Servicing Transfer Approval

• Simplifies the servicing transfer process by providing a single consolidated data entry point for Form 629
• Provides transparency and notifies all impacted servicers of the request status and additional information as needed
• Minimizes the submission of erroneous forms due to inconsistent format or incorrect data
• Eliminates manual email submission 

• Servicing Transfers – User Guide
• Servicing Transfers – eLearning Module
• Servicing Transfers – Getting Started with Technology Manager Guide

• Form 629 Template
• Custodian Matrix for Form 629

• Servicing Transfer Approval Release Notes | Nov. 13, 2023
• Servicing Transfer Approval Release Notes | June 22, 2023
• Servicing Transfer Approval Release Notes | Feb. 2, 2023
• Servicing Transfer Approval Release Notes | Mar. 30, 2022

REO Servicing Transfers can now by submitted directly into the Quick Exchange application.

Servicing Transfer Support Team

Any servicer receiving approval for the transfer must transmit loan-level information for mortgage loan(s). Learn more about eTransfers.
 

View the Servicing Transfers Origination and Modification Data Report in Fannie Mae Connect.

The MISMO Servicing Transfers Catalog (MSTC) contains industry standard templates for the minimum set of instructional and transactional documentation required when conducting a servicer-to-servicer transfer of a portfolio of residential mortgage loans. It also includes templates and best practices for servicing transfer instructions, portfolio characteristics, image transfer schedules, required reporting, reconciliation and more.
Servicing Transfer Catalog | MISMO