Loan Selling Advisor Training
Training resources to help you use Loan Selling Advisor®.
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Loan Advisor® uncovers hidden value for your business. Our data and models reveal opportunity at every stage for the lending process.
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.
Loan Selling Advisor User Roles for Sellers Tutorial
Covers the various user roles available in Loan Selling Advisor® and the process for requesting these roles.
Getting Started with Loan Selling Advisor® Online Help Clip
Learn features and tips for our context-specific online help system to assist you in using Loan Selling Advisor®.
Loan Selling Advisor Training Resources
This document lists training and reference resources available from Freddie Mac Learning that show how to work with Loan Selling Advisor and sell & deliver mortgages to Freddie Mac.
Servicing-Released XChange® Training Resources
This document lists various resources that describes Freddie Mac’s Servicing-Released XChange executions.
- 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
- 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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