Introductory Training - Servicing
Welcome to Servicing with Freddie Mac. Here you will find the recommended training path you need to get started reporting and remitting to Freddie Mac.
| Course Name | Description | Resources |
|---|---|---|
| Investor Accounting Manager Overview | This 36-minute recorded webinar, available 24/7, and designed for those that perform the investor reporting and remitting activities, provides an overview of Investor Accounting Manager (IAM), one of Freddie Mac’s Servicing Technology Tools. | 36-min webinar |
| Investor Accounting: Loan-Level Transactions | Attend this 45-minute Recorded Web-Conference available 24/7 to learn about what to report on loan-level transactions and when to remit funds to Freddie Mac. and link course material. | Training presentation |
| Introduction to Investor Accounting Responsibilities | This 40-minute recorded session is for new Seller/Servicers that retain servicing. It will introduce your primary responsibilities for reporting and remitting monthly mortgage activity, the Custodial Account reconciliation process, and the Servicer Performance Profiles. | Training presentation |
| Investor Accounting Reports | This 38-minute recorded session is for Servicers who retain servicing. It provides a thorough understanding about Freddie Mac Investor Accounting reports and introduces how to use these reports to correct reporting and remitting discrepancies. | Training presentation |
| Seller/Servicer Remittance Analysis | This 28 minute recorded session will provide information on Freddie Mac's Seller/Servicer Remittance Analysis, how and when to remit funds to Freddie Mac, and how to correct overages or shortages. | Training presentation |
| Servicing Technology Tools Overview | This 36-minute recorded webinar, available 24/7, provides the information you need to begin using the Servicing Technology Tools. | Training presentation |
Check out Servicing for additional classes and reference materials.
Additional Information
Here's an additional selection of resources to give you a high-level understanding of Freddie Mac's servicing processes and programs:
Being a Freddie Mac Servicer Servicing Programs Tools