Pricing & Contracting Training
Training resources for your pricing and contracting functions
Single-Family’s Sell for Securities Roadmap
Use this interactive guide to help you do guarantor business with us. From pricing and pooling to contracts, loan delivery and fulfillment, you’ll understand the steps required for issuance of the security.
Featured Learning
Educational Resources
Reference Tools
- Best Practices for Best Efforts Contracts
- Buyup and Buydown Calculator for Fixed-Rate Guarantor
- Cash Contract Data Field Definitions
- Cash Payups FAQ
- Daily ACH Schedule for Securities
- Loan Selling Advisor Cash Selling and Delivery Process Flow
- Loan Selling Advisor Guarantor Selling and Delivery Process Flow
- Loan Selling Advisor Training Resources
- Sell and Deliver Mortgages with Specified Characteristics to Freddie Mac
- Sell for Securities: FAQ
- Servicing Released Premium Adjustment Guide
- Servicing-Released XChange Training Resources
- Settlement Dates for Securities
- Single-Family’s Sell for Securities Checklist
- Tips for Delivering Early Funding Contracts
- Understanding the Daily ACH Process
Tutorials
- Assign Security Wire Instructions Tutorial
- Best Efforts Contract Option Tutorial
- Buyups and Buydowns for Fixed-Rate Guarantor and MultiLender Swap
- Correspondent XChange Originator Pipeline
- Export Delivery Data Tutorial
- Fundamentals of Cash-Released XChange Tutorial
- Getting Started with Loan Selling Advisor Online Help Clip
- Guarantor Pricing and Contract Process Tutorial
- Guarantor Security Wire Instructions Tutorial
- How to use the Contract Pipeline
- Loan Selling Advisor Overview Tutorial
- Loan Selling Advisor User Roles for Sellers Tutorial
- Pair Off Mandatory Cash Contracts Tutorial
- Cash Rate Sheet Fundamentals Tutorial
- Single Family’s Sell for Securities Roadmap
- Tips for Using the Daily Automated Clearing House Schedule
- Tips for Using the Settlement Dates for Securities Calendar
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