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Introductory Training - Selling

Select the execution path that best describes how you do business with Freddie Mac. Each path must start with the Introduction to the Selling System training. Start here before moving on to your execution path. Once you complete the Introduction course, you are ready to move on.

Check out Selling and Delivery for additional classes and reference materials.

Introduction to the Selling System

Course Name Description Resources
Introduction to the Selling System This 20-minute recorded session provides an overview of the Selling System. Training presentation [PDF]


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Mandatory Servicing Retained

Course Name Description Resources
Pricing: Cash This 35-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation [PDF]
Settlement: Cash This 40-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation [PDF]
Loan Entry: Cash This 95-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation [PDF]
Mandatory Servicing Retained Contracting This 53-minute recorded session will provide you with the basics for navigating through the selling system to price, commit, and manage your Mandatory contracts. Training presentation [PDF]
Net Price This 40-minute recorded session will provide you with the basics to understand and use the selling system Net Price capabilities, including how to use the "all-in" price function, recognizing updates and changes to Net Price, and using the system's Export capabilities to export data fields associated with the net price for each mortgage. Training presentation [PDF]
Pair Off Mandatory Cash Contracts This 20-minute recorded web conference training will help you understand how to effectively use the selling system's pair off functionality for mandatory cash contracts. Training presentation [PDF]
Mandatory Servicing Retained WAC ARM Contracting This 67-minute recorded session will prepare you to use the selling system to execute Mandatory Servicing Retained WAC ARM contracts to sell your Adjustable Rate Mortgages for cash, which is available as part of our Weighted Average Coupon (WAC) ARM offerings. Training presentation [PDF]

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Mandatory Servicing Released

Course Name Description Resources
Pricing: Cash This 35-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation [PDF]
Settlement: Cash This 40-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation [PDF]
Loan Entry Cash This 95-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation [PDF]
Mandatory Servicing Released Contracting This 49-minute recorded session will provide you with the basics for navigating through the selling system to price, commit, and manage your Mandatory contracts. Training presentation [PDF]
Servicing Released: Net Funding This 40-minute recorded session provides useful information to reconcile your Sellers' Total Disbursement for mortgages settled on a Best Efforts or Mandatory Servicing Released basis. Training presentation [PDF]
Operating Principles This 22-minute recorded session will provide you with a better understanding of Freddie Mac's recommended standard guidelines for contract executions for Best Efforts, Mandatory and Servicing Released loans sold and delivered via the selling system. Training presentation [PDF]

Operating Principles [PDF]
Pair Off Mandatory Cash Contracts This 20-minute recorded web conference training will help you understand how to effectively use the selling system's pair off functionality for mandatory cash contracts. Training presentation [PDF]
Servicing Released: Transfers This 37-minute recorded session will enable your organization to experience a smoother transaction when your operations, shipping, and delivery staff packages and ships mortgages sold and delivered to approved Servicers via Freddie Mac's selling system. Training presentation [PDF]

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Best Efforts Servicing Retained

Course Name Description Resources
Best Efforts Servicing Retained/Released Contracts This 65 min. Recorded Web-Conference will provide Secondary Marketing/Contracting staff an overview of the business aspects of Best Efforts Servicing Retained/Servicing Released contracting. It will also provide limited basics of the selling system functionality when creating and processing Best Efforts contracts and allocated loans. Training presentation [PDF]
Best Efforts Servicing Retained Contracting This 56-minute recorded session will provide you with the basics for navigating through the selling system to price, commit and manage your Best Efforts Cash pipeline. Training presentation [PDF]
Pricing: Cash This 35-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation [PDF]
Settlement: Cash This 40-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation [PDF]
Loan Entry Cash This 95-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation [PDF]
Net Price This 40-minute recorded session will provide you with the basics to understand and use the selling system Net Price capabilities, including how to use the "all-in" price function, recognizing updates and changes to Net Price, and using the system's Export capabilities to export data fields associated with the net price for each mortgage. Training presentation [PDF]
Operating Principles This 22-minute recorded session will provide you with a better understanding of Freddie Mac's recommended standard guidelines for contract executions for Best Efforts, Mandatory and Servicing Released loans sold and delivered via the selling system. Training presentation [PDF]

Operating Principles [PDF]

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Best Efforts Servicing Released

Course Name Description Resources
Best Efforts Servicing Retained/Released Contracts This 65 min. Recorded Web-Conference will provide Secondary Marketing/Contracting staff an overview of the business aspects of Best Efforts Servicing Retained/Servicing Released contracting. It will also provide limited basics of the selling system functionality when creating and processing Best Efforts contracts and allocated loans. Training presentation [PDF]
Best Efforts Servicing Released Contracting This 56-minute recorded session will provide you with the basics for navigating through the selling system to price, commit, and manage your Best Efforts Cash pipeline. Training presentation [PDF]
Pricing: Cash This 35-minute recorded session will provide you with the basics for obtaining indication pricing using the selling system for Mandatory and Best Efforts contract options. Training presentation [PDF]
Settlement: Cash This 40-minute recorded session provides you with the basics of entering settlement details, building settlement forms and retrieving settlement statements through the selling system. Training presentation [PDF]
Loan Entry Cash This 95-minute recorded session provides you with the basics of manually creating a loan, importing loan data, evaluating and modifying loan data through the selling system. Training presentation [PDF]
Servicing Released: Net Funding This 40-minute recorded session provides useful information to reconcile your Sellers' Total Disbursement for mortgages settled on a Best Efforts or Mandatory Servicing Released basis. Training presentation [PDF]
Operating Principles This 22-minute recorded session will provide you with a better understanding of Freddie Mac's recommended standard guidelines for contract executions for Best Efforts, Mandatory and Servicing Released loans sold and delivered via the selling system. Training presentation [PDF]

Operating Principles [PDF]
Servicing Released: Transfers This 37-minute recorded session will enable your organization to experience a smoother transaction when your operations, shipping, and delivery staff packages and ships mortgages sold and delivered to approved Servicers via Freddie Mac's selling system Training presentation [PDF]

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Guarantor WAC ARMs

Course Name Description Resources
Guarantor WAC ARM Contracting This 50-minute recorded session provides you with the basics for navigating the selling system to commit and manage your Guarantor contract pipeline. Training presentation [PDF]
Loan Entry Guarantor This 33-minute recorded session provides you with the basics for navigating the selling system to import loan data, add loans to a security, and evaluate loans for loans sold via the guarantor execution path. Training presentation [PDF]
Settlement Guarantor This 40-minute recorded session provides you with the basics for navigating the selling system to complete the settlement process for loans sold via the guarantor execution path. Training presentation [PDF]
Setting Up Security Wire Instructions Guarantor This 13-minute recorded session provides you with instructions on how to set up and approve security wire instructions in the selling system for loans sold via the Guarantor execution path. Training presentation [PDF]
Quick Reference [PDF]

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Guarantor & MultiLender Fixed Rate

Course Name Description Resources
Guarantor & MultiLender Fixed Rate Contracting This 55-minute recorded session provides you with the basics for navigating the selling system to commit and manage your Guarantor and Multilender pipeline. Training presentation [PDF]
Loan Entry Guarantor This 33-minute recorded session provides you with the basics for navigating the selling system to import loan data, add loans to a security, and evaluate loans for loans sold via the guarantor execution path. Training presentation [PDF]
Settlement Guarantor This 40-minute recorded session provides you with the basics for navigating the selling system to complete the settlement process for loans sold via the guarantor execution path. Training presentation [PDF]
Setting Up Security Wire Instructions Guarantor This 13-minute recorded session provides you with instructions on how to set up and approve security wire instructions in the selling system for loans sold via the Guarantor execution path. Training presentation [PDF]
Quick Reference [PDF]

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Check out Selling and Delivery for additional classes and reference materials.


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