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
- Documenting Lawful Residency Status for Non-U.S. Citizens
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages Income and Asset Documentation Requirements
- Home Possible: At a Glance Updated
- 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
- 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
- Freddie Mac Settlement Date Calendar (3rd Qtr 2013: Jul-Sep)
- Freddie Mac Settlement Date Calendar (4th Qtr 2013: Oct-Dec) New
- 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
- Overview of the New Framework: Selling Representations and Warranties New
- Post Fund DCR F11F13 Form for loans funded prior to April 23, 2012
- Post Fund DCR ULDD Form for loans funded on or after April 23, 2012 Updated
- 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
- Selling Mortgages to Freddie Mac Guarantor and MultiLender Swap User Guide
- 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
- ULDD: Data Delivery Tips for Bedroom Count and Property Dwelling Unit Eligible Rent Amount New
- Understanding the Daily ACH Process
3. Servicing
- 2013 Due Date Calendar for Monthly Reporting and Remitting
- At-A-Glance: Freddie Mac Modification Comparison Updated
- Borrower Contributions for Standard Short Sales and Standard Deeds-in-Lieu of Foreclosure
- Communicating with Borrowers: Collections and Loss Mitigation Reference Guide
You will need your Servicing Applications ID and password to access this resource. - Effective Foreclosure Time Line Management Reference Guide
- Electronic Default Reporting (EDR) Quick Reference Guide
- Exhibit 83: Freddie Mac State Foreclosure Time Lines Updated
- Expense Reimbursement Desk Reference Updated
- Foreclosure and Bankruptcy Training and Education Resources
- Foreclosure Sale Bidding Instructions Reference Guide Updated
- Freddie Mac Investor Reporting and Remitting FAQs Regarding HAMP
- Freddie Mac Servicing Success Program Reference Guide Updated
- Freddie Mac Standard and Streamlined Modification Reference Guide Updated
- Freddie Mac User's Guide for Cash Remittances
- Getting Started with Investor Accounting
- HAMP Reporting: Best Practices
- Investor Reporting and Remitting Training and Education Resources
- Investor Reporting to Freddie Mac User Guide
- Loss Mitigation Training and Education Resources
- Managing Distressed Properties Updated
- Managing Property Inspections Updated
- More Foreclosure and Bankruptcy Resources
You will need your Servicing Applications ID and password to access this resource. - Mortgage Fraud Prevention Resources
- Quality Right Party Contact and Borrower Solicitation
- Receiving the Borrower Response Package and Communicating the Evaluation Decision
- Resolving Loan-Level Edits Quick Reference Guide
- Servicing Maturing Balloon/Reset Mortgages Quick Reference
- Understanding Custodial Accounts User Guide Updated
- Workout Management Resources
- Workout Prospector Users' Guide Updated
4. Underwriting
- Address Guidelines for MAF
- Anti-predatory Lending Requirements Updated
- 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
- 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
- Freddie Mac Relief Refinance Mortgages - Open Access Eligibility Requirements Updated
- Freddie Mac Relief Refinance Mortgages - Same Servicer Eligibility Requirements 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 (Effective for Mortgages with Settlement Dates on or after March 1, 2014) Updated
- Loan Prospector Documentation Matrix (Effective for Mortgages with Settlement Dates prior to March 1, 2014)
- Loan Prospector Feedback Messages (Cause & Resolution)
- Loan Prospector Functionality Guide Updated
- 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 Updated
- Mortgage Insurance Financing Matrix
- Ordering Merged Credit (LoanProspector.com System-to-System Access Method)
- Overview of Recent Pricing and Credit Changes for Sellers
- Overview of the New Framework: Selling Representations and Warranties New
- 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
- Uniform Collateral Data Portal (UCDP) Proprietary Property Valuation Messages
- Using Home Value Explorer (HVE) via LoanProspector.com for Relief Refinance Mortgages
- Using Loan Prospector Merged Credit Options (Loan Prospector Browser Access Method)
5. Loan Quality Advisor
- Evaluating a File in Loan Quality Advisor
- Exporting Your Loan Quality Advisor Results
- Navigating Loan Quality Advisor
- Printing Your Loan Quality Advisor Results
- Searching for Batch Results in Loan Quality Advisor