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. Community Outreach
- Affordable Servicing Best Practices for Housing Counselors
- Community Outreach Training and Education Resources
2. Mortgage Products
- 10 Facts about the 'No cash-out' Refinance and Relief Refinance Mortgages (UPDATES COMING SOON)
- Condominium Unit Mortgages - Project Analysis
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages with application dates on or after 12/1/11 and settlements on or after 1/3/12
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages
- Documenting Lawful Residency Status for Non-U.S. Citizens
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Relief Refinance Mortgage Workshop - 1/2 day
- Freddie Mac Relief Refinance Mortgages - Delivery and Pooling Requirements
- Freddie Mac Relief Refinance Mortgages - Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements for Application Dates on or after December 1, 2011 New
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements for Application Dates on or after December 1, 2011 New
- Home Possible: At a Glance
- Loan Prospector - How to Enter a Loan for Mortgages for Newly Constructed Homes
- LTV, TLTV & HTLTV Ratios for Conforming Mortgages
- LTV, TLTV & HTLTV Ratios for Super Conforming Mortgages
- Manufactured Home Underwriting Reminders
- Mortgage Products Training and Education Resources
- Mortgages for Newly Constructed Homes
- Refinance Programs
- Summary of Changes to the Freddie Mac Relief Refinance Mortgage Offering - Eligibility Requirements
- Using Home Value Explorer (HVE) via LoanProspector.com for Relief Refinance Mortgages - Same Servicer (UPDATES COMING SOON)
3. Selling & Delivery
- Additional Supplement (OCS) Timeline
- Documents Freddie Mac Requires for Certification of NY CEMA Deliveries
- Freddie Mac Relief Refinance Mortgages - Delivery and Pooling Requirements
- Freddie Mac Settlement Date Calendar (1st Qtr 2012: Jan-Mar)
- Freddie Mac Settlement Date Calendar (2nd Qtr 2012: Apr-Jun)
- Good Delivery Standards for Cash
- Good Delivery Standards for Fixed-rate Guarantor, MultiLender Swap, and WAC ARM Guarantor
- How to Calculate Postsettlement Delivery Fees
- How to Enter Form 11/13S Data In The Selling System
- How to Enter ULDD in the Selling System Online Tool
- List of SCC Codes
- Post Fund Data Correction Form
- Selling and Delivery Training and Education Resources
- Selling System Cash User Roles
- Selling System Guarantor and MultiLender Delivery Fee Enhancement
- Selling System Guarantor and MultiLender User Roles
- ULDD Phase I Data Analysis and Form 11/13SF Mapping Tool
- Understanding the Daily ACH Process
4. Servicing
- 2012 Due Date Calendar for Monthly Reporting and Remitting
- Affordable Servicing Best Practices for Housing Counselors
- Create Your Own Reports in Investor Accounting Manager
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages with application dates on or after 12/1/11 and settlements on or after 1/3/12
- Determining the Maximum Loan Amount on Freddie Mac Relief Refinance Mortgages
- Electronic Default Reporting (EDR) Quick Reference Guide
- Foreclosure and Bankruptcy Training and Education Resources
- Freddie Mac Investor Reporting and Remitting FAQs Regarding HAMP
- Freddie Mac Relief Refinance Mortgages - Delivery and Pooling Requirements
- Freddie Mac Relief Refinance Mortgages - Eligibility Requirements Updated
- Freddie Mac Standard Modification Reference Guide
- Freddie Mac User's Guide for Cash Remittances
- Getting Started with Investor Accounting
- Investor Accounting Manager -- Up and Running in 5 Minutes
- Investor Reporting and Remitting Training and Education Resources
- 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
- Reporting and Remitting Tips for Investor Accounting
- Resolving Loan-Level Edits Quick Reference Guide
- Servicing Maturing Balloon/Reset Mortgages Quick Reference
- Summary of Changes to the Freddie Mac Relief Refinance Mortgage Offering - Eligibility Requirements
5. 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
- Condominium Unit Mortgages - Project Analysis
- Documenting Lawful Residency Status for Non-U.S. Citizens
- Factors Used in Loan Prospector
- FHA TOTAL Mortgage Scorecard and VA Documentation Matrix
- FHA TOTAL Mortgage Scorecard and VA Processing Worksheets
- Form 90: Verbal Verification of Employment
- Form 91: Income Analysis Form
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Relief Refinance Mortgage Workshop - 1/2 day
- Freddie Mac Relief Refinance Mortgages - Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements for Application Dates on or after December 1, 2011 New
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements for Application Dates on or after December 1, 2011 New
- Freddie Mac Rental Income Matrix
- How to Access Freddie Mac's Exclusionary List in Loan Prospector
- Loan Prospector - How to Enter a Loan for Mortgages for Newly Constructed Homes
- Loan Prospector Access Methods at a Glance
- Loan Prospector Documentation Matrix Updated
- 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
- Mortgage Fraud Prevention Resources
- Mortgage Insurance Coverage Options Matrix
- Mortgage Insurance Financing Matrix
- Mortgages for Newly Constructed Homes
- 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
- Summary of Changes to the Freddie Mac Relief Refinance Mortgage Offering - Eligibility Requirements
- 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) Reference Series for the Lender Admin
- Using Home Value Explorer (HVE) via LoanProspector.com for Relief Refinance Mortgages - Same Servicer (UPDATES COMING SOON)
- Using Loan Prospector Merged Credit Options (Loan Prospector Browser Access Method)