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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

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Selling & Delivery

DateChange workshop Workshop  webevent Web Event
12/09/16Freddie Mac Settlement Date Calendar (1st Qtr 2017: Jan-Mar)
You can use this calendar for the first quarter of 2017 to schedule your loan delivery settlements and verify your Daily ACH draft dates.
12/09/16Freddie Mac Settlement Date Calendar (2nd Qtr 2017: Apr-Jun)
You can use this calendar for the second quarter of 2017 to schedule your loan delivery settlements and verify your Daily ACH draft dates.
11/11/16Selling System Basics Tutorial [9 min]
This tutorial, available 24/7, describes logging into and navigating the Selling System, User Profiles, User Roles, and Selling System resources.
10/06/16Tutorials for the Cash Servicing Released Sales Process
Use this document to access tutorials pertaining to the Servicing Released Sales Process. YouĂll learn about how to take out a Cash Servicing Released contract, important data delivery fields, and how to package & deliver documents to the Servicer.

Servicing

DateChange workshop Workshop  webevent Web Event
12/09/16Workout Prospector Users' Guide
This update includes changes to Appendix A to reflect revised loan-level and modification-level warning messages for loan modifications, and the addition of a new imminent default hardship reason on the Modeling Attributes screen.
12/08/16Freddie Mac Standard Short Sale Settlement Checklist
This checklist has been revised to reflect that the required remittances for short sales, deeds-in-lieu of foreclosure, charge-offs and other remittances pursuant to Guide Section 9701.20 may be sent via wire transfer or check.
12/08/16Charge-off Settlement Checklist
This checklist has been revised to reflect that the required remittances for short sales, deeds-in-lieu of foreclosure, charge-offs and other remittances pursuant to Guide Section 9701.20 may be sent via wire transfer or check.
12/08/16Freddie Mac Standard Deed-in-Lieu of Foreclosure Settlement Checklist
This checklist has been revised to reflect that the required remittances for short sales, deeds-in-lieu of foreclosure, charge-offs and other remittances pursuant to Guide Section 9701.20 may be sent via wire transfer or check.
11/29/16Resolving Loan-Level Edits Quick Reference Guide
We have updated Edit Code 314 in this quick reference guide to reflect revised instructions for the "Required Reporting Action" as it relates to third-party foreclosure sale and FHA/VA third-party foreclosure sale transactions.
11/29/16Freddie Mac Servicer Success Scorecard Changes for 2017
This reference guide highlights the changes to your Freddie Mac Servicer Success Scorecard for 2017 that will be available to you during the preview period. Information on the new and revised metrics, ranking methodology, and more, is included.
11/14/16Managing the Foreclosure Process Tutorial [48 min]
This tutorial, available 24/7, highlights the foreclosure process requirements and mortgage servicing requirements for Freddie Mac mortgages. We will also discuss various administrative requirements as well as their associated servicing impacts.
11/08/162017 Due Date Calendar for Monthly Reporting and Remitting
This calendar outlines the 2017 monthly reporting and remittance due dates for loan-level transactions and electronic default reporting (EDR).
10/25/16Expense Reimbursement Desk Reference
This desk reference has been revised to reflect the updates to our expense reimbursement requirements for when a foreclosure must be restarted, as announced in Bulletin 2016-17.

Underwriting

DateChange workshop Workshop  webevent Web Event
11/02/16QCIM Management Reporting Tutorial [21 min]
This tutorial, available 24/7, has been updated to reflect the enhanced user experience of the QCIM Management Reporting function with a new look and feel, and the addition of a "Missing Documents" tab and an "Appeals" tab.
10/27/16Seller/Servicer Guide Bulletin 2016-19: Revised Income Qualification Requirements [2 hrs]
This webinar covers the comprehensive revisions made to our requirements for analyzing income and employment, announced in Guide Bulletin 2016-19, with a focus on considerations for employment types, characteristics, and documentation requirements.

Loan Advisor Suite

DateChange workshop Workshop  webevent Web Event
11/06/16Loan Coverage Advisor User Guide
This user guide has been updated to reflect changes to the Loan Coverage Advisor application, including new Saved Results page and functionality.

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