GSE Integrations and Services 23.2 June Service Pack: Feature Enhancements

This section discusses the updates and enhancements to existing forms, features, services, settings, and mappings included in this release.

Ginnie Mae PDD (Beta)

[Supported on Encompass 23.1 and later versions]

The following GNMA PDD Settings updates are included in this release:

Prior to this release only users with Admin/Super Admin Personas could access and update the Ginnie Mae PDD Batch Settings. With this release, users with Persona access of Company Settings> Additional Services> Ginnie Mae PDD Service can access and update the information in Company Settings> Additional Services>Ginnie Mae PDD Batch.

When a user does not have persona access to the Ginnie Mae PDD Batch setting, the following error message will display:

The following updates are included in this release:

  • Settlement ACH Bank Account Identifier: No Longer a Required Field: Prior to this release, the ACH Bank Account Identifier field in Ginnie Mae PDD Batch setting was a required field if the corresponding Ginnie Mae I and/or Ginnie Mae II checkboxes were selected. Starting with this release, the ACH Bank Account Identifier field is no longer a required field. To support this update:

    • Red asterisk indicating required field has been removed

    • You can leave these fields blank and successfully save the settings

  • ACH Telegraphic Abbreviation Name, ACH Receiver Subaccount Name: Required Fields: Starting with this release, these bank account information fields required by Ginnie Mae, are also required to save the settings:

    • Red asterisk indicating required field has been added

    • If any of these fields are blank, error message displayed upon attempting to save, and the save action is not completed

GSE-29060, GSE-29121, GSE-29258

Export updated to send Pool Issuer Transferee and Subservicer information when applicable. To support this enhancement:

Transfer/Servicer Info section added with the fields listed below. Values entered in these fields will be included in the PDD file:

  • Concurrent Transfer (existing field, new location)

  • Pool Issuer Transferee (new field; activates only when Concurrent Transfer value is True)

  • Subservicer (new field; activates only when Concurrent Transfer value is False)

  • Sort ID 128

    • XPath:MESSAGE/DEAL_SETS/DEAL_SET/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL

    • Data Point: PartyRoleType

  • Sort ID 129

    • XPath: MESSAGE/DEAL_SETS/DEAL_SET/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER

    • Data Point: PartyRoleIdentifier

  • Mapping: Prior to this release, PoolIssuerTransferee mapped from field ID ULDD.GNM.PoolIssuerTransferee at the loan level. Starting with this release, PoolIssuerTransferee mapped as pool level data instead of loan level

    • When there is a value in the 'Pool Issuer Transferee' field in Pool Export Details window, send PartyRoleType = PoolIssuerTransferee and PartyRoleIdentifier = (value in 'Pool Issuer Transferee' field)

  • Sort ID: 130

    • XPath: MESSAGE/DEAL_SETS/DEAL_SET/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL

    • Data Point: PartyRoleType

  • Sort ID 131

    • XPath: MESSAGE/DEAL_SETS/DEAL_SET/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER

    • Data Point: PartyRoleIdentifier

  • Sort ID: 132

    • XPath: MESSAGE/DEAL_SETS/DEAL_SET/PARTIES/PARTY/ROLES/ROLE/SERVICER

    • Data Point: ServicerType

  • Mapping: Prior to this release, 'Subservicer' mapped from field ID ULDD.X158 at the loan level. Starting with this release, 'Subservicer' mapped as pool level data instead of loan level.

    • When there is a value in the 'Subservicer' field in Pool Export Details window, send PartyRoleType = Servicer and PartyRoleIdentifier = (value in 'Subservicer' field)

GSE-29120, GSE-29168

Freddie Mac LPA ULAD

[Supported on Encompass 23.2.0.2 and later versions]

The Encompass 23.2 June Service Pack will add a Halcyon field (field ID GSEVENDOR.X51) to the GSE Additional Provider Data input form to capture Halcyon’s income verification report ID. This GSE release maps the new AIM provider HLCN (Halcyon) to the LPA ULAD XML.

  • XPath: MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/SERVICES/SERVICE/EXTENSION/OTHER/lpa:SERVICE_EXTENSION/lpa:DOCUMENT_PREPARATION/lpa:DOCUMENT_PREPARATION_REQUESTS/lpa:DOCUMENT_PREPARATION_REQUEST/

    • Data Attributes:

      • lpa:RequestedDocumentIdentifier

      • lpa:RequestedDocumentVendorIdentifier

  • XPath: MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/SERVICES/SERVICE/EXTENSION/OTHER/lpa:SERVICE_EXTENSION/lpa:SERVICE_DETAIL/lpa:ServiceType

    • Data Attribute: lpa:ServiceType

  • Logic

    • If MortgageType (field ID 1172) = "Conventional" AND if Halcyon field GSEVENDOR.X51, contains a value then send that value to "lpa:RequestedDocumentIdentifier"

    • AND

    • Send "HLCN" to "lpa:RequestedDocumentVendorIdentifier"

    • AND

    • Send "Verification" to lpa:ServiceType

    GSE-28911

AboutVersionIdentifier updated to accurately reflect the updated Spec version:

  • Attribute: AboutVersionIdentifier

  • XPath: MESSAGE/ABOUT_VERSIONS/ABOUT_VERSION

  • Supported Enumerations: S5.3.00

  • Conditionality: Required for all loans

GSE-29122

DataVersionIdentifier updated to accurately reflect the updated Spec version:

  • Attribute: DataVersionIdentifier

  • XPath: MESSAGE/ABOUT_VERSIONS/ABOUT_VERSION

  • Supported Enumerations: 5.3.00

  • Conditionality: Required for all loans

GSE-29123
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