Update At-A-Glance | Fannie Mae

SUR/PCR info	Announcement info
Title: Valuation Modernization Workflow state: Final Date guide update: 03-01-2023 Author: Denise King Content to be updated: A2-2-06, Representations and Warranties on Property Value Topic Last Published - 08/26/2024 17:02 B2-3-02, Special Property Eligibility and Underwriting Considerations: Factory-Built Housing Topic Last Published - 10/29/2024 12:35 B2-3-05, Properties Affected by a Disaster Topic Last Published - 01/15/2024 23:35 B4-1, Property Assessment and Valuation Structure Level Last Published - 02/16/2023 17:09 B4-1.1-02, Lender Responsibilities Topic Last Published - 10/29/2024 12:27 B4-1.2-01, Appraisal Report Forms and Exhibits Topic Last Published - 01/24/2025 14:44 B4-1.2-03, Hybrid Appraisals Topic Last Published - 01/16/2025 21:26 B4-1.2-04, Appraisal Age and Use Requirements Topic Last Published - 01/16/2024 00:34 B4-1.2-05, Requirements for Verifying Completion and Postponed Improvements Topic Last Published - 01/16/2024 00:34 B4-1.3-06, Property Condition and Quality of Construction of the Improvements Topic Last Published - 02/21/2023 17:01 B4-1.4-08, Environmental Hazards Appraisal Requirements Topic Last Published - 02/21/2023 17:01 B4-1.4-10, Value Acceptance (Appraisal Waiver) Topic Last Published - 01/16/2024 15:39 B4-1.4-11, Value Acceptance + Property Data Topic Last Published - 01/30/2025 17:22 B5-4.1-03, Texas Section 50(a)(6) Loan Underwriting, Collateral, and Closing Considerations Topic Last Published - 11/29/2023 02:24 B5-3.1-01, Conversion of Construction-to-Permanent Financing: Overview Topic Last Published - 01/17/2024 20:11 B5-7-02, High LTV Refinance Underwriting, Documentation, and Collateral Requirements for the New Loan Topic Last Published - 01/18/2024 00:57 B5-7-04, High LTV Refinance Representations and Warranties Topic Last Published - 01/18/2024 00:57 D1-3-04, Lender Post-Closing Quality Control Review of Appraisers, Appraisals, Property Data Collectors, and Property Data Collection Topic Last Published - 08/21/2024 22:07 E-3-01, Acronyms and Glossary of Defined Terms: A Topic Last Published - 04/25/2024 17:16 E-3-04, Acronyms and Glossary of Defined Terms: D Topic Last Published - 02/16/2023 00:14 E-3-08, Acronyms and Glossary of Defined Terms: H Topic Last Published - 03/14/2023 19:11 E-3-20, Acronyms and Glossary of Defined Terms: T Topic Last Published - 01/25/2024 15:42 E-3-22, Acronyms and Glossary of Defined Terms: V Topic Last Published - 02/16/2023 00:55 appraisal waiver Glossary Term Last Published - 02/16/2023 00:06 desktop appraisal Glossary Term Last Published - 02/16/2023 00:14 hybrid appraisal Glossary Term Last Published - 02/16/2023 00:22 traditional appraisal Glossary Term Last Published - 02/16/2023 00:51 value acceptance (appraisal waiver) Glossary Term Last Published - 02/16/2023 00:53 value acceptance + property data Glossary Term Last Published - 02/16/2023 00:55
Title: Required use of Condo Project Manager Workflow state: Published Date guide update: 03-01-2023 Author: Denise King Content to be updated: B4-2.1-01, General Information on Project Standards Topic Last Published - 03/19/2025 20:22 B4-2.2-02, Full Review Process Topic Last Published - 03/19/2025 21:45 B4-2.2-04, Geographic-Specific Condo Project Considerations Topic Last Published - 01/16/2024 15:49
Title: Seller Servicer Eligibility Workflow state: Published Date guide update: 03-01-2023 Author: Denise King Content to be updated: A3-3-02, Concurrent Servicing Transfers Topic Last Published - 12/02/2024 19:08 A4-1-01, Maintaining Seller/Servicer Eligibility Topic Last Published - 01/24/2025 13:33 A4-1, Maintaining Seller/Servicer Eligibility: Overview Structure Level Last Published - 02/13/2023 22:27
Title: Misc March 2023 Workflow state: Published Date guide update: 03-01-2023 Author: Cynthia Ludwig Content to be updated: B5-3.2-01, HomeStyle Renovation Mortgages Topic Last Published - 02/20/2024 16:05 B6-1-01, General Government Mortgage Loan Requirements Topic Last Published - 08/20/2023 18:50 A2-4.1-04, Notarization Standards Topic Last Published - 07/24/2023 20:53 B2-1.3-02, Limited Cash-Out Refinance Transactions Topic Last Published - 03/24/2025 16:08 B3-2-01, General Information on DU Topic Last Published - 01/15/2024 23:39 B4-1.4-01, Factory-Built Housing: Manufactured Housing Topic Last Published - 01/16/2024 15:39 B3-2-06, Approve/Ineligible Recommendations Topic Last Published - 02/14/2023 22:01	Announcement text: TOPIC B6-1-06 was deleted as part of this MISC SUR. Effective date notes:
Title: Sweat Equity Workflow state: Published Date guide update: 03-01-2023 Author: Cynthia Ludwig Content to be updated: B5-6-02, HomeReady Mortgage Underwriting Methods and Requirements Topic Last Published - 05/23/2024 14:49
Title: GC: Related Anncmts Updates LVN pt 17 (Part C 23 topics) Workflow state: Published Date guide update: 03-01-2023 Author: Veronica Nelson Content to be updated: C3-1-01, General Information About Fannie Mae’s MBS Program Topic Last Published - 08/18/2023 13:14 C3-1-02, Preparing to Pool Loans into MBS Topic Last Published - 01/18/2024 14:38 C3-2-02, Selecting a Servicing Option Topic Last Published - 02/09/2023 14:53 C3-2-03, MBS Remittance Type and Selecting a Remittance Cycle Topic Last Published - 02/09/2023 14:55 C3-2-04, Mandatory MBS Commitments Topic Last Published - 08/18/2023 14:37 C3-3-01, Determining and Remitting Guaranty Fees Topic Last Published - 02/09/2023 14:59 C3-3-02, Accessing Buyup and Buydown Ratios and Calculating Payments or Charges Topic Last Published - 08/18/2023 14:51 C3-3-03, Buying Up and Buying Down the Guaranty Fee for MBS Topic Last Published - 04/18/2025 14:54 C3-4-01, Term-Related Fixed-Rate Mortgage Pooling Parameters Topic Last Published - 02/09/2023 15:04 C3-5-01, Creating Weighted-Average ARM MBS Topic Last Published - 02/09/2023 15:06 C3-5-02, Calculating the Weighted-Average Pool Accrual Rates for ARM Flex Pools Using a Fixed MBS Margin Topic Last Published - 02/21/2023 17:06 C3-5-03, Calculating the Weighted-Average Pool Accrual Rates for ARM Flex Pools Using a Weighted-Average MBS Margin Topic Last Published - 02/09/2023 15:09 C3-5-04, Pooling ARMs with a Conversion Option Topic Last Published - 02/09/2023 15:10 C3-5-05, Commingling ARMs in MBS Topic Last Published - 02/09/2023 15:11 C3-6-01, Parameters for Pooling Loans Into Fannie Majors Topic Last Published - 09/04/2024 18:04 C3-7-01, Establishing an MBS Trading Account Topic Last Published - 02/09/2023 15:13 C3-7-02, Initiating an MBS Sale Topic Last Published - 08/18/2023 17:43 C3-7-03, Making Good Delivery Topic Last Published - 02/09/2023 15:17 C3-7-04, Delivering MBS Pool Data and Documents Topic Last Published - 01/18/2024 14:39 C3-7-05, Confirming Presettlement Information Topic Last Published - 02/09/2023 15:19 C3-7-06, Settling the Trade Topic Last Published - 01/18/2024 14:40 C3-7-07, Sale of Fannie Mae Securities to Third Parties Topic Last Published - 02/09/2023 15:26
Title: GC: Related Anncmts Updates LVN pt 16 (Part C 24 topics) Workflow state: Published Date guide update: 03-01-2023 Author: Veronica Nelson Content to be updated: C1-1-01, Execution Options Topic Last Published - 01/10/2025 12:38 C1-2-01, General Information on Delivering Loan Data and Documents Topic Last Published - 01/18/2024 14:23 C1-2-02, Loan Data and Documentation Delivery Requirements Topic Last Published - 01/18/2024 14:23 C1-2-03, Ownership of Mortgage Loans Prior to Purchase or Securitization and Third-Party Security Interests Topic Last Published - 01/18/2024 14:23 C1-2-06, Bailee Letters Topic Last Published - 01/18/2024 14:24 C1-3-01, General Information on Remittance Types Topic Last Published - 02/08/2023 21:46 C2-1.1-01, Mandatory Commitment Process Topic Last Published - 08/17/2023 17:14 C2-1.1-02, General Information about Mandatory Commitment Pricing and Fees Topic Last Published - 01/18/2024 14:31 C2-1.1-04, Mandatory Commitment Extensions and Pair-Offs Topic Last Published - 02/08/2023 21:48 C2-1.1-05, Servicing Fees Topic Last Published - 08/17/2023 17:56 C2-1.1-06, Accrued Interest Payments for Regularly Amortizing Mortgages Topic Last Published - 02/08/2023 21:49 C2-1.1-07, Standard ARM and Converted ARM Resale Commitments Topic Last Published - 02/08/2023 21:50 C2-1.2-01, Best Efforts Commitment Process Topic Last Published - 08/17/2023 18:11 C2-1.2-02, Best Efforts Commitment Pricing, Periods, and Fees Topic Last Published - 08/17/2023 19:58 C2-1.2-03, Best Efforts Commitment Terms, Amounts, and Other Requirements Topic Last Published - 01/18/2024 14:31 C2-1.3-01, Servicing Marketplace Topic Last Published - 02/08/2023 21:53 C2-2-01, General Requirements for Good Delivery of Whole Loans Topic Last Published - 01/18/2024 14:31 C2-2-02, Documentation Requirements for Whole Loan Deliveries Topic Last Published - 01/18/2024 14:31 C2-2-03, General Information on Whole Loan Purchasing Policies Topic Last Published - 01/18/2024 14:31 C2-2-04, Timing of Distribution of Whole Loan Purchase Proceeds Topic Last Published - 01/18/2024 14:32 C2-2-05, Whole Loan Purchasing Process Topic Last Published - 09/21/2023 17:21 C2-2-06, Authorization to Transfer Funds Topic Last Published - 04/22/2024 16:03 C2-2-07, Purchase Payee Codes Topic Last Published - 04/22/2024 16:04
Title: Related Anncmts Updates LVN pt 15 (portion of Part A 19 topics) Workflow state: Published Date guide update: 03-01-2023 Author: Veronica Nelson Content to be updated: A3-1-01, Fannie Mae’s Technology Products Topic Last Published - 06/14/2023 19:11 A3-2-01, Compliance With Laws Topic Last Published - 01/24/2025 13:35 A3-2-02, Responsible Lending Practices Topic Last Published - 01/15/2024 17:48 A3-3-01, Outsourcing of Mortgage Processing and Third-Party Originations Topic Last Published - 01/25/2024 15:25 A3-3-02, Concurrent Servicing Transfers Topic Last Published - 12/02/2024 19:08 A3-3-03, Other Servicing Arrangements Topic Last Published - 07/07/2023 15:04 A3-3-04, Document Custodians Topic Last Published - 01/15/2024 23:05 A3-3-05, Custody of Mortgage Documents Topic Last Published - 01/15/2024 23:07 A3-4-01, Confidentiality of Information Topic Last Published - 01/24/2025 13:35 A3-4-02, Data Quality and Integrity Topic Last Published - 01/15/2024 23:10 A3-4-03, Preventing, Detecting, and Reporting Mortgage Fraud Topic Last Published - 01/24/2025 15:11 A3-5-01, Fidelity Bond and Errors and Omissions Coverage Provisions Topic Last Published - 02/07/2023 18:30 A3-5-02, Fidelity Bond Policy Requirements Topic Last Published - 01/31/2025 16:02 A3-5-03, Errors and Omissions Policy Requirements Topic Last Published - 04/19/2023 18:26 A3-5-04, Reporting Fidelity Bond and Errors and Omissions Events Topic Last Published - 02/07/2023 18:32 A4-1-01, Maintaining Seller/Servicer Eligibility Topic Last Published - 01/24/2025 13:33 A4-1-02, Submission of Financial Statements and Reports Topic Last Published - 01/24/2025 13:31 A4-1-03, Report of Changes in the Seller/Servicer’s Organization Topic Last Published - 04/22/2024 14:24 A4-1-04, Submission of Irrevocable Limited Powers of Attorney Topic Last Published - 04/25/2023 13:31
Title: Related Anncmts Updates LVN pt 14 (PART D 13 topics) Workflow state: Published Date guide update: 03-01-2023 Author: Veronica Nelson Content to be updated: D1-1-01, Lender Quality Control Programs, Plans, and Processes Topic Last Published - 08/21/2024 21:59 D1-1-02, Lender Quality Control Staffing and Outsourcing of the Quality Control Process Topic Last Published - 02/07/2023 17:30 D1-2-01, Lender Prefunding Quality Control Review Process Topic Last Published - 09/25/2023 15:35 D1-3-01, Lender Post-Closing Quality Control Review Process Topic Last Published - 02/17/2023 16:55 D1-3-02, Lender Post-Closing Quality Control Review of Approval Conditions, Underwriting Decisions, and Documentation Topic Last Published - 07/15/2024 20:17 D1-3-03, Lender Post-Closing Quality Control Review of Data Integrity Topic Last Published - 08/18/2023 20:25 D1-3-04, Lender Post-Closing Quality Control Review of Appraisers, Appraisals, Property Data Collectors, and Property Data Collection Topic Last Published - 08/21/2024 22:07 D1-3-05, Lender Post-Closing Quality Control Review of Closing Documents Topic Last Published - 02/07/2023 17:43 D1-3-06, Lender Post-Closing Quality Control Reporting, Record Retention, and Audit Topic Last Published - 08/18/2023 20:43 D2-1-01, General Information on Fannie Mae QC Reviews Topic Last Published - 02/07/2023 17:45 D2-1-02, Fannie Mae QC File Request and Submission Requirements Topic Last Published - 02/26/2024 19:46 D2-1-03, Outcomes of Fannie Mae QC Reviews Topic Last Published - 02/07/2023 17:46 D2-1-04, Identifying and Remedying Origination Defects Under the Remedies Framework Topic Last Published - 02/07/2023 17:47
Title: GC: Related Anncmts Updates LVN pt 13 Workflow state: Published Date guide update: 03-01-2023 Author: Veronica Nelson Content to be updated: B7-3-04, Individual Property Insurance Requirements for a Unit in a Project Development Topic Last Published - 02/07/2023 16:41 B7-3-05, Additional Insurance Requirements Topic Last Published - 02/07/2023 16:43 B7-3-06, Flood Insurance Requirements for All Property Types Topic Last Published - 01/23/2024 21:19 B7-3-07, Evidence of Property Insurance Topic Last Published - 01/23/2024 21:20 B7-3-08, Mortgagee Clause, Named Insured, and Notice of Cancellation Requirements Topic Last Published - 01/18/2024 01:05 B7-4-01, General Liability Insurance Requirements for Project Developments Topic Last Published - 01/18/2024 01:05 B7-4-02, Fidelity/Crime Insurance Requirements for Project Developments Topic Last Published - 01/18/2024 01:06 B8-1-01, Publication of Legal Documents Topic Last Published - 03/27/2023 15:37 B8-2-01, Security Instruments for Conventional Mortgages Topic Last Published - 03/27/2023 15:54 B8-2-02, Special-Purpose Security Instruments Topic Last Published - 03/27/2023 15:54 B8-2-03, Signature Requirements for Security Instruments Topic Last Published - 02/07/2023 16:58 B8-3-01, Notes for Conventional Mortgages Topic Last Published - 03/27/2023 15:56 B8-3-02, Special Note Provisions and Language Requirements Topic Last Published - 02/07/2023 17:00 B8-3-03, Signature Requirements for Notes Topic Last Published - 01/29/2024 19:01 B8-4-01, Riders and Addenda Topic Last Published - 01/18/2024 01:10 B8-5-01, General Information on Special-Purpose Legal Documents Topic Last Published - 03/27/2023 16:02 B8-5-03, HomeStyle Renovation Mortgage Documentation Requirements Topic Last Published - 01/18/2024 01:10 B8-5-05, Requirements for Use of a Power of Attorney Topic Last Published - 02/07/2023 17:12 B8-6-01, Authorized Use of Intervening and Blanket Assignments Topic Last Published - 02/07/2023 17:13 B8-7-01, Mortgage Electronic Registration Systems (MERS), Inc. Topic Last Published - 04/18/2024 16:51