Learning Center Resources
The Freddie Mac Learning Center is your one-stop-shop for a comprehensive selection of live and recorded webinars, tools, and resources – all designed to help you stay competitive and make it easier to do business with us.
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Workshop 
Web Event0-9
- 10 Facts about the 'No cash-out' Refinance and Relief Refinance Mortgages (UPDATES COMING SOON)
- 2012 Due Date Calendar for Monthly Reporting and Remitting
A
- Additional Supplement (OCS) Timeline
- Address Guidelines for MAF
- Affordable Income & Property Eligibility
- Affordable Servicing Best Practices for Housing Counselors
- An Overview of Freddie Mac's Requirements for Self-employed Borrowers - 90 min
- Anti-predatory Lending Requirements
- Appraisal Review Reminders
B
- Balloon Reset Mortgages Using Service Loans - 90 min
- Balloon/Reset Best Practices
- Balloon/Reset Mortgages FAQs
- Best Practices for Transactions Involving Possible Property Flips
- Best Practices for Underwriting and Appraisals
C
- Cash-out Refinance Mortgages Description and Fact Sheets
- Certification Prior to Allocation - 13 min
- Certifying Mortgages for Freddie Mac
- Charge-off Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Closing the Loan Modification
You will need your Servicing Applications ID and password to access this resource. - Collateral Assessment with the Uniform Appraisal Dataset (UAD) - 2 hrs
- Community Outreach Training and Education Resources
- Components of an Effective Appraisal Management Process
- Condo Project Eligibility and Seller Warranties - 90 min
- Condominium Unit Mortgages - Project Analysis
- Construction Conversion Mortgages Description and Fact Sheet
- Create Your Own Reports in Investor Accounting Manager
- Custodial Accounting Best Practices
- Custodial Accts: Cumulative Variances - 13 min
- Custodial Accts: Identify Cash Receipts Variances - 40 min
- Custodial Accts: Calculate Cash Receipts Variances - 19 min
- Custodial Accts: Cash Disbursement Variances - 23 min
- Custodial Accts: Establishing Custodial Accounts - 16 min
- Custodial Accts: Investor Accounting Overview - 20 min
- Custodial Accts: P&I Reconciliation/Form 59 - 32 min
- Custodial Accts: Reconcile Escrow Custodial Accts - 16 min
D
- Deed-in Lieu of Foreclosure Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Default Reporting Using Service Loans Tutorial
- Default Reporting Using Service Loans - 90 min
- Default Servicing Workshop - 2 days
- Determining Imminent Default for Modifications - 32 min New
- 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
- Disaster Relief Guidelines
- Document Custody Procedures Handbook: Appendix B - Job aids for Uniform Loan Delivery Dataset (MISMO Data Labels)
- Document Custody Procedures Handbook: Chapter 3B - ULDD Delivery and Processing Procedures
- Document Custody Procedures Handbook
- Document Custody - 47 min
- Documenting Lawful Residency Status for Non-U.S. Citizens
- Documents Freddie Mac Requires for Certification of NY CEMA Deliveries
E
- Early Indicator User Guide and Training Materials
- Early Indicator
- Electronic Default Reporting (EDR) Quick Reference Guide
- Escrow Custodial Account Reconciliation Worksheet Form 59E with line by line instructions
- Exhibit 19: Postsettlement Delivery Fees
- Expense Manager
- Expense Reimbursement Desk Reference
- Expense Reimbursement
F
- Factors Used in Loan Prospector
- FHA TOTAL Mortgage Scorecard and VA Documentation Matrix
- FHA TOTAL Mortgage Scorecard and VA Processing Worksheets
- Foreclosure and Bankruptcy Training and Education Resources
- Form 1128: Loss Mitigation Transmittal Worksheet
- Form 1134
- Form 90: Verbal Verification of Employment
- Form 91: Income Analysis Form
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Investor Reporting and Remitting FAQs Regarding HAMP
- Freddie Mac Quality Control - 90 min
- Freddie Mac Refinance Programs - 90 min
- 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
- Freddie Mac Relief Refinance Mortgage - 90 min
- Freddie Mac Rental Income Matrix
- Freddie Mac Servicing Success Program Reference Guide
- Freddie Mac Settlement Date Calendar (1st Qtr 2012: Jan-Mar)
- Freddie Mac Settlement Date Calendar (2nd Qtr 2012: Apr-Jun)
- Freddie Mac Standard Modification Reference Guide
- Freddie Mac User's Guide for Cash Remittances
- Freddie Mac's Single-Family Seller/Servicer Guide
G
- Getting Started with Freddie Mac Tutorial - 23 min
- Getting Started with Investor Accounting
- Getting Started with Loan Prospector - Part 1 - 75 min
- Getting Started with Loan Prospector - Part 2 - 45 min
- Getting Started with Loan Prospector Outreach - 90 min
- Good Delivery Standards for Cash
- Good Delivery Standards for Fixed-rate Guarantor, MultiLender Swap, and WAC ARM Guarantor
- Guarantor & Multilender Fixed Rate Contracting - 37 min
- Guarantor WAC ARM Contracting - 31 min
H
- HAFA Deed-in-Lieu Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - HAFA Short Sale Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Helping Borrowers Avoid Foreclosure
- Home Affordable Foreclosure Alternatives (HAFA) Short Sales for the Real Estate Professional - 35 min
- Home Affordable Foreclosure Alternatives (HAFA) - 2 hrs
- Home Affordable Modification Program Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Home Affordable Modification Program: Freddie Mac Investor Accounting and Reporting Requirements (recording) - 37 min
- Home Affordable Modification Program: Freddie Mac Investor Accounting and Reporting Requirements - 2 hrs
- Home Affordable Modification Program: Overview - 2 hrs
- Home Possible Mortgages Resource Center
- Home Possible Mortgages - 90 min
- Home Possible Online Marketing Kit
- Home Possible: At a Glance
- Housing Professionals Resource Center
- How to Access Freddie Mac's Exclusionary List in Loan Prospector
- 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
- How to Enter ULDD in the Selling System Online Tool
- How to Read a Credit Report
- HVE Point Value Estimate in Loan Prospector Feedback - 1 hr
I
- Identifying and Documenting Acceptable Sources of Funds - 90 min
- Imminent Default Indicator Users' Guide Updated
You will need your Servicing Applications ID and password to access this resource. - Information about the program for sellers/servicers
- Information for consumers
- Intro to Investor Accounting Responsibilities - 90 min
- Introduction to Investor Accounting Responsibilities - 30 min
- Introduction to Service Loans Tutorial
- Introduction to Service Loans - 60 min
- Introduction to the Selling System Updated
- Investor Accounting Manager -- Up and Running in 5 Minutes
- Investor Accounting Manager User Guide
- Investor Accounting Manager
- Investor Accounting Reports - recording - 31 min
- Investor Accounting: Resolving Loan-Level Edits - 2 hr
- Investor Accounting: Resolving Loan-Level Edits - 59 min
- Investor Reporting - Advanced - 1 day
- Investor Reporting - Beginner - 1 day
- Investor Reporting and Remitting Training and Education Resources
- Investor Reporting Best Practices
- Investor Reporting Case Studies
- Investor Reporting EDI Implementation Guide
- Investor Reporting to Freddie Mac User Guide
- Investor Reporting Using Service Loans Tutorial
- Investor Reporting Using Service Loans - 90 min
L
- Learn How to Use the New Market Conditions Addendum Form - 26 min
- List of SCC Codes
- Loan Entry and Evaluation with the Uniform Loan Delivery Dataset (ULDD) - an Introduction to the Customer Test Environment - 2.5 hrs
- Loan Entry and Evaluation with the Uniform Loan Delivery Dataset (ULDD) - an Introduction to the Customer Test Environment - 2.5 hrs New
- Loan Entry and Evaluation with the Uniform Loan Delivery Dataset (ULDD) - an Introduction to the Customer Test Environment - 2.5 hrs
- Loan Entry: Cash - 75 min
- Loan Entry: Guarantor - 36 min
- Loan Modification Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Loan Prospector - How it Works
- Loan Prospector - How to Assign a Loan
- Loan Prospector - How to Change the Password
- Loan Prospector - How to Enter a Loan for Mortgages for Newly Constructed Homes
- Loan Prospector - How to Enter Optional Breakdown Data
- Loan Prospector - How to Login
- Loan Prospector - How to Order Automated Underwriting and Merged Credit With or Without Reference Numbers
- Loan Prospector - How to Order Automated Underwriting and Reorder Credit
- Loan Prospector - How to Order Merged Credit With or Without Reference Numbers
- Loan Prospector - How to Release a Loan
- Loan Prospector Access Methods at a Glance
- Loan Prospector Documentation Matrix Updated
- Loan Prospector Documentation Requirements - 2 hr
- Loan Prospector Feedback Messages (Cause & Resolution)
- Loan Prospector Feedback Messages
- Loan Prospector Functionality Guide
- Loan Prospector Outreach User Guide
- Loan Prospector's Merged Credit Options: Frequently Asked Questions
- Loan Prospector's Merged Credit Report Options Best Practices
- Loss Mitigation Training and Education Resources
- Loss Mitigation Transmittal Worksheet Frequently Asked Questions and Tips
You will need your Servicing Applications ID and password to access this resource. - LTV, TLTV & HTLTV Ratios for Conforming Mortgages
- LTV, TLTV & HTLTV Ratios for Super Conforming Mortgages
M
- MakingHomeAffordable.gov
- Managing Foreclosures Overview - 2 hrs
- Managing Your Foreclosure Portfolio - 90 min
- Managing Your Workout Portfolio - 90 min
- Mandatory Servicing Released Contracting - 34 min
- Mandatory Servicing Retained Contracting - 35 min
- Mandatory Servicing Retained WAC ARM Contracting - 45 min
- Manufactured Home Underwriting Reminders
- Manufactured Homes Description and Fact Sheet
- Manufactured Homes Fact Sheet
- More Foreclosure and Bankruptcy Resources
You will need your Servicing Applications ID and password to access this resource. - More Loss Mitigation Resources for Servicers
You will need your Servicing Applications ID and password to access this resource. - Mortgage Document Manager
- Mortgage Fraud Prevention Resources
- Mortgage Insurance Coverage Options Matrix
- Mortgage Insurance Financing Matrix
- Mortgage Products Training and Education Resources
- Mortgages for Newly Constructed Homes Description and Fact Sheet
- Mortgages for Newly Constructed Homes - 90 min
- Mortgages for Newly Constructed Homes
N
- National Industry Standards for Homeownership Education and Counseling
- Navigating the Settlement Process - 2 hrs
- Net Price - 22 min
- Newly Built Home Mortgages Description and Fact Sheet
- No Cash-out Refinance Mortgages Description and Fact Sheets
O
- Ordering Merged Credit (LoanProspector.com System-to-System Access Method)
- Overview of Recent Pricing and Credit Changes for Sellers
P
- P&I Custodial Account Variances - 2 hrs
- Pair Off Mandatory Cash Contracts - 18 min
- Post Fund Data Correction Form
- Practices for Avoiding Predatory Lending
- Preparing to Close the Loan Modification
You will need your Servicing Applications ID and password to access this resource. - Preventing ARM Reporting Discrepancies Best Practices
- Preventing Mortgage Fraud for Servicers Fact Sheet
- Pricing: Cash - 28 min
- Principal and Interest Custodial Account Reconciliation Worksheet-Monthly Account Statement Form 59 with line by line instructions
- Processing FHA TOTAL and VA Mortgages
- Promoting Responsible Servicing Practices
Q
- Quality Control and Fraud Prevention Resources
- Quality Control Best Practices
- Quality Right Party Contact and Borrower Solicitation Updated
You will need your Servicing Applications ID and password to access this resource.
R
- Refinance Programs
- Remitting Best Practices
- Renovation Mortgages Description and Fact Sheet
- REO Manager
- Reporting and Remitting for HAFA Short Sales
You will need your Servicing Applications ID and password to access this resource. - Reporting and Remitting Tips for Investor Accounting
- Resolving Loan-Level Edits Quick Reference Guide
- Reviewing Residential Properties - 90 min
S
- Selection and Use of Credit Scores
- Seller-Owned Converted Mortgages Description and Fact Sheet
- Seller-Owned Modified Mortgages Description and Fact Sheet
- Selling and Delivery Training and Education Resources
- Selling Mortgages to Freddie Mac - Guarantor and MultiLender User Guide
- Selling Mortgages to Freddie Mac for Cash User Guide
- Selling System Availability Matrix
- Selling System Cash User Roles
- Selling System Guarantor and MultiLender Delivery Fee Enhancement
- Selling System Guarantor and MultiLender User Roles
- Selling System's Evaluate Loans Feature - 18 min
- Service Loans Application User Guide
- Service Loans fact sheet
- Servicer Performance Profile: Investor Reporting - 33 min
- Servicing Alignment Initiative web page
- Servicing Alignment Initiative: Borrower Communication and Solicitation Requirements - 2 hrs
- Servicing Alignment Initiative: Borrower Response and Documentation Requirements - 2 hrs
- Servicing Alignment Initiative: Delinquency Management and Foreclosure Timelines - 2 hrs
- Servicing Alignment Initiative: Freddie Mac Standard Modification - 2 hrs
- Servicing Applications Sign Up Form
- Servicing Balloon/Reset Mortgages - 62 min
- Servicing Maturing Balloon/Reset Mortgages Quick Reference
- Servicing Released: Net Funding - 32 min
- Servicing Released: Transfers - 34 min
- Servicing Technology Tools Overview Tutorial - 37 min
- Servicing Technology Tools
- Setting Up Security Wire Instructions: Guarantor - 11 min
- Settlement Status Codes
You will need your Servicing Applications ID and password to access this resource. - Settlement: Cash - 41 min
- Settlement: Guarantor - 39 min
- Short Payoff & Make-whole Preforeclosure Overview - 70 min
- Short Payoff Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Short Sales for the Real Estate Professional - 45 min
- Special Options for Service Members
- Summary of Changes to the Freddie Mac Relief Refinance Mortgage Offering - Eligibility Requirements
- Super Conforming Mortgages Description and Fact Sheet
T
- Temporary Subsidy Buydown Mortgages Description and Fact Sheet
- The Power of Strong Underwriting Workshop - 2 day
- The Selling System Resource Center- Sell More Loans More Quickly and More Easily
- Timeline Manager
- Tutorial 1: Using the Uniform Collateral Data Portal (UCDP)
- Tutorial 2: Submitting Appraisal Data Files to the UCDP
U
- UAD Interactive Reference Manual
- ULDD Phase I Data Analysis and Form 11/13SF Mapping Tool
- ULDD Phase I Data Analysis and Form 11/13SF Mapping Tool
- Understanding Custodial Accounts Case Study
- Understanding Custodial Accounts User Guide
- Understanding Custodial Accounts - 2 days
- Understanding the Daily ACH Process
- Understanding the Home Value Explorer (HVE) Messages Returned with Loan Prospector's Results
- Underwriting Income and Employment - 2 hrs
- Underwriting Reminders for Loan Prospector Caution Risk Class Mortgages
- Underwriting Training and Education Resources
- Uniform Appraisal Dataset
- Uniform Collateral Data Portal (UCDP) General User Guide
- Uniform Collateral Data Portal (UCDP) Lender Agent Admin User Guide
- Uniform Collateral Data Portal (UCDP) Reference Series for the Lender Admin
- Uniform Collateral Data Portal
- Uniform Loan Delivery Dataset (ULDD) Selling System Tutorials New
- Uniform Loan Delivery Dataset (ULDD) Selling System Tutorials
- Uniform Loan Delivery Dataset
- Uniform Mortgage Data Program
- 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)
- Using the Uniform Appraisal Dataset
- Using the Uniform Collateral Data Portal (UCDP): Part 1 - Navigating through the UCDP
- Using the Uniform Collateral Data Portal (UCDP): Part 2 - Submitting Appraisal Data Files to the UCDP
- Using Workout Prospector for Modifications - 2 hrs
- Utilizing Default Reporting Manager - 2 hrs
V
W
- Working with Foreclosure Attorneys to Help Borrowers Avoid Foreclosure - Best Practices
- Workout Manager
- Workout Prospector Users' Guide Updated
You will need your Servicing Applications ID and password to access this resource. - Workout Prospector