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Case Cancel/Reinstate
Processing

Authorized HUD and lender personnel can cancel or reinstate a case following the procedures below. Also, the reason for a cancellation can be changed and a comment about the cancellation can be added or updated.

Getting a Case

1. On the Case Cancel/Reinstate page, enter the case number assigned to the mortgage loan in the FHA Case Number field. Enter the first three characters of the case number in the first box. Press Tab to go to the next box and enter the remaining seven characters.
   
   
2. Click Send. If there is no error, the Case Cancel/Reinstate Update page appears. The Action field displays Cancel Case if the case was not already canceled or Reinstate Case if the case was canceled (including the date the case was initially canceled and, for HUD users, the ID and name of the user who canceled the case). Continue to Canceling a Case, Reinstating a Case, or Changing the Cancellation Reason or Comment.
   
   -or-
   

   If there is an error, one of the following occurs:

   •	An error message box appears. Click OK to clear the message. Make the correction and process again.
   •	The Case Cancel/Reinstate page appears with a Message field above the selection criteria fields and an Error(s) Detected field below them. Review the information in these fields. Make any necessary corrections and process again.

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Canceling a Case

1. Get the case.
   
   
2. On the Case Cancel/Reinstate Update page, verify that you are working with the appropriate case by reviewing the information.
   
   
3. Select the reason for the cancellation from the drop-down list in the Reason for Cancellation field. If the Reason for Cancellation is Other, an explanation for the cancellation must be entered in the Comments field.
   
   
4. Optionally, enter a remark in the Comments field.
   
   
5. Select Case Cancel in the Action field.
   
   
6. Click Send. If there is no error, the Case Cancel/Reinstate Results page appears with the following message: Case Cancel/Reinstate Successfully Completed. The Action field displays Case Canceled.
   
   -or-
   

   If there is an error, one of the following occurs:

   •	An error message box appears. Click OK to clear the message. Make the correction and process again.
   •	The Case Cancel/Reinstate Update page appears with a Message field near the top of the page and an Error(s) Detected near the bottom. Review the information in these fields. Make any necessary corrections and process again.

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Reinstating a Case

1. Get the case.
   
   
2. On the Case Cancel/Reinstate Update page, verify that you are working with the appropriate case by reviewing the information.
   
   
3. Select Reinstate Case in the Action field. Note: The date the case was initially canceled is displayed in the Action field and, for HUD users, the ID and name of the user who canceled the case are also displayed.
   
   
4. Click Send. If there is no error, the Case Cancel/Reinstate Results page appears with the following message: Case Cancel/Reinstate Successfully Completed. The Action field displays Case Reinstated. Also displayed in this field is the date the case was initially canceled and, for HUD users, the ID and name of the user who canceled the case. Any comments that were entered about the cancellation are removed.
   
   -or-
   

   If there is an error, one of the following occurs:

   •	An error message box appears. Click OK to clear the message. Make the correction and process again.
   •	The Case Cancel/Reinstate Update page appears with a Message field above the selection criteria fields and an Error(s) Detected field below them. Review the information in these fields. Make any necessary corrections and process again.

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Changing the Cancellation Reason or Comment

1. Get the case.
   
   
2. On the Case Cancel/Reinstate Update page, verify that you are working with the appropriate case by reviewing the information.
   
   
3. Select another reason for the case cancellation from the drop-down list in the Reason for Cancellation field. If the Reason for Cancellation is Other, an explanation for the cancellation must be entered in the Comments field.
   
   -and/or-
   
   To add or update a comment about the cancellation, enter the appropriate text in the Comments field.
   
   Note: If the initial reason for the cancellation was Automatic System Cancel or Canceled without Reason, the cancellation reason cannot be changed. (Only a comment can be added or updated.) The case can be reinstated and then canceled again using a different reason.
   
   
4. Click Send. If there is no error, the Case Cancel/Reinstate Results page appears with the following message: Case Cancel/Reinstate Successfully Completed. The Action field displays Case Cancel Data Updated. Also displayed in this field is the date the case was initially canceled and, for HUD users, the ID and name of the user who canceled the case.
   
   -or-
   

   If there is an error, one of the following occurs:

   •	An error message box appears. Click OK to clear the message. Make the correction and process again.
   •	The Case Cancel/Reinstate Update page appears with a Message field above the selection criteria fields and an Error(s) Detected field below them. Review the information in these fields. Make any necessary corrections and process again.

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Canceling Multiple Cases (Bulk Case Cancellations) (HUD Personnel Only)

A Microsoft® Excel spreadsheet file containing a list of cases to be canceled can be uploaded to CHUMS using Case Cancel/Reinstate. (See Spreadsheet Format for details on the format of the spreadsheet file.) After a case is canceled through the bulk case cancellations process, you can get the case and reinstate it or change the cancellation reason or comment. To upload the Excel file, do the following:

1. On the Case Cancel/Reinstate page, enter the Excel spreadsheet file name and its path in the Choose Spreadsheet field.
   
   -or-
   
   Click Browse to locate the spreadsheet file.
   
   
2. In the Corporate Lender ID field, enter the first five digits of the ten-digit FHA ID of the originator or sponsor of the cases listed on the spreadsheet.
   
   
3. Click Send. The Case Cancel/Reinstate Results page appears with the following message: nn records uploaded for processing. nn records remaining to be processed. When the file has been completely uploaded, the following message is displayed: Upload complete; nn records processed. The status of each case included in the spreadsheet is displayed.

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Spreadsheet Format

• The spreadsheet file must be compatible with Excel 97-2003 (.xls).
  
  
• Only Columns A and B of the spreadsheet can be used.
  
  
• Row 1 is the header row and it cannot be blank. It may contain headings such as FHA Case Number in Column A and Cancellation Code for Column B.
  
  
• Case numbers are listed beginning in Row 2 of Column A. The format of the case numbers can be with or without dashes and with or without leading zeros, but cannot have leading or trailing spaces.
  
  
• In Column B, Row 2, a two-character code for the case cancellation reason is entered next to each case number in Column A. The codes are as follows and must be entered in upper case letters:
  
  

  Cancellation Reason	Code
  Appraisal Expired	AE
  Case Closed Not Endorsed	CC
  Different Financing	DF
  Different MIP Structure	DM
  Transaction Not Completed	NC

  
  
• Columns A and B must be in text format. If not, convert them to text as follows:

  -	Select the column.
  -	Select Data from the Excel menu.
  -	Select Text to Columns. The Convert Text to Columns Wizard pop-up window appears.
  -	Use the Convert Text to Columns Wizard and select Text as the Column Data Format.

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See Also

Case Cancel/Reinstate - Business Background

Case Cancel/Reinstate Page - Field Description

Case Cancel/Reinstate Update Page - Field Descriptions

Case Cancel/Reinstate Results Page - Field Descriptions

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