Loan Selling Advisor Training
Training resources to help you use Loan Selling Advisor®.
Get the Most Out of Every Loan
Loan Advisor® uncovers hidden value for your business. Our data and models reveal opportunity at every stage for the lending process.
Featured Learning
Educational Resources
Reference Tools
- Appraisal Data Integration from UCDP to Loan Selling Advisor
- Best Practices for Best Efforts Contracts
- Cash Contract Data Field Definitions
- Certification Prior to Allocation
- Certifying Mortgages for Freddie Mac
- Export and Import Tips for Warehouse Lenders
- Export Data
- Early Funding Loan-Level Deliveries Desk Reference
- Form 996E Tips and Best Practices
- Loan Selling Advisor Tips for Resolving Delivery Edits
- Originator Pipeline Process for the Correspondent XChange
- Sell and Deliver Mortgages with Specified Attributes to Freddie Mac
- Servicing Released Premium Adjustment Guide
- Selling and Delivery Training
- Tips for Delivering Early Funding Contracts
- Tips to Confirm Representation and Warranty Relief in Loan Selling Advisor
- Validating Loan Product Advisor and Non-Loan Product Advisor Loans in Loan Selling Advisor
- Warehouse Lender Release and Transfer
Tutorials
- Adjustable Rate Mortgage (ARM) Cash Contracts
- Allocating & Pricing Loans Tutorial
- Assess/Evaluate Loans Tutorial
- Best Efforts Contract Option Tutorial
- Certifying Mortgages for Freddie Mac Tutorial
- Correspondent XChange Originator Pipeline
- Create and Modify Loans Tutorial
- Export Delivery Data Tutorial
- Early Funding Loan-Level Deliveries Tutorial
- Fundamentals of Cash-Released Xchange Tutorial
- Guarantor Pricing and Contract Process Tutorial
- How to Confirm Representation and Warranty Relief in Loan Selling Advisor Tutorial
- How to Use the Contract Pipeline Tutorial
- How to Use the Loan Pipeline Tutorial
- Loan Selling Advisor Early Funding Learning Clip
- Loan Selling Advisor Overview Tutorial
- Loan Selling Advisor User Roles for Sellers Tutorial
- Mandatory Fixed-Rate, Servicing-Retained CTOS Cash Contracts Tutorial
- Pair off Mandatory Cash Contracts Tutorial
- Purchase Contracts Overview Tutorial
- Record and Release Pledged Mortgages for Freddie Mac Tutorial
- ULDD Data Delivery Tips
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