When acquiring a servicing portfolio, either through purchase, interim transfer, or subservicing, you must link your organization with that new portfolio using various Freddie Mac applications and processes. The following checklists will guide you through the steps required to obtain access to our servicing-related suite of technology tools so that you are able to service your new portfolio.

Please select from the checklists below:

Servicing Transfer Management Checklist: Transfer of Mortgage Servicing Portfolio

Use this checklist to complete the appropriate transfer request, ensure a successful transfer of servicing and gain access to the required applications when your organization acquires servicing rights by way of purchase or mergers.

Servicing Transfer Management Checklist: Interim Servicing

Use this checklist to complete the appropriate transfer request and gain access to our servicing-related suite of technology tools when Freddie Mac places an interim servicing portfolio with your organization for servicing.

Servicing Transfer Management Checklist: Subservicing

Use this checklist to complete the appropriate form (479A), and/or transfer request and gain access to our servicing-related suite of technology tools when your organization enters into an agreement to subservice a portfolio of Freddie Mac mortgages as a Servicing Agent.