Requesting an Origination Report

Request an origination report as follows:

1. Select Origination Reports Request on the Origination Reports menu page. The Origination Reports Request page appears.
   
   

2. On the Origination Reports Request page, select the HUD Field Office location of the cases to be reported from the drop-down Field Office list.
   
   Note: If necessary, view a list of the Field Offices by Field Office Codes.
   
   

3. Select the report you are requesting from the drop-down list in the Report Type field. Only one report can be selected at a time.
   
   

4. Enter the time range of the report by typing the date the reporting period starts in the Beginning Date field and the date the reporting period ends in the Ending Date field. Use an mm/dd/yyyy format, such as 04/15/2002. The number of days from the beginning date to the ending date cannot exceed 90. Only the most current 13 months of information is available.
   
   

5. Specify the originating lenders to be included in the report. Type the first five characters of the requesting lender's 10-character FHA ID in the Home Office ID field. This produces a report of all associated originating lenders with FHA IDs that begin with the same five characters (branch offices). For example, if 99999 is entered, the report will include all originating lenders with FHA lender IDs that begin with those characters.
   
   -or-
   
   Type the 10-character FHA ID for each originating lender to be included in the report in the boxes provided in the Originator IDs field. Up to ten originators can be entered. The first five characters of each FHA ID entered must be the same. This produces a report that includes only the specified originators. For example, if 9999900024, 9999900031, and 9999900076 are entered, the report will include only information related to those originators.
   
   Note: An authorized HUD user can enter up to ten originators with completely dissimilar FHA IDs in the Originator IDs field.
   
   

6. Type the name of the contact person for the requesting lender in the Last and First fields.
   
   
7. Type the telephone number of the contact person for the requesting lender in the Contact Phone field.
   
   
8. Click Send. If there are no errors, the Origination Reports Request Results page appears with a summary of the report request. A Message field at the top of the page states: Origination Reports Request Has Been Successfully Completed.
   
   -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 Origination Reports Request page appears with a Message field above the request criteria fields and an Error(s) Detected field below them. Review the information in these fields. Make any necessary corrections and process again. Specific instructions for some of the errors are provided below.
   	-	Duplicate Request Already Made by [Name] on [Date] at [Time] - Awaiting Processing: A request for the report, based on the same criteria, was already made by a user at your organization and has not yet been processed. Use Origination Reports Retrieval to check on the status of the request and retrieve the report when completed. See Retrieving an Origination Report.
   	-	Duplicate Request Already Made by [Name] on [Date] at [Time] - Request Completed: A request for the report, based on the same criteria, was already made by a user at your organization and has been processed. To retrieve the report, click Request Completed. The Origination Reports Summary page appears. See Reviewing Report Retrieval Results, step 2 for procedures on viewing and printing the report.

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Retrieving an Origination Report

Use the procedure below to retrieve the requested report(s) the next business day. The report requests of other originating lenders with FHA IDs that begin with the same five characters as your lender may also be listed. Enter very specific criteria if you wish to limit the report requests retrieved.

1. Select Origination Reports Retrieval on the Origination Reports menu page. The Origination Reports Retrieval page appears.
   
   
2. On the Origination Reports Retrieval page, select the sort order of the resulting list of reports from the drop-down list in the Sort by field.
   
   
3. Select the report you are retrieving from the drop-down list in the Report Type field. Only one selection can be made at a time.
   
   
4. Select the processing status of the report request from the drop-down list in the Report Status field.
   
   
5. Optionally, to narrow the results, enter the date range within which the report was requested in the Request Date field. Type the beginning of the date range in the From boxes and the ending of the date range in the To boxes. Use an mm/dd/yyyy format, such as 04/15/2002.
   
   -and/or-
   
   Enter the date range within which the report request was completed in the Completion Date field. Type the beginning of the date range in the From boxes and the ending of the date range in the To boxes. Use an mm/dd/yyyy format, such as 04/15/2002. Leave this field blank if Awaiting Processing was selected for the Report Status.
   
   Note: A Requestor Lender ID field is also displayed if you are an authorized HUD user. To retrieve a report request made by a lender, type the first five characters of the lender's 10-character FHA ID in the Requestor Lender ID field. To retrieve a report request made by you, do not enter a lender FHA ID. Narrow the results by specifying Report Type, Report Status, and Request Date or Completion Date.
   
   
6. Click Send. If there are no errors, the Origination Reports Retrieval Results page appears. A Message field at the top of the page states: Origination Reports Retrieval Has Been Successfully Completed. See Reviewing Report Retrieval Results.
   
   -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 Origination Reports Retrieval page appears with a Message field above the retrieval criteria fields and an Error(s) Detected field below them. If there are no report requests that match the retrieval criteria, the Error(s) Detected field displays No Records Found for Selected Criteria Entered. If appropriate, change the retrieval criteria and process again.

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Reviewing Report Retrieval Results

The criteria under which the reports were retrieved appear on the upper part of the Origination Reports Retrieval Results page. The reports that meet the retrieval criteria are listed on the lower part of the page. The list may include report requests made by other originating lenders with FHA IDs that begin with the same five characters as your lender. If a report has a Request Completed status, report information can be viewed and printed as follows:

1. On the Origination Reports Retrieval Results page, click Request Completed in the Report Status field for the report you wish to view. The Origination Reports Summary page appears. The original criteria under which the report was requested appears on the upper part of the page. The reports that meet the original request criteria are listed on the lower part of the page in Lender ID order.
   
   
2. On the Origination Reports Summary page, click the link in the Record Count field to view the records of a specific lender. Example: 10 record(s) found. The Origination Report Detail page appears with the report contents. If there is nothing to report for the lender for the specified reporting period, the Record Count field displays 0 record(s) found. Use the print capability of your Internet browser to print the Origination Report Detail page. For best results, set your printer orientation to landscape.
   
   -or-
   
   To view the entire report containing the records of all listed lenders, click View report as PDF. The report is displayed in the Portable Document Format (PDF) reader installed on your system. Use the print capability of your PDF reader to print the report.
   
   Note: A free PDF reader can be obtained from the Adobe web site at http://www.adobe.com. This does not constitute an endorsement by HUD, or any of its employees, of the sponsors of the site or the products presented on the site.
   

See Also

Origination Reports - Business Background

Origination Reports Request Page - Field Descriptions

Origination Reports Request Results Page - Field Descriptions

Origination Reports Retrieval Page - Field Descriptions

Origination Reports Retrieval Results Page - Field Descriptions

Origination Reports Summary Page - Field Descriptions

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