The MPF Program has partnered with Computershare Limited (f/k/a Wells Fargo Corporate Trust Services) as our Master Servicer. Participating Financial Institutions (PFIs)/Servicers/Subservicers are required to report MPF Mortgage Loan activity directly to the Master Servicer electronically via ServicerConnect℠, a secure website.

ServicerConnect setup process is required for all those who service MPF Mortgage Loans. If you are using a subservicer, send an email to ServicerConnect@wellsfargo.com and provide your PFI Number informing them of the name of your subservicer. Subservicers do not need to complete steps 3-5 in the ServicerConnect Setup Process below. 

ServicerConnect Setup Process

1. Visit https://www.servicerconnect.com 

2. Register online and create an individual User ID and Password.  View the ServicerConnect’s User Manual for detailed instructions on how to register, login, and upload files.  

3. Choose a file layout for loan level data delivery (Exhibit C ASCII version or Exhibit D Excel version). If needed, contact your servicing system core provider for assistance in the creation of the file layout.

4. Once you’ve completed your file layout:

a. Create a test file and label as TEST

b. Upload the TEST file to ServicerConnect

c. Email Computershare Limited (ServicerConnect@wellsfargo.com)

i. Advise Computershare Limited that you have uploaded your TEST file and when you will begin reporting  

ii. As part of the test process, Computershare Limited will provide you an assigned File Name via email. File Names are 7 digits consisting of alpha-numeric characters (ex: C123456).

iii. Email Computershare Limited if response is not received within 24 hours 

5. The Quick Reference Guide, provided below, demonstrates how to accurately name your data files(s) to ensure a successful upload to ServicerConnect.

Saving Data Files for Submission

Four important things you need to know when saving your data files:
• Your unique File Name, provided by Computershare Limited. File Names are 7 digits consisting of alpha-numeric characters (ex: C123456).
• MMYYYY or MMDDYYY represents the date the file is uploaded into the ServicerConnect website
• Your PFI Number 
• Ensure you are using the appropriate forms - based on MPF Product (links provided below)

NOTE:  Files labeled correctly will receive a “successful” submission message in ServicerConnect.  

MPF Traditional

Exhibit C (ASCII version) or Exhibit D (Excel version)

  • Data File Name = FileName
  • File Names are 7 digits consisting of alpha-numeric characters, provided by Computershare Limited

 

Exception Clearing Report (Form SG403)

  • Data File Name = ECR_FileName_MMYYYY
  • MMYYYY (represents month/year of upload)

 

Monthly Summary and Remittance Recap (Form SG300)

  • Data File Name = PFI#_SG300_MMYYYY
  • MMYYYY (represents month/year of upload)

 

MPF Xtra

Exhibit C (ASCII version) or Exhibit D (Excel version)

  • Data File Name = FileName_MMDDYYYY
  • File Names are 7 digits consisting of alpha-numeric characters, provided by Computershare Limited

 

Exception Clearing Report (Form SG403)

  • Data File Name = ECR_FileName_MMDDYYYY
  • MMDDYYYY (represents day of upload)

 

Monthly Summary and Remittance Recap (Form SG300)

  • Data File Name = PFI#_SG300_MMYYYY
  • MMYYYY (represents month/year of upload)

 

MPF Xtra Monthly Remittance Recap
(Form SG301-X)

  • Data File Name = PFI#_SG301_MMYYYY
  • MMYYYY (represents month/year of upload)

 

MPF Government MBS

Exhibit C (ASCII version) or Exhibit D (Excel version)

  • Data File Name = FileName
  • File Names are 7 digits consisting of alpha-numeric characters, provided by Computershare Limited

 

Exception Clearing Report (Form SG403)

  • Data File Name = ECR_FileName_MMYYYY
  • MMYYYY (represents month/year of upload)

 

Monthly Summary and Remittance Recap (Form SG300)

  • Data File Name = PFI#_SG300_MMYYYY
  • MMYYYY (represents month/year of upload)

 

Reporting to the MPF Program Master Servicer

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PFI

Submits Mortgage Loan Transaction Journal, SG300 and for MPF Xtra SG301X

document

Master Servicer

Reviews reports and issues Initial Turn Around Report (iTAR)

document

PFI

Submits Electronic Clearing Report (ECR) - SG403

document

Master Servicer

Issues Final Turn Around Report (fTAR)

complete

PFI

Completes reconciliation to Remittance Summary (fTAR)

Resources

MPF Traditional Investor Reporting Overview

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MPF Traditional Investor Reporting – Turnaround Report (TAR)

Process Flow
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MPF Government MBS Investor Reporting - Turnaround Report (TAR)

Process Flow

MPF Xtra Investor Reporting Overview

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MPF Xtra Investor Reporting – Turnaround Report (TAR)

Process Flow
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Master Servicer Investor Reporting Contacts

Contacts