Work with GSE Commitments

Viewing Commitments

You can control the information that displays on the GSE Commitments tab by sorting, filtering, and reconfiguring the columns. You can then save the configuration as a custom view, which can be applied to the data at any time from the Commitments View dropdown list. You can also apply an additional filter to the commitments shown in the Commitments View by selecting Current Commitments View or Archived Commitments from the View list.

If you select a Commitments View that excludes commitments with a status of Archived or excludes all commitments that do not have a status of Archived, applying the View filter may filter out all commitments, causing a blank list to display.

 

ClosedAccess a GSE Commitment

Click the Trades tab, click the GSE Commitments tab, and then double-click a commitment.

ClosedEdit a GSE Commitment

  1. Click the Trades tab and then click the GSE Commitments tab.

  2. Double-click a commitment.

  3. Edit the Details, Pricing, and Notes/History tabs as needed.

  4. Click the Save icon.

ClosedDelete a GSE Commitment

  1. Click the Trades tab, and then click the GSE Commitments tab.

  2. Select a commitment and click the Delete icon.

  3. Click Yes in response to the confirmation message.

ClosedDuplicate a GSE Commitment 

When copying a commitment, the Commitment Amount and Trade Description from the Details tab and the Pricing tab are copied to the new commitment. Assigned loans, notes, and history are not copied.

  1. Click the Trades tab and then click the GSE Commitments tab.

  2. Select the commitment you want to copy and then click the Duplicate icon.

    • The new commitment opens to the Details tab.

  3. Enter a Commitment ID for the new commitment.

  4. Make your changes to the commitment information.

  5. When done updating the new commitment, click the Save icon.

    • The new commitment is added to the Commitments list.

ClosedArchive a GSE Commitment

  1. Click the Trades tab, and then click the GSE Commitments tab.

  2. Select a commitment, and then click Archive.

  3. Click Yes in response to the confirmation message.

    • If the commitment status is not Purchased, you will also be asked to confirm that you want to archive the commitment.

  4. To view archived commitments, select the Archived Commitments option above the Commitments list.

  5. To return an archived commitment to the Current Commitments list, select a commitment on the Archived Commitment list, click Move to Current, and then click Yes in response to the confirmation message.

ClosedExport Selected GSE Commitment Entries to Excel

  1. Click the Trades tab, and then click the GSE Commitments tab.

  2. Select one or more commitments.

  3. Click the Excel icon.

    • Or, on the menu bar, click the GSE Commitments menu, point to Export GSE Commitment to Excel, and then click Selected GSE Commitment Only.

ClosedExport All GSE Commitment Entries to Excel

  1. Click the Trades tab, and then click the GSE Commitments tab.

  2. Select one or more commitments.

  3. Click the Excel icon.

    • Or, on the menu bar, click the GSE Commitments menu, point to Export GSE Commitment to Excel, and then click All GSE Commitemnt on All Pages.

ClosedPrint Entries

  1. Click the Trades tab, and then click the Commitments tab.

  2. Select one or more commitments, and then click the Print icon.

ClosedView GSE Commitment History

  1. Click the Trades tab, and then click the GSE Commitments tab.

  2. Double-click a commitment, and then click the Notes/History tab.

  3. The History section displays entries for each commitment event.

  4. To export the history to a .csv file, click the Excel icon.

ClosedAllocate a GSE Commitment to a Fannie Mae PE MBS Pool

  1. Click the Trades tab and then the MBS Pools tab.

  2. Create a new Fannie Mae PE MBS Pool or select an existing one.

  3. On the Details tab, in the MBS Pools section, click Allocate Pool.

  4. Select one or more commitments to allocate.

    • Or use the Filter section to search for commitments.

  5. To allocate all or a portion of the commitment amount, double-click in the Allocated Commitment Amount column and enter the amount you want to allocate to the pool.

  6. Highlight the commitment rows and then click Allocate.

  7. A confirmation message displays.

  8. Click Yes to continue.

  9. Click the Save icon.

ClosedUnallocate a GSE Commitment from a Pool

  1. Click the Trades tab and then click the MBS Pools tab.

  2. Select one or more commitments from the Commitments list, and then click Deallocate Cmt.

  3. A confirmation message displays.

  4. Click Yes to continue.

  5. Click the Save icon.

ClosedUnallocate a Fannie Mae PE MBS Pool from a GSE Commitment

  1. Click the Trades tab and then click the GSE Commitments tab.

  2. Select one or more pools from the Fannie Mae PE MBS Pools list, and then click the Deallocate Pool.

  3. A confirmation message displays.

  4. Click Yes to continue.

  5. Click the Save icon.

ClosedCustomize Your Commitments View

When viewing a GSE Commitment, you can customize the information that is displayed and how it is displayed. You can then save the configuration as the default view that displays whenever you open a commitment.

Note: When you export commitment entries to Microsoft Excel, use the customizable view to configure the information that will be exported and the order of the columns that will display in the Excel spreadsheet.

ClosedAdd or Remove Columns

  1. Right-click a column header, and then click Customize Columns.

  2. To remove a column, clear the corresponding checkbox.

  3. To add a column, select the corresponding checkbox.

  4. Click OK.

ClosedChange the Column Order

Click and then drag a column to the desired location.

-OR-

  1. Right-click a column header, and then click Customize Columns.

  2. On the Customize Columns window, select a column name in the list.

  3. Click the up arrow or down arrow in the upper-right corner to move the column up or down in the list.

    • The column at the top of the list displays on the far left of the table. The remaining columns display from left to right according to their list order.

  4. Click OK.

ClosedSorting the Data

  1. Click a column header to display data in ascending order based on the information in the column.

  2. Alternately click the header to sort the data in descending or ascending order.

Example: Click the Assigned Date column to display loans in chronological order. Click the header again to reverse the order of assigned dates.

Note: You can sort loans based on two levels of loan data. For example, on the Pipeline you can sort loans based on the loan amount and the last finished milestone. First, click the Loan Amount column header to sort by ascending loan amount. Then, click the Last Finished Milestone column header. The loans are sorted by last finished milestone, and the loans within each milestone group are sorted in ascending order by loan amount.

ClosedSave the View

After you have set up the data to your specifications, click the Save icon.

See Also:

Create a GSE Commitment

Trade Management