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Servicing Introductory Training – Investor Reporting

Welcome to Servicing – Investor Reporting with Freddie Mac. Here you will find the recommended training path you need to get started reporting and remitting to Freddie Mac.

Course NameDescriptionResources
Introduction to the Service Loans Application Tutorial This 31-minute tutorial, available 24/7, introduces your servicing staff to the web-based Service Loans application to successfully access, navigate, and perform your servicing reporting activities. Start tutorial
Introduction to Investor Accounting Responsibilities This 30-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. Start tutorial
Investor Accounting: Loan-Level Transactions Tutorial This 52-minute tutorial, available 24/7, introduces you to common data elements that are applicable to all loan-level transactions.  Learn about what to report and remit for the loan-level transactions you select. Start tutorial
Servicing Technology Tools Overview This 37-minute recorded session introduces you to Freddie Mac's Servicing Technology Tools and walks you through the steps of how to get access to these tools. Start tutorial
Seller/Servicer Remittance Analysis This 21-minute tutorial, available 24/7, introduces you to the Seller/Servicer Remittance Analysis and provides guidance on remitting funds to Freddie Mac. You will also learn how to retrieve and read this report. Start tutorial

 

Check out Servicing for additional classes and reference materials.

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