Loan Selling Advisor Training
Training resources to help you use Loan Selling Advisor®.
Loan Selling Advisor Overview Tutorial
This tutorial introduces new Loan Selling Advisor users to the basics, such as logging in and navigating, user roles, and resources.
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
- Form 996E Tips and Best Practices
- 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 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
- Mandatory Fixed-Rate 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