By The Single-Family Team, Freddie Mac 
 

Changes are coming to Servicing Transfer Manager, the Freddie Mac GatewaySM tool that allows Servicers to submit a Subsequent Transfer of Servicing (STOS) or intra-Servicer portfolio move.   

The current STOS process for editing the transfer loan pool requires a one-day wait time before Servicers can see the edits. By moving certain daily and monthly processes from a manual report into Servicing Transfer Manager, Servicers will no longer need to wait 24 hours to edit this information. For new transfer requests starting April 14, 2025, these enhanced validations will provide near real-time results, streamlining the servicing transfer process. 

Servicing Transfer Edits and Reports automates the steps needed to identify loans with errors. It allows Servicers to receive an exception report in just a few minutes and provides transparency on other data points related to the Single-Family Seller/Servicer Guide (Guide). 

Benefits of this enhanced process include:

  • Near real-time edit execution, with the opportunity for Servicers to quickly fix edit findings.
  • Enhanced, actionable error messages.
  • Updated Loan List Report with additional details to facilitate quicker reconciliation, including a history of actions taken on loans within a transfer request.

Specific enhancements in the Servicing Transfer Manager user interface (UI) include exception details displayed for each rejected loan, the capability for individual loans to be rejected and the ability to edit loans that are undergoing transfer requests. 

Servicing Transfer Edits and Reports will be available in Servicing Transfer Manager on April 14, 2025, at which time online help will be updated with the enhancements. For questions or more information, reach out to your Freddie Mac representative or contact the Customer Support Contact Center (800-FREDDIE).