Customize Your Technology Set Up Checklist

Please answer the following questions so that we can determine which forms you need to complete.

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 line of credit or another arrangement, such as a repurchase agreement or a gestation repurchase agreement, to finance your loans prior to their sale to Freddie Mac?
Yes
No
Will the financial custodial accounts be in-house or at another affiliate?
In-house
At another affiliate
Will you utilize a subservicer or third party servicing agent?
Yes
No
Will you be using Freddie Mac's Designated Custodian, the Bank of New York Mellon Trust Company, N.A. (BNY Mellon) for 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 currently set up in the Uniform Collateral Portal^SM (UCDP^SM) to submit appraisals to Freddie Mac?
Yes
No
Are you already set up to use Loan Prospector®?
Yes
No