Customize Your Get Started Checklist

How will you do business with us? (Choose one or both)

• Servicing Retained
• Servicing Released

How is your organization structured?
Corporation or Limited Liability Company (LLC)
Sole Proprietorship or Partnership



Will you be using a concurrent transfer of servicing (CTOS)?
Yes
No



Will you be using a warehouse lender?
Yes
No



Will your financial custodial accounts be in-house or at another institution?
In-house
At another institution



Will you utilize a subservicer or third party servicing agent?
Yes
No



Will you be using Freddie Mac's document custodial services?
Yes
No


• Your checklist will include the forms you need in order to apply to use a third-party or self custodian.
  
Are you already set up to use Loan Prospector®?
Yes
No