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Fannie Mae Connect Implementation Notification

Investor Update
July 18, 2016

Message Manager Report Migration to Fannie Mae Connect – Aug. 1, 2016

Updated to reflect a new release date for reports in Fannie Mae Connect

The Fannie Mae Connect reporting portal streamlines and centralizes key Fannie Mae data from multiple reporting applications, and uses business intelligence tools to provided unique analytics.

In August 2016, all Message Manager Selling and Servicing reports will be migrated to Fannie Mae Connect and two reports will be retired. Once logged into Fannie Mae Connect, a user can view each report within the Fannie Mae Connect Report Center. At the end of the transition in late October 2016, Message Manager will be retired.

This notification details changes for the August 1 implementation and provides a preview of changes coming later in the month. This document will be updated as information about the August implementation becomes available.

Provided in this notification:

  • A list of the Selling and Servicing Reports that will transition to Fannie Mae Connect by the end of August 2016.
  • The format changes and links to the technical specifications for reports that have format changes when they transition to Fannie Mae Connect.

NOTE: For your convenience, Message Manager reports will be available in both Fannie Mae Connect and Message Manager until the tool is retired in October 2016.

  • Information on the amount of historical data that will be available in Fannie Mae Connect.
  • Notification of two reports that will be retired.

Report Formats

When migrated to Fannie Mae Connect, Message Manager Selling and Servicing Reports can be accessed from the Report Center in one or more of the following formats.

  • Enhanced Tableau Functionality: Some Selling Reports will be available in the Tableau® Business Intelligence reporting tool. The Tableau reporting tool enables both data display and analytics. The reports in Tableau are viewable using enhanced reporting features such as filtering, sorting and exporting options. For more information about Tableau in Fannie Mae Connect this document provides information on how to work with Tableau.
  • Raw Data via the Download Center: Other Selling Reports will be accessed as downloads from the Fannie Mae Connect Download Center. The reports in the Download Center are viewable in a different format as raw data (PDF, .txt), with data filtering by seller/servicer and monthly periods.
  • Message Manager As-Is: Some reports will be viewable in Fannie Mae Connect in the same format as they were presented in Message Manager. To support Call-In-Elimination project activities and to minimize impact to their team’s current requirements, we are assisting our Servicers by not changing the format of Servicing reports.

Source: Fannie Mae (full notification)

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CEO

Alan Jaffa

Alan Jaffa is the Chief Executive Officer for Safeguard Properties, steering the company as the mortgage field services industry leader. He also serves on the board of advisors for SCG Partners, a middle-market private equity fund focused on diversifying and expanding Safeguard Properties’ business model into complimentary markets.

Alan joined Safeguard in 1995, learning the business from the ground up. He was promoted to Chief Operating Officer in 2002, and was named CEO in May 2010. His hands-on experience has given him unique insights as a leader to innovate, improve and strengthen Safeguard’s processes to assure that the company adheres to the highest standards of quality and customer service.

Under Alan’s leadership, Safeguard has grown significantly with strategies that have included new and expanded services, technology investments that deliver higher quality and greater efficiency to clients, and strategic acquisitions. He takes a team approach to process improvement, involving staff at all levels of the organization to address issues, brainstorm solutions, and identify new and better ways to serve clients.

In 2008, Alan was recognized by Crain’s Cleveland Business in its annual “40-Under-40” profile of young leaders. He also was named a NEO Ernst & Young Entrepreneur Of The Year® Award finalist in 2013.

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Esq., General Counsel and EVP

Linda Erkkila

Linda Erkkila is the General Counsel and Executive Vice President for Safeguard Properties, with oversight of legal, human resources, training, and compliance. Linda’s broad scope of oversight covers regulatory issues that impact Safeguard’s operations, risk mitigation, strategic planning, human resources and training initiatives, compliance, insurance, litigation and claims management, and counsel related to mergers, acquisition and joint ventures.

Linda assures that Safeguard’s strategic initiatives align with its resources, leverage opportunities across the company, and contemplate compliance mandates. She has practiced law for 25 years and her experience, both as outside and in-house counsel, covers a wide range of corporate matters, including regulatory disclosure, corporate governance compliance, risk assessment, compensation and benefits, litigation management, and mergers and acquisitions.

Linda earned her JD at Cleveland-Marshall College of Law. She holds a degree in economics from Miami University and an MBA. Linda was previously named as both a “Woman of Influence” by HousingWire and as a “Leading Lady” by MReport.

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COO

Michael Greenbaum

Michael Greenbaum is the Chief Operating Officer of Safeguard Properties, where he has played a pivotal role since joining the company in July 2010. Initially brought on as Vice President of REO, Mike’s exceptional leadership and strategic vision quickly propelled him to Vice President of Operations in 2013, and ultimately to COO in 2015. Over his 14-year tenure at Safeguard, Mike has been instrumental in driving change and fostering innovation within the Property Preservation sector, consistently delivering excellence and becoming a trusted partner to clients and investors.

A distinguished graduate of the United States Military Academy at West Point, Mike earned a degree in Quantitative Economics. Following his graduation, he served in the U.S. Army’s Ordnance Branch, where he specialized in supply chain management. Before his tenure at Safeguard, Mike honed his expertise by managing global supply chains for 13 years, leveraging his military and civilian experience to lead with precision and efficacy.

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CFO

Joe Iafigliola

Joe Iafigliola is the Chief Financial Officer for Safeguard Properties. Joe is responsible for the Control, Quality Assurance, Business Development, Marketing, Accounting, and Information Security departments. At the core of his responsibilities is the drive to ensure that Safeguard’s focus remains rooted in Customer Service = Resolution. Through his executive leadership role, he actively supports SGPNOW.com, an on-demand service geared towards real estate and property management professionals as well as individual home owners in need of inspection and property preservation services. Joe is also an integral force behind Compliance Connections, a branch of Safeguard Properties that allows code enforcement professionals to report violations at properties that can then be addressed by the Safeguard vendor network. Compliance Connections also researches and shares vacant property ordinance information with Safeguard clients.

Joe has an MBA from The Weatherhead School of Management at Case Western Reserve University, is a Certified Management Accountant (CMA), and holds a bachelor’s degree from The Ohio State University’s Honors Accounting program.

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Business Development

Carrie Tackett

Business Development Safeguard Properties