Freddie Mac Multifamily · Seller/Servicer user logs into MES (all S/S user roles can complete these steps). 2 Seller/Servicer user navigates to the ‘Post Securitization’ tab

Freddie Mac Multifamily Customer Compliance Management Multifamily Eligibility System User Guide Version 5.0

November 2019

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Table of Contents 1107M Organization Change Form – Submitting a new form .................................................................... 2

1107M Organization Change Form – Deleting a form (can only delete if form has not yet been submitted) ......... 6

1107M Organization Change Form – View previously submitted form ..................................................... 7

Post Securitization Primary Servicer Reporting – Monthly Due ................................................................. 8

Post Securitization Primary Servicer Reporting – Quarterly Due ............................................................. 11

Post Securitization Primary Servicer Reporting – Annual Due ................................................................. 15

Post Securitization Primary Servicer Reporting – Viewing Approved Certifications ............................. 188

Pre‐Securitization Annual Certification – Submitting a 16M, 17M or 1110M ....................................... 199

User Role Changes – adding a new user .................................................................................................. 233

User Role Changes – removing a user ..................................................................................................... 255

User Role Changes – changing role privileges ......................................................................................... 266

User Role Changes – reset password ....................................................................................................... 288

MES user roles .......................................................................................................................................... 299

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1107M Organization Change Form – Submitting a new form 1

Seller/Servicer user logs into MES. (all S/S user roles can complete these steps).

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Seller/Servicer user navigates to the 'Other Form’ on the left‐hand side and selects ‘1107 Organizational Change Form’.

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Click ‘Add New’ to add a new form and then click the ‘Save’ icon.

4 To start completing the form, click on the three‐dash menu button next to the form and select ‘Edit 1107 Form’.

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5 The form will open on a new webpage, and first you must select the type of change you are reporting (A, B, C, D, E). Section A will automatically be selected. The form will only populate questions for the sections you have selected. Scroll down and complete all applicable fields.

6 Complete the Certification section prior to submitting. Fill out all fields except for the Authorized Signature field (this will be e‐signed upon submission of form).

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7 When all fields have been filled out, click ‘Save Form’. When save is confirmed, close the web page.

8 Upon closing the web page, return to the original MES page and select the menu button to upload any supporting documentation.

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9 Click ‘Add’ and select the document to upload. Once you see the file on the upload files page, select ‘Upload’. Once the file has been uploaded, close webpage to return to the previous screen.

10 When ready to submit, select the three‐dash menu button and click ‘Submit to FM’.

11 Select ‘E‐sign & Submit’ to submit to Freddie Mac. There will be a 10‐15 second delay while the form is completing your e‐signature.

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1107M Organization Change Form – Deleting a form (can only delete if form has not yet been submitted.)

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Seller/Servicer user logs into MES (all S/S user roles can complete these steps).

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3 Choose the form you wish to delete, select the three‐dash menu button to the left of the form and click ‘Delete Form’ to permanently delete the form.

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1107M Organization Change Form – View previously submitted form 1


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3 Choose the submitted form you wish to view, right click and select ‘View 1107 Form & Supporting Documents’.

4 A pop‐up window will appear. Select the PDF labeled ‘Your Company Name – 1107’. Open the form to view a completed form with digital signature.

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Post Securitization Primary Servicer Reporting – Monthly Due 1


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Seller/Servicer user navigates to the ‘Post Securitization’ tab on the left‐hand side and selects ‘Post Securitization – Monthly Due’ to view any records in the queue. Menu will show the certification month and due date.

3 Select the three‐dash menu and click “View Details” to view all certifications due for that month.

4 Once you’ve selected ‘View Details’, a pop‐up will appear displaying all certifications due for that month.

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5 Select the three‐dash menu button titled “View Post Securitization Documents” to upload the certification(s).

6 A pop‐up will appear allowing you to upload the appropriate Exhibit I certification file(s). First click “Add” to select the file from your computer. After the file has been added, click “Upload”. Once the file(s) have been uploaded, close the pop‐up window.

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7 If reporting any exceptions on the certification, select the deal and click ‘Add Exception’. An exception flag will appear under the Exception column. To remove the exception, click ‘Remove Exception’.

8 To submit the certifications and attached files to Freddie Mac, select the deal(s) and click ‘Submit to FM’. You can select multiple deals and submit at once.

9 After you submit the certifications to Freddie Mac, a confirmation will be sent to you to confirm the submission was received.

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Post Securitization Primary Servicer Reporting – Quarterly Due 1


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Seller/Servicer user navigates to the ‘Post Securitization’ tab on the left‐hand side and selects ‘Post Securitization – Quarterly Due’ to view all deals that require certifications for that quarter.

3 Select the three‐dash menu, and click “View Details” to view all certifications due for that quarter.

4 Once you’ve selected ‘View Details’, a pop‐up window will appear displaying all of the deals that are due for that quarter.

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5 Select the three‐dash menu button titled “View/Add Documents” to upload the certification(s) due.

6 A pop‐up window will appear allowing you to upload the appropriate Exhibit E certification file(s). First click “Add” to select the file from your computer. After the file has been added, click “Upload”. Once the file(s) have been uploaded, close the pop‐up window.

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Post Securitization Primary Servicer Reporting – Annual Due 1


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Seller/Servicer user navigates to the ‘Post Securitization’ tab on the left‐hand side and selects ‘Post Securitization – Annual Due’ to view any records in the queue. Menu will show the certification year and due date. You’ll notice there will be two types of annual certifications –Exhibit D (due March 10th of every year) and the Accountant Statement (due March 31st of every year).

3 Select the three‐dash menu and click “View Details” to view all certifications due for that year.

4 Once you’ve selected ‘View Details’, a pop‐up will appear displaying all annual certification due.

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5 Select the three‐dash menu button titled “View Post‐ Securitization Documents” to upload the certification(s).

6 A pop‐up will appear allowing you to upload the appropriate annual certification file(s). First click “Add” to select the file from your computer. After the file has been added, click “Upload”. Once the file(s) have been uploaded, close the pop‐up window.


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Post Securitization Primary Servicer Reporting – Viewing Approved Certifications

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Seller/Servicer user navigates to the ‘Post Securitization’ tab on the left‐hand side and selects ‘Post Securitization – Complete’ to view previously submitted certifications that have been reviewed and approved by Freddie Mac. Please note: certifications will only appear in this ‘Complete’ section once the Freddie Mac team has reviewed and approved the certifications.

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Pre‐Securitization Annual Certification – Submitting a 16M, 17M or 1110M 1

Seller/Servicer user logs into MES.

Please note: all S/S user roles can complete the form but only the S/S Authorized User role can e‐sign and submit to Freddie.

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Seller/Servicer user navigates to the ‘Pre Securitization Annual Cert’ on the left‐hand side and selects ‘Due’. Please note: Your required annual certification will appear in this queue. The form will be: 16M, 17M or 1110M, depending on Seller/Servicer designation.

3 To fill out the form, click on the three‐dash menu button and select ‘View/Edit Certification Details’.

4 The form will open on a new window or tab. Follow the instructions and complete all required fields. You can save a draft of the form at any time.

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5 Make sure to complete the certification section at the bottom of the form with the Name, Date, Email Address and phone number of the Authorized Office that will be submitted the form.

6 Once form has been completed, hit ‘Save’ and close out the window.

7 Once you’ve returned to the main page, you can upload any supporting documents that are required by clicking on the three‐dash menu button and selecting ‘View/Upload Supporting Documents’.

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8 A pop‐up will appear allowing you to upload the required files. First click “Add” to select the file from your computer. After the file has been added, click “Upload”. Once the file(s) have been uploaded, close the pop‐up window.

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9 To submit, click the three‐dash menu button and select ‘Submit to Freddie Mac’. Note: this step can only be completed by the S/S Authorized User role.

10 Once the S/S authorized user hits ‘Submit to Freddie Mac’, a pop‐up window will appear. Select ‘e‐sign and submit’ to complete the submission. There will be a 10‐15 second delay while the form is completing your e‐signature.

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User Role Changes – adding a new user 1

Seller/Servicer user logs into MES. Please note: only S/S Admins and S/S Authorized Officers can make these changes.

2 User navigates to the left‐hand side panel and selects ‘User Management’ Please note: if you do not see this section, that means you do not have the appropriate user privileges. Only S/S Admins or S/S Authorized Officers can make these changes.

3 To add a new user, click ‘Add New’, complete the required fields and click ‘Save’. Please note: Make sure to check the ‘Active’ box before saving.

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4 To assign a role to the new user, click on the three‐dash menu button next to the new user and hit ‘Manage User Roles’.

5 A pop‐up will appear. Select ‘Add New’.

6 Select the appropriate role and hit the ‘Save’ icon.

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User Role Changes – removing a user 1


2 User navigates to the left‐hand side panel and selects ‘User Management.’ Please note: if you do not see this section, that means you do not have the appropriate user privileges. Only a S/S Admin or S/S Authorized Officer can make these changes.

3 To remove a user, hit the ‘edit’ icon next to their name. Uncheck the ‘is active’ box and hit the ‘save’ icon.

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User Role Changes – changing role privileges 1


2 User navigates to the left‐hand side panel and selects ‘User Management’. Please note: if you do not see this section, that means you do not have the appropriate user privileges. Only a S/S Admin or S/S Authorized Officer can make these changes.

3 To change a current user’s role, select the three‐dash menu button next to their name and select ‘Manage User Roles’.

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4 A pop‐up window will appear. Remove the old role before adding a new role as it may confuse the system.

5 Once old role has been deleted, hit ‘Add New’. From the drop‐down list, select new role and click the ‘Save’ icon.

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User Role Changes – reset password 1

Seller/Servicer logs into MES. Please note: only S/S Admins and S/S Authorized Officers can complete these steps.

2 User navigates to the left‐hand side panel and selects ‘User Management’. Please note: if you do not see this section, that means you do not have the appropriate user privileges. Only a S/S Admin or S/S Authorized Officer can make these changes.

3 To reset password, find the user and hit the three‐dash menu button next to their name and select ‘Password Reset’.

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MES user roles

User Role Types

Add/edit roles

Complete pre‐ securitization

annual certifications

Submit pre‐ securitization

annual certifications

Complete and submit 1107M Org

Change forms

Post‐ securitization

primary servicer reporting

S/S User

S/S Admin

S/S Super

S/S Authorized Officer

S/S Read Only