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Introductory Training - Selling

Select the execution path that best describes how you do business with Freddie Mac. Each path must start with the Introduction to the Selling System training. Start here before moving on to your execution path. Once you complete the Introduction course, you are ready to move on.

Check out Selling and Delivery for additional classes and reference materials.

Introduction to the Selling System

 
Course Name Description Resources
Introduction to the Selling System This tutorial, available 24/7, introduces you to the selling system: how to get access to, and navigate within, the system to perform your selling and delivery activities. Begin Tutorial
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Mandatory Servicing Retained

Course Name Description Resources
Pricing: Cash This 28-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation
Settlement: Cash This 41-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation
Loan Entry: Cash This 73-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation
Mandatory Servicing Retained Contracting This 35-minute recorded session will provide you with the basics for navigating through the selling system to price, commit, and manage your Mandatory contracts. Training presentation
Net Price This 22-minute recorded session will provide you with the basics to understand and use the selling system Net Price capabilities, including how to use the "all-in" price function, recognizing updates and changes to Net Price, and using the system's Export capabilities to export data fields associated with the net price for each mortgage. Training presentation
Pair Off Mandatory Cash Contracts This 18-minute recorded web conference training will help you understand how to effectively use the selling system's pair off functionality for mandatory cash contracts. Training presentation
Mandatory Servicing Retained WAC ARM Contracting This 45-minute recorded session will prepare you to use the selling system to execute Mandatory Servicing Retained WAC ARM contracts to sell your Adjustable Rate Mortgages for cash, which is available as part of our Weighted Average Coupon (WAC) ARM offerings. Training presentation
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Mandatory Servicing Released

Course Name Description Resources
Pricing: Cash  This 28-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation
Settlement: Cash  This 41-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation
Loan Entry: Cash  This 73-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation
Mandatory Servicing Released Contracting This 34-minute recorded session will provide you with the basics for navigating through the selling system to price, commit, and manage your Mandatory contracts. Training presentation
Servicing Released: Net Funding  This 32-minute recorded session provides useful information to reconcile your Sellers' Total Disbursement for mortgages settled on a Best Efforts or Mandatory Servicing Released basis. Training presentation
Pair Off Mandatory Cash Contracts This 18-minute recorded web conference training will help you understand how to effectively use the selling system's pair off functionality for mandatory cash contracts. Training presentation
Servicing Released: Transfers  This 34-minute recorded session will enable your organization to experience a smoother transaction when your operations, shipping, and delivery staff packages and ships mortgages sold and delivered to approved Servicers via Freddie Mac's selling system. Training presentation
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Best Efforts Servicing Retained

Course Name Description Resources
Pricing: Cash  This 28-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation
Settlement: Cash  This 41-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation
Loan Entry: Cash  This 73-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation
Net Price  This 22-minute recorded session will provide you with the basics to understand and use the selling system Net Price capabilities, including how to use the "all-in" price function, recognizing updates and changes to Net Price, and using the system's Export capabilities to export data fields associated with the net price for each mortgage. Training presentation
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Best Efforts Servicing Released

Course Name Description Resources
Pricing: Cash  This 28-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation
Settlement: Cash  This 41-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation
Loan Entry: Cash  This 73-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation
Servicing Released: Net Funding  This 32-minute recorded session provides useful information to reconcile your Sellers' Total Disbursement for mortgages settled on a Best Efforts or Mandatory Servicing Released basis. Training presentation
Servicing Released: Transfers  This 34-minute recorded session will enable your organization to experience a smoother transaction when your operations, shipping, and delivery staff packages and ships mortgages sold and delivered to approved Servicers via Freddie Mac's selling system. Training presentation
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Guarantor WAC ARMs

Course Name Description Resources
Guarantor WAC ARM Contracting This 31-minute recorded session provides you with the basics for navigating the selling system to commit and manage your Guarantor contract pipeline. Training presentation
Loan Entry: Guarantor This 36-minute recorded session provides you with the basics for navigating the selling system to import loan data, add loans to a security, and evaluate loans for loans sold via the guarantor execution path. Training presentation
Settlement: Guarantor This 39-minute recorded session provides you with the basics for navigating the selling system to complete the settlement process for loans sold via the guarantor execution path. Training presentation
Setting Up Security Wire Instructions Guarantor This 12-minute recorded session provides you with instructions on how to set up and approve security wire instructions in the selling system for loans sold via the Guarantor execution path. Training presentation
Quick Reference
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Guarantor & MultiLender Fixed Rate

Course Name Description Resources
Guarantor & MultiLender Fixed Rate Contracting This 37-minute recorded session provides you with the basics for navigating the selling system to commit and manage your Guarantor and Multilender pipeline. Training presentation
Loan Entry: Guarantor This 36-minute recorded session provides you with the basics for navigating the selling system to import loan data, add loans to a security, and evaluate loans for loans sold via the guarantor execution path. Training presentation
Settlement: Guarantor This 39-minute recorded session provides you with the basics for navigating the selling system to complete the settlement process for loans sold via the guarantor execution path. Training presentation
Setting Up Security Wire Instructions Guarantor This 12-minute recorded session provides you with instructions on how to set up and approve security wire instructions in the selling system for loans sold via the Guarantor execution path. Training presentation
Quick Reference
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Check out Selling and Delivery for additional classes and reference materials.

© 2012 Freddie Mac

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