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Introductory Training - Servicing

Welcome to Servicing with Freddie Mac. Here you will find the recommended training path you need to get started reporting and remitting to Freddie Mac.

Course Name DescriptionResources
Investor Accounting: Loan-Level Transactions Attend this 55-minute Recorded Web-Conference available 24/7 to learn about what to report on loan-level transactions and when to remit funds to Freddie Mac. and link course material. Training presentation[PDF 267K]
Introduction to Investor Accounting Responsibilities This 40-minute recorded session is for new Seller/Servicers that retain servicing. It will introduce your primary responsibilities for reporting and remitting monthly mortgage activity, the Custodial Account reconciliation process, and the Servicer Performance Profiles. Training presentation[PDF 397K]
Investor Accounting Reports This 50-minute recorded session is for Servicers who retain servicing. It provides a thorough understanding about Freddie Mac Investor Accounting reports and introduces how to use these reports to correct reporting and remitting discrepancies. Training presentation[PDF 310K]
Seller/Servicer Remittance Analysis This 30 minute recorded session will provide information on Freddie Mac's Seller/Servicer Remittance Analysis, how and when to remit funds to Freddie Mac, and how to correct overages or shortages. Training presentation[PDF 310K]

Check out Servicing for additional classes and reference materials.

Additional Information

Here's an additional selection of resources to give you a high-level understanding of Freddie Mac's servicing processes and programs:

Being a Freddie Mac Servicer Servicing Programs Tools
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