Quick References
These easy to print references give you a quick overview of the topics. This list is a subset of the many resources available on The Learning Center.
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All Quick References Grouped By Function
1. Mortgage Products
- Construction Conversion and Renovation Mortgages
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages (For Mortgages with Application Received Dates on and after to November 19, 2012)
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages (For Mortgages with Application Received Dates prior to November 19, 2012)
- Documenting Lawful Residency Status for Non-U.S. Citizens
- Freddie Mac Condominium Unit Mortgages (for Mortgages with Delivery Dates prior to December 1, 2012)
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements (For Mortgages with Application Received Dates on or after November 19, 2012) Updated
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements (For Mortgages with Application Received Dates prior to November 19, 2012) Updated
- Freddie Mac Relief Refinance Mortgages Income and Asset Documentation Requirements
- Home Possible: At a Glance
- Loan Prospector - How to Enter Data for Construction Conversion and Renovation Mortgages
- LTV, TLTV & HTLTV Ratios for Conforming Mortgages
- LTV, TLTV & HTLTV Ratios for Super Conforming Mortgages
- Manufactured Home Underwriting Reminders
- Manufactured Homes Description and Fact Sheet
- Refinance Mortgages
- Using Home Value Explorer (HVE) via LoanProspector.com for Relief Refinance Mortgages
2. Selling & Delivery
- Additional Supplement (OCS) Timeline
- Appraisal Data Integration from UCDP to the Selling System Updated
- Certification Prior to Allocation
- Certifying Mortgages for Freddie Mac
- Contract Search Functionality
- Create Contract Templates
- Documents Freddie Mac Requires for Certification of NY CEMA Deliveries
- Export Your Loan Data Updated
- Freddie Mac Settlement Date Calendar (1st Qtr 2013: Jan-Mar)
- Freddie Mac Settlement Date Calendar (2nd Qtr 2013: Apr-Jun)
- Good Delivery Standards for Cash
- Good Delivery Standards for Fixed-rate Guarantor, MultiLender Swap, and WAC ARM Guarantor
- Guarantee Fee (Gfee) Add-On Pricing
- How to Enter ULDD in the Selling System Online Tool
- How to Request Post-Fund Data Corrections
- Loan Options Box
- Manage Your Contract Pipeline
- Manage Your Loan Pipeline
- Mandatory Cash Contract Data Field Online Tool
- Post Fund Data Correction Form F11/F13 for loans funded prior to April 23, 2012
- Post Fund Data Correction Form for ULDD loans funded on or after April 23, 2012
- Required Data Points to Label a Loan for ULDD
- Selling and Delivery Training and Education Resources
- Selling Mortgages to Freddie Mac for Cash User Guide Updated
- Selling Mortgages to Freddie Mac Guarantor and MultiLender Swap User Guide Updated
- Selling System - Security Wire Instructions
- Selling System Cash User Roles
- Selling System Guarantor and MultiLender User Roles
- Selling System Tips for Resolving Delivery Edits
- Tips and Best Practices with ULDD for Best Efforts Commitments
- Understanding the Daily ACH Process
3. Servicing
- 2013 Due Date Calendar for Monthly Reporting and Remitting
- At-A-Glance: Freddie Mac Modification Comparison New
- Communicating with Borrowers: Collections and Loss Mitigation Reference Guide
You will need your Servicing Applications ID and password to access this resource. - Create Your Own Reports in Investor Accounting Manager
- Electronic Default Reporting (EDR) Quick Reference Guide Updated
- Exhibit 83: Freddie Mac State Foreclosure Time Lines Updated
- Expense Reimbursement Desk Reference
- Foreclosure and Bankruptcy Training and Education Resources
- Foreclosure Sale Bidding Instructions Reference Guide New
- Freddie Mac Investor Reporting and Remitting FAQs Regarding HAMP
- Freddie Mac Servicing Success Program Reference Guide Updated
- Freddie Mac Standard Modification Reference Guide
- Freddie Mac User's Guide for Cash Remittances
- Getting Started with Investor Accounting
- HAMP Reporting: Best Practices
- Investor Accounting Manager -- Up and Running in 5 Minutes
- Investor Reporting and Remitting Training and Education Resources
- Investor Reporting to Freddie Mac User Guide
- Loss Mitigation Training and Education Resources
- More Foreclosure and Bankruptcy Resources
You will need your Servicing Applications ID and password to access this resource. - Mortgage Fraud Prevention Resources
- Resolving Loan-Level Edits Quick Reference Guide
- Servicing Maturing Balloon/Reset Mortgages Quick Reference
- Understanding Custodial Accounts User Guide
- Workout Management Resources
4. Underwriting
- Address Guidelines for MAF
- Anti-predatory Lending Requirements
- Appraisal Review Reminders
- Best Practices for Transactions Involving Possible Property Flips
- Best Practices for Underwriting and Appraisals
- Components of an Effective Appraisal Management Process
- Construction Conversion and Renovation Mortgages
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages (For Mortgages with Application Received Dates on and after to November 19, 2012)
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages (For Mortgages with Application Received Dates prior to November 19, 2012)
- Documenting Lawful Residency Status for Non-U.S. Citizens
- Factors Used in Loan Prospector
- FHA TOTAL Mortgage Scorecard and VA Documentation Matrix
- Form 90: Verbal Verification of Employment
- Form 91: Income Analysis Form
- Fraud Prevention Best Practices
- Freddie Mac Condominium Unit Mortgages (for Mortgages with Delivery Dates prior to December 1, 2012)
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements (For Mortgages with Application Received Dates on or after November 19, 2012) Updated
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements (For Mortgages with Application Received Dates prior to November 19, 2012) Updated
- Freddie Mac Relief Refinance Mortgages Income and Asset Documentation Requirements
- Freddie Mac Rental Income Matrix
- How to Access Freddie Mac's Exclusionary List in Loan Prospector
- Loan Prospector - How to Enter Data for Construction Conversion and Renovation Mortgages
- Loan Prospector Access Methods at a Glance
- Loan Prospector Documentation Matrix
- Loan Prospector Feedback Messages (Cause & Resolution)
- Loan Prospector Feedback Messages
- Loan Prospector Functionality Guide
- Loan Prospector's Merged Credit Report Options Best Practices
- LTV, TLTV & HTLTV Ratios for Conforming Mortgages
- LTV, TLTV & HTLTV Ratios for Super Conforming Mortgages
- Manufactured Home Underwriting Reminders
- Manufactured Homes Description and Fact Sheet
- Mortgage Fraud Prevention Resources
- Mortgage Insurance Coverage Options Matrix
- Mortgage Insurance Financing Matrix
- Ordering Merged Credit (LoanProspector.com System-to-System Access Method)
- Overview of Recent Pricing and Credit Changes for Sellers
- Practices for Avoiding Predatory Lending
- Processing FHA TOTAL and VA Mortgages
- Quality Control Best Practices
- Selection and Use of Credit Scores
- UCDP Reference Series for the Lender Admin: 1 - Lender Admin Registration
- UCDP Reference Series for the Lender Admin: 2 - Managing Business Units
- UCDP Reference Series for the Lender Admin: 3 - Managing Users
- UCDP Reference Series for the Lender Admin: 4 - Managing Lender Agents
- Understanding the Home Value Explorer (HVE) Messages Returned with Loan Prospector's Results
- Underwriting Reminders for Loan Prospector Caution Risk Class Mortgages
- Underwriting Training and Education Resources
- Uniform Collateral Data Portal (UCDP) General User Guide
- Using Home Value Explorer (HVE) via LoanProspector.com for Relief Refinance Mortgages
- Using Loan Prospector Merged Credit Options (Loan Prospector Browser Access Method)