New User Application

Use the online application form to apply for access to the HUD CSMS Portal. Simply click New User Application on the menu bar and follow the steps based on the application type.

For Billing Agent / Mortgagor applicants:

Step 1 of 4 - Enter User Information
Step 2 of 4 - Add FHA Project Information
Step 3 of 4 - Add Billing/Managing Agent Addresses
Step 4 of 4 - Review and Submit

For Account Executive and HUD Headquarters applicants:

Step 1 of 2 - Enter User Information
Step 2 of 2 - Review and Submit

Step 1 of 4 - Enter User Information

Provide your personal information in the first step of the application.

You must fill in all required information before proceeding to the next step.

Be sure to specify whether you will be acting as a User Administrator for your company.

Enter the following personal information (an asterisk next to the item indicates its required):

Item	Description
Application Type *	Select Billing Agent / Mortgagor for the application type.
User Name *	Specify your desired user name using the following format: Must be at least 6 characters in length Must not exceed 20 characters in length Must not already exist in the system
Password *	Enter a password using the following required format: Minimum of 8 characters Maximum of 30 characters At least one uppercase letter At least one lowercase letter At least one special character At least one numeric character Is not based on a common word Is not one of the last 24 passwords used
Confirm Password *	Enter the password again to confirm.
First Name *	Enter your first name (allows a maximum of 30 characters).
Middle Name	Enter your middle name (allows a maximum of 20 characters).
Last Name *	Enter your last name (allows a maximum of 30 characters).
Address1 *	Specify your company address.
Address2	Continue the address if needed.
City *	Specify the city for the address entered.
State *	Select the appropriate state from the drop down list.
Zip *	Enter the five digit zip code followed by the extended 4 digit zip, if known.
Phone *	Enter your phone number with area code and ending with an extension if appropriate.
Email *	Enter your e-mail address. Ensure the entry is correct. The system will use this e-mail to notify you when your access has been approved.
Confirm Email *	Enter your e-mail address again to confirm.
Comments	Enter any comments in the space provided.

Check the box if you will be acting as a User Administrator for your company.
Click to proceed to step 2 of the application process. An error will display if the required information is not filled in or an invalid password was entered.
Go to Step 2 of 4.

Step 2 of 4 - Add FHA Project Information

Provide all your FHA projects in this step of the application process.

Specify the following information for each FHA project (an asterisk next to the item indicates its required):

Item	Description
FHA Project Number *	Enter the FHA project number using the following format: Maximum of 10 characters nnn-nnnnn and an optional letter
Mortgagor/Owner Tax ID *	Enter the Mortgagor/Owner Tax ID Number (TIN) for the FHA project entered using one of the following valid formats: nn-nnnnnnn (a total of 9 numeric characters) nnn-nn-nnnn (a total of 9 numeric characters)
Your Role *	Select the appropriate role for the FHA project number entered.

Click . The added FHA information displays in the table. You can delete the FHA entry if necessary.

Click to delete the FHA entry.

You can click the link for the Federal W9 Form when you proceed to step 4 of the application process.

You can proceed with one of the following options:

Click to review the user information you entered and make any modifications if needed.

Click to go to Step 3 of 4 in the application process.

Step 3 of 4 - Add Billing/Managing Agent Addresses

Provide a billing address for each FHA project listed in step 2 that you act as a Billing/Managing Agent.

Specify the following billing information for each FHA project (an asterisk next to the item indicates its required):

Item	Description
Name *	Enter the name for the billing address (allows a maximum of 40 characters).
Address1 *	Specify the billing address.
Address2	Continue the address if needed.
City *	Specify the city for the billing address entered.
State *	Select the appropriate state from the drop down list.
Zip *	Enter the five digit zip code followed by the extended 4 digit zip, if known.

Click to submit the billing address information. It will appear in the table below.

Click to delete the billing address entry.

You can proceed with one of the following options:

Click to review the information you entered and make any modifications if needed.

Click to go to Step 4 of 4 in the application process.

Step 4 of 4 - Review and Submit

Review the information you provided in the previous steps. Once you determine all the information is correct, submit your application for access to the CSMS Portal system.

Please ensure the following is correct:

Item	Review
User Information	Review the following is correct: User Name Name Address Phone Email
FHA Projects	Review all FHA projects entered. If the message " At least one of the following Mortgagor Tax Identification Numbers does not match our records." appears, you may have entered an incorrect Mortgagor/Owner Tax ID or it may not be available via the CSMS Portal. To add the FHA project, we must receive an IRS Form W-9 to confirm the Mortgage/Owner's Tax Identification Number. Please complete the IRS Form W-9 for each FHA project indicated with asterisks () in the Forms W-9 Needed column and send it to the following address: Dynaxys/CSMS Portal 11911 Tech Road Silver Spring, MD 20904-1961 Click the link to access the IRS Form W-9.
Billing/Managing Agent Addresses	Review the Billing/Managing Agent addresses entered for those FHA project that your role is Billing/Managing Agent.

Click if any of the reviewed information is incorrect.
Click to print a copy of the application for your records.
If all the information is correct, click . When you submit the application, it is time stamped and an e-mail notification is sent to the Dynaxys Help Desk, informing them of the submittal.

You will be contacted using the e-mail you submitted in your application when it has been approved.

Step 1 of 2 - Enter User Information

Provide your personal information in the first step of the application.

You must fill in all required information before proceeding to the next step.

Enter the following personal information (an asterisk next to the item indicates its required):

Item	Description
Application Type *	Select Account Executive or HUD Headquarters for the application type.
Satellite Office *	Select your designated HUD regional/satellite office. Note: Satellite Office only displays if the application type selection is Account Executive.
User Name *	Specify your desired user name using the following format: Must be at least 6 characters in length Must not exceed 20 characters in length Must not already exist in the system
Password *	Enter a password using the following required format: Minimum of 8 characters Maximum of 30 characters At least one uppercase letter At least one lowercase letter At least one special character At least one numeric character Is not based on a common word Is not one of the last 24 passwords used
Confirm Password *	Enter the password again to confirm.
First Name *	Enter your first name (allows a maximum of 30 characters).
Middle Name	Enter your middle name (allows a maximum of 20 characters).
Last Name *	Enter your last name (allows a maximum of 30 characters).
Address1 *	Specify your company address.
Address2	Continue the address if needed.
City *	Specify the city for the address entered.
State *	Select the appropriate state from the drop down list.
Zip *	Enter the five digit zip code followed by the extended 4 digit zip, if known.
Phone *	Enter your phone number with area code and ending with an extension if appropriate.
Email *	Enter your e-mail address. Ensure the entry is correct. The system will use this e-mail to notify you when your access has been approved.
Confirm Email *	Enter your e-mail address again to confirm.
Comments	Enter any comments in the space provided.

Click to proceed to step 2 of the application process. An error will display if the required information is not filled in or an invalid password was entered.
Go to Step 2 of 2.

Step 2 of 2 - Review and Submit

Review the information you provided in the previous steps. Once you determine all the information is correct, submit your application for access to the CSMS Portal system.

Please ensure the following is correct:

Item	Review
User Information	Review the following is correct: User Name Name Address Phone Email

Click if any of the reviewed information is incorrect.
Click to print a copy of the application for your records.
If all the information is correct, click . When you submit the application, it is time stamped and an e-mail notification is sent to the Dynaxys Help Desk, informing them of the submittal.

You will be contacted using the e-mail you submitted in your application when it has been approved.