Loan Quality Advisor® Access Form

Section 1a: Seller/Servicer Information
The information below is required for every submission of this form.
Required Seller/Servicer Information
* Seller/Servicer Name:
* Primary Seller/Servicer Number:
Section 1b: Seller/Servicer Information
The information below is required at initial sign-up and when information has changed. 
Seller/Servicer Information
Additional Seller/Servicer Numbers:
(List all numbers under which users will submit loans to Loan Quality Advisor)
Street Address:
City, State & Zip Code:



Section 2a: Seller/Servicer Administrator Information
The information below is required at initial sign-up and when information has changed. 
Designate and provide information for a Primary and a Secondary Administrator within your organization who will:
  • Submit requests to add or delete users or modify user information
  • Serve as a contact for Freddie Mac to resolve user setup issues
  • Serve as a contact for a CRC or CRA to set up credit information (Section 4)
  • Serve as a backup if you are the Secondary Administrator
User IDs to access Loan Quality Advisor through a web browser are not automatically created for Administrators, but can be requested in Section 3 of this form.
Action Primary Administrator Information
Add   Delete
    
Name: Phone:
Email Address:
Action Secondary Administrator Information
Add   Delete
    
Name: Phone:
Email Address:
Section 2b: System-to-System Information
The information below is required at initial sign-up and when information has changed.

If you plan to use a system-to-system interface, please identify your technology vendor. 
The Primary Administrator identified above in Section 2a will also be sent  the system-to-system userid and password for your organization.

If you intend to develop a custom interface, please contact your Customer Operations & Technology Services (COTS) representative to coordinate the effort to obtain your production credentials.

Regardless of whether system-to-system access is through a technology vendor or custom interface, consider requesting a web browser userid in Section 3 to:

  • Access Loan Quality Advisor if your system-to-system access is down
  • Access Loan Quality Advisor’s Business Intelligence capability
LOS Information
Vendor Name:




Section 3: Web Browser User Information
To access Loan Quality Advisor through Freddie Mac’s web interface, provide user information and indicate the role type for each user:
  • Loan Quality Advisor and Business Intelligence: Import and submit batches of loans for evaluation, view evaluation results, and export results.  These users will also have the Business Intelligence capability described below.
  • OR
  • Business Intelligence for all Loan Advisor Suite Tools:  View results from the Loan Advisor Suite Tools you use, through pre-defined, interactive dashboards.
If you list employees who already have a Freddie Mac user ID, then Loan Quality Advisor access will be added to the existing ID. (*Userids will be deactivated after 120 days of inactivity.)
Action Type of Loan Quality Advisor User Role(s)
Add   Delete
    
Name: Loan Quality Advisor and Business Intelligence
Business Intelligence for all Loan Advisor Suite Tools
Phone:
Email Address:
Add   Delete
    
Name: Loan Quality Advisor and Business Intelligence
Business Intelligence for all Loan Advisor Suite Tools
Phone:
Email Address:
Add   Delete
    
Name: Loan Quality Advisor and Business Intelligence
Business Intelligence for all Loan Advisor Suite Tools
Phone:
Email Address:
Add   Delete
    
Name: Loan Quality Advisor and Business Intelligence
Business Intelligence for all Loan Advisor Suite Tools
Phone:
Email Address:
Note: To request additional userids, scroll down and click the Click to Add Users button.



Section 4: Credit Usage Information

The information below is required at initial sign-up and when information has changed. 
Freddie Mac’s Loan Quality Advisor Risk Assessment service provides users a summary of a loan’s credit risk and related loan quality for loans that were not originated using Loan Product Advisor.  If you plan to submit non-Loan Product Advisor-originated loans to Loan Quality Advisor, please provide the requested credit information so that Risk Assessment can obtain borrower credit data by:

a. Obtaining a copy of the original merged credit report from the appropriate Credit Reporting Company (CRC) and/or
b. Obtaining borrower credit infiles from Credit Reporting Agencies (CRA aka credit bureaus).
4a. Merged Credit Reports
The Risk Assessment service will attempt to obtain a copy of the original merged credit report(s) for loans submitted with the Merged Credit Reference Number (MCRN) and the CRC Name of one of the four CRCs supported by Loan Quality Advisor.  (Technical Affiliates are not currently supported in Loan Quality Advisor.)

Indicate the CRCs  with which you have an existing relationship  by providing your Mortgage Account Number.  (By providing your Mortgage Account Number below, you authorize us to contact the CRCs on your behalf and provide to them your Freddie Mac Seller/Servicer Number(s) for them to link your existing profile to the Seller/Servicer Number(s) you intend to use with your Loan Quality Advisor submissions.)
CRC Name Your Mortgage Account Number
CBC Innovis  
Equifax Mortgage Solutions  
Factual Data  
Corelogic/CREDCO/Crestar  
4b. Use of Credit Infiles
The Risk Assessment service will attempt to obtain credit infiles on your behalf from the three CRAs (Experian, Equifax, and TransUnion) for loans submitted without merged credit information (both MCRN and CRC Name).

Please check the box below to authorize Freddie Mac to contact the CRAs on your behalf.  (We will contact one or more of the CRAs on your behalf to obtain your existing subscriber codes, which Risk Assessment will use when requesting infiles for open loans; a Freddie Mac subscriber code is used for closed loans.  If you do not authorize Freddie Mac to contact the CRAs, only your closed loans will be evaluated by Risk Assessment)
Agreement to Contact Credit Reporting Agencies
By checking this box, I authorize Freddie Mac to contact one or more of the Credit Reporting Agencies on behalf of the Seller/Servicer to assist in establishing the means of retrieving credit reports through Loan Quality Advisor.



Section 5: Authorization
The information below is required for every submission of this form.

For the first submission of this form, we request that this section be completed by a VP within your organization. After setup is complete and administrators are established, this section can be completed by an administrator for all subsequent submissions of this form.
Required Seller/Servicer Information
As a duly authorized representative of the Seller/Servicer identified above, I hereby certify and agree that (i) the information provided in this form is true, complete and accurate, (ii) as required under the Guide, the Seller/Servicer shall protect the Authentication Credentials used to access Loan Quality Advisor, (iii) capitalized terms not otherwise defined herein shall have the meaning ascribed to such terms in the Guide, and (iv) by clicking on “I Agree” below, I intend to be bound by my electronic signature associated with this form, which shall be as binding, valid and enforceable as my original written signature on a paper original of this form.
* Submitter Name: * Submitter Email:





Loan Quality Advisor Access Form

Page 1