Servicing Learning Center

• COVID-19 Payment Deferral and Payment Deferral Using SMDU or HSSN
• Custodial Accounting: Verification of Cashbook Balances for P&I Custodial Reconciliation Form 496
• Detailed Reporting Trial Balance (DRTB)
• Investor Reporting Reconciliation
• Master Servicing Payment Deferral process requirements
• Remitting and Reporting Short Sale
• Seller/Servicer Initiated Post-Purchase Adjustments
• Servicer Performance & Incentives – Investor Reporting Metrics
• Stop Delinquency Advance Process: P&I Custodial Reconciliation Form 496
• Transaction Type 96 – Loan Activity Reporting
• Using the DMDC SCRA Website Database

Cash Remittance System

• Cash Remittance System User Guide

eBoutique

• eBoutique Reverse Mortgage Servicing User Guide

eTransfers

• eTransfers Upload File Conversion Tool 
• eTransfers Upload File Conversion Tool (Excel)
• eTransfers User Guide

Servicer's Reconciliation Facility (SURF) 

• SURF Collection
• SURF Internet Settings

Servicing Transfer Approvals 

• Servicing Transfers- User Guide
• Servicing Transfers - eLearning Module

• Master Servicing Operations
• Master Servicing - Payment Deferral and COVID-19 Payment Deferral

• How Modifications Affect Investor Reporting
• Introduction to Investor Accounting: Remitting, Reporting, and Reconciling for Actual/Actual Loans
• Loan Reclassification
• Reconciling T&I Custodial Accounts
• Resolving Failed Business Rules for Modified Loans
• Transaction Type 83 - Interest Rate/Payment Change Reporting
• Transaction Type 89 - Mortgage Insurance Discontinuance
• Hard and Soft Rejects
• Loan Reinstatement / Readd Process
• Servicemembers Civil Relief Act

• HSSN Delinquent Loan Reporting and Reclassification Timeline
• eTransfers Upload File Conversion Tool
• Pledges of Servicing Rights and Transfers of an Interest in Servicing Income At-a-Glance
• Investor Reporting Training Plan

• Completing the Reconciliation of Mortgage Portfolio Form 473 – Schedule 1
• Completing the Reconciliation of Interest Rate/Pass-Through Rate Form 473A – Schedule 2
• Completing the Shortage/Surplus Reconciliation for Reporting Period Form 472 – Schedule 3
• Data Access Authorization Form (DAA)
• 1022 | (SCRA Reporting and Disbursement Request Form)
• 180 | (Request for Military Indulgence) Form 472 Reconciliation of Shortage/Surplus
• 472 | Reconciliation of Shortage/Surplus (Excel)
• 472 | Schedule 3 Supplement
• 472 | Schedule 3 Supplement (Excel)
• 473 | Reconciliation of Mortgage Portfolio
• 473 | Reconciliation of Mortgage Portfolio (Excel)
• 473A | Reconciliation of Interest Rate/Pass-Through Rate
• 473A | Reconciliation of Interest Rate/Pass-Through Rate (Excel)
• 496 | Principal and Interest (P&I) Custodian Account Analysis
• 512 | Reconciliation of Mortgage Portfolio - S/S MBS & MRS (Excel)
• 512 | Reconciliation of Mortgage Portfolio - S/S MBS & MRS
• 571 | Cash Disbursement Request
• Request for Approval of Servicing or Subservicing Transfer

• COVID-19 Payment Deferral and Payment Deferral Using SMDU or HSSN
• HSSN Delinquent Loan Reporting and Reclassification Timeline
• HomeSaver Solutions Network (HSSN)
• Remitting and Reporting Short Sale
• Early Delinquency Counseling

Asset Management Network

• HSSN Extend Mod Disaster Relief
• REOGram
• Automated Property Service (APS) for Modifications and Mortgage Release User Guide

Servicing Management Default Underwriter (SMDU)

• SMDU UI Payment Deferral Options User Guide
• SMDU UI Loss Mitigation User Guide

• Bankruptcy Cramdown
• Imminent Default Evaluation

• Flex Modification
• Homeowner Retention Options
• Loss Mitigation Overview for Servicers
• Mortgage Insurance Claims Portal

Avoiding foreclosure

• Script for homeowners who need a graceful exit

COVID-19

• COVID-19 Forbearance Script for Servicer Use with Homeowners 
• Script for homeowners with a resolved COVID-19 hardship

Disaster

• Script for homeowners impacted by a disaster

Financial hardship

• Forbearance Script For Servicers to use with Homeowners
• Servicer Script for Homeowners with a Resolved Hardship

• Loss Mitigation Training Plan

• REOGram Collection 

• Property 360 Expense Reimbursement Onboarding Checklist
• Fannie Mae Connect Delinquency Exception Details Report
• Servicer Expense Reimbursement
• Line Items Search Tool

• Inquiry Response Tool (IRT) Submitter User Manual

• Fannie Mae Invoicing

• Introduction to Investor Accounting: Remitting, Reporting, and Reconciling for Actual/Actual Loans

• REO/Corporate ACH (Direct Deposit) Form
• ACH (Direct Deposit) For Your REO Reimbursement

• Exception Reporting Portal (ERP) Servicer User Manual

Loan Quality Connect (LQC)

• LQC File Transfer

Loan Servicing Data Utility (LSDU)

• How to Use LSDU

Servicing Management Default Underwriter (SMDU)

• Overview and Sample Workflows (6 minutes) 
• How to Log In and Navigate (5 minutes)
• Evaluate for a Workout (9 minutes)
• Evaluation History Overview (5 minutes)
• Create a Manual Submission (10 minutes)
• Record Trial Payments (5 minutes)
• Cancel and Resubmit a Case (4 minutes)
• Close a Case (10 minutes)
• Evaluate for Final (7 minutes)
• Evaluate for First Time Final (9 minutes)
• Evaluate for Imminent Default (7 minutes)

Technology Manager 

• Related Training: Technology Manager

• Forbearance Script - Chinese
• Forbearance Script - Korean
• Forbearance Script - Spanish
• Forbearance Script - Tagalog
• Forbearance Script - Vietnamese
• Multi-Language Resources for Servicers