Loan Quality Connect Job Aids

 

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Why Your User Role Matters

Loan Quality Connect is a task-based system and all system tasks are associated with a corresponding role. Specific roles have permission to perform different actions in the system. In the Loan Quality Connect application, an individual user may be assigned to more than one role. Role names reflect how lenders generally participate in the loan review process using Loan Quality Connect. The name of the role you receive may or may not coincide with your actual job title or function.

When you login with one user role, you see different menus and screens than you see when you logged in with a different user role.

There are a total of four user roles and you will be assigned at least one of them prior to receiving your login credentials. The roles are mapped to the work tasks performed in Loan Quality Connect and are designated as:

  • Document Technician – has the ability to work on a Fannie Mae loan file or individual document request, submit self reports, and view dashboard reports.
  • Manager – has the ability to perform Document Technician, DVC Specialist, and Remediation Specialist functions, submit self reports, and view dashboard reports.  
  • DVC Specialist – has the ability to view and respond to any request submitted by the DVC team when performing a data only review, submit self reports, and view dashboard reports.
  • Remediation Specialist – has the ability to view and respond to all Fannie Mae Resolution Requests, including the Loan Quality Defect Notice, submit self reports, and view dashboard reports.

 

Note: If you are a new lender with Fannie Mae, contact your Technology Manager Administrator to request access and get login credentials for Loan Quality Connect.

Quality Assurance System (QAS)/Data Validation Tracking Tool (DVTT) User Roles

If you were a QAS or DVTT user, you're probably wondering how what you did in that system compares with your Loan Quality Connect role – or roles.

All of the tasks you performed in QAS and DVTT have been mapped to the four Loan Quality Connect roles. Here are some examples:

  • If you received loan file requests from us in QAS, you have been mapped to the Document Technician role.

  • If you received repurchase requests from us in QAS, you have been mapped to the Remediation Specialist role.

  • If you received both file requests and repurchase requests from us in QAS, you have been mapped to both the Document Technician and Remediation Specialist roles in Loan Quality Connect.

  • If you received data adjustments from the Data Validation Center in DVTT, you have been mapped to the DVC Specialist role.

Role-Specific Interfaces

Document Technician Role

When the Document Technician logs in, the landing page lists all of the open loan file requests and individual document requests. The tasks associated with this role are explained in the Document Technician Role job aids. The landing page looks like this:

Lender Doc Tech Interface



DVC Specialist Role

When the DVC Specialist logs in, the landing page looks like the graphic below. The tasks associated with this role are explained in the DVC Specialist Role job aids.

 

Remediation Specialist Role

When the Remediation Specialist logs in, the landing page looks like the graphic below. The tasks associated with this role are explained in the Remediation Specialist Role job aids.

Lender Remediation Specialist Role Interface

Manager Role

When the Manager logs in, the landing page looks like the graphic below. The tasks associated with this role are explained in the Manager Role job aids.

Lender Manager Landing Page

 

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