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Customize Your Technology Set Up Checklist

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

  1. How will you do business with us? (Choose one or both)
    Servicing Retained
    Servicing Released
  2. What kind of organization do you have?
    Bank, Savings Bank, Savings and Loan Association, Credit Union or Corporation
    Limited Liability Company (LLC)
    Limited Partnership
  3. Will you be using a concurrent transfer of servicing (CTOS)?
    Yes
    No
  4. 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
  5. Will the financial custodial accounts be in-house or at another eligible depository?
    In-house
    An eligible depository that is not your organization
  6. Will you utilize a subservicer or third party servicing agent?
    Yes
    No
  7. 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.
  8. Are you currently set up in the Uniform Collateral PortalSM (UCDPSM) to submit appraisals to Freddie Mac?
    Yes
    No
  9. Are you already set up to use Loan Prospector®?
    Yes
    No
 

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