PRS Desk Reference Guide. Bulk QIE Template
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1 PRS Desk Reference Guide Bulk QIE Template Freddie Mac Multifamily May 2014
2 2 P age Bulk QIE Template
3 Table of Contents Bulk QIE Template... 4 Form General Guidance... 4 Examples and Tips... 7 Bulk Upload Process P age
4 Bulk QIE Template The concept of the Bulk QIE template is to provide Servicers the capacity to submit QIE Assessments on multiple loans at one time. The Bulk QIE template contains all data fields contained within the QIE Form along with required addendums in a data tape format. This allows Servicers the ability to extract the required data fields from their Asset Management system and copy and paste the data into the Bulk QIE template for multiple loans for upload to PRS. The QIE bulk template accommodates both Abbreviated and Detailed submission. For complete detail on submission requirements please refer to QIE Desk Reference. Form General Guidance Always enable the macro and Active X controls before using the template. Bulk Template: Bulk QIE template may be downloaded from the Blank Assessment Templates page of PRS under the Downloads on the main menu. Complete Template Abbreviated: Populate the required data fields in columns A to BJ. Complete Template Detailed: Populate required data fields in columns A to HN excluding columns (BG, BH, BI, BJ & BJ). Validation Process: Perform completeness checks and validations in the template by clicking the Validate button. Formula Columns: Data fields that are formula driven are contained in columns HP to NC, which are grouped near the end of the spreadsheet and are highlighted in gray. Formula driven data field will be calculated during the validation process. Loan Status: Provides a status of Complete or Incomplete. In Bulk QIE submission each loan record will have complete or incomplete status. At the time of submission only those loan records that have complete status will be accepted by PRS. Assessment completeness feedback is provided in column ND of the Bulk QIE Template. Required Fields: By running field formatting validation within the template, fields requiring user input will show a red border around them. All red borders within the form need to be cleared before a loan record can have a Complete status. Valid Data Format: Certain fields contain validation rules that check whether or not the value entered into the field is correctly formatted. Such fields contain comments regarding the format rule. You will have to meet all format rules for each loan record to have Complete status. 4 P age
5 Bulk QIE template 5 P age
6 The following validation functionality is included in the Bulk QIE Template: Name Description Example Loan Status Each loan record will have a Complete or Incomplete status. PRS will skip loans that have an Incomplete status and will only accept loans that have complete status Validate Required Field Clear Validations Find Errors Reset Find Format Filter Columns Goto Status Goto Calculations Goto Characteristics Goto QIE Addendums Runs the field formatting validation When validation is run in the template, a red outline on a data field indicates an input is required. Once data is entered into the field and the validation is run again, the red outline gets removed. Please note that the requirement criteria for certain fields is dependent on the response to other questions Clears all errors identified during validation Finds all errors on a worksheet. This is helpful if there are incomplete fields or other errors that are hard to find with the red outline indicator Resets the Find Format by clearing prior find errors execution Filters columns by list of filter expressions. This is helpful in isolating all required data fields Directs users to the column in the spreadsheet where loan statuses are displayed Directs users to the area within the spreadsheet where formula driven columns are located for Detailed & Abberivated QIE Directs users to loan characterstics columns Users can utilize the go to unstabilized comment function to find and complete data fields of Unstabilized Comment Form 6 P age
7 Examples and Tips In the example below, rows 19 and 20 have red borders around them since there are duplicate loans entered in the FRE Loan Number column. In this instance, deleting the duplicate loan numbers and running the validation again will remove the red borders. You can determine the status of a loan by going to the loan status column. Please note that at the time of upload, loans that have Complete status will be accepted by PRS, while loans that have Incomplete status will be rejected. 7 P age
8 Finding errors in the Bulk QIE template is easier with Find Errors functionality. Due to the width of the spreadsheet, this functionality will allow you to skip to the errors for easier resolution. The columns within the template can also be filtered by filtering expressions. An example of how and why you would want to use this filter is to determine data type or identify data fields that have dependency on responses in other data fields. 8 P age
9 The Freddie Mac loan number is a unique identifier and is required to be provided in every row in which data is provided. If you fail to provide the loan number the Loan Status will indicate Empty Row and the information will not be captured. 9 P age
10 Bulk Upload Process To upload a bulk QIE file, perform the following functions: 1. Click Upload Bulk Data File from the Upload menu. This will take you to the Upload Bulk File page. 2. Enter the file path or click Select and locate your Excel file that is ready for upload. 3. Once you have entered the path, click Submit. The bulk file will upload and the loan records that have failed to be uploaded will be listed on the Upload Failures screen. 10 P age
11 To upload required attachments, perform the following actions: Note: The file naming convention listed below needs to be followed strictly for the Bulk QIE template and required attachments to be uploaded successfully into PRS. 11 P age
12 12 P age
13 Viewing Uploaded Assessments in PRS Upon successful upload, PRS will process each row (Assessment) as if it were an individual file and will append the row number and loan number to the file name. Failed Assessments can be corrected and uploaded again using the process described above. Successful Assessments will be processed through PRS using the standard workflow queues. You can view the form for each assessment record by clicking View QIE Form from the Context menu in the assessment Queue Gird. 13 P age
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