SF.FreddieMac.com

Getting Started With Freddie Mac Checklist

Our Getting Started Checklist is designed to help you collect the documents you’ll need to submit through the online “Become a Freddie Mac Single-Family Seller/Servicer” application.

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Please answer the following questions so that we can determine which forms you need to complete.

How will you do business with us?
Need help making a selection?
  • Servicing Retained - Loans are sold to Freddie Mac with your organization retaining the servicing responsibilities and relationship with the borrower.
  • Servicing Released - Loans are sold to Freddie Mac with servicing placed by us with a servicing aggregator.
  • Servicing Only - Loans are owned by Freddie Mac with your organization performing the servicing responsibilities and managing the relationship with the borrower, either directly or via an approved servicing agent.
What kind of organization do you have?
Will you be using a Concurrent Transfer of Servicing (CTOS)?
(Your organization has arranged for a transferee servicer)
Will you engage a vendor to perform certain default functions in connection with servicing Freddie Mac loans, with direct reimbursement to the vendor?
Will you be using a warehouse line of credit or another arrangement, such as a repurchase agreement or a gestation repurchase agreement, to finance your loans prior to their sale to Freddie Mac?
(Funding loans through a warehouse line or other financing arrangement)
Will the financial custodial accounts be held in-house or at an eligible depositor that is not your organization?
Will you utilize a subservicer or third party servicing agent?
Will you use one of Freddie Mac's Designated Custodians, the Bank of New York Mellon Trust Company, N.A. or Computershare Trust Company, N.A, for document custodial services?

Your checklist will include the forms needed to apply to contract with a Document Custodian.

Are you currently set up in the Uniform Collateral Data Portal® (UCDP®) to submit appraisals to Freddie Mac?
Are you already set up to use Loan Product Advisor®?

Review our State Privacy Notices before providing information. For more general Privacy information, view our Privacy Policy.

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Home Possible Mortgage Resources

Home Possible®

The Freddie Mac Home Possible® mortgage offers more options and credit flexibilities than ever before to help your very low-to low-income borrowers attain the dream of owning a home with a down payment as low as 3%.

Home Possible® Mortgage FAQ

These frequently asked questions about the Home Possible® mortgage will help you better understand its guidelines and capabilities.

Home Possible® Mortgage Factsheet

Details about Home Possible and how it can assist low- and moderate-income borrowers.

Home Possible Mortgage Requirements

View Home Possible Mortgage Requirements in the Single-Family Seller/Servicer Guide

Home Possible® Income Eligibility Tutorial

Learn more about income eligibility requirements in determining area median income limits for Home Possible mortgages.

Duty to Serve

Making Affordable Homeownership Available to Every Single Family