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Creating Bulk Self Reports/Voluntary Repurchase Requests
When you log in to Loan Quality Connect as a Remediation Specialist or Manager, you have the ability to create multiple Self Reports or Voluntary Repurchase Requests from a single screen. You accomplish this by first creating an Excel spreadsheet, following a template with specific Self Report or Voluntary Repurchase Request data fields, and then uploading the Excel spreadsheet into Loan Quality Connect.
Create Your Spreadsheet
Below is an example of the Excel spreadsheet template needed for bulk uploading Self Reports and Voluntary Repurchase Requests. It is important that each of the data column headings in row 1 is labeled as shown and that there are no blank fields in a data row. Each row represents a single Self Report or Voluntary Repurchase Reqeust.
Label the column headings as follows:
- Column A: FM#
- Column B: Lender Ln#
- Column C: Name
- Column D: Note Date
- Column E: Description
- Column F: Type
- Column G: Reason
- Column H: Category
- Column I: Sub-category
- Column J: Defect
Create Bulk Self Reports/Voluntary Repurchases in Loan Quality Connect
Follow these steps after logging in to Loan Quality Connect as a Remediation Specialist or Manager:
- Select Lender Self
Report from the left navigation menu.
The Lender Self Report screen appears.
- Click Create Bulk
The Select Lender window opens, displaying a list of possible lenders.
- Select a lender you are submitting the Self Report
or Voluntary Repurchase Request on behalf of.
The Bulk Lender Self Report window opens.
- Select Browse to
open the Choose File to Upload directory on your hard drive.
- Select the Lender Self Report Spreadsheet file you
created earlier in this job aid, and then click Open.
The directory path appears in the Select Import File text box.
- You can also upload supporting documentation by opening
the Document Type drop-down menu and making a selection.
- Click Import.
The Import Results window opens to confirm the bulk upload was successful.
- You can see the number of Self Reports or Voluntary
Repurchase Requests that were successfully created. If there are errors,
they will be listed at the bottom of the screen.
- Click Close to complete the bulk upload and return to the Lender Self Report screen where you started the process.
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