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Servicing Portfolio Transfer Checklists Simplify Transfer Process for Servicers

October 22, 2013

Freddie Mac has introduced a comprehensive set of checklists to help guide you through the portfolio transfer process. The Servicing Portfolio Transfer Checklists provide start-to-finish instructions for setup and integration for newly acquired portfolios. You may have received these checklists in the past – which were previously referred to as "Servicer Setup Checklists" – to assist with your immediate needs. However, we have renamed the checklists, which include:

  • Servicing Portfolio Transfer Checklist: Transfer of Servicing
  • Servicing Portfolio Transfer Checklist: Interim Servicing
  • Servicing Portfolio Transfer Checklist: Subservicing

Servicing Portfolio Transfer Checklists Provide Comprehensive Support

When acquiring a servicing portfolio, either through purchase, placement by Freddie Mac for interim servicing, or subservicing, you must link your organization with that new portfolio using various Freddie Mac applications and processes. Access these helpful checklists under the Key Resources for Servicers section on the Service Loans web page. The Servicing Portfolio Transfer Checklists:

  • Provide a complete set of instructions and contact information in one central location
  • Offer guidance on obtaining connectivity and setup for newly acquired portfolios
  • Improve Servicer productivity through easy access to our servicing-related suite of technology tools so that you can service your new portfolio

Please contact your Freddie Mac servicing representative or 800-FREDDIE if you have any questions about these checklists.

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