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.

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Featured Learning

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.

Delivery Requirements for Construction Conversion and Renovation Mortgages

This job aid provides loan delivery instructions and examples for Construction Conversion and Renovation Mortgages delivered through Loan Selling Advisor.

Educational Resources

Reference Tools

Tutorials

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