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Correspondent Assignment Center Third-Party Originator Sign-Up Checklist

Correspondent Assignment Center

Innovative data sharing that delivers confidence.

Correspondent Assignment Center Third-Party Originator (TPO) Sign-Up Checklist

If you're a mortgage lender that closes loans in your own name, but you’re not a Freddie Mac-approved seller, use this checklist to prepare for the Correspondent Assignment Center sign-up process.

Before you begin

Aggregator Participation
  • Check with your aggregator(s) to see if they are participating. You’ll receive the most value from the Correspondent Assignment Center when both you and your aggregator participate.
Loan Closing Advisor® Access
  • For access to the Correspondent Assignment Center, you need to be provisioned for Loan Closing Advisor and have a Freddie Mac third-party originator (TPO) number. If you're not provisioned for Loan Closing Advisor, please click here.

During the sign-up process

Please note: You must have a TPO number to complete the form.

The sign-up process should take you approximately 8-10 minutes. Complete the entire registration form in one session. If you exit midway through the process, your data will not be saved.

To complete your sign-up

Required Forms. Fill out the appropriate form based on the type of access you would like:

If you have any questions, please contact Customer Support Contact Center (800-FREDDIE).

Summary Page Review. Use the summary page to review all data entered and to make any needed changes. This is your last opportunity to make any changes to your submission. Please print this page for your records.

Certification and Agreement. Once you've completed the form, click either the "I Agree" or “I Decline” button. By selecting I Agree, you are agreeing to be bound by the terms in the RTP Agreement for Loan Advisor Suite®. If you do not agree to be bound by the RTP Agreement, select I Decline; however, we will not provide access to the Correspondent Assignment Center.

Retain a Copy of the RTP Agreement and registration form for your records.

Welcome to the Correspondent Assignment Center

  Welcome Emails. After we've completed processing your paperwork, you'll receive a welcome email, and we'll send:

  • Your Administrator a confirmation email that also includes the requested user IDs for your company.
  • Every user in your organization an email containing their individual password and personal identification number.

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