Document Management System Updates
June 27, 2011
Along with your feedback, we are focused on the development of infrastructure that continues to improve our business process and makes us more scalable and flexible. We continue to update our Document Management System (DMS) so you can submit even more of your loan documents electronically.
Word and Excel 2007 Documents Now Accepted
The DMS now accepts Microsoft Word 2007 documents with the file extension .docx, as well as Excel 2007 spreadsheets with the file extension .xlsx. The following is the current list of accepted documents and their file extensions for DMS only. These documents and extensions are not currently accepted in the Origination and Underwriting System (OUS).
- TIFF (.tiff or .tiff)
- PDF (.pdf)
- Text (.txt)
- HTML (.htm or .html)
- XML (.xml)
- Excel 2003 and prior (.xls)
- Word 2003 and prior (.doc)
- JPEG (.jpg or .jpeg)
- Word 2007 (.docx)
- Excel 2007 (.xlsx)
New DMS Document Types for Asset Management
We consistently receive feedback that moving work-intensive paper processes to an electronic data submission format helps you to work more efficiently with us. In response, we have expanded the use of our DMS to include the following loan document types for Capital Markets ExecutionSM (CME):
- Addition of a new document type – The new document type should be used to record the completed quarterly financial analysis work for CME loans.
- Updated titles for portfolio and CME loans – The Updated titles should be used when uploading specific quarterly Asset Management documents to DMS for portfolio and CME loans.
Below is a complete list of the new CME document types.
| Action | Document Name | Grouping Name | Title to be Added by Seller |
|---|---|---|---|
| Updated title | QIE- Borrower Operating Statement | AM - Quarterly Reporting | QIE_FS_MM-DD-YY (end date statement) (Old name: QIE_Operating_Statement_end date statement (xx-xx-xx)) |
| Updated title | QIE- Rent Roll | AM - Quarterly Reporting | QIE_RR_MM-DD-YY (date of Rent Roll) (Old name: QIE_Rent_Roll_date of Rent Roll (xx-xx-xx)) |
| Updated title | AIE - Attachment (other than Rent Roll) | AM – AIE ASSESSMENT | AIE_Attachments_MM-DD-YY (due date of AIE) (Old name: AIE_Attachments_due date of AIE (xx-xx-xx)) |
| Updated title | AIE - Bond Supplemental | AM – AIE ASSESSMENT | Bond_Supplemental_MM-DD-YY (due date of AIE) (Old name: Bond_Supplemental_due date of AIE (xx-xx-xx)) |
| Updated title | AIE - Borrower Operating Statement | AM – AIE ASSESSMENT | AIE_Operating_Statement_MM-DD-YY (end date of statement) (Old name: AIE_Operating_Statement_end date of statement (xx-xx-xx)) |
| Updated title | AIE - Rent Roll | AM – AIE ASSESSMENT | AIE_Rent_Roll_MM-DD-YY (date of Rent Roll) (Old name: AIE_Rent_Roll_date of Rent Roll (xx-xx-xx)) |
| Updated title | AIE Servicer Submission | AM – AIE ASSESSMENT | AIE_Form_MM-DD-YY (due date of AIE) (Old name: AIE_Form_due date of AIE (xx-xx-xx)) |
| Updated title | ALI Attachments (other than photos) | AM – AIE ASSESSMENT | ALI_Other_MM-DD-YY (due date of ALI) (Old name: ALI_Other_due date of ALI (xx-xx-xx)) |
| Updated title | ALI Photos | AM – AIE ASSESSMENT | ALI_Photos_MM-DD-YY (due date of ALI) (Old name: ALI_Photos_due date of ALI (xx-xx-xx)) |
| Updated title | ALI - Rent Roll | AM – AIE ASSESSMENT | ALI_Rent_Roll_MM-DD-YY (date of Rent Roll) (Old name: ALI_Rent_Roll_date of Rent Roll (xx-xx-xx)) |
| Updated title | ALI Servicer Submission | AM – AIE ASSESSMENT | ALI_Form_MM-DD-YY (due date of ALI) (Old name: ALI_Form_due date of ALI (xx-xx-xx)) |
| Updated title | ALI - Sr. Housing Supplemental | AM – AIE ASSESSMENT | Senior_Housing_Supplemental_MM-DD-YY (due date of ALI) (Old name: Senior_Housing_Supplemental_due date of ALI (xx-xx-xx)) |
| Updated title | A56 Attachments (other than photos) | AM – A56 ASSESSMENT | A56_Other_MM-DD-YY (due date of A56) (Old name: A56_Other_due date of A56 (xx-xx-xx)) |
| Updated title | A56 Photos | AM – A56 ASSESSMENT | A56_Photos_MM-DD-YY (due date of A56) (Old name: A56_Photos_due date of A56 (xx-xx-xx)) |
| Updated title | A56 Servicer Submission | AM – A56 ASSESSMENT | A56_Forms_MM-DD-YY (due date of A56) (Old name: A56_Forms_due date of A56 (xx-xx-xx)) |
Document Mapping Resources
To align with the changes, we updated the Master Document Listing Mapping document in the Document Management System Resources section under Tools and Resources in MultiSuite®. If you have any questions about these changes, please contact Gina Thompson at Gina_Thompson@FreddieMac.com or 703 -714-2805.