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Alphabetical List of Resources

Resource List Workshop Web Event
Additional Supplement (OCS) Timeline [PDF 269K]
Address Guidelines for MAF [PDF 283K]
Affordable Income & Property Eligibility
Affordable Servicing Best Practices for Housing Counselors [PDF 79K]
Alternatives To Foreclosure Overview - Recorded - 60 min
Alternatives to Foreclosure Overview - 2 hr
Alternatives to Foreclosure for Housing Counselors - 6 hr
Alternatives to Foreclosure for Housing Counselors - 45 min
Alternatives to Foreclosure - 1 day
Anti-predatory Lending Requirements [PDF 43K]
Appraisal Review Reminders [PDF 45K]
Area Median Income - 10 min Updated
Automated Archive Process [PDF 282K]
Balloon/Reset Best Practices [PDF 73K]
Balloon/Reset Mortgages FAQs [PDF 54K]
Benefits of Minimum Documentation - 2 hr
Best Efforts Servicing Released Contracting - 56 min
Best Efforts Servicing Retained Contracting - 69 min
Best Efforts Servicing Retained/Released Contracts - 65 min
Borrowers with Limited or No Credit - 30 min
Business Cash Flow Analysis Worksheet [PDF 19K]
Calculate Cash Receipts Variances - 34 min
Cash Disbursement Variances - 32 min
Cash Flow Analysis Worksheet [PDF 28K]
Cash-out Refinance Mortgages Description and Fact Sheets
Certification Prior to Allocation - 13 min
Certification of NY Consolidation, Extension Modification Agreement (NYCEMA) Deliveries [PDF 38K]
Certifying Mortgages for Freddie Mac [PDF 1.7M]
Collateral Assessment Review Web Conference - 90 min
Community Outreach Training and Education Resources [PDF 52K]
Condominium Unit Mortgages - Project Analysis [PDF 180K]
Construction Conversion Mortgages Description and Fact Sheet
Conventional/Conforming Rental Income Matrix [PDF 51K]
CounselorMax™ Login and Administration - 5 min
CounselorMax Set-Up and Customization - 90 min
CounselorMax: Frequently Asked Questions [PDF 72K]
CounselorMax: Guidelines for First-Time System Administrators [PDF 175K]
CounselorMax: Report Capabilities - 90 min
CounselorMax: Using CounselorMax - 90 min
Create Your Own Reports in Investor Accounting Manager^SM [PDF 32K]
Cumulative Variance Log - 23 min
Custodial Account Review (CAR) - 16 min
Custodial Accounting Best Practices [PDF 112K]
Custodial Accounts: Establish & Maintain Accounts - 22 min
Data Error Correction and LP Validation File Instructions [PDF 597K]
Data Error and LP Validation Report Troubleshooting Error Codes [PDF 86K]
Default Management Bulletin Guide Updates - 2 hr
Default Management Training and Education Resources [PDF 330K] Updated
Disaster Relief Guidelines
Discover Gold Through Quality (Quality Control and Fraud Prevention Best Practices)
Document Custody Procedure Handbook
Document Custody - 47 min
Documenting Income and Employment - 90 min
Documenting Lawful Residency Status for Non-U.S. Citizens
Early Indicator® User Guide and Training Materials
Early Indicator [PDF 179K]
Earn Rewards for Expert Servicing Brochure [PDF 270K]
Electronic Default Reporting (EDR) Quick Reference Guide [PDF 1.1M]
Electronic Default Reporting (EDR) Recording - 56 min
Electronic Default Reporting (EDR) - 2 hr
Eligibility/Processing Checklist for Streamlined Refinance Mortgages [PDF 64K]
Ensure Correct Non-LP CS/LTV Delivery Fees [PDF 69K]
Escrow Custodial Account Reconciliation Worksheet Form 59E with line by line instructions [PDF 163K]
Escrow Reconciliation/Form59E - 27 min
Exhibit 19: Postsettlement Delivery Fees [PDF 494K]
Expense Manager^SM [PDF 81K]
Expense Reimbursement Desk Reference [PDF 3.1M] Updated
Expense Reimbursement [PDF 214K]
Expert Servicing, Your Vital Role Brochure [PDF 359K]
Export Reports and Create Customized Reports - 21 min
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®
Form 1034E, Custodial Certification Schedule - 30 min
Form 1134 [DOC 298K]
Form 11: Mortgage Submission Schedule [PDF 344K]
Form 13SF: Mortgage Submission Voucher [PDF 326K]
Freddie Mac Condominium Unit Mortgages [PDF 90K]
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
Freddie Mac User's Guide for Cash Remittances [PDF 37K]
Freddie Mac's Single-Family Seller/Servicer Guide
Getting Started with Investor Accounting [PDF 181K]
Getting Started with Loan Prospector - Part 1 - 75 min New
Getting Started with Loan Prospector - Part 2 - 45 min New
Getting Started with Loan Prospector® Outreach - 90 min
Gold Connection® for Servicing
Guarantor & Multilender Fixed Rate Contracting - 55 min
Guarantor WAC ARM Contracting - 50 min
Helping Borrowers Avoid Foreclosure
Home Possible Manual Underwriting - 24 min Updated
Home Possible® Mortgages Resource Center
Home Possible Mortgages - 90 min
Home Possible Online Marketing Kit
Home Possible Product Overview - 40 min
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]
Home Possible: What's New! - 20 min
How to Access Freddie Mac's Exclusionary List in Loan Prospector [PDF 459K] Updated
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 Read a Credit Report
How to Upgrade MIDANET Software [PDF 88K]
Incentive Manager^SM for Default Compensation & Fees - 30 min
Initial Interest^SM Adjustable-Rate Mortgages Description and Fact Sheet
Initial Interest Details for Originators and Underwriters [PDF 45K]
Initial Interest Fixed-Rate Mortgages Description and Fact Sheet
Intro to Investor Accounting Responsibilities - 90 min
Intro to Investor Accounting Responsibilities - 40 min
Introduction to the Selling System - 20 min
Investor Accounting Manager - Up and Running in 5 Minutes [PDF 118K]
Investor Accounting Manager User Guide [PDF 6.8M]
Investor Accounting Manager
Investor Accounting Overview - 34 min
Investor Accounting Reports - 50 min
Investor Accounting: Loan-Level Transactions - 55 min
Investor Accounting: Resolving Loan-Level Edits - 2 hr
Investor Accounting: Resolving Loan-Level Edits - 65 min
Investor Reporting & Remitting Training and Education Resources [PDF 323K] Updated
Investor Reporting - Advanced - 1 day
Investor Reporting - Beginner - 1 day
Investor Reporting Best Practices [PDF 33K]
Investor Reporting Case Studies [PDF 341K]
Investor Reporting EDI Implementation Guide [PDF 674K]
Investor Reporting Quick Reference [PDF 916K]
Investor Reporting to Freddie Mac User Guide [PDF 8.5M]
Loan Entry: Cash - 95 min
Loan Entry: Guarantor - 33 min
Loan Prospector - How it Works - 40 min
Loan Prospector - How to Assign a Loan [PDF 937K]
Loan Prospector - How to Change the Password [PDF 937K]
Loan Prospector - How to Enter Optional Breakdown Data [PDF 937K]
Loan Prospector - How to Enter a Loan for Mortgages for Newly Constructed Homes
Loan Prospector - How to Login [PDF 937K]
Loan Prospector - How to Order Automated Underwriting and Merged Credit With or Without Reference Numbers [PDF 498K]
Loan Prospector - How to Order Automated Underwriting and Reorder Credit [PDF 937K]
Loan Prospector - How to Order Automated Underwriting with Reference Numbers [PDF 498K]
Loan Prospector - How to Order Merged Credit With or Without Reference Numbers [PDF 498K]
Loan Prospector - How to Release a Loan [PDF 937K]
Loan Prospector Access Methods at a Glance [PDF]
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]
Loan Prospector Functionality Guide [PDF 937K]
Loan Prospector Outreach User Guide [PDF 1.3M]
Loan Prospector's Merged Credit Options: Frequently Asked Questions
MIDANET - Fixed Rate Delivery & Certification - 1 hr
MIDANET - Getting Started - 35 min
MIDANET - Tools & Reports - 32 min
MIDANET Cash User Guide [PDF 2.0M]
MIDANET Menu Structure [PDF 81K]
MIDANET Mortgage Evaluation Flags [PDF 105K]
MIDANET Post Purchase Data Correction Utility Instructions [PDF 863K]
MIDANET Post Purchase Data Correction Utility
MIDANET Resources Quick Reference [PDF 175K]
MIDANET SWAP Programs User Guide [PDF 2.6M]
MIDANET Training and Education Resources [PDF 63K]
MIDANET for the PC Software Installation Instructions [PDF 265K]
MIDANET for the PC: Mortgage Insurance Cancellation Supplement Guide [PDF 41K]
MIDANET for the PC: Reporting Tips for Investor Accounting [PDF 40K]
Managing Foreclosures and Adverse Matters - 1 day
Mandatory Servicing Released Contracting - 49 min
Mandatory Servicing Retained Contracting - 53 min
Mandatory Servicing Retained WAC ARM Contracting - 67 min
Manufactured Home Underwriting Reminders [PDF 61K]
Manufactured Homes Description and Fact Sheet
Manufactured Homes Fact Sheet [PDF 82K]
More Balloon/Resets Resources You will need your Mortgage Servicing Products ID and password to access these materials.
More Foreclosure and Bankruptcy Resources You will need your Mortgage Servicing Products ID and password to access these materials.
More Loss Mitigation Resources for Servicers You will need your Mortgage Servicing Products ID and password to access these materials.
More MIDANET Resources You will need your Mortgage Servicing Products ID and password to access these materials.
More on MIDANET [PDF 425K]
Mortgage Document Manager
Mortgage Fraud - How to Protect Your Organization - 1/2 day
Mortgage Insurance Coverage Options Matrix [PDF 35K]
Mortgage Insurance Financing Matrix [PDF 34K]
Mortgage Products Training and Education Resources [PDF 78K]
Mortgage Products: More Choices for More Borrowers - 1 day
Mortgage Servicing Products ID Order Form
Mortgages for Newly Constructed Homes Description and Fact Sheet
Mortgages for Newly Constructed Homes - 90 min
Mortgages for Newly Constructed Homes [PDF 130K]
National Industry Standards for Homeownership Education and Counseling
Net Price - 20 min
Newly Built Home Mortgages Description and Fact Sheet
No Cash-out Refinance Mortgages Description and Fact Sheets
Online Submission of Servicing Expense Reimbursement Claims (Form 104SF) [PDF 161K]
Onsite Reviews - Aim for Success - 33 min
Operating Principles - 22 min
Ordering Merged Credit (LoanProspector.com System-to-System Access Method) [PDF 339K]
Overview of Recent Announcements and Guide Changes - 90 min
P&I Custodial Account Variances - 2 hrs
P&I Reconciliation/Form 59 - 49 min
Pair Off Mandatory Cash Contracts - 20 min
Post Fund Data Correction Form [XLS 21K]
Postsettlement Training and Education Resources [PDF 40K]
Practices for Avoiding Predatory Lending [PDF 35K]
Preventing ARM Reporting Discrepancies Best Practices [PDF 111K]
Pricing: Cash - 35 min
Principal and Interest Custodial Account Reconciliation Worksheet-Monthly Account Statement Form 59 with line by line instructions [PDF 278K]
Processing FHA TOTAL and VA Mortgages [PDF 905K] Updated
Promoting Responsible Servicing Practices [PDF 72K]
REO Manager®
Refinance Programs [PDF 64K]
Reimbursement for Borrower Outreach Methods [PDF 156K] New
Remitting Best Practices [PDF 35K]
Renovation Mortgages Description and Fact Sheet
Reporting and Remitting Tips for Investor Accounting [PDF 45K]
Resolve Cash Receipts Variances - 64 min
Resolving Loan-Level Edits Quick Reference Guide [PDF 370K]
Reviewing Appraisal & Inspection Reports Workshop - 1/2 day
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]
Seller-Owned Converted Mortgages Description and Fact Sheet
Seller-Owned Modified Mortgages Description and Fact Sheet
Seller/Servicer Remittance Analysis - 30 min
Selling Mortgages Secured by Manufactured Homes - 2 hr
Selling Mortgages to Freddie Mac - Guarantor and MultiLender User Guide [PDF 10M]
Selling Mortgages to Freddie Mac for Cash User Guide [PDF 9.8M]
Selling System Availability Matrix
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]
Servicer Incentive Program [PDF 88K]
Servicer Performance Profile: Default Management Recorded - 80 min
Servicer Performance Profile: Investor Reporting - 90 min
Servicer Performance Profile: Investor Reporting - 45 min
Servicer Performance Profiles Fact Sheet [PDF 172K]
Servicer Performance Profiles Reference Manual [PDF 2.4M]
Servicer Performance Profile
Servicing Balloon/Reset Mortgages for the Beginner - 85 min
Servicing Balloon/Reset Mortgages - 90 min
Servicing Initial Interest Mortgages - 43 min
Servicing Maturing Balloon/Reset Mortgages Quick Reference [PDF 65K]
Servicing Released: Net Funding - 42 min
Servicing Released: Transfers - 37 min
Servicing Technology Tools
Setting Up Wire Instructions: Guarantor - 13 min
Settlement: Cash - 40 min
Settlement: Guarantor - 40 min
Solving Default Challenges: Collections - 18 min
Solving Default Challenges: EDR - 24 min
Solving Default Challenges: Foreclosure Timeline - 60 min
Solving Default Challenges: Servicer Profile - 55 min
Special Options for Service Members
Streamlined Refinance Mortgages Description and Fact Sheet
TBD Master Commitments - 8 min
Temporary Subsidy Buydown Mortgages Description and Fact Sheet
The Selling System Resource Center- Sell More Loans More Quickly and More Easily
Timeline Manager [PDF 166K]
Tools and Incentives for Small- to Mid-Sized Servicers [PDF 93K]
Understand & Document the Self-Employed Borrower - 50 min
Understanding Custodial Accounts Case Study [PDF 3.6M]
Understanding Custodial Accounts User Guide [PDF 3.1M]
Understanding Custodial Accounts - 2 days
Understanding Your Seller Statement - 48 min
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]
Underwriting with Loan Prospector - 1 day
Using CounselorMax for Maximum Results - 3 hr
Using Form 104SF Recorded - 135 min
Using Loan Prospector Merged Credit Options (Loan Prospector Browser Access Method) [PDF 498K]
Using Remedy Manager - 15 min
Using Workout Prospector® Recorded - 76 min
Verified Loan Origination System (LOS) Vendors
WAC ARM Pools - Pooling Requirements [PDF 28K]
Why use Default Reporting Manager^SM? - 45 min
Working with Foreclosure Attorneys to Help Borrowers Avoid Foreclosure - Best Practices [PDF 122K]
Workout Incentive Program [PDF 97K]
Workout Manager® [PDF 157K]
Workout Prospector [PDF 82K]
2008 Condo Project Eligibility and Seller Warranties - 90 min
2008 Due Date Calendar for Monthly Reporting and Remitting [PDF 97K]