Uploading Files with Multiple Loans

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Uplading Files with Multiple Lans Descriptin & Purpse Reprting Methds References Per the MHA Handbk, servicers are required t prvide peridic lan level data fr activity related t the Making Hme Affrdable (MHA) Prgram t the U.S. Treasury. This includes data frm the Hme Affrdable Mdificatin Prgram (HAMP), the Secnd Lien Mdificatin Prgram (2MP), the Hme Affrdable Freclsure Alternatives (HAFA) r the Federal Husing Administratin Hme Affrdable Mdificatin Prgram () and data regarding MHA servicing transfers. Ntes: If the mdified lan is a GSE lan, additinal reprting t the GSE is required using the GSE s internal reprting systems. It is recmmended that large servicers with high vlumes f lan data, use the functin prvided by the HAMP Reprting Tl that allws a servicer t uplad a file that has multiple lan level data recrds rather than entering each recrd individually via the website. Yu can uplad a file using either f these methds. Web User Interface (UI) Use this jb aid fr guidance. File Transfer Prtcl (FTP) Refer t the LPS HAMP User s Guide. InterChange Refer t the LPS HAMP User s Guide. Reference Lcatin When Needed HAMP Reprting Tl direct link LPS HAMP User s Guide HAMP Slutin Center/ LPS Technical Supprt HAMP Clumn Header Files Data Dictinaries Hw t change CSV files t pipe-delimited https://hamp.lpsappliedanalytics.cm A dwnladable versin f this guide is fund in the Supprt sectin f the HAMP Reprting Tl. (866) 939-4469 Select Optin 1, then Optin 5. 1. G t the secured area https://www.hmpadmin.cm/pr tal/lgin.jsp and lg in 2. Chse Lan Reprting: Tls & Dcuments 3. Click n File Frmats Tab 1. HMPadmin.cm 2. G t the Prgrams tab 3. Chse the applicable prgram 4. G t Lan Reprting 5. Find Data Dictinaries Page 6 f this Jb Aid Direct access t the HAMP Reprting Tl Cntains infrmatin fr using the Tl. Call fr assistance n creating yur file. Use the apprpriate clumn header file as a template t create yur file f lans t uplad. Use the apprpriate data dictinary as a guide fr frmatting the fields in yur file f lans t uplad. When first creating CSV files. Steps nly need t be fllwed nce. Page 1 f 6 Updated 06/27/2013

Prcess Steps T create and uplad a file that has multiple lan level data recrds, fllw the steps belw. 1 Create a file template in Excel. 1. Obtain the relevant HAMP Clumn Header File as a template (see Reference Table n previus page f this jb aid fr lcatin). 2. Create an Excel spreadsheet with the apprpriate field clumns frm the Clumn Header File. 3. Frmat the clumns accrding t the field frmats frm the relevant data dictinary (see the Reference Table n page 1 f this Jb Aid fr lcatin). Nte: Clumn headers must match exactly with the names prvided in the Clumn Header File. 2 Enter the lan level data recrds int the file. N special characters, unless specifically required (i.e., date field requires dash as separatr). This means n dllar signs, cmmas, qute marks, etc. Refer t the data dictinary fr all the allwable values. The fields that cntain a numeric value and a descriptin shuld nly cntain the value and nt the descriptin (e.g., HMP1-HMP Default, this is bth the value and the descriptin. The value is HMP 1 which is all that needs t be included. Fr blank fields, d nt include any spaces. Blean values must be lwercase true r false. The crrect frmat fr date fields is CCYY-MM-DD 3 Save yur Excel file as a CSV frmat - pipe-delimited. TIP: If yur cmputer is defaulted fr a cmma-delimited separatr character, yu will need t change it t pipe-delimited ( ). This nly needs t be dne nce. Simple steps t change the separatr character are detailed n page 6 f this Jb Aid. After the delimiter is changed, prceed with saving yur Excel file in the csv frmat. Hw t save in the CSV frmat: 1. Select File frm the Tp Menu and chse Save As 2. The Save As ppup windw will appear. Scrll dwn n the Save as type drp dwn list and find the CSV (*.csv) frmat. 3. Click Save. Page 2 f 6 Updated 06/27/2013

Save the file accrding t the fllwing naming cnventins: [part1].[part2].[part3].[part4].[part5].csv As shwn part1 = Servicer Lgin Name (call LPS Technical Supprt t find ut the fficial name) part2 = HAMP Number part3 = LFN File Number (see next page) part4 = Submissin Date in YYYYMMDD frmat part5 = Other Identifying Infrmatin (ptinal) LFN File Numbers are as fllws: Servicing Transfer Deal Setup: LFN1200 Deal Update: LFN1201 Deal Cncurrence: LFN1202 Deal Cancel: LFN1203 Lan Update: LFN1205 HAMP 2MP HAFA RD-HAMP Additinal Data Requirements Initial Trial Perid Lan Setup File (setup): LFN0400 Fr lan setup f fficial mdificatins (fficial setup): LFN0402 On a mnthly basis after the mdificatin is set up t reprt the lan payments (OMR): LFN0403 Official Setup: LFN0500 Extinguishment: LFN0501 Partial Extinguishment: LFN0502 Cancel: LFN0503 Official Mnthly Reprting (2OMR): LFN0505 Shrt Sale Ntificatin: LFN0900 Deed-in-Lieu Ntificatin: LFN0901 Shrt Sale Lan Setup: LFN0902 Deed-in-Lieu Lan Setup: LFN0903 HAFA Cancel/ Terminatin: LFN0905 Trial Setup: LFN0300 Submit with Submissin Status Cde f 1 Trial Official Mdificatin: LFN0302 Submit with a Sumissin Status cde f 3 Official Lan Activity (OMR): LFN0303 Cancel: LFN0305 Submit with Submissin Status Cde f 5 Trial Cancel r 7 Official Cancel RD-HAMP Trial Setup: LFN1100 & LFN1102 RD-HAMP Lan Activity (OMR): LFN1103 RD-HAMP Cancel: LFN1105 Reprting additinal data requirements: LFN0820 Zip files must be named accrding t the fllwing naming cnventins: [part1].[part2].zip As shwn part1 = Servicer Lgin Name (call LPS Technical Supprt t find ut the fficial name) Page 3 f 6 Updated 06/27/2013

part2 = HAMP Number. Large files shuld be zipped fr uplad efficiency. Zip files that cntain any file frmats ther than XML r CSV will be deleted. TIP: Viewing the file in Ntepad will allw yu t see clumn headings t cnfirm it is separated by pipe-delimited. 4 Lg in directly t the HAMP Reprting Tl: https://hamp.lpsappliedanalytics.cm Use the Lgin Name and Passwrd assigned when registering fr the tl. Click the Uplad Files Tab. 5 Select file t uplad Click Brwse In the Chse File t Uplad windw. Navigate t the apprpriate lcatin f the file and select it. Click Open. The file lcatin appears in the Select a file t Uplad field. 6 Click Uplad File. After a shrt perid f time as determined by the speed f yur cnnectin and the size f yur file, a message cnfirming the file has been upladed appears belw the field: [filename] has been upladed Nte: The file will be prcessed in this rder: 1. File name validatin 2. File header validatin Page 4 f 6 Updated 06/27/2013

3. Schema validatin. This means every field in the schema is accunted fr n each lan recrd 7 Check the Results. A respnse file is generated as a Files Received reprt. Nte that the respnse message may take a few minutes. 1. G t the Reprts Tab 2. Select Files Received 3. The Files Received Reprt prvides a transactin prcessing status fr each submitted transactin. LPS Respnse Message includes a descriptin f any LPSlevel warnings r errr messages that ccurred fr each individual transactin in the file. Fannie Mae respnse message link cntains a descriptin f IR2-level warnings r errr messages that ccurred fr each individual transactin in the file. IMPORTANT NOTE: When LPS perfrms the schema validatin, the respnse file will nly cntain the lans with errrs. Hwever, the client must re-submit all the lans that were in the file, nt just re-submit the lans with errrs. If ne fails, the entire file des nt prceed t the business rules/edit validatin. Page 5 f 6 Updated 06/27/2013

Hw t change the separatr character f CSV files t pipe-delimited 1. Click the Windws Start Buttn and chse Settings and Cntrl Panel frm the menu list. Nte: After yu change the separatr character fr yur machine, all applicatins will use the new character. Yu can change the character back t the riginal character by using the same prcedure. 2. Open the Reginal and Language Optins dialg Bx 3. Click the Custmize Buttn n the Reginal Optins tab 4. Type a new separatr in the List separatr field. Use the Pipe character ( ) fund abve the Enter Key n the keybard (Press SHIFT + \): 5. Click OK twice. Page 6 f 6 Updated 06/27/2013