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Quick References

These easy to print references give you a quick overview of the topics. This list is a subset of the many resources available on The Learning Center.

Ways to Browse Resources

Community Outreach

Resource List
Affordable Servicing Best Practices for Housing Counselors [PDF 79K]
Community Outreach Training and Education Resources [PDF 52K]
CounselorMax™ Login and Administration - 5 min
CounselorMax: Frequently Asked Questions [PDF 72K]
CounselorMax: Guidelines for First-Time System Administrators [PDF 175K]
Loan Prospector® Outreach User Guide [PDF 1.3M]

 

Mortgage Products

Resource List
Eligibility/Processing Checklist for Streamlined Refinance Mortgages [PDF 64K]
Home Possible: At A Glance [PDF 60K]
Home Possible: Delivery and Servicing Requirements [PDF 48K]
Home Possible: Processing Checklist for Home Possible® Mortgages [PDF 54K]
Initial InterestSM Details for Originators and Underwriters [PDF 45K]
Mortgage Products Training and Education Resources [PDF 78K]

 

Selling & Delivery

Resource List
Additional Supplement (OCS) Timeline [PDF 269K]
Automated Archive Process [PDF 282K]
Certification of NY Consolidation, Extension Modification Agreement (NYCEMA) Deliveries [PDF 38K]
Data Error Correction and LP Validation File Instructions [PDF 597K]
Data Error and LP Validation Report Troubleshooting Error Codes [PDF 86K]
Ensure Correct Non-LP CS/LTV Delivery Fees [PDF 69K]
Freddie Mac Delivery Codes [PDF 95K]
Freddie Mac Settlement Date Calendar - MIDANET® (2008 Quarter 3: July - September) [PDF 151K]
Freddie Mac Settlement Date Calendar - MIDANET (2008 Quarter 4: October - December) [PDF 152K]
Freddie Mac Settlement Date Calendar - MIDANET (2009 Quarter 1: January - March) [PDF 80K]     New
Freddie Mac Settlement Date Calendar - MIDANET (2009 Quarter 2: April - June) [PDF 82K]     New
Freddie Mac Settlement Date Calendar - Selling System (2008 Quarter 3: July - September) [PDF 153K]
Freddie Mac Settlement Date Calendar - Selling System (2008 Quarter 4: October - December) [PDF 155K]
Freddie Mac Settlement Date Calendar - Selling System (2009 Quarter 1: January - March) [PDF 83K]     New
Freddie Mac Settlement Date Calendar - Selling System (2009 Quarter 2: April - June) [PDF 85K]     New
How to Access Freddie Mac's Exclusionary List in MIDANET [PDF 123K]
How to Calculate Postsettlement Delivery Fees [PDF 291K]
How to Enter Form 11/13 Data In The Selling System
How to Upgrade MIDANET Software [PDF 88K]
MIDANET Menu Structure [PDF 81K]
MIDANET Mortgage Evaluation Flags [PDF 105K]
MIDANET Resources Quick Reference [PDF 175K]
MIDANET Training and Education Resources [PDF 63K]
MIDANET for the PC Software Installation Instructions [PDF 265K]
More on MIDANET [PDF 425K]
Post Fund Data Correction Form [XLS 21K]
Postsettlement Training and Education Resources [PDF 40K]
Selling System Cash User Roles [PDF 145K]
Selling System Guarantor and MultiLender User Roles [PDF 145K]
Selling System Security Wire Instructions [PDF 380K]
Selling System Training and Education Resources [PDF 82K]
WAC ARM Pools - Pooling Requirements [PDF 28K]

 

Servicing

Resource List
Create Your Own Reports in Investor Accounting ManagerSM [PDF 32K]
Default Management Training and Education Resources [PDF 330K]     Updated
Electronic Default Reporting (EDR) Quick Reference Guide [PDF 1.1M]
Freddie Mac User's Guide for Cash Remittances [PDF 37K]
Getting Started with Investor Accounting [PDF 181K]
Investor Accounting Manager - Up and Running in 5 Minutes [PDF 118K]
Investor Reporting & Remitting Training and Education Resources [PDF 323K]     Updated
Investor Reporting Quick Reference [PDF 916K]
MIDANET for the PC: Mortgage Insurance Cancellation Supplement Guide [PDF 41K]
More Foreclosure and Bankruptcy Resources restricted access
You will need your Mortgage Servicing Products ID and password to access these materials.
Reimbursement for Borrower Outreach Methods [PDF 156K]     New
Reporting and Remitting Tips for Investor Accounting [PDF 45K]
Resolving Loan-Level Edits Quick Reference Guide [PDF 370K]
Servicing Maturing Balloon/Reset Mortgages Quick Reference [PDF 65K]
2008 Due Date Calendar for Monthly Reporting and Remitting [PDF 97K]

 

Underwriting

Resource List
Address Guidelines for MAF [PDF 283K]
Anti-predatory Lending Requirements [PDF 43K]
Appraisal Review Reminders [PDF 45K]
Business Cash Flow Analysis Worksheet [PDF 19K]
Cash Flow Analysis Worksheet [PDF 28K]
Condominium Unit Mortgages - Project Analysis [PDF 180K]
Conventional/Conforming Rental Income Matrix [PDF 51K]
Documenting Lawful Residency Status for Non-U.S. Citizens
FHA TOTAL Mortgage Scorecard and VA Documentation Matrix [PDF 60K]
FHA TOTAL Mortgage Scorecard and VA Processing Worksheets [PDF 67K]
Factors Used in Loan Prospector
Freddie Mac Condominium Unit Mortgages [PDF 90K]
How to Access Freddie Mac's Exclusionary List in Loan Prospector [PDF 459K]     Updated
Loan Prospector - How to Enter a Loan for Mortgages for Newly Constructed Homes
Loan Prospector Documentation Matrix [PDF 121K]
Loan Prospector Feedback Message Summary of Changes [PDF 21K]
Loan Prospector Feedback Messages (Cause & Resolution) [PDF 118K]
Loan Prospector Feedback Messages [PDF 290K]
Manufactured Home Underwriting Reminders [PDF 61K]
Mortgage Insurance Coverage Options Matrix [PDF 35K]
Mortgage Insurance Financing Matrix [PDF 34K]
Mortgages for Newly Constructed Homes [PDF 130K]
Ordering Merged Credit (LoanProspector.com System-to-System Access Method) [PDF 339K]
Practices for Avoiding Predatory Lending [PDF 35K]
Processing FHA TOTAL and VA Mortgages [PDF 905K]     Updated
Refinance Programs [PDF 64K]
Revised Property and Flood Insurance Deductibles for Mortgages Sold to and Serviced for Freddie Mac
Schedule Analysis Worksheet [PDF 21K]
Selection and Use of Credit Scores [PDF 40K]
Understanding and Documenting Self-Employed Borrowers
Underwriting Self-Employed Borrowers in General and Limited Partnerships
Underwriting Self-Employed Borrowers in Limited Liability Company
Underwriting Self-Employed Borrowers in Sole Proprietorship
Underwriting Self-Employed Borrowers in U.S. Corporations
Underwriting Self-Employed Borrowers in an S Corporation
Underwriting Training and Education Resources [PDF 79K]

 

© 2008 Freddie Mac