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Document Custody Training

Training resources for approved Document Custodians.

Certifying Mortgages

Learn the three methods of certifying a note and completing the tasks associated with managing the loans within the certification process.

Featured Learning

Export Datapdf

Loan Selling Advisor® lets you export loan and contract data using standard or customized data sets.

Certifying Mortgages for Freddie Mac

This tutorial describes the three methods of certifying a note (Individual Loans, Loans in Batch, and Importing Certified Loans), and completing the tasks associated with managing the loans within the certification process.

Document Custody

Find guidelines that will help you meet our requirements for document custody processes.

ULDD Data Delivery Tips

This reference tool provides guidance on how to deliver the Uniform Loan Delivery Dataset (ULDD) in Loan Selling Advisor to ensure accurate data and avoid data delivery errors. See Section on Living Trusts.

Educational Resources

Reference Tools

Tutorials

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