QUICK REFERENCE CARD: QRC-MFPDM:4.8
Last Updated 1/21/2021
Request Pre-Approval in MFPDM
ISSUER QUICK REFERENCE CARD
This Quick Reference Card (QRC) has been created to help users navigate the Multifamily Pool Delivery Module
(MFPDM) Pre-Approval Process on MyGinnieMae Portal. The steps below describe how a Data Entry User and an
Authorized Signer User can add, save, validate, and submit a Pre-Approval Request to the Ginnie Mae Account
Executive (AE) for applicable instances. Once the Pre-Approvals are accepted, the issuer can proceed with
submission for Final Certification.
MULTIFAMILY PRE-APPROVAL REQUEST
There are 3 types of instances for Multifamily pools
which require Issuers to obtain Pre-Approvals from
Ginnie Mae AEs:
• Pools with Basis Points Spread
that is outside the allowable range
• Cross Default/Cross Reference
Pools with shared FHA/USDA case
numbers
• Pools with Balloon Payments
1. Users will now see a new section on the Pool
Details Page for Pre-Approvals.
2. Once a new Pool and Loan(s) are created, select
Validate button to run the business rules validation.
3. If one of the Pre-Approval conditions
above apply, then the business rules
may trigger fatal errors on the Pool
and/or Loan Details pages. The
message(s) will appear on screen
directing Issuers to submit a Pre-
Approval request.
4. Go to the Pre-Approvals section and select the Yes
radio button in the appropriate Pre-Approval types.
Fill out the required fields. There can be multiple
Pre-Approval types in one request.
a. Basis Point Spread:
• Request Approval By (the date
requested for AE response)
• Project Name
• Upload Documents (Optional)
• Request Reason
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QUICK REFERENCE CARD: QRC-MFPDM:4.8
Last Updated 1/21/2021
Request Pre-Approval in MFPDM
ISSUER QUICK REFERENCE CARD
b. Cross Default/Cross Reference
• Request Approval By (the date requested for AE
response)
• Project Name
• Upload Documents (Optional)
• Request Reason
• Select Shared Case Number Type
• Select Add and in fill out the fields in the grid.
(Pool ID, Pool Type, Case Number, Issue Date,
Project name)
c. Balloon Payments
• Request Approval By (the date requested for AE
response)
• Investor Name (Optional)
• Upload Documents (Optional)
5. Once all information is entered, select Save button
and then select the Validate button. Select the new
Request Pre-Approval button on the header
menu. If there is more than one request within the
Pool, all will be submitted.
6. Issuers and AEs will receive a
notification confirming the request was
sent to the AEs for Approval.
NOTE: Once the Pre-Approval request is sent to the
AE, the Pool and Loan remain editable for the Issuer,
except fields related to Pre-Approval.
7. To filter out and search for Pools with Pre-
Approvals on the Pools & Loans Summary page,
select Pending Pre-Approval quick filter button.
NOTE: Users can also select Advanced Search
for further filtering by Pre-Approval Type and Pre-
Approval Status.
8. Issuers will receive AE response
notifications and be able to view the
Pre-Approval Status in the Pool
Details Page. If Approved, select
Validate to clear any Pre-Approval
related fatal errors and proceed with
Pool Submission.
If Declined, review the Pre-Approval
and update or remove as needed.
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QUICK REFERENCE CARD: QRC-MFPDM:4.8
Last Updated 1/21/2021
Request Pre-Approval in MFPDM
ISSUER QUICK REFERENCE CARD
9. Waiver letters will be generated automatically and
can be found in the header menu, under Docs.
NOTE: Cross Reference Case Numbers do not require
Waiver Letters.
CANCEL PRE-APPROVAL
1. If the Pre-Approval sections have been completed
but not yet submitted, the Pre-Approval request can
be removed by changing the selection option for
“Does this require Pre-Approval?” from Yes to No.
2. A confirmation window will display. Select Yes,
Discard changes to confirm or select Cancel to
keep all data in the request.
CANCEL PRE-APPROVAL REQUEST
1. Once a Pre-Approval request has been
submitted to the AE, it can be cancelled
if the AE has not yet responded. Select
Cancel Pre-Approval Request button
on the header menu.
2. Once this option is selected, a Cancel Pre-Approval
confirmation window displays on the screen. Select
OK to proceed.
A notification will be sent to the Issuer and AE
confirming the Pre-Approval request has been
cancelled. If there is more than one request within
the Pool, all will be cancelled.
NOTE: Users can edit, remove, or cancel Pre-Approval
requests for Pools in Draft status. Once a Pool is
Submitted for Final Certification, changes to Pre-
Approvals require users to Recall the pool.
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