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Correspondent Assignment Center

Innovative data sharing that delivers confidence.

The Loan Advisor Suite® Correspondent Assignment Center is a smarter, faster way to share data. It makes it easier for correspondent lenders to sell loans and provides aggregators with greater confidence in the loans they purchase. And since you’re now required to submit a UCD XML file for all loans being delivered to Freddie Mac with a note date on or after September 25, 2017 the Correspondent Assignment Center is the perfect way for aggregators to know that correspondents' loan closing data align with the UCD.

To get the most out of Correspondent Assignment Center, you also need access to Loan Closing AdvisorSM. Below are links that will help you sign up, and resources to help you learn more.

Getting Started

  • Freddie Mac approved sellers who sell to aggregators, follow these steps:
    • Sign up for Loan Closing Advisor: click Get Started and follow the path for sellers; once you have Loan Closing Advisor then...
    • Sign up for Correspondent Assignment Center: click Get Started and follow the path for lenders
  • Correspondent lenders who are not Freddie Mac approved sellers and sell to aggregators, follow these steps:
    • Sign up for Loan Closing Advisor and Correspondent Assignment Center: click Get Started and follow the path for third-party originators; once you have Loan Closing Advisor, follow the same path for Correspondent Assignment Center
  • Aggregators, follow these steps:
    • Sign up for Correspondent Assignment Center: click Get Started and follow the path for lenders

Resources

Training

Correspondent Assignment Center Tutorial

In this tutorial, we'll take a comprehensive look at how the Correspondent Assignment Center works, from both the correspondent and aggregator points of view. We'll also look at how it integrates with Loan Advisor Suite and how to access it.

Topics we'll cover include:

  • What is Correspondent Assignment Center?
  • How does it integrate with Loan Advisor Suite?
  • Who uses the Correspondent Assignment Center?
  • How to log in to the Correspondent Assignment Center
  • How to assign Preferences
  • Correspondent User Module
  • Aggregator User Module

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