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Learning Center Updates

The summary below details recent changes to the Learning Center. Subscribe to receive timely email notifications about new or changed content or training offerings.

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Mortgage Products

DateChange workshop Workshop  webevent Web Event
10/18/17Construction Conversion and Renovation Mortgages
This quick reference reflects changes to our appraisals and appraisal update requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-23 on October 18, 2017.
09/25/17Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements
This job aid has been updated to reflect changes from Guide Bulletins 2017-17 and 2017-20, including the extended expiration date of the Relief Refinance Mortgage offerings.
09/25/17Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements
This job aid has been updated to reflect changes from Guide Bulletins 2017-17 and 2017-20, including the extended expiration date of the Relief Refinance Mortgage offerings.
09/25/17Freddie Mac Relief Refinance Mortgages Income and Asset Documentation Requirements
This job aid has been updated to reflect changes to documentation requirements announced in Guide Bulletins 2017-17 and 2017-20.
09/14/17Freddie Mac Condominium Unit Mortgages
This quick reference reflects changes to our owner-occupancy and insurance requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-20 on September 14, 2017.

Selling & Delivery

DateChange workshop Workshop  webevent Web Event
10/16/17Freddie Mac Settlement Date Calendar (1st Qtr 2018: Jan-Mar)
You can use this calendar for the first quarter of 2018 to schedule your loan delivery settlements and verify your Daily ACH draft dates.
10/16/17Freddie Mac Settlement Date Calendar (2nd Qtr 2018: Apr-Jun)
Use this calendar for the second quarter of 2018 to schedule your loan delivery settlements and verify your Daily ACH draft dates.
09/18/17Get to Know Loan Selling Advisor [45 min]
This webinar introduces Loan Selling Advisor - evolved from the Selling System - and its integration into Loan Advisor Suite, providing a simpler process to successfully sell and deliver mortgages to Freddie Mac.
09/11/17Early Funding Clip
This clip, available 24/7, simulates how to take out a contract and the contract finalization process for Early Funding contracts.
09/06/17Sell and Deliver Mortgages with Low Loan Balances to Freddie Mac
This reference will assist you with instructions and tips on how to sell and deliver mortgages through the Low Loan Balance Cash Specified Pool offering using the Selling System.

Servicing

DateChange workshop Workshop  webevent Web Event
10/19/17Receiving the Borrower Response Package and Communicating the Evaluation Decision
This publication has been updated to reflect that Servicers are required to acknowledge to the borrower that a previously incomplete Borrower Response Package has been completed within five business days of receiving the information needed to complete it.
10/19/17Quality Right Party Contact and Borrower Solicitation
This quick reference has been updated to reflect the revisions to our requirements related to Servicers discontinuing contact with borrowers prior to a foreclosure sale, as announced in Bulletin 2017-6.
10/09/17Disaster Relief: Mortgage Assistance for Borrowers
View this interactive tutorial, available 24/7, to learn your options as a borrower when your home or workplace has been impacted by a disaster.
10/04/17Freddie Mac Flex Modification Reference Guide
This reference guide has been updated to reflect the revised property valuation requirements announced in Bulletin 2017-9.
10/04/17Expense Reimbursement Desk Reference
This desk reference has been revised to reflect the updates to our expense reimbursement requirements as outlined in Bulletins 2017-5 and 2017-18.
10/03/17Freddie Mac Standard and Streamlined Modification Reference Guide
This publication has been updated to reflect that, as of October 1, 2017, you must no longer evaluate borrowers for Freddie Mac Standard Modifications and Freddie Mac Streamlined Modifications.
09/22/17Capitalization and Extension Modification for Disaster Relief
This new reference guide outlines Freddie Mac's requirements for Disaster Relief Modifications, including how to calculate the terms of the Trial Period and final modification.

Underwriting

DateChange workshop Workshop  webevent Web Event
10/18/17Appraisal Review Reminders
This quick reference reflects revisions to certain appraisal requirements announced in Guide Bulletin 2017-23 on October 18, 2017.
10/18/17Construction Conversion and Renovation Mortgages
This quick reference reflects changes to our appraisals and appraisal update requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-23 on October 18, 2017.
10/18/17Loan Product Advisor Documentation Matrix - Effective for Settlement dates on or after 1/18/18
This quick reference reflects changes to our credit underwriting and asset eligibility requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-23 on October 18, 2017.
10/08/17Loan Product Advisor Functionality Guide
This resource highlights recent updates to Loan Product Advisor with the addition of updated HMDA descriptions.
09/25/17Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements
This job aid has been updated to reflect changes from Guide Bulletins 2017-17 and 2017-20, including the extended expiration date of the Relief Refinance Mortgage offerings.
09/25/17Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements
This job aid has been updated to reflect changes from Guide Bulletins 2017-17 and 2017-20, including the extended expiration date of the Relief Refinance Mortgage offerings.
09/25/17Freddie Mac Relief Refinance Mortgages Income and Asset Documentation Requirements
This job aid has been updated to reflect changes to documentation requirements announced in Guide Bulletins 2017-17 and 2017-20.
09/14/17Freddie Mac Condominium Unit Mortgages
This quick reference reflects changes to our owner-occupancy and insurance requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-20 on September 14, 2017.
09/14/17Loan Product Advisor Documentation Matrix
This quick reference reflects changes to our credit underwriting and asset eligibility requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-20 on September 14, 2017.

Loan Advisor Suite

DateChange workshop Workshop  webevent Web Event
10/18/17Loan Product Advisor Documentation Matrix - Effective for Settlement dates on or after 1/18/18
This quick reference reflects changes to our credit underwriting and asset eligibility requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-23 on October 18, 2017.
10/16/17Loan Closing Advisor: Introduction and Overview [20 min]
This tutorial, available 24/7, shows recent additions: UCD Requirement Status on the Summary of Results and Loan Evaluation Summary screens, and in the Export History; enhanced filter capabilities; icons and tool tips to make it easier to access data.
10/09/17 Loan Closing Advisor User Guide
The UCD Requirement Status has been added to the Summary of Results and Loan Evaluation Summary screens, as well as the Export History. Filter capabilities have been enhanced. Icons and tool tips have been added to make it easier to access data.
10/08/17Loan Product Advisor Functionality Guide
This resource highlights recent updates to Loan Product Advisor with the addition of updated HMDA descriptions.
09/25/17Quality Control Advisor User Guide
This User Guide has been updated to reflect recent changes to Quality Control Advisor. Learn about the features available, including uploading in batch files and new look for Management Reporting.
09/14/17Loan Product Advisor Documentation Matrix
This quick reference reflects changes to our credit underwriting and asset eligibility requirements announced in Single-Family Seller/Servicer Guide Bulletin 2017-20 on September 14, 2017.

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