Upload the Reconciliation File

To ensure a successful upload, refer to the Template Formatting Guidelines section prior to uploading your Total MI Reconciliation File.

The Dashboard page provides two options to upload your file into Total MI Reconciliations:

Option 1:

From the Files tab, select the Upload icon from the Actions column:

Option 2:

From the top Navigation Bar, select File Uploads/Upload Loans:

The Upload Loans: MI Reconciliation page displays with the Upload File metro stop highlighted in blue:

Follow the steps below to upload your file into the Total MI Reconciliations tool:

From the Upload Loans: MI Reconciliation page, click anywhere in the blue-dashed section to upload your file:

Drag and drop the file you wish to upload from your desktop or Local Area Network into the blue-dashed section. Your selected file displays at the bottom of the page:

OPTIONAL STEP: You can delete your file using the red trash can icon under the Action menu, if applicable.

Select:

To:

Delete the file that you uploaded.

Upon selecting Delete icon, the file no longer displays on the Upload Loans: MI Reconciliation page.

Return to step #2 if you wish to upload another file.

From the Upload Loans: MI Reconciliation page / Upload File metro stop page, select either the Save or Next button from the top right of the page:

Select:

To:

To save the file you have uploaded and remain on the Upload Loans: MI Reconciliation page.

Select the button when you are ready to move forward with the upload process.

Continue uploading your file. The Total MI Reconciliations tool checks the file for formatting errors.

If the File has formatting errors then the button is disabled and a red banner message displays alerting you to the type of error(s) found in the file:

Note: You cannot submit your file to Freddie Mac if it contains formatting errors.You must correct the issue with your file and then upload it again.

Return to step #1.

To ensure a successful upload, note the following formatting restrictions when submitting your file:

Use the Freddie Mac published file template
File naming convention must remain the same as when Freddie Mac published the file
- MICO file name should be: 'MICompanyName_mmddyyyy.xlsm'
- Servicer file name should be: 'SVCR_ServicerName_mmddyyyy.xlsm'
Excel (.XLSM) file cannot exceed 15 MB
Only one (1) file can be uploaded at a time
A file with more than 50 formatting errors cannot be uploaded
Select the "Run Formatting Check" button located within the file to avoid formatting errors

If the File has no formatting errors then proceed to step #5.

Once the file is free of formatting/upload errors, Total MI Reconciliations runs a data validation check on the information provided in the file. The data validation check ensures that the loan information provided in the file is in the correct format and that no data fields have been blank.

If:

Then:

No loan records have errors

(all loan records are correct in the file)

The Upload Loans: Review and Submit page/metro stop displays with a green banner message:

Proceed to step #7.

One or more loan records have errors

(some or all loan records are incorrect in the file)

The Upload Loans: Data Validation page/metro stop displays:

The Data Validation metro stop is highlighted in red, the Next button is disabled, and a red banner message displays with the total number of errors in the loan file:

IMPORTANT: You must correct every loan record in your file in order to continue uploading the file.

If the File contains between one (1) and 50 data validation errors then:

The errors can be corrected within Total MI Reconciliations.
Refer to the Resolving Data Validation Errors section for guidance on how to correct the information in your file.
Once the data validation errors are resolved, you can proceed with uploading the file into Total MI Reconciliations.
Proceed to step #6.

If the File contains more than 50 data validation errors then:

The file cannot be successfully uploaded into Total MI Reconciliations.
Return to step #1 to upload a corrected file.

REMINDER: Select the "Run Formatting Check" button located within the file to address formatting errors prior to uploading.

Once the file is free of data validation errors, a green banner message displays on the Upload Loans: Data Validation page. Select the Cancel, Save or Next button to proceed:

Select:	To:
	Keep your loan record updates and save the file as a draft. The Draft Upload Saved pop-up box displays: Select either the or button to proceed: You may view, edit, or delete your file from the Draft Uploads Page. If you remain on the Upload Loans: Data Vaidation page you can select either the Next or Cancel button from the top right of the page to proceed.
	Continue uploading the file. The Upload Loans: Review and Submit page/metro stop displays. Proceed to step #7.
	Leave the Upload Loans: Data Validation page and stop uploading the current file. A pop-up box displays prompting you to confirm the cancellation: Select "Yes Leave" to leave the Upload Loans: Data Validation page and stop uploading the current loan file. IMPORTANT: Upon selecting this button, any data that you have typed in without saving will be lost and the current loan file will be permanently removed from Total MI Reconciliations. You will be redirected to the Upload Loans: MI Reconciliations page where you can upload another file, if applicable. Select "No Stay on Page" to remain on the Upload Loans: Data Validation page. Select either the Next or Cancel button to proceed. Proceed to step #7.

From the Upload Loans: Review and Submit page, select either Save or Submit.

Select:

To:

Keep your loan record updates and remain on the Upload Loans: Data Validation page.

Select either the or button to proceed.

Submit the file to Freddie Mac.

Upon selecting , a pop-up box displays confirming that the file has been successfully uploaded:

Select to view the uploaded reconciliation status from the Dashboard page.