HMDA LAR Submission. HMDA LAR Submission 2015
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1 HMDA LAR Submission HMDA LAR Submission
2 CenTrax Support When you are prepared to submit your data (or at least you think you are), you need to go back to the beginning and do some checking before you attempt to create your submission file. Downloading the Encryption Software To submit your HMDA LAR by or on the web, you must download and install the free software provided by the FFIEC. Once the software is installed, CenTrax will automatically detect the installation and launch it at the appropriate time. Download and installation instructions may be found on the FFIEC site at Please note: The 2016 submission software is already available and is at the top of the download list. You must use the 2015 software for the 2015 data. Make sure you download the correct software! Verifying the Bank From the main menu select Setup, Banks. Select the Edit tab. If corrections need to be made, click Edit, make the necessary changes and then click Save. If you are FRS or FDIC regulated and are optionally including HMDA Denial Reasons, ensure that the box to Require Denials Reasons is enabled. The information on this screen must be correct. It is automatically added to the HMDA LAR as the header record. Close Banks. Note that we used a generic address here, not the of the contact person. You may want to consider this option in case the contact person is out of the office when the verification reports are returned. For those institutions that are CFPB, be sure to put your CFPB respondent information in the HMDA section and your primary regulator information in the CRA section. 2 Copyright Marquis Software Solutions 2015
3 Checking the Edits (one last time) HMDA LAR Submission Prior to submission, you should run the HMDA Exceptions report one last time with some specific settings (Discovery, Integrity Reports). You SHOULD check the box to Include Verified Quality Edit Exceptions as shown here. This ensures that you will get every edit, even those that you already verified, on the report. Don t print the Summary Only, print the whole report. CenTrax Edits The CenTrax Edits for HMDA are generally related to Rate Spread reporting. You should verify this information just as you would a Quality Edit and correct as needed. A list of these edits are available in Appendix C. When you produce the final copy of your HMDA Exceptions you will choose to exclude the CenTrax edits as they will not appear on the report your regulator asks you to verify. To exclude the CenTrax edits, click Exclude Exceptions. 3
4 CenTrax Support Click CenTrax and the edits will be marked for exclusion. Click Ok. Continue to run the report with your other report selections. File Wide Edits & Summary Page File Wide Edits apply to multiple records. When you encounter these on the last page of the report, it is important you verify the information and be prepared to explain why the information included in the edit is true. You will be required to provide this on your verification reports and a yes it is correct isn t sufficient. The File Wide Edits section also shows you how many records will have a reportable spread. You need to be comfortable that this number is correct before you submit, especially if you have not been checking your CenTrax edits (which are intended to help prevent the incorrect reporting of spread) through out the year. If you aren t sure, you can filter these records (look in FAST HMDA) or you can print a paper LAR to verify these records. The Summary by Exception Type is the area of the report that will be helpful when you are verifying the reports you will receive after submission. 4 Copyright Marquis Software Solutions 2015
5 HMDA LAR Submission Once you have all of your Validity and Syntactical edits cleared and have verified all of your CenTrax and Quality edits, print a final copy of the exceptions report as indicated and keep a copy for your records. Special Circumstances with the HMDA Exceptions Applications for mobile homes that do not contain a property address will receive a validity edit for geocode and you will not be able to clear that exception. We do not allow suppression of this edit because the regulation does not say you don t have to report geocode on mobile homes. It says you don t have to report geocode IF you don t have an address. Do you have one in the file that didn t make it into CenTrax? If this transaction is an origination you should have an address. 5
6 CenTrax Support Running the Wizard From the main menu, select Filing, HMDA Filing Wizard. Click Process to begin. If you haven t been as strict as you can with your HMDA Preferences, we will warn you. This is RARE. If this happens we need to update your preferences. Click Yes to verify these settings. You will be taken to the HMDA/CRA Preferences tab. 6 Copyright Marquis Software Solutions 2015
7 HMDA LAR Submission Verify that your Validity, Quality and CenTrax Edits are checked in the HMDA Settings section. If they are not we recommend you check all three options and then click Save and Close. You will be returned to the Wizard and the process begins. If no changes need to be made, click Save and Close to return to the Wizard. Please note that if you did not enable the Require Denial Reasons box in Bank Configuration, this message may also appear. Failing the Wizard This file did not successfully pass the Wizard. Any line marked with a red X indicates that you have records in that category. In this case, the file contains Validity, Quality and CenTrax edits. You cannot submit with Validity edits so you would need to return to the HMDA Exceptions Report and see what s there. A message would appear at the end of the original processing that would remind you to do this. Click Ok to continue. 7
8 CenTrax Support Just a reminder that there is one exception to the Validity Edit rule. If you have mobile home applications that you do not have a property address for you may submit NA for all 4 geocode fields. CenTrax will ALWAYS consider this a Geocode Exception but will be listed on a separate line. If you have Geocode Exceptions, and therefore by default Validity Edits, contact us here in Support and we will walk you through the rest of the process. That way we can talk it over with you and make sure everything else is okay. This file has a number of problems that need to be resolved before you can move on. Notice at the bottom that you have a Report button. If you choose to print the report, it will list the records that triggered the General Integrity Checks section. For the Geocode and Validity sections, you should run the Geocode Exceptions or HMDA Exceptions report. If you click Report on the Wizard, you will select an output for the report. Make a selection and click Ok. 8 Copyright Marquis Software Solutions 2015
9 HMDA LAR Submission What if you do not pass? If you have deleted records Deleted records must be removed from the file. From the main menu got to File, File Manager. Click Indexing. Set the button to Purge deleted records. Click Process. To continue, click Yes and then Ok. Remember, once this is complete these records cannot be recalled. Be sure to verify these records before removal. Close all open windows. If you have records not marked as HMDA Qualified 9
10 CenTrax Support These records must be located and either deleted or marked as HMDA Qualified. You can locate these records using FAST HMDA. If you change these records to qualified Yes, please remember to reprocess the HMDA Exceptions Report. Go to Discovery, Research. Click FAST HMDA. Drop down the HMDA Qualified field and select No. Click Save. 10 Copyright Marquis Software Solutions 2015
11 HMDA LAR Submission Click FAST HMDA again. Drop down the HMDA Qualified field and select Und. Click Save. 11
12 CenTrax Support The two conditions are connected by and but we need to change to or. Click Swap. Click Browse. A count will appear. Click OK to accept. Go to the HMDA button. Check the HMDA Qualified field and either Delete as needed or click Edit, change the setting to Yes and then Save. If you delete records remember to run the Remove Records feature before going back to the Wizard. Use Next to continue to additional records as needed. When complete close all open windows and clear the filter. 12 Copyright Marquis Software Solutions 2015
13 HMDA LAR Submission If you have Geocode Errors or Exceptions Run the Geocode Errors & Exceptions report at Discovery, Integrity Reports, Geocode Exceptions. These also should have appeared on the HMDA Exceptions report. Remember, if these are mobile home loans with no property address available, you will leave them as they are and CenTrax will properly report these on the LAR. You will be required to bypass the Wizard. If you have only these records and Quality and/or CenTrax edits, exit the Wizard screen and go to Filing, Transmission File (under HMDA Filing Wizard). You can also skip ahead to that section of this document. If you have Validity Edits Run the HMDA Exceptions report at Discovery, Integrity Reports, HMDA Exceptions. Remember to check the box to Ignore Quality Edit Verification Flags. If the only validity edits are related to mobile home loans with no geocode, see the section above to bypass the Wizard. All other validity edits must be corrected. If you have Quality and/or CenTrax Edits These should have been verified by now. If you have any unverified edits please verify them now. Otherwise, it is acceptable to submit the LAR with Quality edits and some CenTrax edits. 13
14 CenTrax Support Passing the Wizard Based on the last section you now know that you can get a red X for the last 2 items and be allowed to continue to the LAR setup form. Remember, if you didn t expect the red X don t continue! Run the exceptions report and look at those records. If you did expect it and you are confident that your data has been verified and corrected as needed, click Create LAR to continue. If you receive a red X for the Denial Reasons Required that means you did not check the Require Denial Reasons option in Bank Configuration way back in the first steps of this document. If you intend to report denial reasons you need to return to that step, make that correction and reprocess your HMDA Exceptions Report before you continue. If you are not reporting denial reasons, you can continue with this X. 14 Copyright Marquis Software Solutions 2015
15 HMDA LAR Submission If you plan to submit by , you will need to indicate the location of the FFIEC software. Click the button with 3 dots. Locate the software and click Select. (If you plan to submit by Internet, leave this path blank). You will not Include Loans with No Action. You will Include Purchased Loans. If you are OCC the Show Denial Reason will be checked automatically. For everyone else, you will need to check it yourself if you want to report denial reasons. Select a Submission Type. If you plan to your submission, select Internet. Do not check the Public LAR box. The Path to store HMDA.DAT will default to a folder created by CenTrax. If you want to change this location, click the button with 3 dots. Please make a note of this location as you will need it in a future step. Click Create. 15
16 CenTrax Support If you did not indicate the location of the FFIEC software, a message will appear. Click OK to continue. You will get a message that the FFIEC software is out of date. If you know you have the most recent version, click Ok and continue. If you aren t sure, click Ok and check the FFIEC website before you continue. Next, the number of entries on your HMDA LAR will be listed. Click OK. (This number should EXACTLY match the number of records in your file.) You are submitting by or Web, so you can click No to the option to Print a Transmittal Sheet as it is not required for these types of submissions. 16 Copyright Marquis Software Solutions 2015
17 Encrypting for Submission If you set the FFIEC Software Path the program automatically launches. HMDA LAR Submission Click Browse to locate the DAT file. Select the drive and directory where the file was stored. Click to highlight the file and then click Open. Note: If you have multiple files in this folder, the Respondent ID for this institution is the first set of numbers, then the agency, then the year. The path is populated. Click Begin Process. The final message is displayed when the encryption is complete. Click Print to print these instructions. Follow these instructions exactly to complete the submission of the HMDA data. 17
18 CenTrax Support Once you the submission off, you should get an auto reply that indicates that the was received. This does NOT indicate that the submission was correct yet...only that they received your . If you don t get the auto reply within 24 hours you should resend the . To Send the Submission by Internet You must upload your HMDA LAR created by CenTrax to utilize this method. Locate the HMDA Data Entry Software 2015 icon and double-click to launch. The software must reside on the hard drive of your computer. If you use Remote Desktop/Server it will not work on the C drive of that machine. You can save the LAR to a location that you can reach from another computer or copy it as needed to complete these steps. 18 Copyright Marquis Software Solutions 2015
19 HMDA LAR Submission Click Import DAT. Select From External File and click OK. 19
20 CenTrax Support Click Browse to locate the LAR you created in CenTrax. Select the drive and directory where you created your LAR in CenTrax. Click to select the file and then click Open. 20 Copyright Marquis Software Solutions 2015
21 HMDA LAR Submission Click Begin. Click Ok. Click Yes. Click Ok. 21
22 CenTrax Support The FFIEC Software will require you to run the Batch Edit report to continue. Choose Batch Edit. Click Begin. The report should complete without any errors. Click Ok. 22 Copyright Marquis Software Solutions 2015
23 HMDA LAR Submission Click Front Page to return to the main menu. Click Submit or Export. Since you ran the Batch Edit report in the previous step, click Continue with Export. Choose Submission via Web and click OK. 23
24 CenTrax Support Click Continue. Click Begin. The rest is up to you. I cannot show the final screens since we are not able to submit a real LAR, even in the interest of your education. Within a few days you will receive some reports created from your submission that must be verified, signed and returned. Use the HMDA Exceptions Report to verify the edits. If you have any questions about your reports, give us a call at and we will try our best to help. 24 Copyright Marquis Software Solutions 2015
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