PAID Onboarding Checklist
Are You Ready to Get Paid with PAID?
Begin onboarding
Seamlessly transition from the Reimbursement System to PAID (Payments Automated Intelligent and Dynamic) using this checklist to track your progress for key processes and operational steps. PAID is the new, automated and intuitive technology experience to submit and monitor expenses.
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PREP
Steps to take to get familiar with PAID.
Get Set up
Update processes & operations
Take Training
Cutover
Stay Engaged
Visit the PAID Web Page
Visit the Subscription Center
Review Bulletin
Replay Intro
Identify Key Stakeholders
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Available today for your review
Servicer Vendor Servicer and Vendor
Visit web page
Download the Checklist!
Decide if you need to setup an eClosing system or if you can leverage your closing agents’ systems. Narrow down the list of eClosing systems, if you determine that you need to setup your own system.
Visit the PAID web page to learn about core capabilities and to access key resources (i.e., demo, FAQs).
Applies to:
Servicer Vendor Servicer and Vendors
Timing
Visit the Subscription Center, complete the form and select ‘Servicing Tech Updates’ to receive email updates on PAID.
Servicer and Vendor
Sign Me up
Read Guide Bulletin 2021-18 which outlines policies related to PAID.
When is it available?
Identify staff who support expense reimbursement (i.e. claims, RPAs, accounts receivable, access management and vendor management). Identify vendors (i.e., attorney firms, property preservation, billing agencies, etc.) that will access PAID on your behalf. Communicate onboarding resources with these individuals.
Mark it off your list and click the arrow to continue.
CLICK ON EACH STEP TO LEARN MORE
Get Set Up
Steps to take to ensure your organization is set up to assign user and vendor access as well as receive reimbursement payments.
Complete Enrollment Steps
Create a Freddie Mac Learning Account
Enroll in Access Manager
If you’re not yet set up on Access Manager, an authorized contact at your organization can begin the process by submitting the Get Started form. Access Manager is required for each Servicer to provide user access and profiles in PAID. To confirm if your organization is on Access Manager, contact our Customer Support Contact Center (800-FREDDIE).
Recommended to complete as soon as possible
A Freddie Mac representative will contact you within two business days to assist you in completing the Freddie Mac Access Manager Registration Form. This will allow you to complete the steps for setting up administrator roles and start managing user access to Freddie Mac tools.
Register for webinar
Create an account on Freddie Mac Learning with an associated Seller/Servicer number in order to register for training (if not already set up). Note: Vendors will have a separate login for each Servicer.
watch tutorial
Form 1132 must be signed by an authorized employee on Form 988SF, Certificate of Incumbency. Use holographic signatures in DocuSign, wet signatures or photo of wet signatures. No typed signatures permitted. A current W-9 form is required (2018 or later).
Authorize Freddie Mac to initiate debits/credits by electronic transfer through the automated clearing house (ACH) to make payments for Seller/Servicer fees. ACH is required to get reimbursed for expenses submitted in PAID. If your organization is not set up, or if your organization is already set up, but changes are needed, follow the below steps. Complete Form 1132 ACH Authorization and email the completed form to cash collections. Please note: • • •
Watch the Video
Set Up or Update ACH
(who have not authorized ACH or need to make changes to ACH authorization)
(not on Access Manager)
Steps to take to ensure internal processes are in place for a smooth transition.
Identify Policies and Procedures
Identify your organization’s expense reimbursement policies and procedures related to the transition to PAID.
Recommended to complete by August 1
Review Vendor Contracts
Review vendor contracts to identify potential process changes.
Download Bulk Upload Template
Access the PAID Bulk Upload File Template and determine operational changes required to submit expense requests and/or automate your submission process (i.e., work with your technology providers as applicable).
Download Template
Review and Align to Cutover Dates
8/1 by 5:00 p.m. ET: Last day for Reimbursement System users to log into the tool in order to be considered active and have access migrated to PAID. 8/30 by 5:00 p.m. ET: Last day to submit claims in Reimbursement System. 8/30 by 5:00 p.m. ET: Last day for Reimbursement System Administrators to respond to Freddie Mac outreach regarding the verification of active users for migration to PAID. 9/1 by 5:00 p.m. ET: Last day to submit supporting documentation in Reimbursement System for remaining items in queue. 9/10 by 5:00 p.m. ET: Last day to submit RPAs in Reimbursement System. 9/27: Deadline for emergency RPA submissions only. These one-time requests must be emailed to the NPL mailbox between 9/10 and 9/27 to receive written approval from Freddie Mac. 11/30 by 5:00 p.m. ET: Last day with read-only access in Reimbursement System.
Review and align your processes to the following cutover dates:
August - November
take training
Steps to take to understand features and how to use the tool.
webinars
register
Register for Webinars
Register for one of the live webinar sessions. Forward to individuals in your organization who need to take training (including vendors).
Registration open now for September webinars
Register for webinars
Check out all the quick videos on PAID features and capabilities to familiarize yourself with the tool. Scroll to the bottom to view the videos on Freddie Mac Learning
Videos now available
watch videos
Attend the Live Training Webinar
Attend the live training webinar you registered for in the prior step.
Available starting 9/14
View Training options
View Online Help
Familiarize yourself with PAID online help.
Get Familiar with eBill
eBill is used in tandem with PAID. Listen to the PAID Reconciling Payments Using eBill recorded webinar.
Recommended to watch 1-2 weeks prior to launch
Listen Now
Watch the Video Learning Series
View Training Options
PREP FOR PAID...IT IS ALMOST HERE!
cutover
Steps to take to ensure you can start using PAID and eBill.
Log into eBill** to validate access and ensure you can view the "PAID01" business line for each applicable Servicer number. Contact your Access Manager administrator if you do not have access.
Note: Master Servicers will not have access to eBill if they have a sub-servicer that submits claims in PAID on their behalf. In these cases, only the sub-servicer will have access to eBill to reconcile the ACH transaction.
Identify vendors (i.e., attorney firms, property preservation, billing agencies, etc.) that will access PAID on your behalf.
Manage Access to PAID
Administrators should log into Access Manager and set up new users (including vendors), and any additional administrators. View the job aid for assistance. Important notes: Any Reimbursement System users added after 8/1 must be added as new users in PAID. Additionally, if we did not receive a confirmation from your organization to migrate active Reimbursement System users by August 30, you must set up all users following the standard process in Access Manager. This confirmation process was an email communication to Reimbursement System administrators.
Starting 9/27
View Job Aid
Confirm User Account
Vendors: Confirm you have a user account for each Servicer you partner with. Contact the Servicer if you have issues with access.
Log Into PAID
Log into PAID and validate access. Contact your Access Manager administrator if you don’t have access.
Log Into eBill
Log into eBill to validate access and ensure you can view the "PAID01" business line for each applicable Servicer number. Contact your Access Manager administrator if you do not have access.
YOU ARE HERE.
STAY engaged
Steps to take to stay informed as PAID capabilities evolve.
Download the checklist!
Questions and Support
PAID web page Access Manager Customer Support Contact Center (800-FREDDIE)
Provide Feedback
Select the feedback icon in Servicing Gateway to provide your input on Freddie Mac servicing tools. We value your feedback.
Submit input anytime
Log Into Servicing Gateway
Check Back for Training Opportunities
Continue to check for PAID training opportunities. Resources will continue to be added and updated.
Visit Occasionally
Paid Training
Thank you for completing the PAID Onboarding Checklist
RESTART
