan number MM DD YY due date of Inspection YYY Submission Period Year On AIF Assessments if Data Errors were found within the Excel Document an Upload Failure Message of Invalid data found while processing the spreadsheet Please refer to Validation Failures list will appear Navigate to the Validation Failures page to see a list of Data Errors per file uploaded Output To Excel File Name Upload DateTime CST Error Description Error Field Value w LY hd Lt nspection_09 30 14_S 2014 xlsm 4 29 2014 4 29 55 PM Data invalid for date type column SHSComplianceLicenseExpDate Sept 30 2013 Site supplemental items Patio nspection_09 30 14 S 2014 xlsm 4 29 2014 4 29 55 PM Porch Terrace Area Repair Cost SHSInspectionAreaPatioRepairCost cannot be blank Major Components Supplementa
23. mlinson web com k Received from date Sunday March 27 2005 3 27 2005 3 27 2005 FOuncan web com KAnn web com 31 38 Dratts 2 Deleted Items S Deleted Items H Deleted Iterns 65 Drafts 6 Deleted Items 54 Drafts H Bon Multifamily To add fields to the grouping drag the header into the GridGroupPanel S SupplierlD A SupplierlD 1 category 1 d 2 lt CategorylD 2 A SupplierlD 2 CategoryiIb 2 Chai Chang Aniseed FUE Chet Anton s Cajun Seasoning Louisiana Fiery Hot 10 boxes x AU bags 24 12 02 bottles 12 550 mil bottles 45 6 oz jars 22 Some grids have a default grouping enabled and the user is able to override this default by adding or removing items to the GridGroupPanel If the user leaves the page and returns the grid will return to the default grouping Row Selection Selecting a Row with a Click Users can select a single data row in the grid by left clicking anywhere within the row Customer Company ALFE Alfreds Futterkiste AMATRA Ana Trujillo Emparedados y helados ANTON Antonio Moreno Taqueria AROUT Around the Horn BERS Berglunds snabbkop Change page lt a e Contact Country Maria Anders Germany Ana Trujillo Mexico Antonio Moreno Mexico Thomas Hardy UK Christina Berglund Sweden Displaying page 1 of 19 tems 1 to Sof 91 32 38 Selecting a Row with a Checkbox Freddie A Mac Multifamily
24. mn SittAssnsamentbate The Validation Failures screen shows each individual field level validation that failed while attempting to upload the AIF form Users can look at each validation failure and address each one in their source AIF file or click the Output to Excel button at the top of the Validation Failures display grid to export all validation failures to Microsoft Excel Once in Excel users can sort filter as desired while still addressing each validation failure in their source AIF file Once all validation failures are addressed the file can be re uploaded via the same procedures as described above 11 38 Freddie A Mac Multifamily Note For the files to properly process in PRS the document naming convention must follow the following rules AIE Other Attachments XXXXXXXXX_AIE_Other_MM DD YY_S YYYY xls XXXXXXXXX loan number MM DD YY due date of financials YYY Submission Period Year AIE Borrower Operating XXXXXXXXX_AIE_ FS MM DD YY_S YYYY xls XXXXXXXXX loan number MM DD YY end date of statement Statement YYY Submission Period Year AIE Rent Roll XXXXXXXXX_AIE RR MM DD YY_S YYYY xIs XXXXXXXXX loan number MM DD YY date of Rent Roll YYYY Submission Period Year QIE Other Attachments XXXXXXXXX_QIE Other MM DD YY_S YYYYQn xls XXXXXXXXX loan number MM DD YY due date of QIE YYYY Submission Period Y ear n Quarter 1 2 3 or 4 QIE Borrower Operating XXXXXXXXX_QIE FS MM DD YY_S YYYYQn xls XXXXXXXXX
25. ms these apply only to a single selected Assessment 1 View Seller Servicer Details Opens a popup with details about the Seller Servicer including office locations and contacts 2 View Loan Details Opens a popup with details about the Loan with which this Assessment is associated including previous Assessments 3 View Add Comments Opens the Comments View Add pop up screen where users can add a comment to the selected warning 21 38 Freddie A Mac Multifamily All Assessment Queues in the system use the Grid control Basic functionality of the Grids is described in the Common Controls section of this User Manual Functionality specific to each page is described below For your convenience the Assessment Queues are grouped by Assessment Type All Loan Management Annual I amp E Quarterly I amp E and Inspection The All Assessments queue contains the same assessment from the subsequent queues 1 Due The Due queue includes all Assessments that are Due This includes assessments that are due late don t have the necessary documentation have been returned by Freddie Mac and have a Waiver or Extension request pending with Freddie Mac The sub statuses are indicated in the grid 2 Waived Suspended The Waived queue includes all Assessments that have been waived or suspended by Freddie Mac 3 Complete The Complete queue includes Assessments that meet all submission requirements and are waiting to be finalized 4
26. nd select the files you wish to upload and click Open The file s you selected will appear in the Upload Files window If you would like to add more files repeat steps 3 through 5 If you would like to clear a file right click on that file and select Clear Once you are ready to complete the upload click Upload If successful your document will appear in the Document Interface 36 38 Freddie d Mac Multifamily a Excel Assessment Templates The Assessment forms are in Microsoft Excel 2003 format and can be downloaded via the Download menu from within PRS http multifamily prs rrd com Once downloaded users must enable Macros in Excel for all validations and conditional formatting to work properly see instructions for Excel 2007 here http office microsoft com en us help enable or disable macros in otfice documents HA010031071 aspx Assessments are to be completed and stored on your local machine file server or document management system depending upon local IT policies and procedures Upon successful completion and validation that all fields have been correctly entered by the user the Excel Assessment file will indicate a status of Complete on the Progress Bar as shown below Once the status of the Assessment form indicates Complete the completed form can be uploaded into the PRS system where any Assessmeni s with a status of Incomplete will be automatically Rejected by the sy
27. ng for interaction with Freddie Mac Data Warnings Drag a column header and drop it here to group by that column Output to Excel AddCommentsBulk E Si Loan No FMLoanNo S S Name Warning S S No ae Field Name FM Value Assessment Value d d de de Y d d d Cy Lai Demo Division 3 Invalid Property Name varies from Loan Details Property Name REES AIF Property Name Post Ridge Apartments a ET LC Co Demo Division 3 Invalid Total Units varies from Loan Details Total Units hae AIF Total Units 150 229 m DE g g Suncreek E Sz EES Demo Division 3 Invalid Property Name varies from Loan Details Property Name Ll QIE Property Name Maple Grove Apartments Grid Menu Items these apply to items selected on the Grid 1 Output To Excel Click this button to output the Grid to Excel 2 Add Comments Bulk Click this button after selecting 1 or more warnings within the grid Users will be presented with the following screen to enter a comment to all selected warnings in the Add Comment field 20 38 Freddie Mac AddCommentsBulk Atom tte 5 5 Loan No CompanyName Demo Bank Property Name Demo Bank Property Name Demo Bank Total Units Add Camment Bon Multifamily Invalid Property Name varies from Loan Details Property Name Invalid Property Name varies from Loan Details Property Name Invalid Total Units varies from Loan Details Total Units Context Menu Ite
28. or compatible pointing device Log In You must have a valid PRS user account to access the PRS application The PRS login is located at https multifamily prs covius com On the sign in screen enter your supplied Username and Password 7 38 Freddie A Mac Multifamily ES Freddie PRS Mac Property Reporting System Log Into PRS Welcome to Property Reporting System PRS To access the system enter your user id in the space provided User ID LOGIN 8 38 Freddie A Mac Multifamily Upload Files How to Upload one or more files To upload one or more Assessment or Attachment files perform the following functions On the Main Menu go to the Upload drop down menu and select Upload Individual Files 1 Help Download My Account Administration Upload Individual Files Upload Bulk File H s ck Mac 2 This will open the Assessments and Attachments upload page 3 On the menu click on the blue UP arrow Upload Files DEER 0 subfolders a Upload Files 1 files 112 KB Name EN 504149679 LMGT 02 14 12 2011 Upload Files 4 The Upload Files window will pop up 9 38 4 Select files to be uploaded Mame 5 Click Add 6 The Select Files window will pop up 0 files Status O O DEE Wem Date modified Appraisals T Mortgage pdf Note pdf Rent Roll pdf Site Inspection pdf Title Policy pdf 10 26 2010 11 55 9 4 2009
29. reddie Mac s Property Reporting System PRS has been developed to facilitate the workflow process of collecting and validating each of the following assessment files for each of its Multifamily loans Loan Management Inspection Annual Income amp Expense and Quarterly Income amp Expense PRS employs Excel to perform assessment validation and provides immediate feedback to the user Completed assessment and attachment files are submitted to Freddie Mac via PRS Assessments move through the following workflow statuses Due Assessment is due from Seller Servicer Suspended Assessment is currently suspended Waived Assessment has been waived by Freddie Mac Completed Assessment and Required Attachments have been submitted and validated by PRS Assessments will remain available to by updated by the Seller Servicer for 5 days Accepted Assessment has been accepted by Freddie Mac can be viewed downloaded from within the system but can no longer be submitted by the Seller Servicer gee le a Si 4 38 Freddie A Mac Multifamily Workflow Process The chart below represents the flow of Assessments and Attachments through PRS n a l m ja 5 38 Freddie A Mac Multifamily Getting Started System requirements Computer Processor Computer with a 233 megahertz MHz processor or higher Pentium processor recommended Operating System Windows 7 Windows XP 32 bit with Service Pack 2 SP2 or higher
30. reddie Thompson Mac Freddie Thompson Request Approved Denied Date sae By 10 31 2012 Approved Gina Thompson 10 31 2012 Approved Gina Thompson 28 38 Approval Denial Date 10 31 2012 3 52 34 PM 10 31 2012 3 52 34 PM Comment Approved Approved Assessment Details Freddie A Mac Multifamily LMF Details AIE Details QIE Details and AIF Details pages include the following sections Overview section Data from the Population upload Forms List of forms for this Assessment Example Boss betes is Loan Management Form Loan Details SE _ LMF Overview LMF Details Saa SE Seller Servicer Name Demo Bank i Arlee A X S S Loan No QE Details Property Name Granby Oaks Apartments AIF Details City Activity Zip Code Waived 04 27 2012 03 31 2013 Activity Portfolio Demo Division 3 FM Loan No Street Address State Number of Units 148 Submitted Date 04 17 2012 Page D of1 Go Page size 2 Change Return Date 10 26 2012 Accepted Date 04 23 2012 Item 1 to 2 of 2 Summary of Waiver Suspension and Due Date Change Requests for this particular assessment are listed on this page ese Activity EE Due Date Change Requests LMF Details Assessment Submission Previous Due Requested Due Current Due Request Request Approved Denied Approval Denial oii a EE ee Seen Date De Date R cain Requestor Status By Date Decision Comment GE
31. screen during submission of an AIF form Version is active in PRS Freddie Mac Loan number is available in PRS Effective Period is available in PRS 38 38
32. stem for the user to correct any critical issues Additional Excel Functionality The following validation functionality is included in each Excel version of the Assessment file except for the AIF form Name Description Example Progress Bar Indicates of required fields that are complete PRS will not accept incomplete assessments Required Red outline on field indicates a response is required Once data is entered into Field the field the red outline is removed Please note that the requirement criteria for certain fields is dependent on the response to other questions and will automatically change based on those responses Validate Runs the field formatting validation Validate Clear Delete all data on the worksheet SEN a TTT or other errors that are hard to find with the red outline indicator 37 38 Freddie A Mac Multifamily Upload Criteria Checklist for successful upload of an Assessment form to PRS l File Name in one of the following formats Loan Management Freddie Mac Loan No _LMGT_MM DD YY Annual Operating Statement Freddie Mac Loan Nol _ AIE_Form_MM DD YY Quarterly Operating Statement Freddie Mac Loan No _ QIE_Form_MM DD YY Property Inspection Freddie Mac Loan Nol Inspechon MM DD YY All Required Fields are complete as indicated on the Progress Bar in the Excel file for the AIE QIE and LMF forms and or no validation errors noted on
33. t due date 504134515_Inspection_03 31 14_S 2014 xlsm 12 30 2013 7 44 45 AM Assessment has been waived 504134515_Inspection_3 31 14_ 2014 xlsm 12 30 2013 7 43 05 AM Incorrect File Naming Convention 948815892_Inspection_3 31 14_S 2014 xlsm 12 30 2013 7 35 28 AM Incorrect File Naming Convention 968705219 _Inspection_03 31 14_S 2014 xlsm 12 26 2013 8 15 01 PM Invalid data found while processing the spreadsheet o In addition when uploading an AIF form users may be guided in the Upload failures screen to check the Validation Failures via the following message Invalid data found while processing the spreadsheet Please refer to Validation Failures list o To view a file s specific validation failures close the Upload Failures pop up screen to return to the Assessment and Attachment Uploads screen o Then click the View Validation Failures button at the bottom of the screen to pop up the validation failures screen Validation Failures Gutput o Excel File Name Upload Date Error Description Error Fleld Value oe 002 78_Inspection_Os 31 14_S 4014 tem lal 211 PM lank vad in required field Property lonponeniiae tad Trend kKaamzparce ype METOS219_Ingpection_OF 31 14_8 0la dan Web KIRO PM Bonk wilut in required field Propsrtwt omg Letz Trend Environ tal ype wos o Inspection D3 21 195 201 wem 12 26 13 8750 Pe Blank value in required field Slteiheresement Date 39705219 Inspection 03 31 14 5 2014 gdem TAAT 2101 PM Data invalid tor date type colu
34. ut the Loan with which this Assessment is associated including previous Assessments 2 Download Template To retrieve a pre populated template for this Assessment click this button and PRS will place the pre populated version of the selected templates in a Document Interface popup window To download this file right click on it and select Download 3 View Documents Provides a popup with a Document Interface window to the documents Assessments and Attachments for the Assessment You cannot upload documenis directly to this page all uploads should be done through the Upload Upload Individual Files ttem on the Main Menu 25 38 Freddie Mac Multifamily a Complete The Complete queue includes assessments that have meet all submission requirements and are waiting to be processed At this point PRS holds the Assessment files for 5 business days before Accepting in order to allow Seller Servicers the opportunity to provide any updates or make any corrections Home All Assessments Complete All Assessments E EE EE Type E Due GE Geen e Download Selected Templates Output to Excel Warved Suspended Sg S E SIS Mame Portfolio 5 5 No S S Loan No EM Loan No Accepted T T T T T LMF sl y Type AIE Showing 50 of 75 items Group continues on the next page G Ka Demo Bank Deme Division 1 AIE AIF Demo Bank Demo Drviston 1 Demo Bank Den o Download Template Demo Bank Der V Even Demo B
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