Servicing Guide

Published September 9, 2020

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Per the Fannie Mae Single Family Investor Reporting Manual, how should the servicer report loan-level transaction information to Fannie Mae using machine-processable input?

The servicer must use an automated format to report all loan-level transactions. This includes reporting corrections to erroneous transactions previously reported to the Fannie Mae investor reporting system. The electronic transmission of Fannie Mae's investor reporting system reports can be accomplished by:  

  • CPU-to-CPU electronic file transfer, or  
  • Fannie Mae's SURF™, a web application that is available for reporting the different types of transactions.  

Access to SURF is available on Fannie Mae’s website.

Fannie Mae also accepts a common format for the electronic data interchange (EDI) of investor reporting information. The action that a servicer must take to ensure it satisfies Fannie Mae's requirements for using the EDI format will vary depending on how it submits its Fannie Mae investor reporting system reports to Fannie Mae, as shown in the following table.

If the servicer…

Then the servicer must…

submits its monthly loan-level Fannie Mae investor reporting system reports through SURF or through electronic file transfer

have its own EDI translation software or translation services to convert its flat files to the ANSI X12 format.

uses a service bureau to transmit its monthly Fannie Mae investor reporting system reports

confirm that its service bureau will have the appropriate translation software in place before the servicer begins reporting under the ANSI X12 format.

Fannie Mae addresses its investor reporting system requirements in terms of the transaction types and data element identification that is part of the Fannie Mae investor reporting system record. To assist in converting this information into EDI references, see Exhibit 6: Mapping Fannie Mae Investor Reporting System Records to EDI Investor Reporting Trans Set 203.  

 

For more information see Fannie Mae Investor Reporting Manual Chapter 1, General Requirements.

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