Questions and Answers

What monthly (periodic) premium report files are available to lenders and service bureaus?

Listed below are the Single Family monthly mortgage insurance premium report files HUD provides to lenders and service bureaus. With these files, you can determine the cases in your lender portfolio, monthly premiums due, discrepancies in the billing-payment process, and refunds or reallocations of paid premiums.

• Advance Notices
• Billing
• Case Detail
• Lender Notification
• Portfolio
• Reallocation Transactions
• Reconciliation
• Refund Transactions

How can I get monthly premium report files for my cases?

Report files for lenders and service bureaus are available through the FHA Connection and the Alternate Report Retrieval process(secure file transfer protocol).

What are the file formats for report files downloaded through the FHA Connection or Alternate Report Retrieval process?

See Advance Notices, Billing, Lender Notification, Portfolio, Reallocation Transactions, Reconciliation, and Refund Transactions. Note: The Case Detail report is not in a file format and is only available on the FHA Connection.

What are pregenerated report files?

Pregenerated report files are automatically created and available on a monthly or weekly basis, depending on the type of report. In other words, they are reports that do not need to be requested by a lender or service bureau. On the FHA Connection, pregenerated Advance Notices, Billing, Reallocation Transactions, Reconciliation, and Refund Transactions report files are available to view online or download. The following pregenerated report files are available through the Alternate Report Retrieval process: Advance Notices, Billing, Lender Notification, Portfolio, Reallocation Transactions, Reconciliation, and Refund Transactions.

How do I know when pregenerated report files are available via the FHA Connection or Alternate Report Retrieval?

The Monthly Premiums menu on the FHA Connection provides a link to the Pregenerated Reports Schedule.

What reports are not pregenerated and must be requested via the FHA Connection?

The Case Detail report is not in a file format and must be requested on the FHA Connection. For lenders or service bureaus that are not using the Alternate Report Retrieval process, requests must also be made for the Lender Notification and Portfolio report files.

What are the ways I can get reports on the FHA Connection?

On the FHA Connection, a report can be viewed online and printed using the print capability of your Internet browser or the report file can be downloaded to your computer system. Use the appropriate report file layouts for the downloaded files. Note: Downloaded files are compressed or "zipped" and must be uncompressed ("unzipped") in order to view and organize the information.

How long does it take to download report files from the FHA Connection?

The length of time it takes to download files depends on how you are accessing the FHA Connection. Listed below is an approximation of the number of cases in a file you may be able to download in thirty minutes from the FHA Connection.