Loan Delivery Training
Training resources to help you with your loan delivery process in Loan Selling Advisor®.
Get Ready for ULDD Phase 4a
Learn about the new and updated data fields for the ULDD Phase 4a changes that will be mandated on 5/22/23 for applications received on or after 1/1/23.
Deliver Temporary Subsidy Buydowns through Loan Selling Advisor
Learn how to deliver loans with temporary subsidy buydowns through Loan Selling Advisor. You’ll learn about key data delivery fields required for loans sold servicing retained or through Cash-Released XChange®.
Delivery Standards for Cash
Review the delivery standards for cash, including steps that must be completed.
Delivery Standards for Guarantor and MultiLender Swap Programs
This document provides the general requirements and additional information related to the delivery standards for Guarantor and Multilender Swap Programs.
Loan Selling Advisor Cash Selling and Delivery Process Flow
Use this interactive process flow to understand the steps for successful Cash Contract Delivery and Fulfillment through Loan Selling Advisor.
Loan Selling Advisor Guarantor Selling and Delivery Process Flow
Use this interactive process flow to understand the steps for successful Guarantor Contract Delivery and Fulfillment though Loan Selling Advisor.
Form 996E Tips and Best Practices
Learn tips and best practices for preparing and submitting Form 996E to the Warehouse Lender.
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.
- Certification Prior to Allocation
- Deliver ULDD ARM Data Fields
- Export Data
- Form 996E and Form 1034E Document Delivery Flow
- How to Identify Area Median Income Percent Using Freddie Mac Tools
- Loan Selling Advisor Tips for Resolving Delivery Edits
- Loan Selling Advisor Training Resources
- Servicing Released XChange Training Resources
- SOFR at-a-Glance for Selling and Delivery
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