SF.FreddieMac.com

Resources & Learning

 

Getting the most out of Loan Advisor

Learn about the latest Loan Advisor release notes, feedback messages and other resources.

Recent Updates

June 7 LPA Feedback Messages

We’re adding new messages to support the latest enhancement to AIM for income using direct deposit: direct deposit + paystub.

June 2023 LPA Release Notes

June releases include retirement of a feedback message related to IFI H85, HELOC calculation updates, enhancements for GUI users and more.

June 2023 LPA Feedback Messages

Check out all the feedback messages effective in June for Loan Product Advisor. 

Frequently Asked Questions (FAQs)

 

Loan Product Advisor Release Notes

 

Loan Product Advisor Feedback Messages

 

Condo Project Advisor Feedback Messages

 

Condo Project Advisor Release Notes

 

Loan Collateral Advisor Releases and Feedback Messages

 

Loan Quality Advisor Feedback Messages

 

Loan Quality Advisor Release Notes

 

Loan Closing Advisor Release Notes

 

Loan Closing Advisor Feedback Messages

 

Loan Coverage Advisor Release Notes

 

 

Loan Advisor in ECO

 

Loan Advisor Documentation Matrix

 

 

Workshops, Networking & More

Get hands-on guidance and insights from experts – and develop contacts with other professionals.

Date Time Type Event
Date: 6/6/2023 Time: 1:00 pm - 2:30 pm Type:Webinar Event:Manufactured Home Training
Date: 6/7/2023 Time: 11:30 am - 1:00 pm Type:Webinar Event:Enhanced Loan Product Advisor Direct Access Data Entry
Date: 6/8/2023 Time: 2:00 pm - 4:00 pm Type:Webinar Event:Flex Modification
Date: 6/8/2023 Time: 10:00 am - 12:00 pm Type:Webinar Event:Identifying Principal and Interest Custodial Account Variances
Date: 6/13/2023 Time: 2:00 pm - 3:30 pm Type:Webinar Event:Assets and Acceptable Sources of Funds
Date: 6/13/2023 Time: 10:00 am - 12:00 pm Type:Webinar Event:Borrower Response Package: Documentation and Communication Requirements
Date: 6/13/2023 Time: 11:00 am - 1:00 pm Type:Webinar Event:Workout Prospector®: Processing Flex Modifications
Date: 6/14/2023 Time: 1:00 pm - 2:30 pm Type:Webinar Event:Rental Income Requirements
Date: 6/14/2023 Time: 2:30 pm - 4:00 pm Type:Webinar Event:AIM for Self-Employed: Helping to Underwrite Self-Employed Income
Date: 6/15/2023 Time: 2:00 pm - 3:30 pm Type:Webinar Event:Resolve: Settling FHA, VA, and RHS Modifications

 

Training & Education

Whether you're new to doing business with Freddie Mac, or one of our experienced partners, you'll find videos and other materials for all of your training and education needs.

AIM Training Resources

Training resources to help you take advantage of AIM and AIM for self-employed.

AIM Training Resources

Loan Product Advisor Feedback Certificate: Reviewing Key Results Webinar

What does LPA have to say about your loan submission? Join us as we walk through the feedback certificate.

Loan Quality Advisor Overview

This tutorial shows how to identify potential pre- and post-closing loan-eligibility issues before loan delivery, including various services the tool provides, navigation through the tool & how our Business Intelligence solution can help.

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.

Loan Product Advisor Functionality Resources

Step-by-step instructions, tips and best practices in using Loan Product Advisor for certain types of transactions.

Loan Product Advisor Training Resources

Training Resources to help you transition to the redesigned URLA and the enhanced Loan Product Advisor.

Enhanced Loan Product Advisor Direct Access Data Entry Webinar

Discover the enhancements to the interface for direct access users to prepare for the implementation of the redesigned Uniform Residential Loan Application and Loan Product Advisor.

Automated Collateral Evaluation Learning Clip

Overview of the benefits of ACE appraisal waivers and how to take advantage using Loan Product Advisor.

Improve Your Collateral Confidence

Learn how the Collateral Representation and Warranty Relief offering works, eligibility requirements, steps to use it, key messages & more.

Loan Product Advisor Documentation Matrix

Specifies the documentation requirements for borrowers, including helpful underwriting reminders.

Selling Mortgages to Freddie Mac Using Loan Selling Advisor

Using our Cash, Guarantor and MultiLender executions, learn about creating & pricing loans, the delivery process, settlement, funding & exporting data.

Loan Quality Advisor Overview

This tutorial helps you identify potential pre- & post-closing loan eligibility issues before delivery, shows you how to easily navigate the tool, spot trends & monitor loan quality.

Ask the Expert

Learn how we are innovating and improving to better meet your needs with Loan Product Advisor, AIM and ACE. Designed with you in mind to speed up the process, reduce documentation, and deliver a better borrower experience.

Getting Started with AIM

An introduction to our Loan Product Advisor® capability, AIM, and an overview of how to start streamlining your processes.

AIM for Self-Employed

AIM for self-employed borrowers makes it easier to evaluate assets and income even when there is no W2 from which to work.