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
A
- Additional Supplement (OCS) Timeline
- Address Guidelines for MAF
- Affordable Income & Property Eligibility
- Allocate Loans to a Contract Tutorial - 8 min
- Alternatives to Foreclosure Overview Tutorial - 23 min
- Alternatives to Foreclosure Overview - 2 hrs
- Anti-predatory Lending Requirements Updated
- Appraisal Data Integration from UCDP to the Selling System
- Appraisal Review Reminders
- At-A-Glance: Freddie Mac Modification Comparison Updated
B
- Best Efforts Commitment Option Tutorial - 40 min
- Best Practices for Transactions Involving Possible Property Flips
- Best Practices for Underwriting and Appraisals
- Borrower Contributions for Standard Short Sales and Standard Deeds-in-Lieu of Foreclosure
C
- Cash Indication Pricing Tutorial - 20 min
- Cash-out Refinance Mortgages Description and Fact Sheets
- Certification Functionality for Document Custodians Using the ULDD Tutorial - 55 min
- Certification Prior to Allocation
- Certifying Mortgages for Freddie Mac
- Charge-off Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Collateral Assessment with the Uniform Appraisal Dataset (UAD) - 2 hrs
- Communicating with Borrowers: Collections and Loss Mitigation Reference Guide
You will need your Servicing Applications ID and password to access this resource. - Communication Time Lines for Freddie Mac Short Sales
You will need your Servicing Applications ID and password to access this resource. - Communication Time Lines for HAFA Short Sales
You will need your Servicing Applications ID and password to access this resource. - Components of an Effective Appraisal Management Process
- Condominium Mortgages
- Condominium Projects Eligibility Requirements - 90 min
- Construction Conversion and Renovation Mortgages - 90 min
- Construction Conversion and Renovation Mortgages
- Construction Conversion Mortgages Description and Fact Sheet
- Contract Search Functionality
- Create Contract Templates
- Custodial Accounts: Cumulative Variances Tutorial - 9 min
- Custodial Accounts: Identify Cash Receipts Variances Tutorial - 33 min
- Custodial Accounts: An Investor Accounting Overview Tutorial - 16 min
- Custodial Accounts: Calculate Cash Receipts Variances Tutorial - 18 min
- Custodial Accounts: Cash Disbursement Variances Tutorial - 19 min
- Custodial Accounts: Escrow Reconciliation Tutorial - 11 min
- Custodial Accounts: Establish & Maintain Custodial Accounts Tutorial - 8 min
- Custodial Accounts: Principal & Interest Reconciliation Worksheet (Form 59) Tutorial - 28 min
D
- Default Reporting Overview - 2 hrs
- Default Reporting Using Service Loans Tutorial - 35 min
- Determining Imminent Default for Modifications Tutorial - 32 min
- 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
- 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
- Effective Foreclosure Time Line Management Reference Guide
- Electronic Default Reporting (EDR) Quick Reference Guide
- Escrow Custodial Account Reconciliation Worksheet Form 59E with line by line instructions
- Evaluate Loans and Clear Edits Tutorial - 15 min
- Evaluating a File in Loan Quality Advisor
- Exhibit 19: Postsettlement Delivery Fees
- Exhibit 19RS - Required Spread Add-On
- Exhibit 34: Investor Feature Identifiers
- Exhibit 83: Freddie Mac State Foreclosure Time Lines Updated
- Expense Manager
- Expense Reimbursement Desk Reference Updated
- Expense Reimbursement
- Export Your Loan Data
- Exporting Your Loan Quality Advisor Results
F
- Factors Used in Loan Prospector
- FHA TOTAL Mortgage Scorecard and VA Documentation Matrix
- Foreclosure and Bankruptcy Training and Education Resources
- Foreclosure Sale Bidding Instructions Reference Guide Updated
- Form 1128: Loss Mitigation Transmittal Worksheet
- Form 1134
- Form 90: Verbal Verification of Employment
- Form 91: Income Analysis Form
- Fraud Prevention Best Practices
- Freddie Mac Bulletin 2013-15 Overview - 2 hrs New
- Freddie Mac Condominium Unit Mortgages
- Freddie Mac Investor Reporting and Remitting FAQs Regarding HAMP
- Freddie Mac Refinance Mortgages - 90 min
- 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 Relief Refinance Mortgages
- Freddie Mac Relief Refinance Mortgage - 2 hrs
- Freddie Mac Rental Income Matrix
- Freddie Mac Servicing Success Program Reference Guide Updated
- Freddie Mac Settlement Date Calendar (3rd Qtr 2013: Jul-Sep)
- Freddie Mac Settlement Date Calendar (4th Qtr 2013: Oct-Dec) New
- Freddie Mac Standard and Streamlined Modification Reference Guide Updated
- Freddie Mac Standard Modification and Streamlined Modification Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Freddie Mac Standard Short Sale Overview Tutorial - 92 min
- Freddie Mac Standard Short Sale Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - Freddie Mac User's Guide for Cash Remittances
- Freddie Mac's Quality Control Program - 90 min
- 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 - 1 hr 45 min
- Getting Started with Loan Prospector - Part 2 - 90 min
- Good Delivery Standards for Cash
- Good Delivery Standards for Fixed-rate Guarantor, MultiLender Swap, and WAC ARM Guarantor
- Guarantee Fee (Gfee) Add-On Pricing
H
- HAMP Reporting: Best Practices
- Helping Borrowers Avoid Foreclosure
- Home Affordable Modification Program Settlement Checklist
You will need your Servicing Applications ID and password to access this resource. - 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 Updated
- How to Access Freddie Mac's Exclusionary List in Loan Prospector
- 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
- How to Request Post-Fund Data Corrections
- 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
You will need your Servicing Applications ID and password to access this resource. - Import from Loan Prospector Tutorial - 10 min
- Importing a Loan: MISMO XML Tutorial - 12 min
- Importing Using Service Loans Tutorial - 33 min
- Information about the program for sellers/servicers
- Information for consumers
- Integrating Loan Quality Advisor (LQA) into Your Business Processes Webinar - 90 min New
- Integrating Loan Quality Advisor (LQA) into Your Business Processes Workshop - November 2013 - 1/2 day New
- Intro to Investor Accounting Responsibilities - 90 min
- Introduction to Investor Accounting Responsibilities Tutorial - 30 min
- Introduction to Service Loans Tutorial - 35 min Updated
- Introduction to Service Loans - 90 min
- Introduction to the Selling System Tutorial - 6 min
- Investor Accounting Reports Tutorial - 31 min
- Investor Accounting: Loan-Level Transactions Tutorial - 52 min
- Investor Accounting: Resolving Loan-Level Edits - 2 hr
- Investor Reporting and Remitting Training and Education Resources
- Investor Reporting EDI Implementation Guide
- Investor Reporting to Freddie Mac User Guide
- Investor Reporting Using Service Loans Tutorial - 31 min
- Investor Reporting Using Service Loans - 90 min
L
- Learn How to Use the New Market Conditions Addendum Form Tutorial - 26 min
- Loan Options Box
- Loan Prospector - How it Works Tutorial - 30 min
- Loan Prospector - How to Assign a Loan
- Loan Prospector - How to Change the Password
- Loan Prospector - How to Enter Data for Construction Conversion and Renovation Mortgages
- 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 (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 Documentation Requirements - 2 hr
- Loan Prospector Feedback Messages (Cause & Resolution)
- Loan Prospector Functionality Guide Updated
- Loan Prospector's Merged Credit Options: Frequently Asked Questions
- Loan Prospector's Merged Credit Report Options Best Practices
- Loan Quality Advisor web page
- Loan Quality Advisor: An Introduction and Overview - 90 min
- 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
- Manage Your Contract Pipeline
- Manage Your Loan Pipeline
- Managing Distressed Properties Updated
- Managing Foreclosures Overview - 2 hrs
- Managing Property Inspections Updated
- Mandatory Cash Contract Data Field Online Tool
- Mandatory Cash Contracts Tutorial
- Manually Create a Loan Tutorial - 32 min
- Manufactured Home Mortgages
- Manufactured Home Underwriting Reminders
- Manufactured Homes Description and Fact Sheet
- Modifications: Investor Accounting and Default Reporting Requirements Tutorial - 46 min
- Modifications: Investor Accounting and Default Reporting Requirements - 90 min
- 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 Updated
- Mortgage Insurance Financing Matrix
N
- Navigating Loan Quality Advisor
- Navigating the Servicer Success Scorecard Tutorial - 41 min
- Navigating the Servicer Success Scorecard - 2 hrs
- Navigating the Settlement Process for Loan Modifications Tutorial - 37 min
- Navigating the Settlement Process - 90 min
- Navigational Tips when Viewing Tutorials - 2 min
- No Cash-out Refinance Mortgages Description and Fact Sheets
O
- Ordering Merged Credit (LoanProspector.com System-to-System Access Method)
- Overview of Guarantor Contracts, Delivery and Settlement Tutorial - 30 min
- Overview of Recent Pricing and Credit Changes for Sellers
- Overview of the New Framework: Selling Representations and Warranties New
- Overview: Create a Loan Tutorial - 3 min
P
- P&I Custodial Account Variances - 2 hrs
- 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
- Post-Fund Data Correction Process Tutorial - 16 min
- Practices for Avoiding Predatory Lending
- Preventing ARM Reporting Discrepancies Best Practices
- Preventing Mortgage Fraud for Servicers Fact Sheet
- Principal and Interest Custodial Account Reconciliation Worksheet-Monthly Account Statement Form 59 with line by line instructions
- Printing Your Loan Quality Advisor Results
- 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
R
- Receiving the Borrower Response Package and Communicating the Evaluation Decision
- Refinance Mortgages
- Relief Refinance Mortgages
- 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. - Required Data Points to Label a Loan for ULDD
- Resolving Loan-Level Edits Quick Reference Guide
- Reviewing Residential Properties - 90 min
S
- Searching for Batch Results in Loan Quality Advisor
- Selection and Use of Credit Scores
- Seller's In-House Quality Control Program - 90 min
- Seller-Owned Converted Mortgages Description and Fact Sheet
- Seller-Owned Modified Mortgages Description and Fact Sheet
- Seller/Servicer Remittance Analysis Tutorial - 21 min
- 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 Availability Matrix
- Selling System Cash User Roles
- Selling System Guarantor and MultiLender User Roles
- Selling System Settlement/Funding Online Tool
- Selling System Tips for Resolving Delivery Edits
- Selling System Updates, 1st Quarter 2013: Requirements, Tips and Best Practices Tutorial - 15 min
- Selling System Updates, 2nd Quarter 2013 Tutorial - 15 min
- Selling System Updates, 3rd Quarter 2013 Tutorial - 10 min New
- Service Loans fact sheet
- Service Loans User Guide Updated
- Servicer Success Scorecard: Default Management Criteria Tutorial - 36 min
- Servicer Success Scorecard: Default Management Criteria - 90 min
- Servicer Success Scorecard: Investor Reporting Criteria Tutorial - 18 min
- Servicer Success Scorecard: Investor Reporting Criteria - 1 hr
- Servicing Alignment Initiative web page
- Servicing Alignment Initiative: Freddie Mac Standard Deed-in-Lieu of Foreclosure Tutorial - 86 min
You will need your Servicing Applications ID and password to access this resource. - Servicing Alignment Initiative: Alternatives to Foreclosure Pull-Through Rate Tutorial - 35 min
- Servicing Alignment Initiative: Borrower Communication and Solicitation Requirements - 2 hrs
- Servicing Alignment Initiative: Borrower Response and Documentation Requirements - 2 hrs
- Servicing Alignment Initiative: Freddie Mac Standard Modification - 2 hrs
- Servicing Alignment Initiative: Freddie Mac Standard Short Sale and Standard Deed-in-Lieu of Foreclosure Overview - 2 hours
- Servicing Alignment Initiative: Freddie Mac Streamlined Modification Program - 2 hrs
- Servicing Alignment Initiative: Servicer Selection and Management of Law Firms - 2 hrs
- Servicing Applications Sign Up Form
- Servicing Maturing Balloon/Reset Mortgages Quick Reference
- Servicing Mortgages Impacted by a Disaster Tutorial - 59 min Updated
- Servicing Technology Tools Overview Tutorial - 37 min
- Servicing Technology Tools Reports Tutorial
You will need your Servicing Applications ID and password to access this resource. - Servicing Technology Tools
- Single-Family DMS Access Request Form
- Special Options for Service Members
- Standard Short Sales: Obtain Property Valuation Tutorial - 71 min
You will need your Servicing Applications ID and password to access this resource. - Standard Short Sales: Obtain Property Valuation Using Bulk Import Tutorial - 58 min
You will need your Servicing Applications ID and password to access this resource. - Standard Short Sales: Obtain Property Valuation - 2 hrs
- Super Conforming Mortgages Description and Fact Sheet
T
- Temporary Subsidy Buydown Mortgages Description and Fact Sheet
- The Selling System Resource Center
- Timeline Manager
- Tips and Best Practices with ULDD for Best Efforts Commitments
- Tutorial 1: Using the Uniform Collateral Data Portal (UCDP) - 47 min
- Tutorial 2: Submitting Appraisal Data Files to the UCDP - 36 min
U
- UAD Interactive Reference Manual Tutorial
- 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
- ULDD: Data Delivery Tips for Bedroom Count and Property Dwelling Unit Eligible Rent Amount New
- Understanding Custodial Accounts User Guide Updated
- 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) Proprietary Property Valuation Messages
- Uniform Collateral Data Portal
- Uniform Loan Delivery Dataset
- Uniform Mortgage Data Program
- Using Home Value Explorer (HVE) via LoanProspector.com for Relief Refinance Mortgages
- Using Loan Prospector for Relief Refinance Mortgages - Open Access Tutorial - 40 min
- Using Loan Prospector Merged Credit Options (Loan Prospector Browser Access Method)
- Using the Uniform Appraisal Dataset Tutorial - 25 min
V
W
- What's New with Loan Prospector - October Enhancements - 1 hr New
- Working with Foreclosure Attorneys to Help Borrowers Avoid Foreclosure - Best Practices
- Workout Management Resources
- Workout Manager
- Workout Prospector for Modifications - 2 hrs
- Workout Prospector for Non-Modification Workouts - 90 min
- Workout Prospector Users' Guide Updated
- Workout Prospector